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  • "Is it fair to say we're going to do more hardware? Obviously we are...," says Steve Ballmer, making clear Microsoft Surface (MSFT) isn't a one-off product for the software giant. PC OEMs, some of whom are already upset over Surface, might not be happy to hear that, but it's not as if Google, their main alternative, is acting any differently. Ballmer has already hinted at a stronger hardware push by Microsoft, which now sees Apple as its biggest enemy. (Surface RT reviews) (Windows 8 reviews[View news story]
    This is laughable from Ballmer considering it's 2012 not 2006. How does he still have a gig with them?
    Oct 25, 2012. 04:06 PM | Likes Like |Link to Comment
  • Analysts who were worried about mobile's impact on Facebook's (FB +20.9%) ad sales are now touting its potential. Stifel, upgrading shares to Buy, believes Facebook's mobile revenue will go from $153M in Q3 to $247M in Q4, and total $1.6B in 2013. Citi (previous), also upgrading, notes mobile is lifting Facebook's ad prices, making it the opposite of Google in this respect. Give Wedge Partners and JPMorgan some credit for being ahead of the curve here. (more on FB) (transcript[View news story]
    I'm stunned how consistently these "analysts" want to have it both ways. Ridiculous.
    Oct 24, 2012. 01:36 PM | 3 Likes Like |Link to Comment
  • With the meme circulating that a sub-15 VIX is rare, not likely to last, and consequently bearish for stocks (I, II), Bespoke reminds that prior to 2007, sub-15 was closer to the norm. In one 3 year period - 1993 to 1995 - the VIX closed below 15 on 89% of all trading days.  [View news story]
    Shhhhh, bro. Don't tell McCullough.
    Aug 14, 2012. 03:22 PM | Likes Like |Link to Comment
  • Facebook (FB +3.2%) gets an insider buying the stock, Netflix CEO and Facebook board member Reed Hastings disclosing the purchase of about $1M worth of shares on Wednesday at an average price of $21.03.  [View news story]
    Instead of his own? Nice move, sort of telling though...
    Aug 10, 2012. 03:45 PM | 1 Like Like |Link to Comment
  • Ron Johnson is on the mike at the J.C. Penney (JCP) earnings CC (webcast). The embattled exec starts with a quick admission of past mistakes and an unfortunate alienation of core customers before hitting his "transformational" stride. Despite the direction the RJ rhetoric goes, the company pulling away its guidance is going to be the headline that resonates. JCP -8.7%[View news story]
    48 K calls v 52 K puts traded yesterday on JCP. Some definite TGIF divergences occurring this am...
    Aug 10, 2012. 08:17 AM | Likes Like |Link to Comment
  • So You Want To Trade Volatility: Understanding Contango  [View article]
    Great Article Josh.
    Jul 27, 2012. 02:13 PM | Likes Like |Link to Comment
  • Apple Earnings Preview: iPhone Down, iPad Up  [View article]
    Great job Bill.
    Jul 23, 2012. 10:28 AM | Likes Like |Link to Comment
  • Shares of Harvest Natural Resources (HNR) soar after it says its wholly-owned subsidiary, HNR Energia, has signed a $725M Share Purchase Agreement with PT Pertamina, or Persero, the national oil company of Indonesia, to sell all of the Company's interests in Venezuela in an all-cash transaction. Shares +84% AH.   [View news story]
    SA's own Venerability with complete vindication. Good job.
    Jun 21, 2012. 05:05 PM | Likes Like |Link to Comment
  • More on Halliburton's (HAL) Q1: Revenue in North America +39.8% Y/Y, impacted by strategic investments and supply chain improvements. Expects natural gas rig dislocation, cost inflation, and pricing pressure to negatively impact North America margins by 200-250 bps in Q2. Shares +1.8% premarket. (PR[View news story]
    Nowhere near the dire news on margins BHI was forecasting! HAL is succeeding in NA where others are failing. Best run "global" business in Oil Services. Simple as that.
    Apr 18, 2012. 07:31 AM | Likes Like |Link to Comment
  • Why Naspers Just May Be The Best Kept Secret In The Global Equities Market   [View instapost]
    Excellent analysis Husky.
    Apr 2, 2012. 05:04 PM | Likes Like |Link to Comment
  • Doug Kass takes another stab at shorting long-dated Treasurys, noting (among other reasons) fund flows - which have seen an unprecedented wave of money coming out of stocks and into bonds - have reached a tipping point. The bleeding of stock funds looks to have stopped, meaning an "inevitable" reallocation from fixed income to equities is coming.   [View news story]
    Quick! Immediately initiate long positions in long dated treasuries. Dougie "red spectacled, Palm Beach cocktail party attending, shoe shine boy ignoring" Kass: the ultimate contrarian indicator.
    Mar 12, 2012. 01:47 PM | 3 Likes Like |Link to Comment
  • Apple's (AAPL) Roach Motel will at some point "prove less formidable than assumed," writes Holman Jenkins in the WSJ. As devices become cheaper, Apple's "bonanza-selling" of $600 devices will end and margins will start to fall sharply. Meanwhile, "picking a device won't mean locking yourself into an ecosystem."   [View news story]
    Excellent comment Angle. As with you there is a specific reason I choose to be "locked" into the Apple ecosystem. For me, it offers a better overall experience than everything else out there plain and simple.
    Mar 7, 2012. 09:58 AM | 1 Like Like |Link to Comment
  • Apple (AAPL) has a problem with the supply chain for the high-resolution screens it's using for the iPad 3, which is expected to be launched next week, and it may be unable to ramp up output until Q2, DigiTimes reports. The difficulties come despite the providers of the screens being Sharp, Samsung and and LG. No matter, shares are +0.7% premarket.   [View news story]
    DigiTimes has little if any creditability when it comes to accurate reporting. They've been wrong so many times before that it looks like right to them.
    Mar 1, 2012. 08:39 AM | 1 Like Like |Link to Comment
  • Groupon (GRPN -17%) sinks to session lows after its surprise Q4 earnings miss, dragging down other tech IPO darlings of 2011: LNKD -0.1%, which is set to report its quarterly results after today's close, ZNGA -4.5%, P -3.7%. Henry Blodget tells Groupon haters to "admit they were wrong about the company's business model," since it is now profitable, but he still wouldn't buy the stock.   [View news story]
    Blodget was out two months ago criticizing AAPL's "rich" valuation when it was 360. I'm no fan of these stocks but Blodget is a moron with ZERO credibility. He should be in jail for his blatant stock misrepresentations during the dot com era. His ANALysis like his opinion are WORTHLESS.
    Feb 9, 2012. 03:35 PM | 1 Like Like |Link to Comment
  • Apple's (AAPL) price target is upped to $665 at Cannacord, which cites monthly channel checks indicating "very strong sales trends" for the iPhone 4S at all three U.S. carriers and overall strong iPhone sales in international markets. The firm increases its March quarter iPhone estimates to 32.6M units from 30.1M. (also)   [View news story]
    Already taken.
    Feb 9, 2012. 09:47 AM | 1 Like Like |Link to Comment