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phildevoyd

phildevoyd
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  • New Colonel Sanders looks to defend turf for KFC [View news story]
    The original Colonel was more sincere than the one Darrell portrayed. Norm always makes me laugh.
    Aug 17, 2015. 11:44 AM | 1 Like Like |Link to Comment
  • Yuan heads lower for second day as China sets rate near market's close [View news story]
    I do not want to sound like some sort of wise guy. I'd like to suggest that neither China nor Donald Trump are ready for the world stage for exactly the same reasons: myopia.
    Aug 11, 2015. 10:24 PM | Likes Like |Link to Comment
  • Cash flow concerns on the horizon for Boeing, UBS analysts say [View news story]
    Without any mention of an inventory build-up (white tails), I would consider the writer's opinion unsubstantiated. It's hard to hide white tails.
    Aug 11, 2015. 03:45 PM | 3 Likes Like |Link to Comment
  • AVG Technologies beats by $0.01, revenue in-line [View news story]
    If you are stateside, do not download their browser. It will erase programs and other browsers.
    Aug 5, 2015. 11:23 AM | Likes Like |Link to Comment
  • Crude supertanker operators take advantage of weak oil market [View news story]
    Ah, but rates are going up for the wrong reason. There is more crude around; above ground storage reaching capacity. The ships are being used, not to deliver, but to store.
    Jul 21, 2015. 10:45 AM | 3 Likes Like |Link to Comment
  • NYSE: Halt due to technical issue, not cyber breach [View news story]
    There have been a number of fiber optic cable cuttings in California recently.  Hope that's not the case on NYSE, as it would take several days to repair completely.  In the meantime, transmissions would be slowed.
    Jul 8, 2015. 12:57 PM | 1 Like Like |Link to Comment
  • 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
COMMENTS STATS
165 Comments
186 Likes