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SanDiegoNonSurfer

SanDiegoNonSurfer
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  • Oil Supply Accelerating - Saudi Arabia Delivering On Its Promise? [View article]
    That's not not imports, it's supply. I don't question that supply has increased. What I'm skeptical about is that it "must" be due to increased imports. For the reasons I stated.
    Jan 26, 2015. 10:14 PM | Likes Like |Link to Comment
  • Oil Supply Accelerating - Saudi Arabia Delivering On Its Promise? [View article]
    I'm skeptical. Most recent EIA data for net U.S. imports appears to be Oct, but shows a clear overall net downtrend in total imports, a net downtrend in imports from Saudi Arabia, and a net downtrend in the OPEC portion of total imports: http://1.usa.gov/1zPRnwb
    Jan 26, 2015. 03:48 PM | 1 Like Like |Link to Comment
  • Cloud Swallowing The Software Business [View article]
    Dana, you're confusing the interface with the concept. Tablets do indeed use local data storage, which is all a disk is. They'd be very limited and very slow without that local storage.

    Why do you think ssd drives are so desirable? The speed of local storage is frequently the limiting factor in computing speed. You can't get even close to the same dataflow over a decent wireless connection. And a decent wireless connection is only sometimes available.
    Jan 26, 2015. 12:32 PM | Likes Like |Link to Comment
  • Cloud Swallowing The Software Business [View article]
    " It will be, at all times, a download. No more disks."

    That won't work. I find it hard to believe MS would do something that foolish.
    Jan 26, 2015. 12:16 PM | Likes Like |Link to Comment
  • Grexit: It Is Not The Debt, It Is The Future [View article]
    Greece has the least to loose. That gives Greece an advantage in negotiations, as Tsipras knows well. However, it might be too late for the "default in place" strategy that he ran on last time. Too much tension, mutual resentment, and building nationalism in Europe.
    Jan 26, 2015. 03:54 AM | 2 Likes Like |Link to Comment
  • Futures sink following Greek elections [View news story]
    Tsipras' plan in the prior elections was a "default in place". Let's see if he pursues this now. I think he will. Either way, the entire eurozone is unraveling. Without a dramatic change, it won't survive.
    Jan 26, 2015. 03:44 AM | Likes Like |Link to Comment
  • Google Q4 2014 Preview: Core Business Deteriorates; Focus Shifts To Non-Core [View article]
    Google is becoming a Venture Capitalist firm.
    Jan 26, 2015. 02:02 AM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: A Focus On Europe? [View article]
    You can also read the stratfor red alert directly on stratfor. Here's their follow-up to the red alert: http://bit.ly/1Bbnx0d

    I get stratfor's free alerts by email and find it a useful service. You'll also get emails asking you to subscribe, but they're easily separated.
    Jan 25, 2015. 07:01 PM | Likes Like |Link to Comment
  • Valero Now Belongs In An Income And Value Portfolio [View article]
    MPC is overbought.
    Jan 25, 2015. 06:30 PM | Likes Like |Link to Comment
  • Reviewing Ensco's Recent Industry Presentation [View article]
    Good presentation. Couple points to add:

    1) Ensco secured a substantial line of credit (as a revolver) to help carry them through the downcycle, if needed. They did this several months before the downcycle started. That's the best time to secure a line of credit -- when you don't need it.

    2) The chart showing cost to operate is an industry average. Ensco is able to operate more cheaply than other drillers as a result of their investment into fleet and operational standardization. They've also invested into proprietary design efficiencies. Ensco has a line of jackups that have a higher efficiency due to their design in addition to the efficiencies all their rigs gain from standardization.
    Jan 25, 2015. 04:30 PM | 7 Likes Like |Link to Comment
  • Valero Energy Corporation Increases Regular Cash Dividend by 45 Percent [View article]
    Nice. VLO is currently my largest position...been buying the recent dips.
    Jan 23, 2015. 01:59 PM | Likes Like |Link to Comment
  • The U.S. Has Become An Industrial Powerhouse [View article]
    "Savings are less than $500."

    You must be including infants' savings accounts as well as adults' in your average. Average savings per family was $3,800 on 7/9/2014:
    http://bit.ly/XNPV5T
    Jan 23, 2015. 04:50 AM | 1 Like Like |Link to Comment
  • Two Harbors Has 10% Yield To Go With Less Than Average Risk [View article]
    "TWO is going sideways"

    Actually, it's been rising slowly for about a year. There have been a couple jiggles, but it returned to same trendline each time. It's not a steep upward trend, but it is a clearly defined one.
    Jan 23, 2015. 12:02 AM | Likes Like |Link to Comment
  • Google Moves Prove The Future Is Wireless [View article]
    Proof by Google? That's a new one ;-)
    Jan 22, 2015. 10:30 PM | 1 Like Like |Link to Comment
  • Microsoft details Windows 10, promises free upgrades [View news story]
    Free because they want to get it out in the marketplace. Need to earn back trust that MS can develop an OS. If they fail at that, they're toast as more and more are switching to Mac. Free upgrades for the first year is a smart decision in that context.
    Jan 21, 2015. 10:10 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
2,997 Comments
3,297 Likes