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Philip Marlowe

Philip Marlowe
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  • Viacom faces heavy risk in late-night host replacements [View news story]
    We have seen Larry Wilmore on what used to be the colbert report and he is pretty bad. Not really bad, but pretty much lacking in talent. Trevor Noah does not look too promising either.
    Apr 16, 2015. 09:58 PM | Likes Like |Link to Comment
  • Kinder Morgan declares $0.48 dividend [View news story]
    Does anyone report revenues and earnings for this company, or is it only the dividend that matters?
    Apr 15, 2015. 04:21 PM | 3 Likes Like |Link to Comment
  • Nokia to buy Alcatel-Lucent for $16.6B [View news story]
    How much oer share?
    Apr 15, 2015. 01:50 AM | 3 Likes Like |Link to Comment
  • Intel misses revenue estimates and guides light, but shares rise [View news story]
    Thanks for fixing it.
    Apr 14, 2015. 04:15 PM | 1 Like Like |Link to Comment
  • Intel misses revenue estimates and guides light, but shares rise [View news story]
    Your "CFO commentary" link is wrong.
    Apr 14, 2015. 04:14 PM | Likes Like |Link to Comment
  • ChipMOS higher after reporting March sales [View news story]
    "revenue fell 10% Q/Q and 4.6% Y/Y to $167M"

    This should be "revenue fell 10% Q/Q and rose 4.6% Y/Y to $167M."
    Apr 10, 2015. 12:39 PM | 1 Like Like |Link to Comment
  • Altera erases losses as investors bet on eventual Intel deal [View news story]
    What are the impediments to a hostile takeover? Are there any poison pills or dual shareholder structures? Does anyone know? I am too lazy to look it up.
    Apr 9, 2015. 11:35 AM | Likes Like |Link to Comment
  • Alliance Fiber Optic: Flying High Under The Radar [View article]
    I don't think looking at the yahoo board will be very illuminating. There is one basher that is willing to say everything and anything to bring the stock down. He is very persistent too. But I find that almost every stock with high short interest seems to have a persistent basher on the yahoo boards.

    Regarding Mr. Chang, I do not know what can be said against him, other than he has a very strong accent. I try not to judge people on that. He also has a 10b-5 plan for selling stock, which occasionally causes him to sell some stock. The plant was filed over a year and a half ago, so I doubt it was based on any secret information. But even with the planned selling, he still owns a bigger chunk of the company than most CEOs.

    You are right that the earnings have been volatile. I was really disappointed by a couple of reports this past year too. It seems that since Google is their major client, their earnings tend to ebb and flow with the progress of major datacenter projects at Google.

    You are also correct that the fiber optics industry has been just a string of delayed promises and disappointments for the last 15 years. But I have done a lot of research and it seems that the industry is poised for a major turnaround. It seems to me that with more and more people watching TV on the internet on one hand, and the big data explosion on the other, we are finally getting to the point where fiber optics will replace copper on a massive scale. I went to the fiber optics conference couple of weeks ago and it seemed that there was a lot of excitement and growth around datacenter fiberoptics and a lot of disappointment with telecom.

    But I may be wrong about the industry. One should try to do one's own research and form one's own opinion on that.

    You are probably right that this should be considered speculative. But, considering the good valuation (even after a couple of subpar quarters) and the fact that the company is persistently profitable for the last several years, I would say that this is much better than many of the other speculative investments being offered out there.
    Apr 8, 2015. 10:36 PM | Likes Like |Link to Comment
  • Zynga halted with news pending (updated) [View news story]
    They are firing their CEO. Pincus is coming back! You cannot make this up! At any moment I may fall of the chair and start to literally roll on the floor laughing.

    I wonder if the stock will jump, like it jumped when they fired Pincus and hired the just fired CEO two years ago.
    Apr 8, 2015. 04:08 PM | 1 Like Like |Link to Comment
  • Jabil makes fresh 52-week highs on Raymond James upgrade [View news story]
    Apple dependence is an overblown concern for Jabil. The iphone 6 is so popular all over the world that its curved metallic look is now the new sign of luxury. Everyone else will try to get a similar look for their phones soon, and Jabil is the expert in making those complex curved metal surfaces.
    Apr 8, 2015. 01:00 PM | Likes Like |Link to Comment
  • Saudi oil minister says output to stay at ~10M bbl/day [View news story]
    Sounds like the Saudis are making not so subtle hints that Russia, Brazil and Norway need to join the OPEC. It is doubtful Canada would join and it is certain that the US wont.

    If that happens, oil will go up. But it won't happen easily. Neither of the above three countries would join OPEC as it stands, because it is heavily dominated by Saudi Arabia. So there will need to be some changes in the organization before these countries will join and this will take a while. Especially with the United States trying to sabotage the whole thing, which is something we are very effective at when it is in our interest.

    So it seems like we will have the oil glut for a while. But eventually we can get a new, more powerful opec out of this, so do not sell that ford focus yet.
    Apr 7, 2015. 09:41 PM | 2 Likes Like |Link to Comment
  • With protection from local militias, Eni keeps pumping oil as others exit [View news story]
    Remember how once upon a time Libya was offered as an example of successful military intervention?
    Apr 7, 2015. 06:03 PM | Likes Like |Link to Comment
  • Alliance Fiber Optic: Flying High Under The Radar [View article]
    Thanks for bringing attention to this great little company. It features, as you mentioned, a lot of cash and a low valuation. I believe they will do very well as data center growth continues, as bandwidth growth in general continues and as fiber replaces copper in the data center (a trend that is just beginning).
    Apr 7, 2015. 05:10 PM | Likes Like |Link to Comment
  • Chicken supply warning from KeyBanc resonates [View news story]
    I see no indication of oversupply in the current spot prices. Chicken prices are actually trending up at the Georgia docks.
    Apr 6, 2015. 03:53 PM | 3 Likes Like |Link to Comment
  • Inside Seeking Alpha [View instapost]
    I really hope SA does not get too greedy with charging for content. Maybe I am a cheap bastard but I do not see how any authors on here are worth the prices that are being talked about. (Sorry, Chris).

    If I am going to have to pay $1000 per year for every author I like, I might prefer to go Thomson Reuters and get research reports from thousands of actual professional analysts.

    A great idea may be worth a lot of money if it is guaranteed to work. But nothing on here is guaranteed to work. Even my favorite authors tend to be wrong quite often.

    Please try to remember that seeking alpha's greatest benefit is towards the fat part of the curve where there are a lot of investors with relatively modest holdings. If you try to go expensive you will alienate a lot of your fans and enter a segment where there are lot of high quality options available.

    SA is in an advertising segment that is considered very valuable. I am sure it brings good revenues and it would do so even if it was all free. That you blew money on dozens of mobile apps (why dozens ????) its your own operational issue. And of course you can always charge for the mobile app. That is considered more socially acceptable.
    Apr 5, 2015. 04:16 PM | 4 Likes Like |Link to Comment