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1980XLS-2.0

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  • Beer shakeup: Constellation Brands (STZ -24.2%) dives after the DOJ files suit against Anheuser-Busch InBev (BUD -5.1%) to block its takeover of Grupo Modelo. A no-go on the A-B deal is bad for Constellation Brands because it was all set to export Modelo to the U.S. so that the deal might be more palatable to regulators. According to the Nasdaq website, STZ is currently halted for hitting a volatility level. [View news story]
    Worse for beer drinkers? How so?

    In-Bev has been buying beer brands, hand over fist. Only to take those brands and kill them with cost cutting.

    Bass Ale and Becks are now no longer even imported, and produced in the US to much lower standards.

    I, of all people am the last person to approve of Gov't intervention in free markets. But In-Bev needs to be contained at this point.

    Their market share has been approaching near monopoly levels.

    Once in a while, Gov't does something good.

    This is one of such rare instances.
    Feb 5 02:43 PM | Likes Like |Link to Comment
  • I'd Pay $400 For 'This Apple' [View article]
    STD,

    Dividend did not help AAPL stock very much.

    In fact some may argue, that's what killed it.
    Jan 28 09:02 AM | Likes Like |Link to Comment
  • I'd Pay $400 For 'This Apple' [View article]
    Buy back aggressively here?

    Are you serious?

    And what if the market takes the stock down another $100?

    There goes the Cash.

    Hence the risk in holding a stock with too much cash.


    Or. you could pay taxes for them to give you your own money back.

    Excess cash in the hands of management desperate for growth, or to defend a stock price, is about as risky as it gets.

    Or, perhaps a crummy aquisition say like Autonomy?
    Jan 28 09:02 AM | Likes Like |Link to Comment
  • Verizon (VZ) states on its Q4 call it activated 6.2M iPhones in Q4, good for 63% of total smartphone activations (up from 46% in Q3, and 56% in the year-ago period). Big Red had previously disclosed it activated 9.8M smartphones in the quarter. CFO Fran Shammo says about half of the iPhone sales involved the iPhone 5 - that remark comes as UBS points to survey data indicating a mix shift towards older and lower-capacity iPhone models. Apple (AAPL) +0.8%. (AT&T smartphone sales[View news story]
    Interesting that some willing to go backwards to an antiquated 3G device (i-phone 4S) to stay with the AAPL name, just to save a couple hundred bucks out of pocket over a couple years.


    Positive for brand loyalty, but what about margins going forward?
    Jan 22 10:22 AM | Likes Like |Link to Comment
  • China's automobile exports topped the one million vehicle mark for the first time in 2012 as total units delivered increased almost 30% for the year. Slowing demand in China has more domestic automakers looking to sell abroad and partner with western companies such as Volvo (VOLVY.PK) and General Motors. [View news story]
    Is Volvo even a "western" brand.

    It is owned by Geely, a Chinese company.
    Jan 22 07:32 AM | Likes Like |Link to Comment
  • "The potential purchase of dollars and sale of yen is gigantic," says Felix Zulauf (Barron's Roundtable earlier), as Japan's institutions begin unwinding hedges put in place to guard against yen strength. The yen could slide to ¥120 over the next two years, he says, and Japanese shares - where 70% of stocks trade below book with a price-to-sales ratio of 0.5 (1.5 in the U.S.) - will benefit. Stay hedged with DXJ[View news story]
    Kyle Bass seems to differ.

    Will be interesting to see how this plays out.


    http://bit.ly/UL7yDZ
    Jan 21 09:10 AM | Likes Like |Link to Comment
  • Never mind the fiscal cliff and congressional insanity over the near term, says Marketwatch's Paul Farrell. We're facing a whopper of a recession down the road as America and the world economy face the early stages of a long era of “de-growth,” a reversal of economic growth and reduction in market growth as ever expanding world population puts increasing new stresses on all aspects of our life. Start planning ahead for an era of low returns and austerity, says Farrell, as these macroeconomic trends build to critical mass, primed to ignite, explode. [View news story]
    I Heard .223 Remington is up 200% since Dec.
    Jan 21 09:02 AM | Likes Like |Link to Comment
  • California is in dire fiscal straits, but tapping its Saudi Arabia-scale oil resources could wipe out the state's debt and deficits, Mark Mills writes. The Monterey shale field alone may hold 15.4B barrels of oil, rivaling America's total conventional reserves, and the overall economic benefits of opening up Monterey could reach $1T. [View news story]
    Coulda sworn I heard a headline only last week, that Jerry found billions he did not know he had, and everything was already fixed.
    Jan 17 04:47 AM | Likes Like |Link to Comment
  • The FAA orders all U.S. airlines to ground their 787 Dreamliners (BA), CNBC reports amid continuing safety developments. The agency is reacting to a second incident regarding failure of the plane's lithium ion batteries, which it says could spark fires if the issue isn't corrected. Updated 6:15 p.m.: Boeing now -1.8% AH. (details; FAA statement; previously[View news story]
    You can;t actually expect BA to even make all their own batteries in house ,do you?

    That said, it is a bit too early to draw conclusions yet, IMO.

    Stay tuned, and we shall see.
    Jan 17 04:47 AM | Likes Like |Link to Comment
  • Boeing's (BA) Chief Executive Jim McNerney issues a statement in response to to the FAA's suspension of U.S. flights of the Dreamliner, saying BA is "committed to supporting the FAA and finding answers as quickly as possible." McNerney insists the company is working "around the clock with its customers and the various regulatory and investigative authorities," and reiterates the company's confidence that the 787 is safe. "We stand behind its overall integrity." McNerney says, and the company "deeply regrets the impact" on airlines and passengers. [View news story]
    Do I get a discount for taking a seat near the Battery?
    Jan 17 04:41 AM | Likes Like |Link to Comment
  • Chrysler (FIATY.PK) makes some news at the Detroit Auto Show by announcing the 2014 Grand Cherokee SUV will be powered by diesel fuel. The automaker will be the first major to offer a diesel SUV model as it sees the improved fuel economy and additional power providing strong selling points. [View news story]
    The Jeep Grand Cherokee offered a M-B derived, diesel option, until only about 3 yrs ago.

    The Porsche Cayenne $ Mercedes GL class currently offer a diesel option.

    The Audi Q5 will be offering one shortly as well.
    Jan 15 05:29 AM | Likes Like |Link to Comment
  • Sharp (SHCAY.PK bucks a strong market in Japan this morning and trades -3.9% after reports in the U.S. overnight said Apple (AAPL) was cutting its orders for panels from SHCAY.PK and other suppliers due to weaker-than-expected sales for the iPhone 5. [View news story]
    This is Tues morning trading.

    Why do AAPL Bulls want to fight the Tape?

    AAPL is so 2012. Time to move on.

    Smart money already has.
    Jan 15 02:52 AM | Likes Like |Link to Comment
  • Still on his game even as he eyes private life, Treasury Secretary Geithner sticks to script, telling Congress extraordinary measures taken to stretch government dollars will run out between mid-February and early March, and warning of "irreparable harm" to the country should the debt ceiling not be imminently raised. [View news story]
    Neither side could ever get anywhere near "balanced" within a year, despite Obama's claim of a "Balanced" approach.

    Best one could hope for is within 10 years while not increasing debt/GDP ratio immediately.

    Amortization of current debt. maybe 50 years.


    Print, borrow, spend, buy votes. Rinse, repeat.

    Greece is the word.
    Jan 15 02:49 AM | Likes Like |Link to Comment
  • The Detroit Auto Show officially gets under way today, although GM (GM) has already introduced its new Chevrolet Corvette Stingray sports vehicle, which can go from 0-60 MPH in under four seconds. With an under-body made of aluminum, and a hood and roof of carbon-fiber composite, the Stingray is an example of how car-makers are using lighter-weight materials instead of steel to improve fuel efficiency. [View news story]
    In the Case of the Corvette, the use of expensive, exotic materials is as much in the quest for performance than it is for Just CAFE.


    The Corvette has been a leader in weight savings vs most other exotics, since the Debut of the C5 Corvette in 1997.
    Jan 14 08:57 AM | Likes Like |Link to Comment
  • Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkei also claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO[View news story]
    Ashraf,

    Agree. on QCOM comment.

    Segment still growing, regardless of AAPL share.
    Jan 14 02:40 AM | Likes Like |Link to Comment
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