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VINYLONE said:
Based on what?

Based on articles I've read on cnn.money, wall street journal online and clips from cnbc. Don't want to search for them, but financials having (continuing) strength in 2011/2012 is a common theme I've been noticing since the fall.
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(telephone rings)

Bernanke: Hello grrrrumphfff

Obama: This Obama. Wake up.

Bernanke: Grrrrump. Yeah? Sir?

Obama: See them reelection numbers son?

Bernanke: I'm a republican.

Obama: What? Listen up. Them numbers goin down in lockstep with gas goin up. Do something, but not yet.

Bernanke: Well, sir, I kind of have this helecopter moniker attached, so you know...

Obama: I don't give a rats flipping ***. I just pooped out Osama, son. Din't you see that? What! Boy wasn't even packing and we blasted his *** anyway. Kapowee! Dropped that rat ******* off the back a that big ol ship ******* W goofed up on. Ha ha! Get some, son. Don't get me started on CME. I called them whores up and look at me now. Who need a central banker? What! I got a plan, kid, a plan that gonna whoop yo ***. I take silver. I take Osama. What should I take next, huh? Them flippin' *** Glenn Beck gold worshiping dipsticks? Watch me. Ha. I get 'em all.

Bernanke: Are you threaten...

Obama: Hell no. We're boys. Remember who put yo *** back in. I need more Hoenig. Nothing now. Too early. But I need more Hoenigs. Hell, call up that Stanford guy and them other 22 and ask for another letter or something. Tell them to make it more convincing this time. Get a couple libs on board. Who we gots that don't like you going all Thomas Paine up in this bitch?

Bernanke: I see what I can do, sir. We're already jawboning gas prices down. So is EIA.

Obama: Straight, bro! But not yet.


Still like gold and silver?
 
I usually don't get into any of this stuff that I haven't already been following for a couple of years. The way I see it, there's some arbitrage team somewhere with a larger computer, better calculators, and deeper pockets. But here are my initial thoughts anyway:

Tax planning by the managers (who only own 6%)???
BAC, JPM, others gave them the money. Apparently they didn't find any irregularities. That means I would not be able to find anything either.
The $50's are only $.85 so the math is certainly compelling--roughly $285 downside on a $1500+ upside.
 
Taking $350mm out of a $1.17bln stock is odd enough. I wouldn't doubt if the large funds want the price lower to get better earnings valuations but use this as a way to push it down and buy back lower. This is a 30% hit to equity and that has to mean something.
 
CONAN said:
AAPL still a beast.
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Trying to decide when to take some profits. I think the average price target is like $600/share. In the meantime, I am going to hold long-term until it is an obvious sell or the market shows signs of crashing. I am enjoying the run.

I am really excited about the future of this company - Iphone5 and Ipad3 will both be extremely popular. A cheaper Ipad2 may take some market share from Amazon kindle fire. Itv could have some issues - but who knows when that is coming out. In addition to products, the company also has leadership. Did anyone happen to listen to Tim Cooks interview today at the Goldman Sachs Tech Conference? That man is a leader - he took his time answering the labor issues with sensitivity and a firm tone that Apple will fix any issues. He discussed current and future technology with a spark in his voice and an excitement about both products and the stability and future of Apple. I think most shareholders now feel extremely comfortable with the leadership of the company. The biggest question right now is what to do with 100 billion in cash.

Here's the link. Labor talk goes until 10:30 then it shifts to product discussion.

https://www.apple.com/quicktime/conference/
 
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I love how Duck has gone back and deleted all of his posts that make him look stupid. If I did that, I'd have like three posts to my name.

I still have no idea what is going on in this thread. I need to go to lunch with Franklin and Pearl.
 
A pat on my own back about Citi.


TroutBum said:
I love how Duck has gone back and deleted all of his posts that make him look stupid. If I did that, I'd have like three posts to my name.
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I don't think Duck is anybody's idoit. Maybe a fool, but not a idoit.


TroutBum said:
I still have no idea what is going on in this thread. I need to go to lunch with Franklin and Pearl.
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I'd do that just to see what makes Pearl tick and listen to his wisdom.
 
The current stock price of CCMP has already factored most of the $15 dividend. There is probably close to a 100% chance that the stock will drop close to $15 once the dividend is payed out. The dividend was announced on Dec. 14th when the stock was trading at 40.
 
The Pearl said:
The current stock price of CCMP has already factored most of the $15 dividend. There is probably close to a 100% chance that the stock will drop close to $15 once the dividend is payed out. The dividend was announced on Dec. 14th when the stock was trading at 40.
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Now that I deleted my previous posts from today and yesterday so I don't look foolish to my God Troutbum.....Do you really the stock is going to kick back that whole $15 just in one swoop? I still think if you go in that one day, get on record as being a shareholder, and take any punishment that the next day hands out and just bail early, I think it's a golden trade.

I'll trade it and post a screenshot of the trade statement here for a few hours the night of that next day, good or bad so you guys can laugh if it backfires. The margin of error that you're given with the divy is just too sweet to pass up. I've never seen this situation in my whole time actively trading.
 
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