http://seekingalpha.com/currents/all SA Currents RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/currents/post/321391?source=feed 321391 Post your comment!]]> Wed, 16 May 2012 19:21:53 -0400 SeekingAlpha lowest allocation since March 2009, and the most negative they've been on stocks since the bull market began more than three years ago. "Sounds like a buying opportunity," says Bespoke co-founder and contrarian investor Justin Walters. Because, when strategists hate stocks most, it is usually near the best time to buy. Post your comment!]]> http://seekingalpha.com/currents/post/321381?source=feed 321381 Post your comment!]]> Wed, 16 May 2012 18:57:55 -0400 SeekingAlpha SNE) is posting huge losses thanks to its electronics woes, its financial services and entertainment ops reported a $2.5B operating profit in FY12. The FT thinks Sony's growing entertainment business could be worth $10B or more, making it a potential gold mine for a company valued at just $13.8B. That is, assuming management is willing to consider a spinoff. (previous) Post your comment!]]> http://seekingalpha.com/currents/post/321371?source=feed 321371 Post your comment!]]> Wed, 16 May 2012 18:46:20 -0400 SeekingAlpha ORCL) and H-P (HPQ) fire new salvos in their legal battle over Oracle's decision to end support for H-P servers running Intel Itanium CPUs. Oracle has released a series of e-mails showing Intel wasn't thrilled about continuing to support "Itanic," and H-P has responded with instant messages from Oracle sales reps suggesting the company was out to hurt H-P following the acquisition of Sun. Oracle's decision has taken a toll on H-P's high-end server sales. Post your comment!]]> http://seekingalpha.com/currents/post/321351?source=feed 321351 Post your comment!]]> Wed, 16 May 2012 18:33:29 -0400 SeekingAlpha long-term health of Facebook's (FB) ad business. The WPP Group's Martin Sorrell asks whether Facebook's focus on social interactions makes it an ineffective marketing platform, albeit a useful one for PR and word-of-mouth. Others tout Facebook's effectiveness as a brand and community-building tool, while granting Google (GOOG) is superior for driving commerce. Post your comment!]]> http://seekingalpha.com/currents/post/321341?source=feed 321341 Post your comment!]]> Wed, 16 May 2012 18:20:12 -0400 SeekingAlpha Seaspan (SSW): Q1 EPS of $0.51 beats by $0.26. Revenue of $152M (+25.7% Y/Y) in-line. Shares -0.2% AH. (PR) Post your comment!]]> http://seekingalpha.com/currents/post/321321?source=feed 321321 2 comments!]]> Wed, 16 May 2012 18:15:18 -0400 SeekingAlpha Energy in Charts report, the American Petroleum Institute warns of a looming U.S. energy crunch, calling for steps from opening up more federal lands for drilling to accessing more U.S. coastal areas for oil and gas exploration. A Center for American Progress response stresses the results of unchecked global warming that could ensue if Big Oil is granted its wish list. 2 comments!]]> http://seekingalpha.com/currents/post/321331?source=feed 321331 Post your comment!]]> Wed, 16 May 2012 18:13:57 -0400 SeekingAlpha NVDA) cloud-based graphics processpor (GPU) solution is a big deal, argues industry consultant Patrick Moorhead. Unlike present-day GPUs, Nvidia's offerings can handle multiple PC users at once from the confines of a data center. That could provide a lift to the PC virtualization market in general, especially since market leaders Citrix (CTXS - previous) and VMware (VMW, EMC) are supporting Nvidia's solution. Post your comment!]]> http://seekingalpha.com/currents/post/321311?source=feed 321311 Post your comment!]]> Wed, 16 May 2012 18:12:34 -0400 SeekingAlpha Ctrip.com International (CTRP): Q1 EPS of $0.18 in-line. Revenue of $153M (+18% Y/Y) beats by $9M. Shares +3.3% AH. (PR) Post your comment!]]> http://seekingalpha.com/currents/post/321301?source=feed 321301 Post your comment!]]> Wed, 16 May 2012 18:11:33 -0400 SeekingAlpha EGHT): FQ4 beats on a 33% Y/Y jump in total revenue. Revenue from business customers increased 44% year over year to $22.8M. Average number of services subscribed to per business customer grew to 9.8 from 8.0 in the same year-ago period. Business customer churn was 2.0%, compared with 2.3% in Q411, revenue churn was 1.6%. Shares +7.5% AH. Post your comment!]]> http://seekingalpha.com/currents/post/321291?source=feed 321291 Post your comment!]]> Wed, 16 May 2012 18:00:51 -0400 SeekingAlpha AAPL) is reportedly planning to use in next-gen MacBook models due next month could cost nearly $100 more than regular displays, estimates NPD's Richard Shim. That could put some near-term pressure on Apple's gross margin, which hit a record in the March quarter, though the company's history of cutting favorable deals with component suppliers might limit the impact. (also) Post your comment!]]> http://seekingalpha.com/currents/post/321281?source=feed 321281 Post your comment!]]> Wed, 16 May 2012 18:00:33 -0400 SeekingAlpha On the hour: S&P -0.05%. 10-yr -0.02%. Euro +0.01% vs. dollar. Crude +0.18% to $92.81. Gold +0.15% to $1540.65. Post your comment!]]> http://seekingalpha.com/currents/post/321271?source=feed 321271 1 comment!]]> Wed, 16 May 2012 17:58:37 -0400 SeekingAlpha LUV) defers deliveries of 30 Boeing (BA) 737-800 jets by some four years, saving more than $1B as the carrier extends a cap on fleet size and works to curb rising costs until it hits financial targets. Even as travel demand is strong, LUV CEO Gary Kelly wants to slow growth until hitting a goal of 15% return on invested capital. 1 comment!]]> http://seekingalpha.com/currents/post/321261?source=feed 321261 Post your comment!]]> Wed, 16 May 2012 17:52:15 -0400 SeekingAlpha will collapse as the reversed Seaway pipeline is completed and expanded, Canadian National Resources (CNQ) President Steve Laut predicts. The spread should equal the ~$4/bbl cost of cost of shipping on the line upon completion in 2013, Laut says. (earlier) Post your comment!]]> http://seekingalpha.com/currents/post/321251?source=feed 321251 1 comment!]]> Wed, 16 May 2012 17:46:21 -0400 SeekingAlpha AAPL) TV set rumors popping up every week, and Google (GOOG) doing whatever it can to make its TV platform a success, the TV industry is about to see a platform war commence that's similar to the mobile industry's fight, argues Forrester. And in that war, Microsoft (MSFT) currently has the pole position thanks to the Xbox and its long list of content deals. Microsoft recently boasted its 40M Xbox Live users spend over half their Xbox time consuming video/music. 1 comment!]]> http://seekingalpha.com/currents/post/321181?source=feed 321181 Post your comment!]]> Wed, 16 May 2012 17:35:42 -0400 SeekingAlpha ADSK, AMAT, ARO, ARUN, BRCD, CRM, GPS, INTU, MRVL, YOKU Post your comment!]]> http://seekingalpha.com/currents/post/321231?source=feed 321231 3 comments!]]> Wed, 16 May 2012 17:31:23 -0400 SeekingAlpha DNDN) are trading lower after hours on unconfirmed rumors that the SEC has opened a probe on the company's disclosures. While the company did disclose a formal SEC probe in its May 7th 10Q filing , details may be finally making the rounds. Shares -1.4% AH. 3 comments!]]> http://seekingalpha.com/currents/post/321161?source=feed 321161 Post your comment!]]> Wed, 16 May 2012 17:30:49 -0400 SeekingAlpha AAP, CSC, DLTR, GME, PCP, ROST, SHLD, WMT Post your comment!]]> http://seekingalpha.com/currents/post/321221?source=feed 321221 Post your comment!]]> Wed, 16 May 2012 17:26:01 -0400 SeekingAlpha LTD): Q1 beats on both revenue and EPS. Net profit actually slid 25% Y/Y however, masking slightly better margins and an overall improvement in same-store sales. The company boosts its FY12 outlook by $0.03, now expecting to earn between $2.63 - $2.83. Shares -3.1% AH. Post your comment!]]> http://seekingalpha.com/currents/post/321211?source=feed 321211 1 comment!]]> Wed, 16 May 2012 17:24:37 -0400 SeekingAlpha NFLX -4.2%) has another down day, CFO David Wells proclaims customers who cancelled their subscriptions last year due to displeasure with Netflix's price hike are rejoining the service, and that rejoining subscribers (those who left a year ago or less) amount to 1/3 of new subscriptions. Of course, that might also be a sign of slowing first-time subscriber adds. Separately, Netflix is rolling out a revamped web video player. 1 comment!]]> http://seekingalpha.com/currents/post/321201?source=feed 321201 1 comment!]]> Wed, 16 May 2012 17:15:31 -0400 SeekingAlpha LXU) shares slid another 7.9% a day after an explosion at one of its facilities shut down the plant indefinitely, but Tom Konrad estimates the potential one-time cost of the accident at less than $0.13/share. He sees "a great chance to get into a stock with a trailing P/E of about 9, no net debt and significant growth expected this year." 1 comment!]]> http://seekingalpha.com/currents/post/321151?source=feed 321151 Post your comment!]]> Wed, 16 May 2012 17:07:23 -0400 SeekingAlpha S) CEO Dan Hesse says his company is open to a major M&A deal, but not until 2014, by which point Sprint's 4G LTE upgrade will be complete. However, Hesse, whose attempt to acquire MetroPCS was thwarted by Sprint's board, notes any deal could be complicated by Sprint's low stock price. Separately, Hesse continues to predict the iPhone will be a profit-maker by 2015; concerns have grown Sprint isn't selling enough of them to absorb its purchase commitment. (previous) Post your comment!]]> http://seekingalpha.com/currents/post/321141?source=feed 321141 Post your comment!]]> Wed, 16 May 2012 17:00:33 -0400 SeekingAlpha On the hour: S&P +0.05%. 10-yr -0.02%. Euro -0.01% vs. dollar. Crude +0.13% to $92.76. Gold +0.07% to $1539.35. Post your comment!]]> http://seekingalpha.com/currents/post/321131?source=feed 321131 1 comment!]]> Wed, 16 May 2012 16:56:22 -0400 SeekingAlpha VZ, VOD) shared data plans, due mid-summer, will be "very different, very innovative, something that really hasn’t been tried before in the industry," boasts Verizon CFO Fran Shammo. 3G/4G tablet makers, whose sales have been crippled by current mobile data plans, hope he isn't bluffing. As part of the move, Verizon will be eliminating unlimited data plans for 3G users who upgrade to 4G. 1 comment!]]> http://seekingalpha.com/currents/post/321121?source=feed 321121 Post your comment!]]> Wed, 16 May 2012 16:54:55 -0400 SeekingAlpha ANW): Q1 beats across the board on a 12% Y/Y jump in total revenue. Net earnings rose 48% as weaker sales were offset by a 24% increase in the gross spread per metric ton of marine fuel. The Greek shipper has also buffered itself against a soft market by focusing on key hubs that lie along major shipping routes with heavy traffic. Shares +0.4% AH. Post your comment!]]> http://seekingalpha.com/currents/post/321111?source=feed 321111 1 comment!]]> Wed, 16 May 2012 16:45:50 -0400 SeekingAlpha estimate of inflation expectations over the next 10 years clocks in at 1.38%, a hair less than the last report. It's a fairly new model, and combines information from a number of sources in the hope of improving on the so-called "break-even" rate derived from TIPS. 1 comment!]]> http://seekingalpha.com/currents/post/321101?source=feed 321101 4 comments!]]> Wed, 16 May 2012 16:45:48 -0400 SeekingAlpha ask a judge to delay Chesapeake Energy's (CHK -4.2%) June 8 annual meeting, arguing investors need more information to make "an informed vote" on proposals concerning Aubrey McClendon's and the re-election of board members. 4 comments!]]> http://seekingalpha.com/currents/post/321091?source=feed 321091 Post your comment!]]> Wed, 16 May 2012 16:42:59 -0400 SeekingAlpha JACK): FQ2 comes in mixed beating on revenue but coming up shy on a per share basis. Total revenue was flat compared to the prior year period, but net income surged on stronger restaurant margins and lower expenses. The company raises its FY12 earnings guidance, now predicting $1.28 - $1.50 per share, versus its previous view of $1.15 - $1.43 per share. After briefly being halted, shares have resumed trading and are -0.7% AH. Post your comment!]]> http://seekingalpha.com/currents/post/321081?source=feed 321081 Post your comment!]]> Wed, 16 May 2012 16:42:47 -0400 SeekingAlpha square off over Apple (AAPL) at the Ira Sohn conference. Einhorn sees no reason why Apple can't eventually have a $1T market cap, and touts its software strength, cross-selling ability, and relatively low hedge fund ownership rate as positives. Gundlach continues to think (previous) Apple product refreshes will lose their ability to wow consumers. (more) Post your comment!]]> http://seekingalpha.com/currents/post/321071?source=feed 321071 Post your comment!]]> Wed, 16 May 2012 16:36:22 -0400 SeekingAlpha Aegean Marine Petroleum Network (ANW): Q1 EPS of $0.13 beats by $0.02. Revenue of $1.81M (+12.3% Y/Y) beats by $110M. Shares +2% AH. (PR) Post your comment!]]> http://seekingalpha.com/currents/post/321061?source=feed 321061 Post your comment!]]> Wed, 16 May 2012 16:32:07 -0400 SeekingAlpha Limited Brands (LTD): Q1 EPS of $0.41 in-line. Revenue of $2.15B (-2.9% Y/Y) in-line. Shares -3% AH. (PR) Post your comment!]]>