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rothyman

rothyman
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  • ModernGraham Quarterly Valuation Of Teradata Corporation [View article]
    Yeah, I think a lot of the drop in TDC's price has been due to a lot of speculation and what some call 'hype' around up and comers. Teradata has always had competition from IBM and Oracle.. there's really no change there. When they go head to head in the EDW space with anyone, they come out on top 75%+ of the time on Enterprise Accounts. I think there's probably a lot of pent-up demand around Hadoop and it's vendors who say they can offer a comprehensive Hadoop solution that can replace the EDW. Whether this is believable or not, is up to user. I think once Hadoop vendors and large companies realize that a Hadoop isn't a 'one size fits all' solution, you'll see TDC shares trending upward again.
    Apr 25, 2014. 04:27 PM | Likes Like |Link to Comment
  • FDA Rescinds Amarin's ANCHOR Study Special Protocol Assessment Agreement [View article]
    I think it already goes without saying that you're an idiot.
    Oct 30, 2013. 10:40 AM | 2 Likes Like |Link to Comment
  • FDA Votes 'No': Is This The End Of Amarin? [View article]
    Also - I wonder what the chances of a buyout are in the short to mid term. And there was definitely someone who picked up a TON of calls before the advisory board mtng today. Is there hope after all?
    Oct 16, 2013. 05:38 PM | Likes Like |Link to Comment
  • FDA Votes 'No': Is This The End Of Amarin? [View article]
    Funny how everyone 'knew' what was happening before it actually happened but failed to mention it last week. With the exception of Quoth the Raven, SA was 90% bullish going into this over the past few weeks.

    But hey.. in hindsight everyone knew what was going to happen right?
    Oct 16, 2013. 05:36 PM | 3 Likes Like |Link to Comment
  • The reasons for Saudi Arabia's shift of its target price for oil to $100/bbl from $70-$80 mostly boil down to the growing oil export revenue needed by the OPEC states to placate their citizens in the wake of the Arab Spring, FT says. There's concern about overwhelming any global economic recovery, but there’s also the question of Saudi’s ability to impose its will on OPEC, plus the Iranian wild card.  [View news story]
    Um no?

    The reason the price has shifted is the fact that demand shifts with the global economy while supply stays constant. Prices have little or nothing to do with Arab Spring.

    Who writes these currents again?
    Jan 17, 2012. 09:56 AM | Likes Like |Link to Comment
  • More from Corzine: "I was stunned when I was told ... that MF Global could not account for many hundreds of millions of dollars of client money ... I had little expertise or experience in (the) operational aspects of the business ... since my resignation ... I have not had access to the information that I would need to understand what happened."  [View news story]
    This monster needs to be hung from the depths of hell with all his other Goldman buddies
    Dec 8, 2011. 10:54 AM | Likes Like |Link to Comment
  • Today In Commodities: Thanks For The Help, Benny [View article]
    thechaser,

    That doesn't really make sense to me. You think Obama and Ben care more about inflation than the overall market? They'd rather have the market booming with inflation than groveling along with little to no inflation. I don't think they're too worried about that.

    Secondly, that is not much of a bet considering we pretty much touched 1075 5-6 hours ago. We haven't hit 1200 in a week+
    Oct 4, 2011. 11:00 PM | Likes Like |Link to Comment
  • Today In Commodities: Epiphany [View article]
    @flash9

    Yes, the bull market in commodities is over yet we are still riding high on prices we had never seen 10 years before. What was the price of gold 10 years ago? What was the price of Platinum? Hey, how about crude?

    This is called a correction due to global slow down.. I highly doubt the bull market is over in commodities.
    Oct 1, 2011. 02:07 PM | Likes Like |Link to Comment
  • Cisco: Tech Has Never Been Cheaper [View article]
    Yes, when loyal stockholders are unhappy for years and finally exit a shitty stock it means it's poised to move upwards. Boy, what a novel idea.

    Since when did a low P/E alone justify a 'good stock'. Clearly the low P/E is well earned.

    There are so many better stocks to invest in than Cisco. I can't imagine why anyone would consider it such a great value.

    And Btw, I never owned Cisco.
    Aug 11, 2011. 12:10 AM | Likes Like |Link to Comment
  • Cisco: Tech Has Never Been Cheaper [View article]
    Jim,

    I'm sorry but I don't really care about technicals especially in this whip-saw market.

    The fundamental strengths don't work here either. I don't care how long a firm has been a 'Wall Street Darling', it is irrelevant.

    Bearish:

    1)The fact that it has so many BUY signals and still sells off should tell you something; the market is rejecting it. Today when all tech stock

    2)Tech stocks zoomed today but CSCO went up not even 1%. What is that telling you if markets aren't even buying it during a spike like today? I think you know the answer.

    3)Low PE doesn't always constitute a good buy. It has a low PE for a reason.. there are plenty of other low PE stocks that are low for reasons other than being totally dominated by their competitors.

    Disclosure: I am short CSCO. For a long time.
    Aug 10, 2011. 12:09 AM | 2 Likes Like |Link to Comment
  • Don't Fall for Today's Market Head-Fake [View article]
    Do you have any proof that the Gov't is buying stocks through proxies? I tend to think you don't.

    Regardless, I'm convinced the market rally we saw today is not what a lot of investors think it is. I can't tell you how many people have told me that they think we finally are at 'the bottom'. To this, I laugh. At most the market shot up today based on excitement behind Bernanke's announcement & the fact that equities are extremely undervalued.

    It doesn't mean our economics problems are fixed. It doesn't mean the capitulation in global markets are done. It doesn't mean slow growth just disappears.

    We are truly in a territory where buying equities is extremely risky & I doubt that either GS or JPM would take that risk knowing the state of global economies.

    Just my 2 cents (denominated in bullion)
    Aug 9, 2011. 11:51 PM | Likes Like |Link to Comment
  • U.S. Downgraded: What to Do Now [View article]
    Thanks for the article. I will definitely be selling off my gold after the first pop, but I don't think I will be shorting it. Seems a tad risky to me.
    Aug 6, 2011. 12:48 AM | 2 Likes Like |Link to Comment
  • S&P lowers its sovereign credit rating for the U.S. from AAA to AA+. "The downgrade reflects our opinion that the fiscal consolidation plan that Congress and the Administration recently agreed to falls short of what, in our view, would be necessary to stabilize the government's medium-term debt dynamics."  [View news story]
    I'm hard pressed to believe Dow futures will 'gap higher 200 points' on Monday.

    If they do, you are truly a psychic. Either that or they announce QE3 tomorrow.. highly unlikely.
    Aug 5, 2011. 11:24 PM | Likes Like |Link to Comment
  • S&P lowers its sovereign credit rating for the U.S. from AAA to AA+. "The downgrade reflects our opinion that the fiscal consolidation plan that Congress and the Administration recently agreed to falls short of what, in our view, would be necessary to stabilize the government's medium-term debt dynamics."  [View news story]
    WMARKW.. ROFL
    Aug 5, 2011. 11:20 PM | 2 Likes Like |Link to Comment
  • S&P lowers its sovereign credit rating for the U.S. from AAA to AA+. "The downgrade reflects our opinion that the fiscal consolidation plan that Congress and the Administration recently agreed to falls short of what, in our view, would be necessary to stabilize the government's medium-term debt dynamics."  [View news story]
    Terry, Terry, Terry..

    I really do respect you for hanging on to your liberal beliefs in the face of an absolute liberal fiasco, but let's be real.

    The Democrats will go down on this one HARD. They wanted less cuts and that's why we were downgraded. You can talk around that al you want, but that's the bottom line and denying that is denying what we all come to know as 'the truth'?

    You believe in the truth.. don't you Terry?
    Aug 5, 2011. 11:18 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
126 Comments
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