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ChanelS

ChanelS
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  • ChanelS
    $HPQ write down & $MSFT write down earlier in yr demonstrate why cash on the books of tech companies should be valued at $0
    11/20/12
    Reply (9)
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    • ChanelS: agreed. i just think more often than not, the cash gets spent on something that becomes worthless. the nature of the sector makes this so...
      11/27/12
    • ChanelS: thus, it may be worthwhile for a conservative investor to assume cash is worth 0, instead of looking at valuations after backing out cash
      11/27/12
      • ChanelS
        chart of $THI remarkably similar to $MCD, both peaked earlier this yr. both now 20% below peaks. interesting ~$44 for THI, ~$80 for MCD
        11/9/12
        Reply (1)
        • Ocean Man: I don't know what the short-term catalyst for MCD is. It needs a surprisingly good monthly report, which you could wait for.
          11/9/12
          • ChanelS
            $RCI feels a bit overextended. great quarter & better valuation than rest, but big run up so far
            11/6/12
            Reply
              • ChanelS
                i like the mixed action of market lately. not all things moving in tandem. feels healthy
                11/6/12
                Reply (2)
                • Hillbilly Stock Star: I agree!
                  11/6/12
                • Ocean Man: That's a stockpicker's market!
                  11/6/12
                  • ChanelS
                    $PSI.TO raises dividend 9% from 22 to 24 cents semi-annually. to switch to quarterly div in 2013
                    11/6/12
                    Reply
                      • ChanelS
                        $EMR 2013 EPS guidance possibly hinting at a turn in global economy
                        11/6/12
                        Reply
                          • ChanelS
                            pretty cool! cant wait for Air Canada to take delivery of Dreamliner. long $BA http://usat.ly/SOJdgZ
                            11/5/12
                            Reply (2)
                            • Hillbilly Stock Star: Me too! I hope DAL gets some!
                              11/5/12
                            • HackFab: Delta has 18 ordered.
                              11/6/12
                              • ChanelS
                                interesting that CMI is green on pretty red day. must be the china effect
                                11/3/12
                                Reply (4)
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                                • Youngone91: strong earnings
                                  11/3/12
                                • tashe: And big 2 X Vol
                                  11/3/12
                                  • ChanelS
                                    am thinking that gas prices in GTA will fall on Sun. based on the energy selloff
                                    11/3/12
                                    Reply
                                      • ChanelS
                                        watching WU. the move this week seems way overdone
                                        11/2/12
                                        Reply (4)
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                                        • Hillbilly Stock Star: I wear black Lucchese ropers!
                                          11/2/12
                                        • SlingWing9: Check out The North Face - that's what I buy for my daughter - she's in college and quite fashion conscious.
                                          11/2/12