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Jester Debunker
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07/13/15 at 9:38 AM CDT |
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Greece solved again. Right? More debt, more
austerity, and now they have to sell off their assets to foreigners
too. How long until it nee...
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Jester Debunker
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07/13/15 at 9:35 AM CDT |
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P/E expansion has been a big factor. In Oct
2012 EA's FY ests for that year were $1.05-$1.20. Analyst ests for
this FY are $2.86, rising t...
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LongTerm CapGains
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07/13/15 at 8:40 AM CDT |
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Since its low on Oct 2012.
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LongTerm CapGains
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07/10/15 at 2:06 PM CDT |
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The decline in PCs is looking to be more
secular than I had estimated. I am afraid that the Data
Center strength that has been suppo...
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LongTerm CapGains
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07/10/15 at 10:14 AM CDT |
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I am hopeful the China contracts cause
a bump in earnings guidance for the next year. The ~$1.2B
total for dual contracts in Ch...
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LongTerm CapGains
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07/10/15 at 9:23 AM CDT |
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Topic |
The distortions in the market are
everywhere. Greece is a zombie nation, Europe still has the
drag of most if not all of the Souther...
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Jester Debunker
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07/10/15 at 8:56 AM CDT |
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There are more cracks appearing in the
markets, not just in the US. More stocks and markets are hitting
lows, there are more rapid drops o...
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LongTerm CapGains
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07/09/15 at 3:03 PM CDT |
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a late summer correction.
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LongTerm CapGains
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07/09/15 at 5:52 AM CDT |
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Not to sound cynical, as this is what Wall
Street does to allow companies to easily beat, but it is funny how
INTC rose to a high of~$38 t...
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LongTerm CapGains
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07/09/15 at 5:36 AM CDT |
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Earnings Growth Forecast, by Sector
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Jam ok
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07/08/15 at 2:35 PM CDT |
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AMD revised downward their guidance for the
quarter, citing weak demand. I've no doubt that the slowdown in the
pc sector is real and seri...
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Jam ok
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07/08/15 at 2:19 PM CDT |
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lt cap, Thanks for posting your ALU
activity. Most likely, I will give into temptation to buy here in
the 3.30's as that would be my lowes...
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LongTerm CapGains
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07/08/15 at 11:08 AM CDT |
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In my opinion the China meltdown could
spread to it’s highly inflated real estate market and beyond
in the Chinese economy (consumpt...
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LongTerm CapGains
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07/07/15 at 12:15 PM CDT |
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2K shares more. I continue to view
the current drop as a disconnect with the potential over the long
term, and the very fact that th...
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LongTerm CapGains
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07/07/15 at 11:11 AM CDT |
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That's rich! That would yield a PE of
26.6
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Jester Debunker
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07/07/15 at 9:28 AM CDT |
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UBS raised EA PT from $65 to $80, and
raised 2016 eps est from $2.84 to $3.01. So, their eps est is up by
6% and their PT is up by 23%. Th...
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LongTerm CapGains
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07/07/15 at 7:20 AM CDT |
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08:12 AM EDT, 07/07/2015 (MT Newswires) --
Electronic Arts(EA) , a game software content provider, has been
upgraded by analysts at UBS to...
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LongTerm CapGains
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07/07/15 at 7:16 AM CDT |
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I forget who the potential suitors
mentioned were, but it made zero sense.
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Jester Debunker
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07/06/15 at 9:51 PM CDT |
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AMD warned and is lower 13%. What a
coincidence we had those buyout rumors two weeks ago which drove it
from $2.30 to $2.60, giving someone in the ...
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LongTerm CapGains
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07/06/15 at 6:02 PM CDT |
Off Topic |
I tend to think that INTC managed earnings
masterfully over the past two years, i.e. set expectations low,
exercized tough and strict cost...
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