ianrmc
Location:
NYC
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ianrmc
$MICC making a run at $85. Still seems undervalued to me.
Feb. 26 at 11:24 AM
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ianrmc
$STEC guided 1Q revs to $33-$35 million versus estimates of $71 million. Blamed inventory holdover at EMC. Ouch.
Feb. 23 at 4:17 PM
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ianrmc
Had an interesting conversation with someone who covers financials re the HFs piling into $C and $BAC. Thinks they are unanalyzable.
Feb. 23 at 10:01 AM
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ianrmc
$MICC trades at 6.7 times 09 EBITDA and is very profitable. Zain trades at 11 times 09 EBITDA and is unprofitable. Bharti buying wrong co?
Feb. 22 at 2:56 PM
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ianrmc
$BPO continues to kill it.
Feb. 5 at 10:42 AM
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ianrmc
$STD ticker seems appropriate.
Feb. 4 at 10:37 AM
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ianrmc
$WU not great. Blames pricing pressure for bad margins...thing is still a FCF machine tho and has a lot of room to grow.
Feb. 3 at 1:44 PM
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ianrmc
$BP says its going to push hard for cost deflation in its supply chain....not great for drillers, etc
Feb. 2 at 9:39 AM
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ianrmc
I don't think the $MSFT beat is as big as BBerg is saying once you back out the windows seven deferred revs
Jan. 28 at 4:12 PM
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ianrmc
Uber dogs $C and $BAC quietly up in a bad tape
Jan. 28 at 1:36 PM
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ianrmc
Reflation assets getting carried out today. $FCX amongst many others.
Jan. 27 at 1:30 PM
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ianrmc
What's a good online broker for trading Canadian, Aussie, Euro markets? Sick of paying through the nose via Schwab $$
Jan. 26 at 2:31 PM
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ianrmc
Did the Street really not have the accounting change for subscription revenue in their $AAPL models?
Jan. 25 at 4:34 PM
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ianrmc
Love the back door Verizon play RT @marketfolly: David Einhorn's Greenlight Capital ....(investor letter) http://bit.ly/7DTbf5 $$
Jan. 22 at 1:11 PM
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ianrmc
Bought some $SQM and $FCX for a trade.
Jan. 21 at 12:05 PM
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ianrmc
"Main Street" is only going to look at the headline bonus figure and not the ratio of comp to revenues...$GS
Jan. 21 at 9:45 AM
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ianrmc
Thinking about shorting $MTN on the lack of snow forecast for Vail from the CA megastorms....24 inch base is pathetic this late in season.
Jan. 19 at 5:21 PM
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ianrmc
$BLX up...news?
Jan. 14 at 3:23 PM
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ianrmc
Is $WU finally going to convincingly beach $20?
Jan. 13 at 11:20 AM
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ianrmc
$AA stock not doing much AH so far
Jan. 11 at 4:42 PM
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ianrmc
Start up from sleep is at least 5-10x slower on windows, etc....And I say this as a raging $MSFT bull based on the windows 7 upgrade cycle
Jan. 11 at 1:45 PM
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ianrmc
$htx finally trades again....+23% on the day thanks to the takeover bid from Hutchison Whampoa. Thus ends two year value realization saga
Jan. 8 at 9:44 AM
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ianrmc
$CRESY warrants nearly in the money, don't expire till 2015.....shouldn't they be trading higher than 22 cents just on theta alone?
Jan. 7 at 4:35 PM
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ianrmc
$htx potential buyout a nice surprise for the first working day of the year
Jan. 4 at 9:45 AM
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ianrmc
$GGWPQ debate boiled down to two key points: What happens to NOI and what happens to cap rates. Both are affected by macro factors.
Dec. 30 at 2:06 PM
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ianrmc
$GVA could get a bounce on new stimulus
Dec. 8 at 12:18 PM
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ianrmc
Guess all the Goldman bankers didn't go out and buy guns. $SWHC
Dec. 4 at 9:57 AM
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ianrmc
@ZipperTheory @StockJockey $MOS is less levered than $POT, so makes sense the latter would outperform once the cycle turned.
Dec. 2 at 3:33 PM
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ianrmc
$JWN looking to "replenish its stock after sales exceeded its expectations as it entered the holiday-selling season. " http://bit.ly/3qenxY
Nov. 16 at 2:33 PM
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ianrmc
$MSFT quietly up 15% in the past month
Nov. 13 at 10:13 AM
