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LongTerm Cap...
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07/14/15 2:16 PM |
TTWO
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Topic |
As the restructuring plan continues to bear
fruit, strict cost controls and new contracts add a layer of
cushion to both revenues and profits, I see ALU outp...
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LongTerm Cap...
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07/14/15 9:17 AM |
TTWO
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Topic |
Truly a tragic state of affairs, its
finances in shambles. But this can has been kicked down a 2
to 3 year road, at which point we will watch same trag...
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LongTerm Cap...
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07/14/15 6:16 AM |
TTWO
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Topic |
Rajeev Suri may have overplayed his hand.
finance.yahoo.com/ne...1.html
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LongTerm Cap...
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07/13/15 11:48 AM |
TTWO
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Topic |
Yes, multiple expansion has been a factor,
however, I would say it is as it should. Rising profits will
always lead to multiple expansion, even if not ...
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LongTerm Cap...
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07/13/15 8:40 AM |
TTWO
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Topic |
Since its low on Oct 2012.
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LongTerm Cap...
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07/10/15 2:06 PM |
TTWO
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Off
Topic |
The decline in PCs is looking to be more
secular than I had estimated. I am afraid that the Data
Center strength that has been supporting INTC could al...
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LongTerm Cap...
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07/10/15 10:14 AM |
TTWO
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Off
Topic |
I am hopeful the China contracts cause
a bump in earnings guidance for the next year. The ~$1.2B
total for dual contracts in China are for a term ...
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LongTerm Cap...
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07/10/15 9:23 AM |
TTWO
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Off
Topic |
The distortions in the market are
everywhere. Greece is a zombie nation, Europe still has the
drag of most if not all of the Southern countries. ...
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0
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LongTerm Cap...
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07/09/15 3:03 PM |
TTWO
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Off
Topic |
a late summer correction.
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LongTerm Cap...
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07/09/15 5:52 AM |
TTWO
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Off Topic |
Not to sound cynical, as this is what Wall
Street does to allow companies to easily beat, but it is funny how
INTC rose to a high of~$38 this past December w...
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