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phildevoyd

phildevoyd
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  • Micron -18.7%; Street focuses on PC sales, 20nm DRAM transition [View news story]
    I am a holder. I would consider a buy about a week or so before the next earnings report. The reviews on Windows 10 should be in by then, but I don't think that to be much of a factor.
    Jun 26, 2015. 02:03 PM | 3 Likes Like |Link to Comment
  • Micron -18.7%; Street focuses on PC sales, 20nm DRAM transition [View news story]
    I have looked into a long term chart (1984) of MU. It shows several large declines, including the one in 2000. In each case, the stock shows a recovery in about 3 months, which would be about the time of the next earnings report.
    Consider, if you will, what I call the 'big bath accounting theory': It's a bad quarter, so they throw every piece of bad news they can find into the report. This sometimes coincides with a change in management. Then, by comparison, everything looks good several reports into the future.
    Jun 26, 2015. 01:29 PM | 23 Likes Like |Link to Comment
  • Stocks end week on cautious note amid Greece uncertainty [View news story]
    If you looked at today's performance in the etf, GREK, you would think that there is no problem with a run on the Greek banks. About 25% of the holdings are financial.
    Jun 19, 2015. 04:30 PM | 1 Like Like |Link to Comment
  • Plains All American said California oil spill was "extremely unlikely" [View news story]
    Pipelines can only be tested for damage on the inside of the pipe through pigging. Damage to the outside would have to be observed. In drought conditions, plants will seek water where ever they can. Crude is heated to making the oil easier to pump. That heat can cause condensation on the outer surface, attracting plant roots. The potential problems for underground pipeline operators are mind boggling.
    Jun 8, 2015. 11:29 AM | 3 Likes Like |Link to Comment
  • Williams Sonoma and Pier 1 Imports suggested as merger partners [View news story]
    WSM already owns Cost Plus World Markets.
    Jun 1, 2015. 08:09 AM | Likes Like |Link to Comment
  • WSJ: Intel to announce $54/share Altera deal on Monday [View news story]
    Likely that the sticking point of the deal was who gets bounced and who gets to keep their job after the merger.
    May 31, 2015. 04:27 PM | 4 Likes Like |Link to Comment
  • Goldman brings on insider trading cop [View news story]
    I was once offered a job as a compliance officer with a regional brokerage. I declined because I was not qualified. And because Finra does not sign the paychecks. In other words, the job has a built in conflict of interest. If not now, then later.
    May 26, 2015. 11:35 AM | Likes Like |Link to Comment
  • Cuba reportedly opens bank account at Florida's Stonegate Bank [View news story]
    Hmm... You'd think they would want a bank with a branch in Miami. Stonegate has none.
    They do have a guy who may be of Cuban descent as a VP, Pablo Veintimilla.
    May 20, 2015. 11:46 AM | Likes Like |Link to Comment
  • REIT On The Backburner And Consolidating Debt: What's Going On At RCI Holdings? [View article]
    I'm short. Landmines abound. Local politics can change. In this biz, one size does not fit all.
    May 13, 2015. 11:53 AM | Likes Like |Link to Comment
  • Value-searching in shipping stocks [View news story]
    Odd that $NVGS is not mentioned. Trades at 14x PE, no dividend. $1B market cap.
    May 9, 2015. 12:26 PM | Likes Like |Link to Comment
  • Emmeryville, CA plans for $16 minimum wage [View news story]
    There are a lot of retail stores and office buildings in Emeryville. Ikea might not like the idea.
    May 6, 2015. 09:27 PM | Likes Like |Link to Comment
  • Buffett not feeling rate hikes in the U.S. [View news story]
    I think a token rate hike would stimulate the economy, at least in the short run. Borrowers would jump at what would be perceived as their last chance to buy.
    May 1, 2015. 12:10 PM | Likes Like |Link to Comment
  • Petrobras gains as investors hope no more surprises ahead [View news story]
    Buffett said it; I believe it: "There's never just one cockroach in the kitchen."
    Apr 23, 2015. 12:45 PM | 1 Like Like |Link to Comment
  • Poultry stocks on watch after bird flu hits large Iowa farm [View news story]
    In general, migratory birds are going north. SAFM's flocks are to the south. They should be safe until fall.
    Apr 21, 2015. 09:12 AM | Likes Like |Link to Comment
  • Why I Prefer Kinder Morgan Over Enterprise Products Partners [View article]
    I own both. I like Enterprise because of their purchase of Oiltanking Partners, who has long term oil storage facilities.
    Apr 10, 2015. 12:41 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
159 Comments
178 Likes