OT - ALU
OT - ALU - Holy smokes - for a minute there, I thought that
switching to firefox from chrome finally let me copy or cut and
paste here - not so :-( Le's me paste in the 'title' section, but
not in the body.) So I can't give you links to some useful stories
- one elaborating on Rodd's noting the abuse of GAAP vs. non-GAAP
numbers (one had the worst 10 stock offenders - EA not on it - but
PANW has posted postitive results for about 10 straight quarters
thaat turn into losses when GAAP is used, and some people starting
to take notice.
Another at Investopedia - pretty good article recapping the
risks/rewards to ALU-NOK merger. Another article cited the ALU-NOK
deal should close around mid-2016 - so lt. cap.'s 'long term
investment' tag seems quite right - I don't see how it would become
clear what synergies were working and what the bumps in the merger
road are before it actually occurs. One note pointed out that,
regardless, there is likely to be more consolidation in the market
and ALU-NOK might have the advantage of integration being underway
sooner. (Or is that 'you go first' when jumping off a building?
Just kidding.)
Any day now I will figure out why I'm the only person who cannot
seem to cut and paste links.
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