AT&T (T) and Verizon Wireless (VZ, VOD) might finally realize their dream of charging consumers and content providers for mobile data traffic: a WSJ report states ESPN has held talks with "at least one major carrier" about subsidizing access to its content, perhaps by guaranteeing it doesn't count towards monthly caps. If such deals ever became widespread, media providers such as YouTube, Netflix, and Pandora would probably be the biggest payers. But ESPN isn't yet sure of the economics, and (though net neutrality rules only apply to wireline) there could be a regulatory backlash. [View news story]
As the head of a family of six it is starting to get critical $$ as everyone wants a smartphone and four have Verizon G3 enabled iPads as well. As a user can burn the monthly 4GB allowance in an afternoon of watching HD video, it leaves the desire to use much of that time to ESPN pretty much limited to checking a score now and then, if that. Think of the advertising dollars that are lost with millions of mobiles waiting for that rare conversation! Brick and mortar businesses are finding it profitable to provide wifi and the carriers will soon see a slowing in data revenues as the market saturates, and then a reversal? IMO this sharing by content providers is overdue.
Belviq's Sales Will Disappoint: Demographics Matter [View article]
This is the third article attempting to drop the share price that I've seen since the DEA scheduling and won't be the last. So longs don't get excited after the wait we have endured the real problem will be a rush to sell by the half who have averaged down to about $9.50 by this time, as soon as the pps gets up over$10. That is what will crash the stock, not the Rx cost. Smart management would wait to exercise options but I have little hope they will refrain from that because I seem to remember there was a big celebratory we deserve a reward dump of BOD shares just as soon as the FDA approval was announced. Someone in charge should remember that they also could cut the price if it turns out script isn't being filled. It has been done :-P
Vodafone (VOD) is unlikely to settle a $2.6B tax dispute with the Indian government for "at least another year," the FT reports. India's finance minister had stated in January he expected a deal by April. The tax dispute is just one of several issues where Vodafone and the government are at odds. Meanwhile, Spain's telecom regulator is thinking of fining Vodafone a relatively modest $2.6M for not adhering to EU roaming tariff rules. [View news story]
I agree and am noticing a persistent stream of negative VOD stories since that buyback story was floated. Each negative story is vague and uses terms like "thinking of fining..." What Finance Minister calls a reporter and says "I want you to print a story that says 'I am thinking about'." This is a short and distort effort and it isn't working.
4 Reasons Why General Electric Is Now One Of The Most Shorted Dow Stocks [View article]
I like boring in stocks. Safer that way as long as they hold or increase in value at a modest rate, and pay a dividend that is greater than the cost of living index. For excitement I go to Vegas.
Vodafone (VOD) might not be getting a Verizon Wireless cash distribution this year, Verizon (VZ) CEO Lowell McAdam hints in comments seen as an effort to further pressure Vodafone into selling its Verizon Wireless stake. At a meeting hosted by JPMorgan analyst Philip Cusick, McAdam said the top priority for Verizon Wireless' considerable cash flow will be to pay down $5B in debt due by mid-2014, rather than fresh distributions. Verizon Wireless has paid out $18.5B in two distributions over the last two years, $8.3B of which has gone to Vodafone. (previous) [View news story]
Sounds to me like Mr McAdam is a bit like Our illustrious VP, Joe Biden. Did Mr McAdam check with the Verizon legal staff before he uttered his dream scheme to Mr Cusic? I think maybe JPMorgan is looking to short VOD, that's all that will come of this alarmist headline. VOD wouldn't sell anyway, but floating a story like this might bring undesired consequences.
Do You Like Acquisitive Banks? First Niagara Financial Group, Inc. May Change Your Mind [View article]
Because I am in Central New York and saw the potential for real growth with the acquisition of HBSC assets in particular, I withdrew substantial funds from CD's and bought FNFG. What a mistake, followed by averaging down from about $13 giving me more invested in banking stocks than I feel comfortable with. I am approximating figures here from memory, but HBSC had deposits in the 140 odd branches of about 16 billion. I live in a small town with one bank, and in my 70 years I have seen four bank names up on the bank sign and the same families keep banking there, same tellers at the counter, same cat on the window ledge or at the door greeting customers. Give them a free order of checks and a can opener to roll their savings account and they're good to stay. Now I knew in some larger towns FNFG already had branches, but the smart boys in management were saying up front they planned to sell off some excess. But they sold some of those to well established local banks who gained the former HSBC building and the customers too, as they were a familiar name and FNFG was not. FNFG would have done better if they had demolished the building and sold the land. Terrible management, and I see little hope for them getting better.
Verizon (VZ +0.9%) is bent on taking full control of Verizon Wireless this year, and has even discussed merging with Vodafone (VOD +3.9%) to achieve this goal, Bloomberg reports. Merger talks are said to have stalled over "disagreements on leadership and headquarters location," thus making a buyout or partial sale of Vodafone's 45% stake (estimated to be worth $115B) more likely. One source claims Vodafone is open to using the proceeds to make European acquisitions. (previous) [View news story]
I agree with Energysystems. If VOD no longer owns the stake in VZ Wireless, I'm not sticking around. I made the choice of VOD two years ago when both were about equal in price ~$28, but the VOD divided was higher. But with the current share price and VZ paying Q dividends twice that of VOD, that was a bad choice. I will hold what I own for now to see what happens, but I don't think VOD will agree to sell unless VZ makes a insane offer. Always drama, sigh...
Medical Marijuana: The Show's Over, Folks [View article]
Remember, a lot of these guys still live in their parents basement, so even if they could manage a grow bulb operation their mother would smell it, remember her college days, and steal it. So they have to part with some of that unemployment $$$$ we give them.
Medical Marijuana: The Show's Over, Folks [View article]
No, that is just one less thing to worry about. I would be afraid of giving big government another excuse to shut it down if it was the ONLY company in this industry. To avoid appearances of a monopoly, bring on some imataters. Big pharma will stay out, because they will still be afraid of the bad image that 80 years of government propaganda has given the plant.
The U.S. government has signed off on the sale of bankrupt A123 Systems (AONEQ.PK -13.3%) to Chinese auto parts maker Wanxiang Group, Wanxiang announces. Some members of Congress had objected to the sale, citing energy security concerns and the $249M grant (not fully released) that A123 had received from Uncle Sam. A U.S. bankruptcy court and creditors have already approved the deal. A123 shares are currently trading at $0.035 on the pink sheets. [View news story]
Oh, he's already killed the coal industry, this is the lithium-ion battery industry. But it was mainly killed off by inept management who stayed focused on their extraordinary compensation packages to the bitter end, gaining bonuses to stay around long enough to see who would own the wreckage they created. If they were Chinese executives in China and had used state money the way these guys did, they would be in prison or dead.
Overseas Shipholding Group Inc. - Why The Equity Is Worthless, Part II [View article]
As OSGIQ continues to increase in value day by day, I wonder how your short position worked out for you? With 79% institutional ownership and few insider sales, could it be that so very many professional investors with investigative abilities far surpassing mine are being completely careless with their clients money, given the iron proof case you have made for the total collapse of this company. I would think such a disregard would warrant comment by market gurus on all of the cable stations as well as criminal action. Could it be that after your exhaustive research for the two articles, you missed something? I would have bought back in on the pullback to .75 but I was afraid you'd be writing weekly updates.
China sets its H1 2013 export quota for rare earth resources at 15.5K metric tons to be split among 24 domestic producers. The quota is not always met due to weak global demand; China exported only ~13K metric tons of rare earth ores, metals and compounds in the first 11 months of this year, less than half the full-year 2012 quota. [View news story]
The statement that this quota is not often met because of weak global demand is such a crock! But it will be repeated as gosple by some Wall Street 'expert analyst' watch and see. REE stocks are all severely suppressed right now because of nonsense like this, but that won't last much longer. Stockpiles are running low.
AT&T (T) and Verizon Wireless (VZ, VOD) might finally realize their dream of charging consumers and content providers for mobile data traffic: a WSJ report states ESPN has held talks with "at least one major carrier" about subsidizing access to its content, perhaps by guaranteeing it doesn't count towards monthly caps. If such deals ever became widespread, media providers such as YouTube, Netflix, and Pandora would probably be the biggest payers. But ESPN isn't yet sure of the economics, and (though net neutrality rules only apply to wireline) there could be a regulatory backlash. [View news story]
as everyone wants a smartphone and four have Verizon
G3 enabled iPads as well. As a user can burn the monthly
4GB allowance in an afternoon of watching HD video, it
leaves the desire to use much of that time to ESPN pretty
much limited to checking a score now and then, if that.
Think of the advertising dollars that are lost with millions
of mobiles waiting for that rare conversation! Brick and
mortar businesses are finding it profitable to provide wifi
and the carriers will soon see a slowing in data revenues
as the market saturates, and then a reversal? IMO this
sharing by content providers is overdue.
Belviq's Sales Will Disappoint: Demographics Matter [View article]
I've seen since the DEA scheduling and won't be the last. So
longs don't get excited after the wait we have endured the real
problem will be a rush to sell by the half who have averaged
down to about $9.50 by this time, as soon as the pps gets up
over$10. That is what will crash the stock, not the Rx cost.
Smart management would wait to exercise options but I have
little hope they will refrain from that because I seem to remember
there was a big celebratory we deserve a reward dump of BOD
shares just as soon as the FDA approval was announced.
Someone in charge should remember that they also could cut
the price if it turns out script isn't being filled. It has been done :-P
Vodafone (VOD) is unlikely to settle a $2.6B tax dispute with the Indian government for "at least another year," the FT reports. India's finance minister had stated in January he expected a deal by April. The tax dispute is just one of several issues where Vodafone and the government are at odds. Meanwhile, Spain's telecom regulator is thinking of fining Vodafone a relatively modest $2.6M for not adhering to EU roaming tariff rules. [View news story]
stories since that buyback story was floated. Each negative
story is vague and uses terms like "thinking of fining..." What
Finance Minister calls a reporter and says "I want you to print
a story that says 'I am thinking about'." This is a short and
distort effort and it isn't working.
4 Reasons Why General Electric Is Now One Of The Most Shorted Dow Stocks [View article]
increase in value at a modest rate, and pay a dividend that is
greater than the cost of living index. For excitement I go to Vegas.
Vodafone (VOD) might not be getting a Verizon Wireless cash distribution this year, Verizon (VZ) CEO Lowell McAdam hints in comments seen as an effort to further pressure Vodafone into selling its Verizon Wireless stake. At a meeting hosted by JPMorgan analyst Philip Cusick, McAdam said the top priority for Verizon Wireless' considerable cash flow will be to pay down $5B in debt due by mid-2014, rather than fresh distributions. Verizon Wireless has paid out $18.5B in two distributions over the last two years, $8.3B of which has gone to Vodafone. (previous) [View news story]
Joe Biden. Did Mr McAdam check with the Verizon legal staff
before he uttered his dream scheme to Mr Cusic? I think maybe
JPMorgan is looking to short VOD, that's all that will come of this
alarmist headline. VOD wouldn't sell anyway, but floating a story
like this might bring undesired consequences.
Do You Like Acquisitive Banks? First Niagara Financial Group, Inc. May Change Your Mind [View article]
real growth with the acquisition of HBSC assets in particular,
I withdrew substantial funds from CD's and bought FNFG.
What a mistake, followed by averaging down from about $13
giving me more invested in banking stocks than I feel comfortable
with. I am approximating figures here from memory, but HBSC
had deposits in the 140 odd branches of about 16 billion. I live
in a small town with one bank, and in my 70 years I have seen
four bank names up on the bank sign and the same families
keep banking there, same tellers at the counter, same cat on
the window ledge or at the door greeting customers. Give them
a free order of checks and a can opener to roll their savings
account and they're good to stay. Now I knew in some larger
towns FNFG already had branches, but the smart boys in management were saying up front they planned to sell off some
excess. But they sold some of those to well established local
banks who gained the former HSBC building and the customers
too, as they were a familiar name and FNFG was not. FNFG
would have done better if they had demolished the building and
sold the land. Terrible management, and I see little hope for
them getting better.
Verizon (VZ +0.9%) is bent on taking full control of Verizon Wireless this year, and has even discussed merging with Vodafone (VOD +3.9%) to achieve this goal, Bloomberg reports. Merger talks are said to have stalled over "disagreements on leadership and headquarters location," thus making a buyout or partial sale of Vodafone's 45% stake (estimated to be worth $115B) more likely. One source claims Vodafone is open to using the proceeds to make European acquisitions. (previous) [View news story]
VZ Wireless, I'm not sticking around. I made the choice of VOD
two years ago when both were about equal in price ~$28, but the
VOD divided was higher. But with the current share price and VZ
paying Q dividends twice that of VOD, that was a bad choice. I
will hold what I own for now to see what happens, but I don't think
VOD will agree to sell unless VZ makes a insane offer. Always
drama, sigh...
Medical Marijuana: The Show's Over, Folks [View article]
basement, so even if they could manage a grow bulb
operation their mother would smell it, remember her
college days, and steal it. So they have to part with
some of that unemployment $$$$ we give them.
Medical Marijuana: The Show's Over, Folks [View article]
Medical Marijuana: The Show's Over, Folks [View article]
afraid of giving big government another excuse to shut
it down if it was the ONLY company in this industry. To
avoid appearances of a monopoly, bring on some imataters.
Big pharma will stay out, because they will still be afraid of
the bad image that 80 years of government propaganda has
given the plant.
Medical Marijuana: The Show's Over, Folks [View article]
was more of a scam than MJNA.
http://bit.ly/XDx5xd
Chronically Criminal: Shielding The Public From Medical Marijuana [View article]
with the accounting degree. Lol, I - M-BIMBO?
To funny!
The U.S. government has signed off on the sale of bankrupt A123 Systems (AONEQ.PK -13.3%) to Chinese auto parts maker Wanxiang Group, Wanxiang announces. Some members of Congress had objected to the sale, citing energy security concerns and the $249M grant (not fully released) that A123 had received from Uncle Sam. A U.S. bankruptcy court and creditors have already approved the deal. A123 shares are currently trading at $0.035 on the pink sheets. [View news story]
battery industry. But it was mainly killed off by inept management
who stayed focused on their extraordinary compensation packages
to the bitter end, gaining bonuses to stay around long enough to
see who would own the wreckage they created. If they were
Chinese executives in China and had used state money the way
these guys did, they would be in prison or dead.
Overseas Shipholding Group Inc. - Why The Equity Is Worthless, Part II [View article]
I wonder how your short position worked out for you?
With 79% institutional ownership and few insider sales,
could it be that so very many professional investors
with investigative abilities far surpassing mine are being
completely careless with their clients money, given the
iron proof case you have made for the total collapse of
this company. I would think such a disregard would
warrant comment by market gurus on all of the cable
stations as well as criminal action. Could it be that after
your exhaustive research for the two articles, you missed
something? I would have bought back in on the pullback
to .75 but I was afraid you'd be writing weekly updates.
China sets its H1 2013 export quota for rare earth resources at 15.5K metric tons to be split among 24 domestic producers. The quota is not always met due to weak global demand; China exported only ~13K metric tons of rare earth ores, metals and compounds in the first 11 months of this year, less than half the full-year 2012 quota. [View news story]
global demand is such a crock! But it will be repeated as gosple
by some Wall Street 'expert analyst' watch and see. REE stocks
are all severely suppressed right now because of nonsense like
this, but that won't last much longer. Stockpiles are running low.