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mjk0259

mjk0259
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  • IBM: The Transformation Strategy On Full Throttle [View article]
    google, facebook and amazon are already capturing most of the valuable data.
    Apr 18, 2015. 08:22 PM | 2 Likes Like |Link to Comment
  • Exxon Mobil To Outperform Peers In 2015 [View article]
    XOM was available for almost the same price when oil was $100. It's hard for me to see XOM going over $100 if oil prices go back to $80. If you really believe oil prices are going to go up strongly, it's better to buy the E&P companies.
    Apr 17, 2015. 01:50 PM | 2 Likes Like |Link to Comment
  • Chesapeake Should Cut Its CAPEX ... Again [View article]
    And they also have contracts to pay for natural gas transport even if they don't use it as a result of their spinoff of the pipelines.
    Apr 16, 2015. 12:11 PM | Likes Like |Link to Comment
  • 3 Ways For Prospect Capital To Create Value For Shareholders, Instantly [View article]
    Your comment is much more informative than the article.
    Apr 15, 2015. 05:49 PM | 6 Likes Like |Link to Comment
  • Here's What Wal-Mart U.S. Executives Learned By 'Walking The Store' [View article]
    Isn't there a store manager and a dozen department managers in each store that are supposed to be making sure shelves are not empty ? Why do the top executives have to do it?
    Apr 14, 2015. 01:42 PM | 11 Likes Like |Link to Comment
  • Ignite: No Drivers For Growth [View article]
    So between the loss on the sale of Macaroni and the debt from Macaroni they kept, they lost $150M, or more than their entire present market cap , in only a couple of years? Why hasn't management got the boot? According to Yahoo Finance, IRG is 2/3 owned by J.C. Whitney LLC, is that correct? Why haven't the Whitney people done something or are they somehow profiting from these transactions?
    Apr 14, 2015. 12:37 PM | 2 Likes Like |Link to Comment
  • Why Chesapeake Energy Is A Buy For The Long Term [View article]
    atls split into several companies, he came out ahead
    Apr 13, 2015. 05:51 PM | Likes Like |Link to Comment
  • After Its Big Update, Still Bullish On ConocoPhillips' Growth, Cost Savings, And Yield [View article]
    Selling 5 billion of assets at the recent bottom isn't a good sign.
    Apr 13, 2015. 03:16 PM | Likes Like |Link to Comment
  • The Liquid Natural Gold Deal - By Charles Payne [View instapost]
    It's not worth building a natural gas pipeline to a oil well that produces a small amount of natural gas. That's why they burn it. Australia and Middle East are already exporting large quantities of gas. US has no ability to do so presently.
    Apr 8, 2015. 01:27 PM | Likes Like |Link to Comment
  • Transocean - Time To Buy Offshore Drillers At Bargain Valuations? [View article]
    Where can you profitably drill offshore for $50/barrel?
    Apr 7, 2015. 02:12 PM | Likes Like |Link to Comment
  • Alibaba: Short-Term Problems May Continue, But This Is Why It's Still A Long-Term Winner [View article]
    If they win, the increase in wealth is going to be siphoned off somehow and not go to barbarians.
    Mar 18, 2015. 03:33 PM | 3 Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    But much of it is paying interest rates below inflation. The actual cost of repaying the long term debt will drop pretty fast if we get back to five percent inflation.
    Mar 18, 2015. 03:25 PM | 13 Likes Like |Link to Comment
  • HP Put A Cloud In A Box - Is It A Big Deal? [View article]
    Think you meant annual sales not quarterly.
    Mar 18, 2015. 12:00 PM | 2 Likes Like |Link to Comment
  • Why It's Hard To Be Optimistic About Chevron [View article]
    Three of the shale companies have gone bankrupt recently. Expect more. Most of them borrowed a lot of money cheap to buy assets whose value (in the short term anyway) has gone down by more than the price of oil (since the value of a field you can produce oil for $50/barrel in is not much when you can only sell for less than the cost of production). CVX and the other majors can still borrow money and they will pick up a lot of assets for the long term eventually and end up bigger and stronger. That is why the stock hasn't gone down much.
    Mar 18, 2015. 11:28 AM | 1 Like Like |Link to Comment
  • Why Ignite Restaurant's Divestiture Of Macaroni Grill Is Positive For Investors [View article]
    Losing fifty million is not a good sign when their market cap is only 150m.
    Mar 15, 2015. 07:44 PM | Likes Like |Link to Comment
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