Seeking Alpha

$CLU

$CLU
Send Message
View as an RSS Feed
View $CLU's Comments BY TICKER:
Latest  |  Highest rated
  • McDonald's (MCD) reports same-store sales rose 3.7% in August, led by solid gains in all key geographic regions. Strong traffic for breakfast helped lift sales in the U.S. by 3.0% - while the company's stores in the U.K., France, and Russia paced a 3.1% gain in Europe sales. In the Asia/Pacific, Middle East and Africa (APMEA) segment, sales were up 5.7% for the month. MCD +0.6% premarket. [View news story]
    Hey!
    We need some stock growth here,
    "Up-size" that order for us!
    Sep 11 04:13 PM | Likes Like |Link to Comment
  • Pandora (P) now -16.9% in response to the WSJ's report (I, II) on Apple's (AAPL) Internet radio ambitions. Pandora has thus far been successful in weathering challenges from Clear Channel, Spotify, and others, in part because of the time invested by its users in building custom stations. But a service that comes pre-installed on iOS devices, features tight iTunes integration, and is backed by Apple's brand and marketing machine would present a different kind of competition. [View news story]
    And now companies with walled garden applications (Itunes, Google Play, etc.) take pause to realize the advantage they might have given to the owners of the garden. Apple can see the popularity and margin that is out there based on the apps in it's store. Additionally apps in Itunes have very restricted limitations on branding, logos and protection. Apple might be effectively running the worlds biggest crowd-funded prototype product search.
    And Pandora, you just gave them their next greatest idea.
    ...
    Congrats!
    Sep 7 09:21 AM | Likes Like |Link to Comment
  • Not Good Enough To Warrant That Reaction [View article]
    I thought equity volume from the retail investor was pathetically low right now. Irrational exuberance might therefore rest on shoulders of fund managers, because I don't think mom and pop created that rally.
    Sep 7 06:55 AM | 1 Like Like |Link to Comment
  • Nokia (NOK -8.1%) dives as it unveils the Lumia 920 at an NYC event. As expected, the Windows Phone 8-based 920 has a 4.5" display, supports wireless charging, and (perhaps critically) contains a PureView camera less impressive than the one in the Symbian-based 808. Also included is an augmented reality app called City Lens. Will this be enough for Nokia to gain significant ground against the iPhone 5 and Samsung's high-end lineup? (live blog[View news story]
    Like a badly botched cross between a Steve Jobs "uniform" and the sloppy look of Mark Zuckerberg / Facebook.

    Was everyone trying something different to see which picture in the media stuck?
    Sep 5 12:31 PM | Likes Like |Link to Comment
  • Nokia (NOK -8.1%) dives as it unveils the Lumia 920 at an NYC event. As expected, the Windows Phone 8-based 920 has a 4.5" display, supports wireless charging, and (perhaps critically) contains a PureView camera less impressive than the one in the Symbian-based 808. Also included is an augmented reality app called City Lens. Will this be enough for Nokia to gain significant ground against the iPhone 5 and Samsung's high-end lineup? (live blog[View news story]
    wow.
    Does it include a cricket chip noise to fill in the quiet moment after the unveiling?
    Sep 5 11:12 AM | 2 Likes Like |Link to Comment
  • Under Armour (UA -1.1%) plans to aggressively target women with a new multimedia advertising campaign that launches this week. With women's wear only repping 30% of the company's sales, execs see significant upside for new running, spinning, and yoga lines. [View news story]
    Directly aiming for Lulu?
    Sep 4 10:54 AM | Likes Like |Link to Comment
  • Market preview: S&P futures +0.8% ahead of Bernanke's speech in the next hour. While not many expect fireworks out of Jackson Hole - that might come at the FOMC meeting in two weeks - investors have higher and perhaps unrealistic hopes of the ECB making large purchases of eurozone government bonds. Also ahead: Chicago PMI, consumer sentiment, factory orders. [View news story]
    I don't think there is one. Only certain press individuals are invited to provide transparency keeping out interruption. Otherwise the process would turn into a media circus.

    The cynical side of me believes the place is probably loaded with hedge fund spies posing as the staff serving tea, coffee and billion dollar sell orders if worried glances are given (or was that indigestion with a fart?).

    Just sit back and watch while the market gyrates on ghosts of rumors and "fly on the wall" listening by the few media personnel invited.
    Aug 31 10:43 AM | Likes Like |Link to Comment
  • Google (GOOG) has hired Barclays to find a buyer for Motorola Mobility's cable hardware unit, two sources tell Bloomberg. One source thinks the business, which provides set-top boxes and cable infrastructure gear, could fetch ~$2B. Others have already reported Google is thinking of selling the unit, due to pay-TV industry angst over buying from the company that runs YouTube, Google TV, and Google Fiber. (Motorola layoffs[View news story]
    Exactly who would want a mobile phone company without it's patents?
    Aug 29 05:26 PM | Likes Like |Link to Comment
  • More on Jos. A. Bank Clothiers' (JOSB) Q2: Comp-store sales rose 6.1%. The direct marketing segment, which consists of the Internet and catalog call centers, rose 39.3%. Says Q3 started out positively. Plans to open 45-50 stores each in fiscal 2012 and 2013. JOSB +13.5% premarket. [View news story]
    Good deal, it's been down lately so I was adding to it.
    Nice reward as such.
    (No offense to Einhorn and crew that were shorting it. Well, maybe a little.)
    Aug 29 09:10 AM | Likes Like |Link to Comment
  • "We will take all necessary measures to ensure the availability of our products in the U.S. market," Samsung (SSNLF.PK) says in response to Apple's (AAPL) request to ban U.S. sales of eight of the South Korean company's phones. The devices accounted for $1.3B of sales in H1. (previous[View news story]
    This is not simple.
    Most folks can't even begin to comprehend how analyzed and debated the validity of patents are in the USPTO. Just no clue.

    If you don't know the nature of KSR v Teleflex (without looking it up on Google) then you seriously don't understand.
    If this thing gets to the SCOTUS (where Apple and Samsung can't pull fancy footwork), I'm betting man that Justice Kennedy is going slap the big "O" for Obvious on Apples patents so hard it makes ANDROID geeks WEEP in sympathy 'cause no one in silicon valley will be able to patent anything remotely like this again.
    "Young'uns, close up the shop cause we're screwed!"

    These are judges that are calling gene therapy and the like "Obvious" and non novel. WTF do you think they're gonna to do with trade dress, rounded corners and a lower case 'i'? This spells doom for "glam" phone tech patents of such pathetically simple nature compared to what is currently being debated in USPTO.

    Maybe this is the thermonuclear war that Jobs spoke about?
    Maybe he knew the gravy train was about to stomped flat by a case that weaseled it's way up to the SCOTUS?

    BTW.
    Here's the KSR case for you cause I'm a nice guy.
    http://bit.ly/NvyPu4
    Aug 28 05:21 PM | 1 Like Like |Link to Comment
  • Apple (AAPL) is seeking U.S. bans on 8 Samsung (SSNLF.PK) smartphones, Bloomberg reports. The devices include four Galaxy S II models and the Epic 4G, but not the Galaxy S III or the Galaxy Nexus. The S III was launched too late to be included in Apple's suit, thus an injunction request might require another legal action. But the Nexus was declared to be infringing - was it spared due to its use of stock Android (previous), or is it already covered by a pre-trial injunction? (more[View news story]
    Samsung must be smiling on that. They banned last years model. The stores are mainly selling the S III now.
    Talk about a "whack a mole" game!
    The phones don't have a lifespan of more than 2 years and typically new models introduced every 6 months.
    Aug 27 04:25 PM | 2 Likes Like |Link to Comment
  • Samsung (SSNLF.PK), unsurprisingly, plans to appeal its harsh legal loss to Apple (AAPL). Apple's response to the jury's verdict: "We applaud the court for finding Samsung’s behavior willful and for sending a loud and clear message that stealing isn’t right." Samsung's response: "It is unfortunate that patent law can be manipulated to give one company a monopoly over rectangles with rounded corners, or technology that is being improved every day by Samsung and other companies." (more[View news story]
    Want to see something interesting?
    25% of the IPhone parts come from Samsung.
    http://bit.ly/Oe69Sy

    No doubt Samsung lawyers are examining the supply contracts with
    "extra detail" as you read this.

    Implied volatility is going absorb this risk up like a sponge.
    Trade smart people!
    Aug 25 09:05 PM | 2 Likes Like |Link to Comment
  • Samsung (SSNLF.PK), unsurprisingly, plans to appeal its harsh legal loss to Apple (AAPL). Apple's response to the jury's verdict: "We applaud the court for finding Samsung’s behavior willful and for sending a loud and clear message that stealing isn’t right." Samsung's response: "It is unfortunate that patent law can be manipulated to give one company a monopoly over rectangles with rounded corners, or technology that is being improved every day by Samsung and other companies." (more[View news story]
    I think for the short term all this does is raise volatility in the mobile phone tech related companies.

    Looks for hedge funds and others to start rocking the stocks back and forth with questions of triple damages (+/- 3B Samsung) or appeals that totally reverse the Apple victory (+/- 1B Apple) only to reverse the analyst headline the next week. You're talking about a spread of 3 billion dollars at worst for either side. Mr. Market doesn't care if Apple doesn't have to pay 3B, if the appeals process reverses the ruling then the market will price in -3B lost to Apple because it was priced in last week! Absolutely Nuts!

    No... I only see higher volatility and opportunity for derivatives.
    Maybe wrong / Maybe right. I'll let volatility absorb the risk for the posting here.
    Aug 25 07:54 AM | Likes Like |Link to Comment
  • Green Mountain Coffee Roasters (GMCR +1.9%) adds a new lemonade drink for its Keurig single cup brewing system. It's another move by the company into the consumer space that SodaStream (SODA -1.2%) occupies mostly unfettered by rivals, but not without drawing skeptics again. [View news story]
    Oh man!
    I cannot wait to secretly switch the lemonade K-cups with the bin we use for french roast. When the sleepy analysts come in and sleepwalk through the process. I'm going to keep a digital camera nearby to record the looks when they taste some yellow acrid hot drink instead of coffee. "Ha Ha, very funny guys. No who peed in the Keurig?"
    Aug 23 12:31 PM | 2 Likes Like |Link to Comment
  • H-P (HPQ) says on its earnings call (live blog) it shed 4K jobs in FQ3 as part of its restructuring, and now plans to eliminate 11K in FY12, up from prior guidance of 9K (ed: how bad would FY12 guidance be if not for the extra cuts?). Also mentioned: H-P seeing "competitive" PC/printer pricing (no surprise); printer channel inventory is high; PC component prices are unfavorable; high-density servers (popular with Internet companies) are dilutive to margins, with "business model innovation" needed to compete (Amazon would agree). H-P reverses course, now -3% AH. [View news story]
    It's time some other domestic companies take the lead and plow these companies under. (Metaphorically speaking of course.)
    There's no need to venerate HP and the like. Hewlett and Packard are gone. Creative destruction is needed in our market system to keep the population from turning into calcified middle management sleepers and making things worse in the end.

    Aug 22 08:42 PM | Likes Like |Link to Comment
COMMENTS STATS
207 Comments
155 Likes