Seeking Alpha

timetosave

timetosave
Send Message
View as an RSS Feed
View timetosave's Comments BY TICKER:
Latest  |  Highest rated
  • Time Warner CEO: Cord-nevers will subscribe to TV [View news story]
    Scary comment coming from the CEO. This is purely anecdotal, but I don't know anyone who has bought back into cable (for entertainment purposes) after cutting the cord. The value of current cable offerings is not there.
    May 30, 2014. 08:53 AM | Likes Like |Link to Comment
  • Abbott may join the divestiture party [View news story]
    Likely sell it to AbbVie!
    May 2, 2014. 05:13 PM | 1 Like Like |Link to Comment
  • Report: 3 more Zynga execs head for exit [View news story]
    This company gets way too much face time in the news.
    Jul 29, 2013. 10:43 PM | Likes Like |Link to Comment
  • Canadian Natural Resources (CNQ -0.4%) has been unable to stop a series of leaks from underground wells, raising questions about a steam-based extraction technology the industry has championed as less environmentally disruptive than the open-pit mining of oil sands. Critics say the inability prevent such leaks points to larger problems in tapping bitumen trapped deep in subterranean oil sands deposits. [View news story]
    Yet another 'subscriber only' article.
    Jul 25, 2013. 03:11 PM | Likes Like |Link to Comment
  • Intel Corporation (INTC) declares $0.225/share quarterly dividend, in line with previous. Forward yield 3.92%. For shareholders of record Aug. 7. Payable Sept. 1. Ex-div Aug. 5. (PR[View news story]
    Not a good sign in my opinion.
    Jul 25, 2013. 09:29 AM | Likes Like |Link to Comment
  • JPMorgan (JPM) expects the holding company to be compliant with new capital rules by 2015 Q1 (at the latest), says CFO Marianne Lake, speaking on the CC (presentation slides). Speaking to reporters ahead of the call, Lake calls the Warren-McCain "21st Century Glass Steagall" irrelevant - "(It) didn't have anything to do with the crisis. Investors like the model we have." The stock's at about a 13-year high. Shares +0.35% premarket as the call continues. [View news story]
    Remember, this is the same system that would have been wiped out had it not been for the US population who are still paying the price for irresponsible financial gambling. Let the banks gamble with gamblers money; not mom and pop's.
    Jul 12, 2013. 09:11 AM | Likes Like |Link to Comment
  • Now that Fannie Mae (FNMA.OB) and Feddie Mac (FMCC.OB) are profitable, everybody wants a piece. First it was hedge fund Perry Capital - which has built up a large position in the preferred shares - suing to strike down a bailout amendment which requires the companies send all their profits to the Treasury. Now Fairholme has sued over a similar challenge, and yesterday two nonprofits filed against the FHFA over a decision to suspend payments to two affordable-housing trust funds. [View news story]
    If these hedgies wanted the profits themselves, they should have ponied up the liquidity during the financial crises...
    Jul 10, 2013. 09:12 AM | 2 Likes Like |Link to Comment
  • The World Bank plans to restrict its financing of coal-fired power plants (KOL) to "rare circumstances," according to a draft strategy that reflects the U.S.-led lender’s increased focus on climate change. “To the extent that you’re preventing the world from using coal, you’re preventing the U.S. from creating jobs to mine it and export it," the National Mining Association responds. [View news story]
    The World Bank no longer funding coal plants? Oh well, plenty of foreign governments with deep pockets and deep coal mines to assist.
    Jun 27, 2013. 09:02 AM | 2 Likes Like |Link to Comment
  • There's a 90% chance BB10 flops and BlackBerry (BBRY -3.7%) shares go to $7, argues MKM's Michael Genovese, who is cutting the smartphone vendor to Sell. Genovese claims less than 10% of the most popular Android apps, and less than 5% of the most popular iPhone apps, are available on BB10. He also thinks U.K. Z10 momentum has stalled, and that carrier checks "suggest unwillingness to carry heavy BB10 inventory." Several other firms have also issued critical notes on BlackBerry over the last 7 days (I, II, III, IV); shares -15% since the BB10 launch event. [View news story]
    Lets just get this straight. 99% of Android and iPhone apps are garbage, so only having 10% and 5% respectively is more than satisfactory...
    Feb 22, 2013. 11:43 AM | 6 Likes Like |Link to Comment
  • David Einhorn covers familiar territory, telling CNBC ZIRP is counterproductive and the Fed should hike 200-300 basis points. Amazon (AMZN): "It's very hard to compete against someone who doesn't feel compelled to make a profit," he says, adding that he's not short. Apple (AAPL): Substantially undervalued and headed for a $1T market cap.  [View news story]
    And I'm still laughing!
    Jan 29, 2013. 08:23 PM | Likes Like |Link to Comment
  • While most of its solar peers sell off, SolarCity (SCTY +11.1%) has soared to new post-IPO highs after five IPO underwriters launched coverage with bullish ratings. As a solar panel installer/electricity seller, SolarCity's business model is very different from those of module/wafer/polysilicon sellers struggling with major overcapacity, demand, and pricing problems. (2013 guidance[View news story]
    1) Underwrite IPO
    2) Initiate coverage with BUY
    3) ...
    4) Profit.
    Jan 7, 2013. 03:48 PM | Likes Like |Link to Comment
  • A spokesperson for McDonald's (MCD +0.6%) confirms the restaurant chain will test selling chicken wings at select outlets. Though the move into wings could help widen the menu gap with Burger King and Wendy's again, a national rollout would be risky with wholesale chicken wing prices high and Buffalo Wild Wings (BWLD -1.6%) a dominant force. [View news story]
    And some said venturing into speciality coffees would be risky too.
    Jan 7, 2013. 12:51 PM | 1 Like Like |Link to Comment
  • The S&P 500 wasn't in the red YTD for even one single day in 2012. It's only happened 8 other times ever, with the last occurrence in 1979, according to BTIG Research. (via Mark Holowesko[View news story]
    And this is important because?
    Jan 3, 2013. 08:37 AM | 1 Like Like |Link to Comment
  • A group of Green Mountain Coffee Roasters (GMCR) investors file a lawsuit against the company alleging demand for Keurig and K-Cup products has been intentionally exaggerated. A number of pension funds - including the Louisiana Municipal Police Employees’ Retirement System - are plaintiffs in the action. GMCR -0.5% premarket. [View news story]
    Boo hoo. We lost lots of money betting on a high flier and now we're going to cry foul. A little due diligence here guys...
    Oct 31, 2012. 10:38 AM | 1 Like Like |Link to Comment
  • Implementation of Basel III capital rules threatens the U.S. mortgage industry, says the MBA in a letter sent to the major bank regulators. Not just will overall mortgage lending decline, but mortgage lending in otherwise perfectly acceptable areas will as well. Also, capital penalties on mortgage servicing rights are forcing banks to sell these assets to others who may not be as equipped to handle them. Wilbur Ross (OCN) disagrees[View news story]
    The mortgage industry threatens the mortgage industry...
    Oct 19, 2012. 11:02 AM | Likes Like |Link to Comment
COMMENTS STATS
35 Comments
40 Likes