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  • It's official: Merck takes out Cubist [View news story]
    nothing, yet. If the targets for triggering the payouts are met, Merck still has to pay them. They may try to ramp up sales of Sivextro, or not.
    Dec 8, 2014. 01:49 PM | Likes Like |Link to Comment
  • Chip stocks rally after Microchip update, Cypress/Spansion [View news story]
    stop paying attention to MCHP, they have no idea what they are talking about, they make cheap analog junk and think they are somehow a bellweather of the semiconductor world.
    Dec 3, 2014. 03:20 PM | 3 Likes Like |Link to Comment
  • Twitter CEO's family trusts sell half their shares [View news story]
    This guy is a clown. Pretty much all the people he has brought in have been clowns. Jack Dorsey really needs to recognize that Square isn't ever going to win, sell it now, and come back to take the reins at Twitter.
    Nov 21, 2014. 04:34 PM | 1 Like Like |Link to Comment
  • Blackstone buying GE Capital's Japan residential real estate business [View news story]
    every time I hear about one of these sales from GE's FGD (financial garbage division) I think, "that's just a drop in the bucket", except there have been so many drops it's starting to add up.
    Nov 21, 2014. 04:14 PM | Likes Like |Link to Comment
  • WSJ: Halliburton in Talks to buy Baker Hughes [View news story]
    beh, i was really hoping to buy more $HAL below 50.
    Nov 13, 2014. 04:43 PM | Likes Like |Link to Comment
  • Broker-dealers: New SEC plan a Trojan Horse against dark pools [View news story]
    F the dark pools, eliminate the toll collectors one by one
    Nov 11, 2014. 04:53 PM | 1 Like Like |Link to Comment
  • Investors not buying Kors beat as holiday guidance is sluggish [View news story]
    Buyback is strange. Thats really what they want to spend $$ on? Sounds like management is so pissed at mr market they are doing whatever they think wall st wants, thats a real stupid game to play.
    Nov 4, 2014. 11:12 AM | Likes Like |Link to Comment
  • Yahoo +3.3% AH on Q3 beat, guidance, buybacks [View news story]
    stock comp has to go up, its part of the plan to attract talent again. I can't say anything about the business, but the culture at Yahoo has changed and they are able to attract engineers again, that's more important than everything else.
    Oct 21, 2014. 04:55 PM | 3 Likes Like |Link to Comment
  • Bullard suggests delaying end to QE [View news story]
    talk is cheap, action is expensive. if talking calms the markets, gfi. Just please don't take action. please.
    Oct 16, 2014. 12:31 PM | 1 Like Like |Link to Comment
  • Warning sounded over rising sports rights costs [View news story]
    I dumped cable a few months ago. In this day and age I demand that either its free and I have to sit through ads, or I pay for just the channels/games/whatever I want and can watch on any of my devices over the internet. Until that happens, all the content producers and providers can screw themselves for purposefully providing terrible products.
    Oct 7, 2014. 02:17 PM | Likes Like |Link to Comment
  • Constellium Expands Its U.S. Footprint [View article]
    This is what I would have told you before they bought Wise:
    CSTM is more levered to auto and airplane manufacturing, and less to raw aluminum prices as it doesn't mine bauxite or operate smelters. Also much more exposed to Europe and less to US, e.g. Mercedes, Audi, Airbus, Dassault instead of Ford, Boeing...

    These were all "advantages" a few months ago, now, ahem, uh not so much :) but buying Wise changes all of those things somewhat.
    Oct 6, 2014. 01:40 PM | Likes Like |Link to Comment
  • Constellium Expands Its U.S. Footprint [View article]
    I agree with your assessment, though Mr. Market is not taking this acquisition positively. Maybe it's the amount of debt $CSTM is taking on? I need to dig deeper before buying more of this one.
    Oct 6, 2014. 01:31 PM | Likes Like |Link to Comment
  • GT Advanced -90.4% after resuming trading [View news story]
    So *if* you lost *all* your money in a risky investment, takes whats left (so, zero) and plow into another one? LOL I really hope this is a joke.
    Oct 6, 2014. 01:26 PM | 1 Like Like |Link to Comment
  • Rave reviews for the new Ford F-150 [View news story]
    heh, sadly no. I was holding $F for over a year, bought at $11, enjoyed the yield, big believer in this new F-150, but this last announcement coupled with the one last year led me to sell it. The car manufacturing business is just too cyclical across the entire globe to ever fetch (or deserve) a market level PE.

    For now for yield I prefer $GE or a mega-cap pharma
    Oct 6, 2014. 01:23 PM | 2 Likes Like |Link to Comment
  • GT Advanced -90.4% after resuming trading [View news story]
    Sound advice. Lots of people going nuts here today, not sure why so many people who know nothing about this technology speculated so heavily in this name. While chapter 11 is surprising the people piling into $GTAT made it a slam dunk easy short before the iPhone 6 announcement.
    Oct 6, 2014. 01:12 PM | Likes Like |Link to Comment