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  • The DOJ is readying a lawsuit against Moody's (MCO) for essentially the same charges as those leveled against S&P (MHP), according to BTIG's Mark Palmer, who suggests the companies face an existential threat from a fraud conviction. [View news story]
    Yep. Vampire does not care whose blood it is. It will suck the blood of everybody.
    Feb 7 10:17 AM | 2 Likes Like |Link to Comment
  • Apple (AAPL) can unlock $320/share in value assuming no PE expansion, says David Einhorn, speaking on CNBC after the release of his letter to shareholders. Apple has a "cash problem" and a "depression-era mentality ... We own more Apple today than we ever have before." Shares +1.7% premarket. [View news story]
    I think Apple is cheap at $1200. Here is the Apple can do it. Buy 200 millions shares back. Then Issue these shares at $1000 again. Apple will make $100B more just on this transaction. Also they will save in billion in stock dividend.
    Feb 7 10:09 AM | Likes Like |Link to Comment
  • Apple (AAPL) can unlock $320/share in value assuming no PE expansion, says David Einhorn, speaking on CNBC after the release of his letter to shareholders. Apple has a "cash problem" and a "depression-era mentality ... We own more Apple today than we ever have before." Shares +1.7% premarket. [View news story]
    SA needs to correct. It is $32 and not $320.
    Feb 7 10:06 AM | 1 Like Like |Link to Comment
  • Count Bill Miller as an Apple (AAPL +0.8%) bull. "Apple is ... like Nike, a consumer brand with great loyalty," the famous fund manager states in an FT interview. He thinks shares would rally "close to 50%" if Apple simply committed to paying out all future free cash flow through dividends, while keeping its $137B cash/investment hoard on its balance sheet. [View news story]
    Only China have that kind of money to take out Apple.
    Feb 6 06:24 PM | Likes Like |Link to Comment
  • Count Bill Miller as an Apple (AAPL +0.8%) bull. "Apple is ... like Nike, a consumer brand with great loyalty," the famous fund manager states in an FT interview. He thinks shares would rally "close to 50%" if Apple simply committed to paying out all future free cash flow through dividends, while keeping its $137B cash/investment hoard on its balance sheet. [View news story]
    Buyback 200 million shares. Then float again at $1000. Turn 100B into 200B.
    Feb 6 05:16 PM | Likes Like |Link to Comment
  • Count Bill Miller as an Apple (AAPL +0.8%) bull. "Apple is ... like Nike, a consumer brand with great loyalty," the famous fund manager states in an FT interview. He thinks shares would rally "close to 50%" if Apple simply committed to paying out all future free cash flow through dividends, while keeping its $137B cash/investment hoard on its balance sheet. [View news story]
    Tim Cook will be talking in Technology Conf next week. Something might come up.
    Feb 6 12:36 PM | 1 Like Like |Link to Comment
  • Count Bill Miller as an Apple (AAPL +0.8%) bull. "Apple is ... like Nike, a consumer brand with great loyalty," the famous fund manager states in an FT interview. He thinks shares would rally "close to 50%" if Apple simply committed to paying out all future free cash flow through dividends, while keeping its $137B cash/investment hoard on its balance sheet. [View news story]
    Nothing new here. Somehow everybody will make bearish case out of it. By the way Netflix is up $10 today. This company is losing money every quarter. Go figure it out this riddle.
    Feb 6 12:21 PM | 6 Likes Like |Link to Comment
  • McGraw-Hill (MHP) and Moody's (MCO) are upgraded from Buy to We Really Mean Buy at Raymond James following the big selloffs in response to the lawsuits against S&P. Both stocks are up more than 1% in premarket trade. What we'd really like are the thoughts of Michael Price - a big bull on McGraw-Hill, especially its S&P business. [View news story]
    Stay away from MHP. Government is like vampire, it will keep on sucking blood. Then other vampires jump overs and there will be more lawsuits from other companies. Everybody's grandma including Raymond James's grandma will sue MHP for money.
    Feb 6 09:45 AM | Likes Like |Link to Comment
  • Joining the DOJ in filing sut aginst S&P (MHP -5.6%) are a number of states, including California, where AG Harris is suing under the state's False Claims Act. This would allow CA to collect triple damages on what it says were $1B in losses. Earlier joining McGraw Hill in tanking, Moody's (MCO) - maybe enjoying the political protection of having The Oracle as an investor - returns to near-unchanged. [View news story]
    Blue,

    Do not bet against government. Government can make your life miserable. It is like inviting vampire in your house. He will suck your blood. Even government is wrong, MHP can come on its knees.
    Feb 6 08:00 AM | Likes Like |Link to Comment
  • Joining the DOJ in filing sut aginst S&P (MHP -5.6%) are a number of states, including California, where AG Harris is suing under the state's False Claims Act. This would allow CA to collect triple damages on what it says were $1B in losses. Earlier joining McGraw Hill in tanking, Moody's (MCO) - maybe enjoying the political protection of having The Oracle as an investor - returns to near-unchanged. [View news story]
    MHP is only company downgraded US. Something to do with that.
    Feb 5 01:28 PM | 3 Likes Like |Link to Comment
  • Joining the DOJ in filing sut aginst S&P (MHP -5.6%) are a number of states, including California, where AG Harris is suing under the state's False Claims Act. This would allow CA to collect triple damages on what it says were $1B in losses. Earlier joining McGraw Hill in tanking, Moody's (MCO) - maybe enjoying the political protection of having The Oracle as an investor - returns to near-unchanged. [View news story]
    Credit agencies are useless.
    Feb 5 12:27 PM | Likes Like |Link to Comment
  • It begins: The first of what should be many class-action suits related to the Dell (DELL +0.8%) LBO deal has been filed. Meanwhile, H-P (HPQ +2%) is using the occasion to tell Dell clients "leveraged buyouts tend to leave existing customers and innovation at the curb." The struggling IT giant also proclaims that "with a significant debt load, Dell's ability to invest in new products and services will be extremely limited." The irony is pretty thick. (previous[View news story]
    $24B will get invested in Technology stocks.
    Feb 5 12:26 PM | Likes Like |Link to Comment
  • Netflix (NFLX +6%) steadily rallied today as investors continue piling in following a blockbuster Q4 report and a positive reception to House of Cards. BMO raised its PT to $165 from $135, albeit while reiterating a Market Perform (the old target would've made Netflix a screaming buy 2 weeks ago). Meanwhile, The Atlantic's Rebecca Greenfield estimates Netflix will need to add 520.8K subs over the next 2 years on account of House of Cards to break even, and that HBO's track record suggests Netflix has a shot. (earlier[View news story]
    Hey Rebecca if Netflix brake even in 2 years then stock will start going down. Look at Apple. So Netfilx should always report loss and stock will keep going up and up and up.....
    Feb 4 06:50 PM | Likes Like |Link to Comment
  • While many believe the global economy is stable and recovering, "permabear"  economist David Rosenberg sees "a car being driven by a drunk, lurching from side to side on the road, narrowly avoiding the ditches each time." While the car is in the middle of the road right now, "is that because the driver has sobered up, or is it because the car is just passing through the middle on its way to the ditch on the other side?" [View news story]
    Or may be in Dunkin Donut.
    Feb 3 09:34 PM | Likes Like |Link to Comment
  • While many believe the global economy is stable and recovering, "permabear"  economist David Rosenberg sees "a car being driven by a drunk, lurching from side to side on the road, narrowly avoiding the ditches each time." While the car is in the middle of the road right now, "is that because the driver has sobered up, or is it because the car is just passing through the middle on its way to the ditch on the other side?" [View news story]
    Where are the cops when you need them?
    Feb 3 12:51 PM | Likes Like |Link to Comment
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