6 Reasons Why The iPhone Will Soon Have Processors Built By Intel [View article]
In my opinion, it is not impossible for Intel to build Apple's ARM chip. I think Intel will ask for a hefty price, but is Apple willing to pay that price?
on hindsight, Ron Johnson was a total disaster. If he was to test the market before rolling out massively, it could have been completely different for JC Penney.
Apache's Stock Has Strong Upside Potential And Management Is Finally Responding [View article]
The earning was bad and missed the estimate again. Then they put out something else to please the shareholders, which is to buyback shares through divestment of certain assets.
Freeport-McMoRan Solves The Strike Issue Before Losing Billions [View article]
operating in a foreign jurisdiction, I doubt that FCX has much control over labour or union issue with local people. That's the risk FCX the company and its shareholders have to take.
J.C. Penney (JCP) reports preliminary Q1 revenue of $2.635B, a mark which sits just short of the consensus estimate of analysts. A comparable store sales decline of 16.6% during the quarter is actually an improvement, but the retailer is starting to run up against soft comps. JCP +2.3% AH to $16.77 as the quarter for the retailer has some appearances of a bottoming out of the sales plunge with more home goods on tap for Q2. [View news story]
Result from JCP is a huge slap on those who supported Ron Johnson.
Investing In Apache Corp - When Is A Good Time? [View article]
sadly, what you want is unlikely to happen in the short term. They don't even have enough to pump into their "high profitable" North America onshore projects. Where will they get money for further dividends and buybacks?
Apache should focus on production, not break-neck exploration competition in North America onshore plays.
North America onshore shale craze reminds of the gold rush in California. The oil service companies such as Baker Hughes are the beneficiaries, rather than the E&P companies.
Investing In Apache Corp - When Is A Good Time? [View article]
Yes, Egypt is high risk, but the return is also very high to compensate the high risk.
The problem I see in Apache is that they invest heavily on North America onshore, but where is the return? They keep pumping money into those onshore shale, with no return in sight. Something is wrong with shale investment. They kept talking about 30% or more rate of return of those wells, but where is the money?
Oversea and GOM are where the money comes from, but not where the money is invested.
6 Reasons Why The iPhone Will Soon Have Processors Built By Intel [View article]
6 Reasons Why The iPhone Will Soon Have Processors Built By Intel [View article]
Mac OS not compatible with x86, either. see which chips Macs are using?
6 Reasons Why The iPhone Will Soon Have Processors Built By Intel [View article]
Microsoft: The Destruction Of Shareholder Value -- A Failure In Corporate Development [View article]
Buying Nokia does not make any sense.
BP: A Long-Term Investment [View article]
more and cheaper natural gas? yes.
Did Ron Johnson Wreck J.C. Penney? [View article]
Apache's Stock Has Strong Upside Potential And Management Is Finally Responding [View article]
Freeport-McMoRan Solves The Strike Issue Before Losing Billions [View article]
Is Now The Time To Buy ArcelorMittal? [View article]
Is Now The Time To Buy ArcelorMittal? [View article]
Arcelor Mittal already raised money earlier this year to repay part of its debt.
J.C. Penney (JCP) reports preliminary Q1 revenue of $2.635B, a mark which sits just short of the consensus estimate of analysts. A comparable store sales decline of 16.6% during the quarter is actually an improvement, but the retailer is starting to run up against soft comps. JCP +2.3% AH to $16.77 as the quarter for the retailer has some appearances of a bottoming out of the sales plunge with more home goods on tap for Q2. [View news story]
Is Now The Time To Buy ArcelorMittal? [View article]
So a strong case to invest in Arcelor Mittal, the largest steel producer in the world.
The steel glut is good for the strong player. The weak ones will be out, and the strong ones will stay and reap the benefit of recovery.
Investing In Apache Corp - When Is A Good Time? [View article]
Apache should focus on production, not break-neck exploration competition in North America onshore plays.
North America onshore shale craze reminds of the gold rush in California. The oil service companies such as Baker Hughes are the beneficiaries, rather than the E&P companies.
Investing In Apache Corp - When Is A Good Time? [View article]
Egypt should think hard before they nationalize Apache's oil interests.
Investing In Apache Corp - When Is A Good Time? [View article]
The problem I see in Apache is that they invest heavily on North America onshore, but where is the return? They keep pumping money into those onshore shale, with no return in sight. Something is wrong with shale investment. They kept talking about 30% or more rate of return of those wells, but where is the money?
Oversea and GOM are where the money comes from, but not where the money is invested.