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  • Oil: Prices Will Rebound  [View article]
    Eliot, you have an irrational actor in the Saudis who are depressing prices. You don't know when and why they will stop pumping.
    Aug 2, 2015. 08:26 PM | Likes Like |Link to Comment
  • A Few Quick Observations On Crude  [View article]
    Is it a good idea to provoke and destabilize those two countries?
    Nov 29, 2014. 04:21 AM | 2 Likes Like |Link to Comment
  • Time To Buy Nokia? I Recommend Sticking To BlackBerry  [View article]
    I can't see people or companies shelling out for subscription services if not necessary. So that revenue stream will continue to decrease. The Android and iOS devices infiltrating companies are not bought by the companies, but part of the BYOD revolution. WP8 you would expect to work well with the predominant OS, security and business apps from Microsoft. If anything, I would expect WP8 to make inroads in the corporate market.
    Mar 31, 2013. 06:21 PM | 5 Likes Like |Link to Comment
  • Stock Action: Westport Innovations  [View article]
    What a shame the US is exporting its natural gas, while wasting resources on ethanol and toxic batteries that are a net detriment to us financially and ecologically. I think the President doesn't do much in depth research on any subject. He backs the feels good, sounds good options. Promoters of battery tech tell us great breakthroughs are coming with greater adoption and this warrants government subsidies. Natural gas breakthroughs and benefits are much more real.
    Feb 17, 2013. 02:03 AM | 2 Likes Like |Link to Comment
  • Apple's Decline: Thanks, iPad Mini  [View article]
    Maybe that's the problem - the misperception that earnings are declining. Not only do earnings increase every quarter, they are huge in the absolute sense adding to Apple's cash pile. Missing analyst estimates, who cares what they think? They're grossly underestimate one quarter, then overestimate the next and say there's trouble at the company!
    Dec 9, 2012. 08:19 PM | 1 Like Like |Link to Comment
  • Nokia Average Selling Price Will Improve On Windows 8; Expect Stock To Triple  [View article]
    Nokia will gain traction in the business market with its Windows interoperability. Loser will be RIM. If Microsoft decides to sell a phone of their own, I wonder if they'll just do a licensing deal with Nokia.
    Oct 18, 2012. 03:54 AM | 1 Like Like |Link to Comment
  • Nokia Still To Outperform Apple  [View article]
    Just more knee jerk lib statements and thinking. Naive thoughts just bouncing around from one stand to another based on superficial analysis and without paying any attention to logic or consistency.
    Oct 8, 2012. 01:03 AM | 2 Likes Like |Link to Comment
  • The NYSE will cancel certain trades in the following stocks following the snafu with Knight Capital (KCG -27.5%) this morning, reports Bloomberg: WZE, CO, EJ, ARC, and KWK.   [View news story]
    What happens to the people that got their stops taken out with the flood of sell orders coming from Knight? There are a lot of third party losses here. Wait until people wake up to see their confirms.
    Aug 2, 2012. 12:49 AM | 1 Like Like |Link to Comment
  • Nokia: Ready For A Quick Exit?  [View article]
    Nokia is getting major support from ATT and MS. Nothing precludes Nokia from making a WP8 phone for the launch of W8. The risk is that W8 for the desktop blows and this negativity carries over to WP8. Otherwise, WP8 will integrate well at the office in respect to access and security. The demise of RIMM opens the door to WP8 when MS is already pervasive in corporations. No need to heavily discount to corporations as is required in the retail market.

    On the retail side, Nokia WP7 phones have a touch of style and a very functional OS. Only the tech-savvy will delay buying a phone waiting for a new OS. Every iteration of the iPhone is an update in hardware and that is worth waiting for.

    Nokia is a speculative play because of execution risk. They need to roll out the new phones on time and without glitches. They need to get a handle on costs for their feature phones. That's probably why MS will not buy Nokia. As long as Nokia has that huge workforce, MS would rather partner with Nokia than inherit its cost structure. Although declining, Nokia still has substantial market share. They only need to be a player in smart phones - not #1, and cut costs on their feature phones to survive if not prosper.
    Jun 30, 2012. 04:27 AM | 2 Likes Like |Link to Comment
  • Netflix Earnings: Beating Expectations, Or An Expert Spin Zone?  [View article]
    US sub growth is limited. Sub acquisition will get more costly. All that to get a customer who pays $8/mo? How many months will it take to recoup the marketing costs and freebies before the $8 add to the bottom line? With DVDs, there were different plans - a chance to make additional sales to a customer. Expect a price increase, or new tiered pricing for streaming. With that, Netflix can only hope to strike the right balance between lost customers and a net increase in revenues.
    Jan 28, 2012. 05:32 AM | Likes Like |Link to Comment