Agree re telecoms, they are extremely conservative when it comes to CapEx, but very lose with rate increases, they can get away with it be...

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lt cap, Well explained, thanks - and it seems a reasonable interp of what going on and what may well go on in the macro.  I'm not esp...

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IBM is a clasic example of spending cash that could have served investors better as heftier dividend increases. I bet most of the shares t...

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Exactly!  A piggy bank for Execs

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November NPD shows retail software down 7%, and GME is now $30.57. Analysts are finally waking up. Stifel has cut estimates, Pacific Crest...

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Jamok, We have many divergences in the our economy, and then one could layer divergences in how the Feds around the world are acting.&nbsp...

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I am in the camp that says that the loopholes in place when it comes to performance based bonuses are on purpose to allow executives more ...

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You'd think it would be trivial to back out the effects of buybacks from eps when calculating bonuses that are due based on earnings. I'm ...

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As I have often noted, I prefer dividends over buybacks any time any day! Buybacks can and often are abused by executives: finance.yahoo...

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CIEN's report sure was ugly.  I hate it when companies see a bumpy road ahead but chose not to disclose it.  A diservice to thei...

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<p>OT - CIEN - Woodchuck came out of its hole and didn't see his shadow - 6 more months (if not 6 more years) of 'winter' for this s...

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OT - ALU - Although there is weakness in the sector at large (CIEN, INFN down ~2%+), ALU is nipping at a 4% loss. If all my orders fill, I...

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lt cap, Thanks for sharing your research on company valuations. I find it hard to get a clear picture of where we are and where we're goin...

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I did a bit more due diligence on how companies in the S&P have fared so far this year.  Keep in mind these prices are YTD, not f...

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I am not going to play devil's advocate, I'm going to obfuscate, lol: You're absolutely right, I *think* that a lot of what you've said me...

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I am going to play devil's advocate: 1.- While the market continues to hold near all time highs, i.e. just a few percentage points off its...

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Barron's published its top 10 picks for 2016.  EA is one of their picks barrons.com/ar...ight_1      

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OT - Oil et al. - That oil prices hit a 7 year low today isn't surprising. The Saudis seem quite serious about driving US frackers into bk...

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The HERE sale is actually pegged at $3.1B, however, NOK will receive net proceeds of $2.7B+ after adjusting for liabilities 

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