Welllllllllllllllllllll , a few years ago , somebody said "send in the clowns" see the response ? Tho' he doesn't
get much print , our VP , Joe Biden is right in there too and N. Pelosi keeps the "clown crew" diversified ...
Democrats tend to be very well suited for local governments , but on the national stage ? .. not so much .. g
COSTCO MIRRORS HD ???????????????????????
Hope you are handing out some that dube for Christmas , i want some ..
For one thing , the average associate wage at Costco is 45 K , at HD , only mgmt makes that much , save
for a few old timers .... 2 entirely different companies ... just about everything that HD sells, consumers can
do without in hard times , Costco sells food !!!! (amongst other things) , but everyone needs food every day ..
i'll bet the buyer is curious also ... lol .. could be that somebody is seeing a bottom and looking to load up ...
but then we've seen orders before that evaporate by the time the stock gets to that price ...
stove pellets are moving by the ton , hard to keep enough on hand ... oh yeah .. RV anti freeze too .
yup .. .northern HD's tend to into hibernation .. foot traffic dries up ... part timers lucky to get 10 hrs / week and
full timers asked to take time off ...
then he'll probably come back to run the NYC marathon .. i don't think that he will stay away ...
either than or he'll go to the flunked out US presidents' home run by Jimmy carter ...g
QE was supposed to encourage banks to lend and thereby stimulate the economy
---- trickle down theory .. it didn't work in the past , so no surprise that it will work now ...
absolute BEST policy would be for the govt to "subsidize" labor .. instead of laying off people and paying
them unemployment .. leave them employed and subsidize that employment , for employees who jobs
have been eliminated, this gives companies the chance to retrain those people for somewhat less
cost during those slow periods ...
PUT THE MONEY INTO HANDS OF PEOPLE MOST LIKELY TO BUY BACK WHAT THEY PRODUCE ....
and the economy will boom ... garce
NES already blamed bad weather in ND last year .. expect the same again this year .. they just are not
getting the explosive business to offset the buying binge of the past 5 years .. and don't forget , TFI was
just money flushed down the drain and PF is in the tundra , where drilling ceases for a few months each
Okay .. how about giving us some facts ... like :
1) how much was the cost to the govt to service debt in 1985 ? 1987 ? 2003 ? 2013 ?
back in '86 , the 30 yr bond was yielding over 10% , now it's about 3.5% , which means for the same money
the govt can service 3X the amount debt.
2) since the last of the 30 bonds that yielded 13-15% expired in 2013 , the aggregate cost of servicing
debt will continue to drop for the next 20 years ...........
I guess if you just stick to the headlines , you will never get the full picture and continued to be surprise
at how the economy and markets exist ..
3) might be a good idea to visit a local community college and sign up for a course in money an banking,
then come back and give us a few posts ..... garce
at this point , the stock does not move much until new investors / traders come on board .. these
will be people who do not have the same time/analysis invested that most of the crew here does and
rely on things like announced contracts and actual 10K/q results to buy in .. . as ALL things OLED
start to come mainstream and water cooler talk includes "look at my great new device screen"
investors and traders will be looking for opportunities ... many will not look at the Sony's and Samsungs ,
as their OLED efforts are needed to keep pace and won't move their needles much , the
small companies , whose entire fortunes rely on the technology will boom and be potential
takeover targets , as larger companies recognize the market and buying is quicker than their
own in house R&D ... g
155 separate times ??? sounds to me like 1 long game !!!!
who's cleaning his balls anyway ?
how come you guys insist on posting these one liners without any analysis ..
cutting middle management will give shareholders jitters ???? get real ... all of the investors that i know
salivate at the thought of cutting mgmt positions .. laying off rank and file doesn't save nearly as much
as getting rid of corporate bloat ...
debt growing ?? LOL .. who doesn't know that ? in the wake of the VOD deal, which , by the way , gives
VZW gobs of new cash flow to service that debt ?
think ... and try to recall facts that have long been made public .... this will apply to just about any
company .. AND without analysis , could indicate a stock on the ropes , or one that will maintain
a powerful upward bias :
TO WIT : HD bumped the div 30+% HD has committed to a large buyback program ..
put simply .. that's where is cash is going ...
If you follow trends , you will find that most large caps are bringing down their massive cash
positions .. with ir's so low , why hold cash , borrow .
Also .. too much cash is a signal that a company is stagnating ....
what does HD need to have gobs of cash for anyway ??? heading into a recession is a great
reason for a company to have a large cash position , but on the threshold of growth , cash can
be a drag ..
Stop looking at single metrics to judge a company .... g
for the time being , it looks like 80 is a severe ceiling .. it's going to take quite a bit to get through that
resistance ... decent buying ops in place .. i would submit that a big enough move to make 80
support won't be happening until '13 earnings .. maybe a runup will start the move early ... g
as i have stated before .. IBM is, once again, making a major transition ... the older platforms are maturing ,
very high margins with fading technology ...
I get a big laugh every time somebody posts something about Amazon's cloud and other ballyhoo ...
the cloud and all software apps are reliant on one thing ... HARDWARE ... no doubt hardware is reaching
physical limits and signifigant improvements take longer to emerge .
IBM just announced signifigant polymer structures that can move hardware technology signifigantly ...
this can give IBM the cloud to keep making it's own proprietary machines and keep them out front , able
to take advantage of the powerful software that is coming ...
2 years from now , there will be many gaping mouths as they watch IBM cross 300 .. it's not as though it hasn't
happened before , but rather is de riguere for Big Blue .. .g