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toast22342000 787 posts  |  Last Activity: 8 hours ago Member since: Oct 25, 2005
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  • LE BOURGET, France – The White House on Sunday released the details of an announcement, expected on Monday, about a plan by Bill Gates to team with 19 governments and 28 billionaires from 10 countries to create a multibillion-dollar public-private coalition to fund clean- and renewable-energy research.

    Mr. Gates, the founder of Microsoft and the Bill and Melinda Gates Foundation, will make the announcement during a gathering of more than 120 world leaders on the first day of a major United Nations climate change summit meeting here. Representatives of nearly 200 countries will meet over 12 days to try to forge the first global accord committing almost every country on earth to reducing their rates of planet-warming greenhouse gas emissions.

  • toast22342000 toast22342000 17 hours ago Flag

    Google........................Greenland Is Melting Away

  • toast22342000 by toast22342000 Nov 28, 2015 3:32 PM Flag

    Shooter Kills Three At Colorado Planned Parenthood

    "This is not normal. We can’t let it become normal," the statement said. "If we truly care about this -- if we’re going to offer up our thoughts and prayers again, for God knows how many times, with a truly clean conscience -- then we have to do something about the easy accessibility of weapons of war on our streets to people who have no business wielding them. Period. Enough is enough," said President Obama.

    But it has become routine if not normal. So when you pods go to bed tonight, go to sleep knowing you are part of the reason 3 more people are dead from gun violence. Because you are more than not being part of the solution, or an attempt to move towards one, you and the people you vote for are blocking efforts to address the problem in the first place so gun manufacturers can make more money.

  • After calling the Black Lives Matter movement a hate group is it really any wonder why Faux virtually ignored the shooting of 5 BLM protesters, apparently by white supremacists?

  • Former Mayor Michael Bloomberg of New York trashed two top-tier Republican presidential candidates in a CNN interview airing Friday. After dismissing "right-wing crazies" who reject mainstream climate science, Bloomberg was asked by CNN's Christiane Amanpour what he made of the GOP field.
    The billionaire media mogul, who has championed the climate-change issue, first criticized retired neurosurgeon Ben Carson.
    "There's one of them who was a surgeon, unfortunately at Johns Hopkins, who doesn't believe in science," Bloomberg said. "Somebody said that's like a business executive that doesn't believe in profits."
    Bloomberg then said Sen. Ted Cruz (R-Texas) also says some of the "stupidest" things about climate change despite his intellect. He noted that Cruz's intelligence has been praised by Alan Dershowitz, a prominent US attorney and the candidate's former Harvard professor.
    "You've got a guy like Ted Cruz — who I think Dershowitz said was the smartest law student he ever had — and he says some of the stupidest things I've ever heard," Bloomberg said. "The only explanation — the only explanation — is he doesn't believe it; he's just saying it."
    He added: "Ted Cruz is a smart guy and you can't say what he says in an intelligent way."

  • Reply to

    Now that PMC deal

    by gizmondo123 Nov 27, 2015 9:27 AM
    toast22342000 toast22342000 Nov 27, 2015 12:33 PM Flag

    With the withdrawal of the PMCS offer a case can be made for them being the acquired or the acquirer. They have growth that is desirable for a big tech player lacking it and they definitely have the cash, the cash flow, and the balance sheet to buy something. They've made some bolt on acquisitions in the past. I'd like to see their appetite get bigger.

  • toast22342000 toast22342000 Nov 27, 2015 12:13 PM Flag

    Rationalized like a true pod.

  • Reply to


    by toast22342000 Nov 25, 2015 10:12 AM
    toast22342000 toast22342000 Nov 27, 2015 10:12 AM Flag

    Broke over the 50 dma despite another negative iPhone/smartphone story. Are we off to $90?

  • Reply to

    IBD out with yet another"channel check" story.Lol

    by richmas Nov 27, 2015 9:37 AM
    toast22342000 toast22342000 Nov 27, 2015 9:46 AM Flag

    I take it as a potential sign of encouragement that the market has shrugged off another "smartphone slowdown" least so far today.

  • toast22342000 toast22342000 Nov 27, 2015 7:49 AM Flag

    "After the shooting, according to Jay Darshane, the District Manager for Burger King, four to five police officers wearing blue and white shirts entered the restaurant and asked to view the video and were given the password to the equipment. Three hours later they left, he said.
    The next day, when an investigator from the Independent Police Review Authority asked to view the security footage, it was discovered that the 86 minutes of video was missing.
    But according to Darshane, both the cameras and video recorder were all on and working properly the night of the shooting.
    "We had no idea they were going to sit there and delete files," Darshane said. "I mean we were just trying to help the police officers."

  • toast22342000 toast22342000 Nov 26, 2015 9:55 AM Flag

    I was going to ask if you know anything about how the incident came to light, how the court ruling on the video tape influenced the DA's decision to indict the cop, or really any of the details. How silly of me to think you would care when your raison d'etre is to mindlessly bash things you know nothing about.

  • toast22342000 toast22342000 Nov 26, 2015 9:32 AM Flag

    A quick read of some of the posts on this thread reveals a number of you guys are spending too much time listening to nutjob conspiracy theories and the incredibly slanted coverage by Faux News and the like. Not to mention that your desire to see AGN go higher (my desire too) is coloring your perspective with regard to tax inversions in a world already rife with corporate tax loopholes. Inversions are becoming a bi-partisan concern, as they should be.

  • toast22342000 toast22342000 Nov 26, 2015 9:20 AM Flag

    Me thinks you put too much bourbon in your cereal. Because conflating gun violence related deaths, (the NRA is trying very hard to close the narrow gap between it and auto accident deaths) and car accident deaths is indeed stupid. You have officially joined the pod cabal. Congrats!

  • Reply to

    Released 10-K

    by rio_city_us Nov 26, 2015 3:26 AM
    toast22342000 toast22342000 Nov 26, 2015 9:01 AM Flag

    From the Q4 CC................"Moving to our product mix for the fourth quarter of fiscal 2015. Power amplifiers represented 20% of revenue, integrated mobile systems was 59% and broad markets was 22%. It is worth noting that integrated mobile systems were up 84% year-over-year during the quarter."

    I take "broad markets" to mean anything other than the handset/tablet business so we can see how heavily weighted they still are to that segment at about 78% of revenue. It makes it very easy to understand why SWKS is viewed primarily as a smartphone parts supplier.........they are. What the market seems to be missing is 3-4G adoption is far more of a driving force for SWKS than the absolute volume of smartphone sales. An adoption rate with a long way to go in emerging markets, which is where SWKS does experience some FX headwinds. Not in terms of the revenue they receive from their customers, but in terms of the affordability of phones for EM consumers in the face of an increasingly strong dollar.
    Maybe the biggest thing the market misses in my view is SWKS pricing power given that they are experiencing LESS competition because of the unique, specialized product offerings and the inability of others to match what they can do. Secular trends are driving the need for more complexity and SWKS is one of the only players in their space who can give OEM's what they need. So sales volume is supplanted in importance by technological innovation of the kind only SWKS can provide. The market continues to fail to recognize SWKS singular abilities and how they benefit from them.

  • Reply to


    by toast22342000 Nov 25, 2015 10:12 AM
    toast22342000 toast22342000 Nov 25, 2015 12:43 PM Flag

    Ordinarily I'd say it was due to fund money outflow after a monster run (for SWKS) because of perceptions surrounding a slowdown in absolute smartphone growth but I looked at institutional ownership on the NAZ site and it went up in Q3 by around 8M shares. Recently there has been some guidance weakness in the space so my thought is SWKS has not been differentiated in the minds of tech investors for their superior execution and forward looking guidance numbers. Clearly the PMCS was a drag and so is the performance of AAPL which it has a strong correlation to.
    Perhaps when the market digests the idea that smartphone sales can slow without effecting SWKS from a top or bottom line perspective, and finally recognize they are more than a smartphone parts supplier, it will begin to move up again.

  • toast22342000 toast22342000 Nov 25, 2015 12:02 PM Flag

    It isn't easy to post something that beats Dr. Pod and nanopod for abject stupidity but you managed. It's the same as using the NRA's inane slogan "guns don't kill people........." Absent in its strained logic is the recognition that if people's behavior is uncorrectable the solution to the tragic amount of gun violence is enhanced guns laws.

  • toast22342000 by toast22342000 Nov 25, 2015 10:12 AM Flag

    that's where the 50 dma is. If it breaks above that level and holds a re-test the stock might actually begin to reflect its value. The disclaimer being all bets are off should another negative iPhone sales "research" piece hit the wires.

  • toast22342000 toast22342000 Nov 25, 2015 9:18 AM Flag

    KeyBanc maintained a Sector Weight rating on TerraForm Power (NASDAQ: TERP). While shares trade below runoff value, given SunEdison's (NYSE: SUNE) liquidity, analyst Matt Tucker said a deeper dive revealed items he found somewhat concerning in terms of greater financial burdens being placed on TerraForm. Tucker explained, "TERP currently trades at a discount to our runoff value of ~$10/share, the estimated fair value of TERP s current portfolio and its underlying PPAs and capital structure, assuming no asset growth and no residual value beyond existing contracts. While we think it premature to view TERP as being in runoff mode, and our analysis suggests further downside should be limited even in this downside scenario, we suspect shares may continue to trade on concerns over the financial health of sponsor SUNE, TERP s two large pending acquisitions and its ability to fund growth beyond 2016 amid increasing debt. Further, our deeper dive revealed some concerning details in terms of TERP's relationship with SUNE that we think bear watching, including both LT structural issues and items that potentially put TERP s more NT cash flow at risk." The analyst continued, "After SUNE cancelled its planned acquisition of assets from Latin America Power (LAP), LAP came back seeking at least $150M in aggregate damages from SUNE and TERP in arbitration court. Recent filings indicate TERP guaranteed $195M of SUNE's total $677M consideration, relating to projects that would have been added to TERP's Call Rights list. Although we find it difficult to assess the likelihood, magnitude or timing of TERP's potential liability, we view this as a generally undesirable situation in the context of conflicts of interest between SUNE and TERP." Tucker added, "TERP's 10-Q filing suggests its consideration for the planned VSLR acquisition is fixed at $922M if VSLR is unable to deliver 523 MW as originally contemplated. In this scenario, TERP would receive a credit in the amount of the shortfall for future asset purchases from SUNE. Lacking further clarity from management, this strikes us as essentially a loan from TERP to SUNE to help finance the deal, raising further questions about the relationship between TERP and its sponsor."

  • toast22342000 toast22342000 Nov 25, 2015 9:11 AM Flag

    Sales to the yieldco's are limited by TERP/GLBL's current liquidity since there is no ability to go to the capital markets to raise cash at the moment.

  • If we look at deaths due to all extremist attacks on U.S. soil (including attacks by christians) between 2005 and 2015, the number is 71. The number for gun deaths for the same period is 301,797.

    "We spend over a trillion dollars, and pass countless laws, and devote entire agencies to preventing terrorist attacks in the US, and rightfully so. And yet, we have a Congress that explicitly blocks us from even collecting data on how we could potentially reduce gun deaths." Words can not express the insanity of that situation.

    The NRA is much more interested in defending the interpretation of an over 200 year old gun ownership bill aimed at making sure state's militias had the right to bear arms than the lives of the human beings being slaughtered every day. Because the lives of those people are not their concern. Selling guns is their concern.

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