Yup it all started back in June with that Citi analyst note. Looks like ThirdPoint (and I can only assume other hedge funds) were doing the buying that drove up the share price. GS put out that BS call just to get in on the action before it was too late... fuggers...
@@@@@In June, Citigroup analyst Faisel Khan laid out the case for a break-up, saying that measures including spinning off TransCanada's power business and placement of the remainder of its U.S. natural gas assets into a master limited partnership (MLP). That could boost TransCanada's share price to C$76, Khan said. That scenario triggered investor interest and several large U.S. hedge funds that pursue activist investing strategies, including Daniel Loeb's Third Point, have looked at the company, two people familiar with the matter said.The people familiar with Loeb's New York based firm said he has amassed a position over the last few months. Third Point declined to comment.
Yes I did. Did you read my post? I am referring to existing customers and whether or not they feel it is worthwhile to upgrade... they don't seem to be jumping onto the bandwagon based on the dearth of such announcements by DWCH.
So why such weak sales of their newest SW? Maybe the old SW is good enough for most users. Maybe visualisation is all buzz and simply not all that useful. Looks to me like no one wants to buy this mutt.
Loony everyone knows snake oil is a scam... no one is stupid enough to buy it anymore. Now WCS aka tar sands oil is another story...
---One piece of good news will not lift this to the mid-40's----
Magic I tend to agree with your viewpoint, but after many years tracking this stock, I have to disagree with this specific comment you make. CREE has moved quite sharply and erratically in the past, sometimes even to only adjacent news in the LED biz, a BS analyst update, and even no news at all. It is one of the frustrating aspects of holding or trading this stock.
---I took a few opportunistic short positions on the way down and made a nice chunk of change----
Really? The only trade I saw you post here was a short that you bailed out on at a loss when the stock moved up a coupla bucks..
If US steel demand grows they'll eventually need to get that extra IO from somewhere
@@@@@Sept 16 (Reuters) - United States Steel Corp said its Canadian arm would apply for relief from creditors under Canada's Companies' Creditors Arrangement Act and said it would drop plans to expand two of its facilities. The company said on Tuesday it decided not to proceed with an expansion at its iron ore pellet operations in Minnesota and to stop additional investments into the carbon alloy facilities at Gary Works, Indiana. U.S. Steel said it found its current production capability to be "sufficient", after considering its future raw material needs for iron ore and coke.
Interesting perspective.... expectation that people taking the obesity drugs will continue to indulge in high-cal diets with lots of sugar. I suppose that is quite possible... just as people with high cholesterol continue to eat fatty foods instead or tackling the problem from a diet perspective. Thanks for the insight.
Testing the legal framework. No dividend equals right to vote. Question is does a token dividend sufficient?
@@@@@Minority shareholders of "Mechel" abandoned dividends for the right to vote Holders of preferred shares of the Company filed an action against it - investors are willing to lose their benefits in order to participate in the management of.... Preferred stock is up 25% of the capital " Mechel "and if " Arsagera "wins the case, the proportion of the voting shares of the company's founder Zyuzin decrease from 67.42 to 50.56%. However, another 10% of the vote would be in management " Mechel " ( the company has 40% of the preferred shares). To ensure that you spend a representative to the board, you need 11% of the vote. And this achieves " Arsagera, "says the chairman of its board of directors Vasily Solovyov . The likelihood that the holders of preferred shares get to control " Mechel ", is practically zero, ironically company lawyer " Yukov and partners " Marina Krasnobaeva . In " Arsagera "has a chance of success if the court confirms that she had to get the right to vote at the last meeting of the shareholders and that " Mechel "illegally created a situation in which the plaintiff was deprived of this right, says law firm partner , " Antitrust Bureau "Karen Ghoukassian Recalling that in 2008 " Arsagera "won a similar suit against the company " pyrometer ".
If interest rates are going to head back up, then TMV would be a good hedge against high yielding stocks like utilities, MLPs, and REITs.
If this is indeed ground-breaking technology (and it sure sounds like it), and given that DATA and SPLK products do not have real-time analysis capability, why doesn't one of these two companies buy DWCH to acquire it? It seems to me this would be far simpler and faster to just buy and integrate it into their own offerings than try to develop it in-house.
Is NVO shooting itself in foot with this new drug? Obesity leads to diabetes. Say NVO sells you the fat pill. You avoid becoming obese and do not develop diabetes. So you have no need for NVO's diabetes drugs. Gain a sale on the fat pill, lose it on the diabetes drugs. What am I missing here?
+! on price, transparency, ease of purchase. But what are the chances management does any of this?
MOre MOney for MO
@@@@@LONDON—Anheuser-Busch InBev NV is talking to banks about financing what could be a roughly £75 billion ($122 billion) deal to buy global beer rival SABMiller SAB.LN +8.68% PLC, according to a person familiar with the matter.
@@@@@A tie-up between the world's two largest brewing companies has been rumored for years, but a revival in global merger activity this year has sparked renewed speculation about a deal. AB InBev isn't in active discussions with SABMiller, said the person, explaining the company is waiting to line up its financing before making a formal approach.
Let them go suck on the KMI lollipop.
@@@@@Goldman Sachs downgraded TransCanada Corporation (NYSE: TRP) from Neutral to Sell with a price target of $47.00. Analyst Theodore Durbin noted high valuation compared to peers. "TRP has outperformed large-cap peers by 12% since the end of 2Q14, partly driven by investor views of break-up potential. Our SOTP suggests this thesis is overdone at current valuation given (1) fundamental headwinds in its core natural gas pipeline business and (2) excessive optimism over its backlog given sub-10% returns on 2/3 of its projects and elevated regulatory and execution risk. TRP shares appear expensive on various metrics after recent outperformance," said Durbin. "We expect TRP to underperform peers due to (1) increasing supply growth from Marcellus/Utica shales which increases volume and tariff risk on TRP’s gas assets (2) relatively weak earnings growth due to its below-average returns on projects (3) recurring execution and volatility issues in its Energy segment and (4) expensive valuation leaving shares vulnerable to negative regulatory or volume developments. Our unchanged 2014 2017 EBITDA estimates are 2-3% above consensus, but our call is more valuation-driven," he added.
Another piece of the puzzle has been solved.
@@@@@LONDON – The German auto parts maker ZF Friedrichshafen said on Monday that it had agreed to sell its stake in a steering systems joint venture to its partner Robert Bosch, further opening the door for a potential takeover of TRW Automotive Holdings, one of the largest auto safety parts makers.