@WernerBilly:$Exela Technologies, Inc.(XELA)$ This is a speculative stock purchase for me. I do think if the company cared about the shareholder value that they would have mentioned in their PR this morning, they are not selling and diluting current outstanding shares. Really don’t know why anyone would sell at this point.
@StickyRice:Chevron to send 100K bbl/day of Venezuelan crude to U.S. this month Chevron $Chevron(CVX)$ is on track to ship more than 100K bbl/day of Venezuelan crude oil to the U.S. this month under a license from the U.S. Treasury Department, Reuters reported, citing shipping documents and data. Chevron (CVX) has received and exported three cargoes of Venezuelan crude to the same destinations so far in February, and it has tankers waiting to load five more cargoes before the end of the month, according to the report. The oil shipped under the U.S. license until now has come from accumulated inventories of heavy crude from Chevron's (CVX) two main joint ventures in Venezuela - Petropiar and Petroboscan - with state-owned PdVSA. Chevron resumed Venezuelan
@HarryCox:$Alibaba(BABA)$$Alibaba(09988)$ In September BABA fell from $120 to low $90's and cheerleaders posted that would get immediately absorbed because a ton of money managers missed the boat on the first leg up and want in. Instead BABA fell to all-time low. That was only six months ago and could happen again. Will be fun to watch.
@lolmei:This article transparently walks through my moderately bullish assessment of Amazon while attempting to give investors the tools to properly evaluate Amazon$Amazon.com(AMZN)$ for themselves.Amazon’s opaque financial reporting causes valuations of the business to vary considerably because analysts/investors are forced to guess even more than usual.Disclosure of margins, the most important part of the Amazon story going forward, is particularly poor.The current price of ~$85/share is (very roughly) a conservative fair value, assuming Amazon simply reverts to profitability, but unforeseen cost reductions could enhance returns.Beware the "Sum of the Parts" Bulls and the "P/E Ratio Bears".