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Tombaum eister

Tombaum eister
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  • Deutsche Bank reports Q4 pretax loss [View news story]
    DB is way behind the French Banks which have reached their 2010 valuation level recently, while DB is still more than 30% off that level. Credibility of Management is completely gone, the guy in charge (Jain) allowed the IB to be drawn into all those nasty lawsuits! It's time for a change!!
    Jan 20 12:34 PM | Likes Like |Link to Comment
  • Will AMD Repeat Tesla's Mammoth Short Squeeze? [View article]
    remember November 2009 that was when the stock doubled in 4 weeks, it definitely can happen again in February next year!!
    Dec 24 10:58 AM | 2 Likes Like |Link to Comment
  • Orange - Dragged Again Into A Mobile Price War [View article]
    The shares will take off once its CEO, S. Richard, which knows of Telecom as much as Mr. Hollande of economics (i.e. nothing), will be fired for underperformance and hopefully his contract is not renewed in June 2014. Once htis moron is gone, ORAN will fly to the sky.
    Dec 24 08:37 AM | 1 Like Like |Link to Comment
  • The European Central Bank Meeting: Is This The Catalyst That Gold Has Been Waiting For? [View article]
    The Germans will oppose any significant monetery easing. The BuBa has already made its complaints about the inflationary effects of the low-interst rate policy on German house prices. Germany will argue that Italy and its southern allies should conduct structural reforms more aggressively and that monetary policy cannot do the dirty work for politicians. I fully agree with their assessment and hope that a FED style easing will not be allowed in Europe. Italy and partly Spain, but especially greece have themselves to blame for their poor economic performance, in the good times corrupt politicians and entrepreneurs rewarded themselves handsomely and kept the people quit by handing out carots (social security, labor law, unions etc.minimum wage etc.) which were funded by new debt or from unsustainable economic policies (property bubble etc.).

    If you look today at the Southern periphery, you can see that apart from Spain, the others have not made sufficient attempts to liberalise their weak economies. In Italy, nothing has been done apart from increasing taxes - you have the same problems as 20 years ago such as corrupt politicians, Mafia, no foreign investment , aggressive unions, a ridiculous labor law etc.

    Germany has undergone 5 very difficult years from 2000 - 2004, so
    I would encourage the Itlaians to follow the german example!
    Nov 6 09:23 AM | 1 Like Like |Link to Comment
  • 5 Stocks Under $10 Attractively Valued With Catalysts For Upside [View article]
    same list as last week, maybe this time we will see more success, last week was a disaster - good luck - i like alu, amd, nok all priced for banktruptcy!!
    May 1 09:08 AM | Likes Like |Link to Comment
  • Nokia: There Is No Need To Panic [View article]
    EFLOP needs to go. Ever since he announced the MSFT alliance, the shares have continued to tank. If they disappoint one more quarter, expect ELOP to be evicted!!! and the share price to go through the roof - ELOP alone causes 30% discount!!
    Apr 18 09:52 AM | 3 Likes Like |Link to Comment
  • France Telecom: A Buy After Dividend Cut? [View article]
    Lousy article, with more incompetent authors like you seeking alpha will become obsolete soon!
    Apr 8 05:15 AM | Likes Like |Link to Comment
  • HP's Whitman Running Out Of Excuses And Running Out Of Time [View article]
    Whitman doesn't jnow how to get ther hands dirty. It's time for this once great company to get a CEO who really knows what work means. Not Carli, not Leo, and certainly not Meg. I hope Larry Ellison comes up with an offer to buy this pos!!
    Nov 20 11:58 AM | 2 Likes Like |Link to Comment
  • Oracle (ORCL) CEO Larry Ellison is interested in acquiring AEG from Anschutz, which wants $10B for the sports and entertainment unit, Reuters reports. If true, Ellison has a sizable credit facility to help him, having pledged 139M Oracle shares - valued at $4.3B - as "collateral to secure personal indebtedness." [View news story]
    He should devote his energy to Oracle, possibly better returns for him!!
    Oct 12 06:10 AM | Likes Like |Link to Comment
  • France Telecom Is A Fantastic Dividend Opportunity [View article]
    FTE - as long as Mfr Richard is at the helm, who is basically afraid to stand up against the gouvernment and produce a "plan social" which cuts the fat (i.e. unproductive employees which are overpaid and eligible for mega pensions), the share remains a dead cat. It's a shame that France is so much on the ropes - it's just a disgraced political system , restructuring and staff dismissals are not allowed, so shareholders are made to pick up the bill. Half of CAC-40 constituents are at their all-time low,compare that to Germany where the DAX is only 12% away from its all time high!!
    Oct 10 11:13 AM | 5 Likes Like |Link to Comment
  • "I would like to have done better," says Nokia (NOK +0.2%) CEO Stephen Elop regarding the company's early Windows Phone (MSFT) sales: he thinks WP 7.5 didn't give Nokia enough room to stand out, and believes its marketing needed to be more effective. But Elop won't second-guess his decision to back WP instead of Android, a move that's increasingly questioned as Nokia's total smartphone sales plunge. He also claims to have "no indications" Microsoft is working on a smartphone, in spite of rumors. (HQ sale) (also[View news story]
    Elop has failed completely. He has sunk a once great company wby insisting on a risky and unhedged strategy which made NOK totally dependent on MSFT while MSFT is not bound by such exclusivity or non-compete clause. I am not sure if Elop has the intersts of NOKIA shareholders in mind, but he knows he has failed and tries to please MSFT to take him back once he is fired by NOK for excessive destruction of shareholder value. Hiring ELOP has cost NOK shareholders more than 30 billion dollars!!
    Oct 3 12:54 PM | 3 Likes Like |Link to Comment
  • Alcatel-Lucent (ALU -3.2%) falls towards the $1 level once again thanks to a downgrade to Sell from UBS. The firm is worried about weak fixed-line capex in Europe, a lack of a recovery for Chinese demand, and the need for asset sales to address the company's debt obligations. UBS has been (accurately) voicing concerns about telecom capex for a while. [View news story]
    UBS is generally negative on French equities. If you go through all CA40 stocks, you will see that UBS recommends selling at leat 80% of them such as FTE,EDF,CARREFOUR,PEUGEOT and etc.
    Those stocks are at their low of a lifetime, but UBS thinks theystill should be lower. I think indeed, UBS caters to its hedge fund clientele by asking its analysts to dump shares their treasured hedgie clients want to buy on the cheap!!
    Oct 3 11:58 AM | Likes Like |Link to Comment
  • France Telecom's 12% Yielding Shares May Be Poised To Drop On A Dividend Cut [View article]
    drmhoenig: FTE is not in China, they are present in difficult countries which go each through their own turmoil (Egypt, Spain,UK,Poland). The reason for their underperformance is their competely incompetent Management which gives a s... on the share price. They want to please the government and the employees and the shareholder has to pick up the bill. France is a communist country now and it seems to me that the socialist are bent on driving the economy to the wall! Shame on M. Hollande and his gang!!
    Sep 30 07:40 AM | Likes Like |Link to Comment
  • France Telecom's 12% Yielding Shares May Be Poised To Drop On A Dividend Cut [View article]
    FTE seems to be the underdog of EU telcos.
    At 7 times earnings , it has a discount to Deutsche Telekom of about 40% and let's remeber that ATT has a PER of 22x with a lower dividend yield. It seems that investors generally dislike French companies and especially French politicians and regulators who appear to do all they can to drive their domestic economy into the ground. M. Hollande and his communist gang is really a shame for the Grande Nation how they liked to call themselves in the past!
    Grandeur perdue!!
    Sep 29 06:28 AM | 1 Like Like |Link to Comment
  • Alcatel-Lucent Has Lost Its Mojo (Alpha) [View article]
    Too many ifs, but it is stunning how a company with recognised products and innovative capability can fall so hard and I agree mostly because of bad choices of management. The current troika Camus?Tufano?Verwaayen is no better than Tschuruk/Russo and even after 7 years these guys have not figured out how to run a company in a competitive environment.Unfortunat... the shareholders are not very activist, and Verwaayen and co. are allowed to mismanage the Company, impoverish its shareholders and walk away with a golden parachute. On top of this you have this idiotic communist French Government which is the last nail in the coffin. The socialists want to penalise any lay-offs and it's a nightmare to run a business in that country!!!
    Sep 28 08:45 AM | Likes Like |Link to Comment