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  • What Starboard's Letter To Yahoo Means For The Future? [View article]
    "When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact."

    But if a management with a reputation for brilliance tackles a business with a reputation for bad economics, may be that management is not so brilliant, after all. I case of Yahoo, it is their name and market penetration, which are important, and good management should be able to leverage those advantages, especially at the time of another bubble. Do we have to wait 3 more years, to find out whether MM can do it?
    Nov 25, 2015. 04:43 PM | 2 Likes Like |Link to Comment
  • Shorting Chesapeake Is The Smart Move [View article]
    Is he bringing a few billions with him?
    Nov 25, 2015. 10:46 AM | Likes Like |Link to Comment
  • S&P warns Yahoo about a ratings cut [View news story]
    The portal was fine before she took the helm. Now, it is a mess.
    Nov 25, 2015. 07:24 AM | 5 Likes Like |Link to Comment
  • Will Sprint Bounce Back? [View article]
    Isn't this "sale-leaseback" deal equivalent to refinancing on favorable terms?
    Nov 21, 2015. 06:27 PM | 2 Likes Like |Link to Comment
  • WSJ's Jakab: 4T cf in nat gas storage ought to "terrify" energy investors [View news story]
    NE is having very warm November.
    Nov 20, 2015. 05:36 PM | 4 Likes Like |Link to Comment
  • I Was So Wrong On Kinross Gold [View article]
    It is a risky situation, which can bring big rewards. But I would not rely on the "they know what they are doing" sentiment. KGC made huge blunders in the past.
    Nov 15, 2015. 11:43 AM | 4 Likes Like |Link to Comment
  • Well Done Barrick - Not Selling On The Cheap [View article]
    In other words, we do not know how well ABX did. Time will tell.
    Nov 13, 2015. 08:38 AM | 1 Like Like |Link to Comment
  • Has Apple Started The Mac's Decline? [View article]
    It may affect the notebook sales, but not the desktop Mac. Desktop is a mothership of the Apple computing fleet.
    Nov 10, 2015. 03:26 PM | Likes Like |Link to Comment
  • The Ideal Acquisition For Apple Is Micron, Not Tesla [View article]
    The ideal acquisition target for Apple is Apple. Keep the buyback going.
    Nov 10, 2015. 02:34 PM | 5 Likes Like |Link to Comment
  • Report: Yahoo hires McKinsey to figure out which businesses to shutter/sell [View news story]
    I will take the value.
    Nov 9, 2015. 04:14 PM | 4 Likes Like |Link to Comment
  • Apple Unleashes iPad Pro, Will It Reverse The iPad Sales Decline? [View article]
    How high is that meeting's end?
    Nov 9, 2015. 02:25 PM | 4 Likes Like |Link to Comment
  • Apple's iPad Pro goes on sale on Wednesday; pricing starts at $799 [View news story]
    Not for the Defense Department.
    Nov 9, 2015. 12:32 PM | 1 Like Like |Link to Comment
  • Sprint -8.1% as sales, profits disappoint though phone subs return to growth [View news story]
    The market is too harsh on Sprint. Will probably come around tomorrow.
    Nov 3, 2015. 09:20 AM | 3 Likes Like |Link to Comment
  • Thompson Creek: Considering Its Options After Disappointing Q3 Production [View article]
    What does it mean "selling gold production"? If it is selling future output, then for how long. And if it is forever, then why sell all the remaining part, when the prices are low?
    Nov 2, 2015. 10:05 AM | Likes Like |Link to Comment
  • Value Investors Should Not Give Up On Banco Santander [View article]
    If you want a "buy & hold indefinitely" stock, then what use to you are BAC, BK, and C, and their appreciation in price, if they are never to be sold? And if you do not sell SAN, what difference does it make that the price is falling? For retirement you need cash flow, and SAN provides it with the dividend, while the others need to be sold to match that. So, which stock is "buy & hold indefinitely"?
    Oct 29, 2015. 04:19 PM | 3 Likes Like |Link to Comment