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TruffelPig

TruffelPig
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  • Tim Cook (AAPL) testifies at a Senate hearing on corporate offshore taxes. "We don't depend on tax gimmicks," Cook asserts, while pushing for a big overhaul of U.S. corporate tax code. "Apple has always believed in the simple, not the complex." Sen. John McCain isn't satisfied with Apple's defenses, claiming the company "has violated the spirit of the law if not the letter of the law." Sen. Rand Paul has strongly defended Apple. "Congress should be on trial here for creating a byzantine tax code." (previous[View news story]
    AAPL has to use everything allowed to increase share holder value. Change the laws if you have problems with the loop holes you have created dear senators. Don't blame AAPL, blame yourself.
    May 21 12:07 PM | 9 Likes Like |Link to Comment
  • Diana Containerships (DCIX): Q1 EPS of $0.03 misses by $0.02. Revenue of $15.1M beats by $0.2M. (PR[View news story]
    Doesn't really matter - its the cash flow that matters more.
    May 21 09:07 AM | Likes Like |Link to Comment
  • Diana Containerships (DCIX): Q1 EPS of $0.03 misses by $0.02. Revenue of $15.1M beats by $0.2M. (PR[View news story]
    30 cent dividend again. Collected now 90 cents in 7 months. :) Really reduces the average share price.
    May 21 08:49 AM | Likes Like |Link to Comment
  • Look Out For Lower Q2 Dividend From Northern Tier Energy [View article]
    And then it will go back up.....so what.......obviously good time to increase position size. Did the same with ALDW. It is a nice way to trade around a core position.
    May 19 09:30 PM | Likes Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    Disagree. The Samsung products have a low quality.
    May 19 02:31 PM | 20 Likes Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    I will NEVER get another Samsung product because my fridge sucks and my phone too. My wife has an IPhone V and is extremely happy. My son's Galaxy gave up like after 1 year and 2 days - too bad, no warranty.
    May 19 02:27 PM | 18 Likes Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    @Yokyok - does South Korea/Samsung pay you? You seem to be a perma AAPL basher.
    May 19 02:25 PM | 9 Likes Like |Link to Comment
  • The Fed hasn't lowered "real" interest rates enough, says Minneapolis Fed chief Kocherlakota, not disappointing his new fans. Somewhat hawkish until a near-religious conversion last year, Kocherlakota is now the most dovish on the FOMC (though not a voter this year) and fond of making statements like that. [View news story]
    You know what - I think QE is working together with shale revolution and is digging the US out of the slammer. Even the budget nonsense of the politicians couldn't stop it. I like it!
    May 17 09:39 PM | 3 Likes Like |Link to Comment
  • Fusion-io: Short Squeeze, Or Short Candidate? [View article]
    Buy some cheap calls. If bad you don't lose much. If good you gain much.
    May 17 07:22 PM | 1 Like Like |Link to Comment
  • Look Out For Lower Q2 Dividend From Northern Tier Energy [View article]
    Major accidents are pretty rare in such refineries. There is obviously a risk - 20% yield doesn't come without. But we all live with risks, don't we? We could all be dead tomorrow because of a car accident or because we fell of the toilette.......(stroke...
    May 17 07:20 PM | Likes Like |Link to Comment
  • Look Out For Lower Q2 Dividend From Northern Tier Energy [View article]
    Summary: under really bad conditions when the NTI refinery is off-line like 30% and the crack spread is low they "only" have a 10% yield?

    I buy that thing immediately! BUY BUY BUY.

    I am also long ALDW btw., I do diversify.
    May 17 07:18 PM | 1 Like Like |Link to Comment
  • TTM Technologies Will Benefit As Global Electronics Industry Recovers [View article]
    Good idea.
    May 16 08:56 AM | Likes Like |Link to Comment
  • Danger Zone For This Week: Apple [View article]
    You know what comes to mind when I read this article:

    Dangerfield!

    http://bit.ly/10qNU3C
    May 15 03:34 PM | Likes Like |Link to Comment
  • Danger Zone For This Week: Apple [View article]
    So, one year ago you recommended AAPL. You wrote so yourself in your article. Now everything has changed. What a joke. You can not be taken serious if you came to a fundamentally different view now and a year ago - sorry. The company has not changed much really since then. It means one thing for sure - you do NOT understand AAPL.
    May 15 02:47 PM | 4 Likes Like |Link to Comment
  • More on ExOne (XONE): The company sees FY13 sales coming in between $48M to $52M, below analysts estimates of $53.25M, citing weakness in Europe which has slowed purchasing decisions of customers in that region. Approximately two-thirds of that sales figure are expected to fall in the latter half of the year. Shares continue to move lower, now -11% AH. [View news story]
    One should keep in mind so far XONE has given up solely todays gain! Look at the past 3 days.....wow.
    May 14 07:25 PM | Likes Like |Link to Comment
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