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  • Heckmann Corporation Is Set For Future Growth [View article]
    Yeah the 2013 outlook seems promising but I am worried about the heavy debt load (high interest) so I will be following it closely.

    I am still long HEK though.
    Mar 13 01:13 AM | Likes Like |Link to Comment
  • More on Heckmann's (HEKQ4 results: Issues in-line guidance for FY 2013, seeing revenues of $750M-$825M vs. $780M consensus, adjusted EBITDA of $200M-$220M, and capex of $90M-$110M. Expects 2013 activity to ramp up from the 2012 slowdown and early-2013 inclement weather impacted activity. Plans to rename the company Nuverra Environmental Solutions. Shares +10.2% AH. [View news story]
    Why is HEK being investigated again?
    Mar 12 02:20 AM | Likes Like |Link to Comment
  • More on BlackBerry: Lenovo buyout speculation has picked up again thanks to remarks made by Lenovo (LNVGY.PK) CEO Yang Yuanqing to a French paper. "As for BlackBerry, the [acquisition] could possibly make sense. But first I have to analyze the market well and understand what is the exact weight of this company." CFO Wong Dai suggested in January his company is open to buying BlackBerry (BBRY +9.1%), but Lenovo later downplayed those remarks. [View news story]
    Having a licensing agreement is not selling!
    Mar 11 12:38 PM | 4 Likes Like |Link to Comment
  • Titan International (TWI) CEO Maurice Taylor shows little patience for left-wing French politicians and labor officials stammering over the loss of jobs at tire plants in the nation. The exec says the French workforce only puts in a three-hour workday and he would be "stupid" to take over factories there. Taylor unplugged: "Titan is going to buy a Chinese tire company or an Indian one, pay less than one Euro per hour wage and ship all the tires France needs." [View news story]
    link? Aren't they mostly Black and Arabic?
    Feb 20 03:52 PM | Likes Like |Link to Comment
  • Titan International (TWI) CEO Maurice Taylor shows little patience for left-wing French politicians and labor officials stammering over the loss of jobs at tire plants in the nation. The exec says the French workforce only puts in a three-hour workday and he would be "stupid" to take over factories there. Taylor unplugged: "Titan is going to buy a Chinese tire company or an Indian one, pay less than one Euro per hour wage and ship all the tires France needs." [View news story]
    3h/day is probably an exaggeration but I wouldn't be surprised if they did 5h/day all all the coffee breaks and "enjoy life" culture there.
    Feb 20 02:16 PM | Likes Like |Link to Comment
  • BlackBerry (BBRY -3.3%) continues to get whipsawed: Shares are giving back a portion of last week's big gains following news Home Depot has become the latest enterprise client to abandon the company; BlackBerry's U.S. corporate smartphone share has already fallen to a fraction of the iPhone's, thanks in part to the BYOD trend. The company announced this morning it will show off BB10's enterprise feature set at an event tomorrow. [View news story]
    Why can't BB hand out BB10 devices for Obama and his staff free of charge?
    Feb 12 12:56 AM | Likes Like |Link to Comment
  • More on RIM (a.k.a. BlackBerry): The first BB10 phones have been unveiled, and they look much like the ones depicted in leaked images (I, II). The touchscreen-only Z10 features a high-res 4.2" display (slightly bigger than the iPhone 5, but smaller than most top Android phones), while the Q10 (rumored to be called the X10) sports a physical keyboard and a BlackBerry Bold-like design. Spec details are light for now. Shares now -6.3%, investors are selling on the news. (live blog[View news story]
    It's below 14 now...
    Jan 30 04:51 PM | Likes Like |Link to Comment
  • RIM (RIMM -6.3%) is falling hard again ahead of tomorrow's BB10 event, where the Z10 and X10 are expected to be unveiled. Critical comments from UBS and CLSA could be playing a role - the former declares BB10 price points too high for emerging markets, and thinks iOS and Android have a stranglehold elsewhere. On the flip side, OTR Global thinks a Lenovo partnership could be announced soon; Lenovo recently declared comments about a possible RIM bid to be taken out of context. The WSJ has taken a look at the challenges RIM faces in winning back corporate clients. [View news story]
    The "sell the news" part just happened earlier than usual...
    Jan 29 12:37 PM | 3 Likes Like |Link to Comment
  • RIM Uses Lenovo Hype To Prevent Rollover [View article]
    RIM will probably stay Canadian but could partner up with Lenovo in Asian markets through a licensing agreement.
    Jan 25 04:59 PM | 5 Likes Like |Link to Comment
  • Why RIM Could Be A Threat To Apple [View article]
    Maybe your kind of "exciting" is quite "stale" to most...
    Jan 23 02:27 PM | 1 Like Like |Link to Comment
  • Can The Z10 Save Research In Motion? [View article]
    I am investing with my TFSA made up of Canadian dollars so buying RIM not RIMM is the way to go by a fair margin.
    Jan 22 04:23 PM | 1 Like Like |Link to Comment
  • Can The Z10 Save Research In Motion? [View article]
    Well I agree that the withholding tax and the currency conversion rate make buying RIMM less attractive for Canadian dollar holders when RIM is steadily available on the TSX.
    Jan 22 03:59 PM | Likes Like |Link to Comment
  • Can The Z10 Save Research In Motion? [View article]
    Please eloborate? Its price per share is almost identical on the TSX.
    Jan 22 03:38 PM | 2 Likes Like |Link to Comment
  • The New And Improved Heckmann: Improved Margins And Growth Paths Going Forward [View article]
    I think this may become a value trap if there's no major news.
    Jan 22 11:50 AM | Likes Like |Link to Comment
  • Research in Motion (RIMM) +6.7% premarket after getting another upgrade from Jefferies' Peter Misek, this time to Buy with price target of $19.50 (from $13). The new BB10 OS will enable corporate email on iOS and Android devices, he says - something the market is unaware of. In the most bullish scenario, he puts a $56 price target on the stock vs. a previous $43. [View news story]
    That's just a coincidence right?
    Jan 18 12:25 PM | Likes Like |Link to Comment
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