Showing posts with label Lloyd Blankfein. Show all posts
Showing posts with label Lloyd Blankfein. Show all posts
Monday, April 30, 2018
Tuesday, January 28, 2014
Market Views:Microsoft's Roadmap and Tesla's Prospects
On the the recent slide in the stock market,I don't think it's gonna turn into much,said Andrew Burkly,managing director at Oppenheimer&Co.We're expecting kind of a 5-10% dip.Earnings season's been OK.People are looking to rotate into more of a global capex story.Overall we think the earnings season is turning out pretty well.*
We're not strong on the fundamentals of Microsoft,but on the opportunity for change,according to Rick Sherlund,US Technology Research Team head at Nomura Securities.If you were to take an internal candidate for CEO and pair it with CFO Amy Hood,you could come up with a pretty good conclusion.
I think you need radical changes in the business itself,more services in the cloud.Enhance shareholder value with dividend increases and share buybacks.That gives you the freedom to change more businesses to business light with lowered margins.*
In the long run,you have to bet on emerging markets growth,said Goldman Sachs CEO Lloyd Blankfein.Basically the flattening of the world is getting great opportunity in these countries.*
December's Index of Leading Economic Indicators rose 0.1%,the smallest increase since 2012.December existing home sales rose 1.0%.The national median home price was 198,000 dollars,up 9.9% from December 2012.*
Tesla Motors is selling its Model S electric sedans starting at 121,000 dollars in China.They are being shipped now for March or April delivery.Hong Kong alone took 300 orders in August.China is the number one market for luxury auto sales and has a pollution problem,making it a promising territory for Tesla.*
Asian markets were down in Tuesday trading on worries about Chinese economic data and the Fed meeting later today.US stock futures rose,however,after three straight days of decline.*
Tesla Motors(TSLA)
We're not strong on the fundamentals of Microsoft,but on the opportunity for change,according to Rick Sherlund,US Technology Research Team head at Nomura Securities.If you were to take an internal candidate for CEO and pair it with CFO Amy Hood,you could come up with a pretty good conclusion.
I think you need radical changes in the business itself,more services in the cloud.Enhance shareholder value with dividend increases and share buybacks.That gives you the freedom to change more businesses to business light with lowered margins.*
In the long run,you have to bet on emerging markets growth,said Goldman Sachs CEO Lloyd Blankfein.Basically the flattening of the world is getting great opportunity in these countries.*
December's Index of Leading Economic Indicators rose 0.1%,the smallest increase since 2012.December existing home sales rose 1.0%.The national median home price was 198,000 dollars,up 9.9% from December 2012.*
Tesla Motors is selling its Model S electric sedans starting at 121,000 dollars in China.They are being shipped now for March or April delivery.Hong Kong alone took 300 orders in August.China is the number one market for luxury auto sales and has a pollution problem,making it a promising territory for Tesla.*
Asian markets were down in Tuesday trading on worries about Chinese economic data and the Fed meeting later today.US stock futures rose,however,after three straight days of decline.*
Tesla Motors(TSLA)
Tuesday, September 30, 2008
Buffett's New Bank
Warren Buffett,the Omaha billionaire,has added Goldman Sachs(GS) to his Berkshire Hathaway(BRKa)holdings.Calling Goldman an exceptional institution,Mr.Buffett will acquire five billion of perpetual preferred shares,yielding 10%,plus warrants for another five billion of common shares of Goldman,which recently became a commercial bank.Goldman CEO Lloyd Blankfein says they have a great relationship with Mr.Buffett.His investment is a strong validation of Goldman's future prospects,Mr.Blankfein asserted.Goldman went to the Federal Reserve with its request to become a commercial bank the weekend of September 19-21.On September 21,the central bank approved the request,waiving the normal 30-day waiting period.Now Goldman can access the Federal Reserve's Discount Window for loans,but will also be tightly regulated.Mr.Buffett revealed that if he hadn't thought the government would act on a rescue plan,he wouldn't have made the investment.He is thankful to Treasury Secretary Hank Paulson for having the imagination to step up with a plan.The government stands to make a profit from buying distresed assets,in Mr.Buffett's opinion.We were facing an economic Pearl Harbor,the revered investor reflected,referring to the Japanese attack on Hawaii in 1941 that drew the U.S. into World War II.
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