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$CLU

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  • Web hosting company Go Daddy Group confirms it is selling itself to a private equity consortium led by KKR and Silver Lake. Financial terms were not disclosed, but the buyers reportedly are paying more than $2.2B.  [View news story]
    GoDaddy almost went public a few years back.
    Pulled back after the filing but it allowed everyone to see their finances.
    That action, (file for IPO but not through with it) must be dangerous from a competitive point of view.

    FYI, The founder also sold Parsons technology before GoDaddy.
    Jul 1, 2011. 07:17 PM | Likes Like |Link to Comment
  • Mark Zuckerberg says Facebook is preparing to launch "something awesome" next week. Speculation is already circulating it's going to announce the much-anticipated app for the iPad. AAPL shares flat AH.  [View news story]
    Translation:
    Please don't look at 'Google+' !
    Pay attention to me!
    Hey c'mon!
    Hello?
    ...
    Jun 30, 2011. 08:36 PM | Likes Like |Link to Comment
  • Thursday Options Brief: XLF, COH, OXY & SH [View article]
    Coach appears to have better fundamentals for a luxury good retail company than I would expect. The stock was routed during the 2008 downturn but the EPS and fundamentals stayed strong. No doubt the entire industry was thinking the same think about discretionary spending.

    If the option bears are sent home then it will be a strong up as it justifies the financials of the company. Should be an interesting July.
    Jun 26, 2011. 10:26 PM | Likes Like |Link to Comment
  • If Greece would just agree to sell some state assets, it could raise up to six times more than planned, says ECB Juergen Stark, calling Greece's privatization plan nowhere near ambitious enough. Stark believes government sales could bring in as much as €300B ($430B).  [View news story]
    Selling them could help but it might not. The danger is that this will create the next set of billionaire magnates who pay almost nothing for their monopolies. Corruption tend to get involved and the approval for sale is green lighted by those that have been "bought". The chosen monopoly for sale is typically the best run of any of the assets. The buying party has now "done a favor" to the country by purchasing the asset for micro-cents on the dollar.
    The asset is then sold to a multinational corp for even more inflated worth before one day being nationalized again.
    May 29, 2011. 07:49 AM | Likes Like |Link to Comment
  • What Are Markets Waiting For? [View article]
    If you look at the whole year in your graphs does it show convergence among volume laggards after October? I would be interested in seeing the chart showing at least the summer doldrums to know that we aren't looking at an "early summer".
    May 27, 2011. 07:19 AM | Likes Like |Link to Comment
  • A magnitude 7.1 earthquake strikes northeastern coast of Japan. Tsunami alert issued.  [View news story]
    Further information here:
    www.jma.go.jp/en/quake...
    and
    www.jma.go.jp/en/quake...

    Can't be fun. Also looks like Japan experienced one on Saturday as well but didn't see anything in the news.
    Apr 11, 2011. 07:09 AM | Likes Like |Link to Comment
  • Radioactive iodine 10K times the legal limit has been found in the groundwater near the #1 reactor at the Fukushima plant. It is the first time contamination of the groundwater has been confirmed since the March 11 earthquake. Officials say such levels don't pose an immediate threat to human health.  [View news story]
    BTW, Iodine-131 has a half life 8 days. Could you plot the half life vs. time to extrapolate the legal limit? (Inst. investors might be planning this as their reversal time.) The heavy elements with the 1000 year half life are more troublesome.

    I'm watching EWV (Proshares Ultrashort Japan) to see when the reverse happens. Any bets that players like GS will push it up and then one day reverse position and start touting the line "everything fine in Japan". For the EWV it cause a serious "ouch" in a short amount of time. Better to place puts on a Japanese equity index ETF and monitor/limit your position daily than play with a leveraged futures ultrashort (in my opinion).
    Apr 1, 2011. 07:11 AM | Likes Like |Link to Comment
  • Japan's nuclear crisis has amounted to a radiation increase equal to a prolonged dental x-ray, James Altucher says, and the media owes everyone an apology for overhyping it. Equally, the media should apologize for overhyping and then ignoring many recent events, including the Greek debt crisis, which is now worse than ever.  [View news story]
    Posted about this before. See links below.

    Link to radiation dose diagram that tries to put things in perspective.
    xkcd.com/radiation/

    Current status of damaged reactor.
    www.jaif.or.jp/english/

    Using the two links we come up with the reactor radiation level at the worst location (north utility building) at the plant is the equivalent of ............a mammogram screening. (But not quite at the level of a chest X-ray.)
    Mar 21, 2011. 06:17 PM | 3 Likes Like |Link to Comment
  • Japanese Meltdown Will Inhibit U.S. Recovery [View article]
    Agree,
    Japan has 17 power plants. 1 is damaged. 2 are idle near the damaged one for inspection/repairs. The remaining 14 are functioning normal.

    See for yourself: (Daily status reports of all power plants)
    www.jaif.or.jp/english/
    Mar 20, 2011. 11:07 PM | 2 Likes Like |Link to Comment
  • The Great Japanic: Winners, Losers and How to Invest Accordingly [View article]
    More fun links to information!
    The link below is an interesting view of radiation dose amounts.

    xkcd.com/radiation/

    The current radiation levels at the Fukushima plant at "North Service Building" are at 2652.0 micro Sv/hr. This has reached the level just under the Godzilla generating effects of (let's look on the chart)............. yearly Mammogram screening (~3 milli Sv/hr).
    Wow, just wow. Hope Godzilla is up to date on it's breast cancer screening.
    Mar 20, 2011. 01:57 PM | 1 Like Like |Link to Comment
  • The Great Japanic: Winners, Losers and How to Invest Accordingly [View article]
    Link to status information on all 17 of Japan's nuclear reactors.

    www.jaif.or.jp/english...

    (See third page for map.)

    The media gives the impression that there are only two to three nuclear power plants in Japan and that are damaged. Also implying that Japan is without power because these two or three power plants are down.

    Truth is that there are 17 nuclear power plants and only one is damaged. Not a great thing but the truth seems to always put a damper on the wild speculation and hopes (dreams) of a JPN option PUT paradise.
    Mar 20, 2011. 08:01 AM | 1 Like Like |Link to Comment
  • Spot prices for flash memory chips used in smartphones and tablets could jump after the Japan earthquake, but the long-term impact on global supplies likely would be limited. "The spot market tends to react very wildly to any kind of uncertainty or doubt," one analyst says. The quake is expected to impact Sony (SNE -2.3%), although it is too early to determine the extent.  [View news story]
    Agree with comments above.
    Lead times are already being called in for two to three week delays from Asia mfg. Even for manufacturing in mainland China. I find it improbable that the market was "up" on the Japan earthquake. Parts delays and shortages do not help corporate profits.

    More likely this Friday was supposed to be another "super Friday" cheer leading rally that was muted by the earthquake. Monday will tell if that is true. Once the business reality sinks in for corporations over the weekend, we will see guidance being given that tells the real impact.
    Mar 12, 2011. 07:50 AM | Likes Like |Link to Comment
  • Oil's Watershed Week: Why It Changes Everything [View article]
    In addition to USL consider DBO for correlations to WTIC.
    (Two year time period for analysis)
    DBO (Rsq = 47%)
    USL (Rsq = 45%)
    Feb 27, 2011. 09:58 PM | Likes Like |Link to Comment
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