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alphacashy  AlphaCashy

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  • batbeer2 2015-01-22 14:05
    coryashpt: Hi Batbeer2,
    I was disappointed in IBM's inability to right the ship and grow revenue.  I am encouraged by the growing margins and growth in strategic
    I agree.

    Hopefully the bad is out now, leaving only the best.
    I'm a big fan of Watson. Last year at this time it was an idea, now it is a serious business.

    We shall see.
  • batbeer2 2015-01-12 14:02
    coryashpt : Hi Batbeer, With the demise of oil some stocks have come up on my radar.  One of which is CoreLabs.  I believe they are based in the Netherlands...an Hi Cory, Never heard of the company until now. I see that they have an office in Rotterdam which is my city. Shame on me. Often you'll see a company like this in the Netherlands for tax reasons (the pop group U2 is also Dutch, don't let anyone tell you it's Irish ;o) But CL actually has operations h ...
  • batbeer2 2014-10-27 09:34
    coryashpt : What are the probabilities of you writing another B-M newsletter on CarboCeramics given their recent huge price decline? Any comments on IBM after th Hi Cory, I bought some IBM after the plunge. I short, I think they have divested a mont-losing operation which should be good for earnings going forward and I'm very optimistic about the rest of the business; particularly Watson. As for CRR.... I looked at it this month but I haven't yet got my head around the core adva ...
  • batbeer2 2014-09-22 13:49
    coryashpt: I agree.

    BTW, I wanted to tell you your last write up on COST was your best IMHO.

    I see SIAL got bought at a nice premium today.  Woulda, Coulda, Sh
    Thanks!

    I write to learn so hopefully the letters become a bit better over time.
    In other words, it's better to ignore me for another decade or so ;o)

    best,
    F
  • batbeer2 2014-09-22 13:11
    coryashpt : With Carbo I think it has a lot to do with E&P operators sacrificing long term gains for short term production results and improved margins.  Dema Geoff has his own newsletter now. I believe he writes that together with Anh Hoang. If memory serves you can get a free copy if you mail them. I think they are looking at really obscure stuff. No, Geoff no longer writes for GF. Of course, he may write again in future. The reason I got to write the newsletter is ...

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