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Snoopy1

Snoopy1
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  • Visa slips despite beating headline estimates [View news story]
    What did they guide growth down from?
    Jul 24 09:05 PM | Likes Like |Link to Comment
  • Special charges sting GM earnings [View news story]
    Margins were soft in N. America this quarter which isn't good, but as long as projections for 2015 EPS of about $4.60 don't change much, GM is still one of the better risk/rewards in this market.
    Jul 24 10:47 AM | 2 Likes Like |Link to Comment
  • Krugman's Latest Debt Denial: Why His Two Magic Numbers Don't Cut It [View article]
    Agree. We should have taken the $2 trillion spent on Bush's unnecessary war in Iraq and spent it on alternative energy R&D. The Bush tax cuts should have been used to rebuild our crumbling infrastructure which would have actually created jobs. The 2000 SCOTUS decision to install Bush as President was in hindsight a disastrous one.

    Luckily McCain lost in 2008. President McCain would have gone to war with Iran, Russia and Syria by this point.
    Jul 24 09:58 AM | 4 Likes Like |Link to Comment
  • Krugman's Latest Debt Denial: Why His Two Magic Numbers Don't Cut It [View article]
    Yep, in 2009-2010, the right wing fearmongers were saying the market and dollar would tank and that unemployment and inflation would skyrocket.

    CNBC's Rick Santelli was recently called out on his numerous wrong calls over the past five years.

    http://bit.ly/1rr2pU2
    Jul 23 05:23 PM | 2 Likes Like |Link to Comment
  • Update: Polaris Industries Earnings [View article]
    Thanks, I also watched the videos from Jay Leno's garage and others and the Indians look very competitive.
    Jul 22 10:58 PM | Likes Like |Link to Comment
  • Update: Polaris Industries Earnings [View article]
    Do you have a link to a good Indian review? I own the stock and know PII is very good at engineering so I expected the Indian bikes to be very good.
    Jul 22 08:41 PM | Likes Like |Link to Comment
  • The Stage Is Set... [View article]
    You would think Ackman would learn not to use options after he lost 90% of his money on his $billion+ 2007 bet on TGT using long-dated OTM call options.

    The guy's oversized ego leads him ignore his past mistakes.
    Jul 22 04:04 PM | 3 Likes Like |Link to Comment
  • The Stage Is Set... [View article]
    Maybe Ackman should have done a dry run presentation in front of some actual investors since clearly he didn't convince anyone today with the stock up 26%.

    I assume some of the price action is Ackman covering some of his short as even he now realizes that his presentation was a complete dud.

    I wonder if Ackman is going to credit the $50MM of investor money he spent on his half-baked analysis.
    Jul 22 03:13 PM | 7 Likes Like |Link to Comment
  • The Stage Is Set... [View article]
    If Ackman's presentation hasn't impressed anyone, why do you think he's right?
    Jul 22 02:59 PM | 3 Likes Like |Link to Comment
  • The Stage Is Set... [View article]
    True ninja.

    Enron's lack of FCF despite huge GAAP earnings was the red flag there was accounting fraud. HLF has plenty of FCF.
    Jul 22 01:28 PM | 3 Likes Like |Link to Comment
  • Ackman says Herbalife like Enron [View news story]
    I'm guessing investors weren't impressed by Ackman's presentation.

    Stock up 17% today.
    Jul 22 01:06 PM | 1 Like Like |Link to Comment
  • Citigroup analysts have high hopes for GM earnings, not so much for Ford [View news story]
    The stock is moving up despite the recall "bad news". Importantly, sales haven't been negatively affected.

    Citi analysts are like most, they were bearish and now turn bullish AFTER the stock moves up. The time to buy is when everyone hates a stock and the bad news is out.
    Jul 21 01:56 PM | 5 Likes Like |Link to Comment
  • Citigroup analysts have high hopes for GM earnings, not so much for Ford [View news story]
    @rijensen,

    I don't think you understand it works. C isn't going to get more equity underwriting from the gov't and the gov't doesn't care about what the stock does now that they are fully divested.
    Jul 21 12:58 PM | 2 Likes Like |Link to Comment
  • GM General Counsel grilled at the Senate [View news story]
    I would love to hear what the bears think Barra should be doing differently. They just love to whine.

    GM is doing well with a great lineup of cars and is a bargain at 8x 2015 EPS.
    Jul 18 04:55 AM | 5 Likes Like |Link to Comment
  • General Motors releases Q2 and 1H sales totals [View news story]
    "YTD sales by region: China +10.5%; U.S. +2.5%" is for the YTD 2014.

    The linked article refers to Q2 only:
    "DETROIT – General Motors Co. (NYSE: GM) sold 2,505,889 vehicles around the world in the second quarter of 2014, with year-over-year sales in the United States and China up 7 percent and 8 percent, respectively."

    Regardless, GM is seeing a nice jump in U.S. sales in Q2, the first full quarter after the recall. Seems the GM fearmongers were wrong.
    Jul 16 04:38 PM | 2 Likes Like |Link to Comment
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1,107 Comments
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