"You can't see the other side of the trade," says Jim Chanos, holding court on CNBC for the hour. Be careful looking at 13Fs, he cautions, as managers cleverly put on positions designed to hedge or even mask their true intentions (he's currently long DE, but short other machinery stocks). "Servers are PCs on a rack," he says, not surprised Blackstone backed off DELL (he remains short, along with HPQ). Apple (AAPL)? He's long both it and Samsung (SSNLF.PK), but reminds it's more of a hedge against his PC shorts. China - along with any company (VALE) dependent on it - is still a short (presentation). [View news story]
Soon all servers will be replaced by iOS running tablets, because iOS is the safest OS. Ain't nothing you can do about it.
Microsoft (MSFT) roundup: 1) ZDNet's Mary Jo Foley reports Microsoft is thinking of bringing back the Start button with Windows Blue, and of also allowing PCs to boot in desktop mode. The report follows major criticism of Win. 8's UI changes, and ugly Q1 PC data partly blamed on the OS. 2) In starting coverage at Overweight, Morgan Stanley asserts Microsoft "can still grow revenues with PCs declining 5% a year over the next five years." Also, an MS CIO survey found 20% of respondents using Windows Azure, compared with 13% using Amazon Web Services (AMZN). (earlier: I, II) [View news story]
Why do you think iOS has so few viruses? It's not because it's safer, it's only because the user base is infinitely smaller and hence noone is developing viruses for this platform. Windows is universal, so if you want to create a virus and spread it, you do it on Windows.
Apple: Would You Be Okay With A Kitchen Sink Quarter? [View article]
"I'm long AAPL and have quite a big position already, but I'd be extremely happy if AAPL reports terrible results next week and stock drops below $400. That'll allow me to buy more"
Jesus Christ... Cut your losses already, what is wrong with you? You HOPE that you'll lose money? Best strategy ever
Morgan Stanley's (MS) private-equity arm and Apax Partners are reportedly thinking about selling Chicago-based insurance brokerage Hub International in a transaction that could be worth $2B. The considerations come six years after Morgan Stanley and Apax took Hub private for $1.8B. [View news story]
Apple: Up 10% From The Bottom And Going Higher [View article]
Perfect example of brainless AAPL investor. You have obviously no notion of portfolio management since 50% of your retirement money is placed on a single volatile stock. You jumped in the bandwagon when AAPL was on the rise, and of course you had no stop-loss. Now the stock has fallen big time and you are still making positive comments about your investment, although you do realize that you've lost almost all your gains (and possibily your capital).
What is wrong with you? Please open your eyes: if you have been long AAPL for the past 3 months, it has been a VERY BAD investment and you should rethink your strategy.
People, stop falling in love with the stocks, they'll break your heart harder than your ex-wife did.
Another day, another low-cost iPhone (AAPL +1.3%) report. RBC's Amit Daryanani says his checks indicate a cheaper iPhone with a plastic case and a 4" non-retina display is on the way. He thinks it will arrive in the June/July timeframe, sell for less than $400, and (after modeling various scenarios in a spreadsheet) add $22B in sales and $5 in EPS to Apple's 2014 results. For those keeping score, RBC, Jefferies, KGI Securities, Sterne Agee, and Goldman have all predicted a cheaper iPhone will arrive, but the details they provide vary plenty. [View news story]
Will you ever accept that you made a bad decision and lost a lot of money on AAPL? Stop being so emotional about this stock
Carlyle Group (CG) will become the first major private-equity firm to let relatively small investors participate in its funds by setting the minimum contribution to its new vehicle at $50,000, well below the $5-20M it has traditionally required. Investors will still have to be fairly well off, with a net worth of above $1M - excluding their homes - or income of over $200,000 in each of the two years prior to the investment. [View news story]
Long PE <> short interest rates, it's more complicated. Why use such a shortcut? It does not make sense.
Titan International (TWI) CEO Maurice Taylor shows little patience for left-wing French politicians and labor officials stammering over the loss of jobs at tire plants in the nation. The exec says the French workforce only puts in a three-hour workday and he would be "stupid" to take over factories there. Taylor unplugged: "Titan is going to buy a Chinese tire company or an Indian one, pay less than one Euro per hour wage and ship all the tires France needs." [View news story]
François Hollande is a great thing for France. It's a guarantee that after such a disastrous mandate, there won't be any socialist president for the next 10 years or so in this country.
Nokia (NOK), Microsoft (MSFT) and Vimpelcom (VIP) sign an agreement that will allow the latter's customers - via a "VimpelCom Shelf" - to use their cellular accounts to more easily find and buy content from the Windows Phone Store. Meanwhile, the store now offers over 125K apps in 191 countries, while Windows phones will be rolled out to over 70 countries in the next 12 months and support 50 display languages. [View news story]
Why anyone would buy an app is still beyond my understanding
Gunmen have seized control of an oil tanker near Ivory Coast's port of Abidjan. The news comes after Algeria ended a siege at a gas plant in the Sahara. [View news story]
Dear Tony,
Thank you very much for sharing with us your poorly written and uneducated point of view. Even in English the name of this country is Côte d'Ivoire, please see below :
I'm sorry I couldn't find a reference to Côte d'Ivoire on the McDonald's website, but hopefully you will find these official websites "American " enough.
Gunmen have seized control of an oil tanker near Ivory Coast's port of Abidjan. The news comes after Algeria ended a siege at a gas plant in the Sahara. [View news story]
The name of this country is "Côte d'Ivoire", not "Ivory Coast"
"You can't see the other side of the trade," says Jim Chanos, holding court on CNBC for the hour. Be careful looking at 13Fs, he cautions, as managers cleverly put on positions designed to hedge or even mask their true intentions (he's currently long DE, but short other machinery stocks). "Servers are PCs on a rack," he says, not surprised Blackstone backed off DELL (he remains short, along with HPQ). Apple (AAPL)? He's long both it and Samsung (SSNLF.PK), but reminds it's more of a hedge against his PC shorts. China - along with any company (VALE) dependent on it - is still a short (presentation). [View news story]
Microsoft (MSFT) roundup: 1) ZDNet's Mary Jo Foley reports Microsoft is thinking of bringing back the Start button with Windows Blue, and of also allowing PCs to boot in desktop mode. The report follows major criticism of Win. 8's UI changes, and ugly Q1 PC data partly blamed on the OS. 2) In starting coverage at Overweight, Morgan Stanley asserts Microsoft "can still grow revenues with PCs declining 5% a year over the next five years." Also, an MS CIO survey found 20% of respondents using Windows Azure, compared with 13% using Amazon Web Services (AMZN). (earlier: I, II) [View news story]
How hard is it to understand?
Apple: Would You Be Okay With A Kitchen Sink Quarter? [View article]
Jesus Christ...
Cut your losses already, what is wrong with you? You HOPE that you'll lose money? Best strategy ever
Microsoft's 'Secret' Projects That Will Completely Rock Your World [View article]
Morgan Stanley's (MS) private-equity arm and Apax Partners are reportedly thinking about selling Chicago-based insurance brokerage Hub International in a transaction that could be worth $2B. The considerations come six years after Morgan Stanley and Apax took Hub private for $1.8B. [View news story]
great deal
Will Nokia Revolutionize Text Messaging? [View article]
Apple: Up 10% From The Bottom And Going Higher [View article]
What is wrong with you? Please open your eyes: if you have been long AAPL for the past 3 months, it has been a VERY BAD investment and you should rethink your strategy.
People, stop falling in love with the stocks, they'll break your heart harder than your ex-wife did.
Another day, another low-cost iPhone (AAPL +1.3%) report. RBC's Amit Daryanani says his checks indicate a cheaper iPhone with a plastic case and a 4" non-retina display is on the way. He thinks it will arrive in the June/July timeframe, sell for less than $400, and (after modeling various scenarios in a spreadsheet) add $22B in sales and $5 in EPS to Apple's 2014 results. For those keeping score, RBC, Jefferies, KGI Securities, Sterne Agee, and Goldman have all predicted a cheaper iPhone will arrive, but the details they provide vary plenty. [View news story]
Baidu Is A Buy, Dude [View article]
Don't Buy The New Microsoft Xbox Tease [View article]
Carlyle Group (CG) will become the first major private-equity firm to let relatively small investors participate in its funds by setting the minimum contribution to its new vehicle at $50,000, well below the $5-20M it has traditionally required. Investors will still have to be fairly well off, with a net worth of above $1M - excluding their homes - or income of over $200,000 in each of the two years prior to the investment. [View news story]
Titan International (TWI) CEO Maurice Taylor shows little patience for left-wing French politicians and labor officials stammering over the loss of jobs at tire plants in the nation. The exec says the French workforce only puts in a three-hour workday and he would be "stupid" to take over factories there. Taylor unplugged: "Titan is going to buy a Chinese tire company or an Indian one, pay less than one Euro per hour wage and ship all the tires France needs." [View news story]
Nokia (NOK), Microsoft (MSFT) and Vimpelcom (VIP) sign an agreement that will allow the latter's customers - via a "VimpelCom Shelf" - to use their cellular accounts to more easily find and buy content from the Windows Phone Store. Meanwhile, the store now offers over 125K apps in 191 countries, while Windows phones will be rolled out to over 70 countries in the next 12 months and support 50 display languages. [View news story]
Gunmen have seized control of an oil tanker near Ivory Coast's port of Abidjan. The news comes after Algeria ended a siege at a gas plant in the Sahara. [View news story]
Thank you very much for sharing with us your poorly written and uneducated point of view. Even in English the name of this country is Côte d'Ivoire, please see below :
http://bit.ly/T9yujA
http://bit.ly/10glAxC
http://1.usa.gov/T9ysIo
http://bit.ly/10glBRW
http://1.usa.gov/T9yuA0
I'm sorry I couldn't find a reference to Côte d'Ivoire on the McDonald's website, but hopefully you will find these official websites "American " enough.
Gunmen have seized control of an oil tanker near Ivory Coast's port of Abidjan. The news comes after Algeria ended a siege at a gas plant in the Sahara. [View news story]