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VMware, Inc. Message Board

blackoutbuzz 707 posts  |  Last Activity: 6 hours ago Member since: Apr 26, 2001
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  • Reply to

    Ron Defeo at KenMetal

    by jamessmarson7 Feb 4, 2016 4:17 PM
    blackoutbuzz blackoutbuzz 6 hours ago Flag

    Sorry I misunderstood your comment. By 50% I was referring to taking the deal at 30 vs 20 where TEX is presently trading at. I agree it makes sense to hold here. I would certainly vote in favour of the new cash offer vs. the current merger deal, and move on once the new deal closed

  • Reply to

    Up on an ugly day

    by monkeypull2 Feb 8, 2016 12:52 PM
    blackoutbuzz blackoutbuzz 10 hours ago Flag

    If you hold the stock in a tax-free account, then this is irrelevant.

    I personally prefer that investors be given the option to choose how earnings are utilized. For example, a company can offer a market DRIP, then for those who subscribe, those dividends can be used to buy shares on the open market and transferred to shareholders as payment in-lieu, so those shareholders increase their equity in the firm.

    In any case, what I particularly don't like is excessive executive compensation in the form of options. It dilutes the float and negates the benefits of buybacks. I prefer they get paid in straight salary and cash performance bonus instead.

  • blackoutbuzz by blackoutbuzz 13 hours ago Flag

    Wow an analyst sees upside. Duh.

    @RBC Upgrades Shire To Outperform, Says Market Overestimating Competition Shares of Shire PLC have plummeted 25 percent since January 4. RBC Capital Markets’ Douglas Miehm upgraded the rating on the company from Sector Perform to Outperform, with a price target of $240. The recent decline in stock more than accounts for any competitive risks arising from Baxalta Inc Hemophilia business, Miehm stated.

  • Reply to

    VMW will go private at $12/share like DELL

    by eejjww36 Feb 9, 2016 11:56 PM
    blackoutbuzz blackoutbuzz 14 hours ago Flag

    Stupidity abounds on the VMW message board.

  • Reply to


    by ressrh 17 hours ago
    blackoutbuzz blackoutbuzz 15 hours ago Flag

    If you believe Sanders will govern like Stalin did, then you're the fool.

  • blackoutbuzz blackoutbuzz 15 hours ago Flag

    1. As a PBA shareholder, why do you care where the money comes from. All that should matter is does PBA stand to profit from this or not.

    2. If the AB government succeeds in attracting new investment through this program, the infrastructure that is built will create new jobs and sources of tax revenues for decades to come. Chemical plants like this don;t open and shut on a whim.

    3. If this is socialism, then USA is the biggest socialist country in the world considering the level of subsidies it offers to the oil&gas industry. I suggest you go look up the definition of socialism before spewing such rubbish.

  • Reply to

    Ron Defeo at KenMetal

    by jamessmarson7 Feb 4, 2016 4:17 PM
    blackoutbuzz blackoutbuzz 15 hours ago Flag

    Why wouldn't you take a 50% profit on the TEX offer and go invest in another play in the space. Do you really think that CAT won't go up from here just like TEX if the market turns around?

  • Reply to

    Streetfight - Round 1

    by blackoutbuzz Jan 8, 2016 5:31 PM
    blackoutbuzz blackoutbuzz 15 hours ago Flag

    Street fight - Round 3

    HH took a wildcat swing and missed. Ding ding. He sulks off to his stool in the corner, where his coach Ackman complains to him,,, what da hella kinda #$%$ boxing was dat? Get it together or we'z gonna lose this fight and the prize you dikhedd.

    To paraphrase NSC's response to CP's proposal... NO. We will not put forward this resolution to shareholders.

    @NORFOLK, Va., Feb. 9, 2016 /PRNewswire/ -- Norfolk Southern Corporation (NSC) today issued the following statement regarding the non-binding shareholder proposal submitted by Canadian Pacific.CP has proposed a non-binding resolution that NS should have discussions with CP regarding a business combination. NS has already met with CP and publicly provided clear detail regarding the NS Board's concerns. While CP continues to publicly declare that NS should "talk to CP about a potential combination," we believe further discussions are not in the best interests of NS shareholders unless CP offers NS shareholders compelling value and addresses the regulatory issues inherent in its proposal.

  • Reply to


    by ressrh 17 hours ago
    blackoutbuzz blackoutbuzz 16 hours ago Flag


  • Reply to


    by ressrh 17 hours ago
    blackoutbuzz blackoutbuzz 16 hours ago Flag

    The election of Bernie as President will restore many citizens' trust and confidence in government, the economy, and the financial markets. A clampdown on Wall Street could be the long-awaited trigger for a return in force of individual investors, and drive the markets to new highs. Or maybe not. I see more upside than downside if he wins.

  • blackoutbuzz by blackoutbuzz Feb 10, 2016 12:00 AM Flag

    will be holding a special Sunday mass at the TX-MEX border. A Trump or Cruz attendance would surely create a lovely fireworks show to mark the event.

    @MEXICO CITY — Pope Francis arrives in Mexico on Friday for a six-day visit that will end with a highly symbolic and potentially controversial act: the pontiff taking a stand on the fortified U.S. border to show solidarity with the migrants trying to cross it. The pope will hold a cross-border Mass in Ciudad Juárez on Feb. 17 just 90 yards from the U.S. frontier. Some 200,000 people are expected to attend on the Mexican side and an additional 50,000 across the Rio Grande in Texas.

  • blackoutbuzz blackoutbuzz Feb 9, 2016 11:48 PM Flag

    And you dummies refused to approve KeystoneXL to secure energy for your highly motorized nation independently of any shenanigans on another continent. Horse carriages it will be then.

  • blackoutbuzz blackoutbuzz Feb 9, 2016 3:47 PM Flag

    Stop the mindless cheerleading. The new VMW is constantly hitting new 52 week lows.

  • Reply to

    CREE & GE?

    by moneytb Feb 7, 2016 4:59 PM
    blackoutbuzz blackoutbuzz Feb 9, 2016 3:43 PM Flag

    It is, but really only to secure access to chips. If multiple vendors can deliver the quantities of chips GE requires, then from their perspective, it makes more sense to have more, not less, competitors vying for sales to the firm in order to keep prices low.

  • Reply to

    Up on an ugly day

    by monkeypull2 Feb 8, 2016 12:52 PM
    blackoutbuzz blackoutbuzz Feb 9, 2016 3:38 PM Flag

    I wonder what the average price is of all the shares CREE has bought back?

    @@Companies lose billions buying back their own stock When a company shells out money to buy its own shares, Wall Street usually cheers. The move makes the company's profit per share look better, and many think buybacks have played a key role pushing stocks higher in the seven-year bull market. But buybacks can also sap companies of cash that they could be using to grow for the future, no matter if the price of those shares rises or falls. And the recent losses highlight another criticism: Companies may be good at finding oil or selling bathroom trinkets, but they aren't always smart stock investors. Some corporations bought ever more of their own shares even as prices tripled from financial-crisis lows and several measures showed the market was overvalued.

  • Reply to

    No Proxy Fight!

    by skyblade5605 Feb 9, 2016 1:04 PM
    blackoutbuzz blackoutbuzz Feb 9, 2016 3:33 PM Flag

    Don't you have to be a shareholder to put forward a resolution for consideration at the annual meeting? Does CP hold shares in NSC?

    @Canadian Pacific said Tuesday that it plans to submit a shareholder resolution on a possible deal at Norfolk Southern's annual meeting this spring.

  • blackoutbuzz blackoutbuzz Feb 9, 2016 12:59 PM Flag

    What about for a company growing at 25%? Is it too high for that?

  • Reply to

    What is the short thesis?

    by spence1012002 Feb 8, 2016 5:22 PM
    blackoutbuzz blackoutbuzz Feb 9, 2016 10:25 AM Flag

    Unlike DHT and TNK, NAT is fully exposed to the spot rate market. Does that justify a valuation premium? Apparently it does.

  • blackoutbuzz by blackoutbuzz Feb 8, 2016 11:12 PM Flag

    So a COS executive team and BOD will live on after all, with salaries and bonuses now going to SU personnel re-assigned to the new positions at COS, while the SU positions they leave open are backfilled. What happened to all those cost savings SU would achieve through elimination the COS leadership, huh lobsterhead? Poof... right out the window.

    @CALGARY, Feb. 8, 2016 /PRNewswire/ - (COS.TO) — Canadian Oil Sands Limited ("COS") today announced the new membership of the COS Board of Directors and senior leadership team. Effective immediately, COS Board is now composed of the following individuals:

    Ernest F.H. (Harry) Roberts, Chair
    Maureen McCaw
    Mel Benson
    Steve Reynish
    Alister Cowan
    Effective immediately, COS senior leadership team is now composed of the following individuals:

    Sandy Martin, President and Chief Executive Officer
    Jolienne Guillemaud, Chief Financial Officer
    Jacquie Moore, Corporate Secretary

  • Reply to

    RAI Green

    by notsoobviousman1 Feb 8, 2016 12:20 PM
    blackoutbuzz blackoutbuzz Feb 8, 2016 12:29 PM Flag

    Yup tobacco stocks continue to hold up in this down market. NSRGY also holding up fairly well, but in that case there's the annual dividend in April to consider. If these defensive stocks start to dive and VIX spikes intto the 40+ ranges then that's about the strongest indicator you can get that the bear is on the loose. Right now he's still just rattling the cage.

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