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   Strategies & Market TrendsSpeculating in Takeover Targets

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To: richardred who wrote (3499)2/4/2014 9:38:04 AM
From: richardred
   of 7033
RE:BRKS speculation
Will today's acquisition of ATMI stir up a competitors interests in the field? IMO DHR and A will be shopping before long.
Message 29133249

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To: richardred who wrote (3474)2/4/2014 11:58:14 AM
From: richardred
   of 7033

Very interesting superbowl commercial and in my iconic brands name list. Best Buy turned around quite nicely and has since pulled back. RSH stock is still saying prove it. Still no interest as an investment IMO the SB ad showed they realize they do have an identity problem with the new generation. The Trekkies generation waning.

<blockquote class="twitter-tweet" lang="en"><p>Acclaimed Hedge Fund Manager Takes Big Stake in RadioShack Corporation Stock (RSH): <a href=""></a> via <a href="">@themotleyfool</a></p>— Richard - richardred (@rreding1) <a href="">January 22, 2014</a>
<script async src="//" charset="utf-8"></script>
<img src="Acclaimed Hedge Fund Manager Takes Big Stake in RadioShack Corporation Stock (RSH): via @themotleyfool

— Richard - richardred (@rreding1) January 22, 2014 ">

By Jeff Macke 3 hours ago Breakout

“The 80s called. They want their store back.”

During a game that called to mind the decade where the Denver Broncos got blown out of three Super Bowls, the funniest ad came from a company that has been struggling to turn itself around for more than 25 years. RadioShack’s ( RSH). The “ In With the New” spot hit the bulls-eye with cameos from Hulk Hogan, Mary Lou Retton and even Alf. Unfortunately it’s going to take more than Generation X nostalgia and self-deprecation to change the fortunes of a company still best known for selling remote control toys, Boom Boxes and speaker wire.

It’s a triumph of perseverance that RadioShack has made it this long. A physical retailer selling consumer electronics, the Dallas-based company has been tweaking its stores and trying to recreate its image since the early 90s when it was still selling Tandy computers. Unfortunately the efforts have never been exactly right. Half-hearted efforts to take on Best Buy ( BBY) with initiatives like opening enormous Incredible Universe electronics warehouses and trying to rebrand itself as The Shack have never been able to get anything going with customers and build any turnaround momentum.

RadioShack’s core problem is simple: it sells consumer electronics out of physical stores in the age of the Internet. Whether it’s fax machines, build-it-yourself computers, or speaker wire, the products the company is known for either don’t exist or have been shrunk down and stuck in your cellphone. Not all the clever ads in the world can change the uncomfortable fact that RadioShack’s business model is out of synch with modern customers.

RadioShack has caught lighnting in a bottle with its throwback commercial. They’ve gotten Wall Street and shoppers to pay attention to them again, if only for a moment. Unfortunately when customers actually go to the stores they’ll find that most RadioShack locations look “retro” in the worst possible way. A clever campaign may be enough to generate a little publicity, but over the long-haul those investing looking for a RadioShack turnaround are going to be left crying “Where’s the beef?”

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To: richardred who wrote (3612)2/6/2014 11:07:31 AM
From: richardred
   of 7033
Message 26833975
Message 27043301
Message 26927826


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To: richardred who wrote (3621)2/6/2014 11:34:28 AM
From: richardred
   of 7033
Oracle Ups Its HR Cloud Game At HCM World
Alexander Wolfe, Oracle

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Oracle ORCL +2.17% offered a powerful endorsement of human capital management for businesses intent on accelerating growth amid the transformational ascendance of mobile technology and millennial workers, with a rare dual appearance of its top executives at the inaugural edition of its HCM World conference in Las Vegas this week.

Oracle president Mark Hurd took the podium to open the first full day of the event on Wednesday. His talk will be bookended Thursday afternoon by a closing keynote from company CEO Larry Ellison. Noting that the two had never before been on the same program, with the exception of Oracle OpenWorld, Hurd said it was because “we want to make sure that everyone knows Oracle is serious about HCM, HR, and leading this space—that’s why we’re both here.”

Oracle President Mark Hurd.

HCM is among the hottest arenas in software and the cloud, as HR professionals are being tapped by the C-suite to support a tough and growing global business to-do list. The highest priority revolves around finding solid candidates capable of stretching beyond the task-based job descriptions of pre-social-era workers. Most eagerly sought are so-called “enterprise contributors,” who can accelerate organizational performance by working more smartly and closely with peers.

Oracle cut the opening ribbon on HCM World with a slew of partners who either make or consult on the best use of HCM software. The group included Accenture , KPMG, PwC (better known to many as PricewaterhouseCoopers ), Baker Tilly, Cognizant, HireRight, Seertech Solutions, Wipro, and Deloitte.

In his keynote, Hurd related to the hurdles faced by a conference audience rich in vice president and director-level HR professionals, by analogizing to Oracle’s own personnel challenges. “We’re going to see half a million resumes this year and interview over 60,000 people, with the objective of hiring 20,000,” he said. “We need quality people and lots of them. That’s a challenge that keeps you up at night.”

But such tall recruitment tasks are getting help from a new generation of mobile, socially connected HCM tools. Gretchen Alarcon, vice president of Oracle HCM strategy, joined Hurd to demo one of the company’s newest such offerings. The two went through a recruitment scenario showcasing Oracle HCM Cloud on an iPad. Emphasized was the fluidity of the graphics-based interface, which showcased multiple candidates for sales jobs. Resumes, individual recruiting histories, and even LinkedIn profiles were all accessible on a real-time basis. Also available at a touch was analytical information on metrics like personnel attrition rates, salary bands, and the like.

Big Cloud News

Following Hurd’s keynote, Oracle provided some new product specifics, with two major HCM product-enhancement announcements. The first is a significant upgrade to Oracle HCM Cloud, boosting its capabilities for the tough HR tasks ahead with new mobile functionality, deeper analytics, and user-experience improvements. All told, more than 200 new innovations are embedded in the enhanced offering. You can read all the specifics in the press release. Oracle’s HCM cloud ecosystem includes Oracle Global HR Cloud, Oracle Talent Management Cloud, and Oracle Social Sourcing Cloud, which connects social-media-based sources of job talent like LinkedIn.

In a separate roll out, Oracle’s PeopleSoft got a performance-boosting upgrade via the release of the Oracle In-Memory Application. Oracle closed its PeopleSoft acquisition in 2005. Oracle remains committed to the product line, which continues to support a substantial customer base, and which it most recently upgraded in 2013 with the release of PeopleSoft 9.2.

The HCM World announcement centers on the ability to maximize the performance and speed of Oracle’s PeopleSoft In-Memory Labor Rules and Monitoring, which is configured as an in-memory application that can take advantage of the power of Oracle’s Engineered Systems. Engineered Systems are pre-integrated, high-end machines which elegantly combine multiple processors, software, and storage in an optimized, holistic design to achieve extreme performance. The PeopleSoft In-Memory Labor Rules and Monitoring package is aimed at enabling HR pros to effectively manage labor costs and policy rules in real time.

At HCM World, Oracle shared the spotlight with its partners in an exhibit hall packed with a rich collection of solutions. As well, the show program spotlighted a full slate of talks by HR thought leaders. Speakers included David Rock, CEO of the Neuroleadership Group, who talked about the implications of the latest research on the brain. And Brian Kropp, managing partner of the Corporate Executive Board offered some disruptive insights on performance assessment. Watch for an upcoming post on this aspect of the conference by my colleague John Foley.

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To: richardred who wrote (3119)2/6/2014 12:06:48 PM
From: richardred
   of 7033
Cokes 10% investment in GMCR stirring up interest in coffee stocks. RE: JVA & FARM. IMO JVA needs a better commodity trader in coffee. I almost pulled the trigger below 5, but held off.

P.S. Does Warren Buffet like Coke or Coffee for breakfast? <g>

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To: richardred who wrote (3570)2/6/2014 12:58:05 PM
From: richardred
   of 7033
IMO Dividend cuts attract Activists and Hedge fund owners. Is Blackrock POed enough?
Well they just increased their position.

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To: richardred who wrote (3561)2/7/2014 9:40:16 AM
From: richardred
   of 7033
Boeing might be forced to make major defense acquisition

Boeing Co. is becoming dangerously dependent on its commercial side, which might force the company to make a major defense acquisition, a local aerospace analyst says, the Puget Sound Business Journal reports.

Richard Aboulafia, a vice president at Fairfax-based The Teal Group, gave his forecast this week to the annual Pacific Northwest Aerospace Alliance Convention. Boeing is losing traction in the jet fighter market because the Lockheed Martin F-35 is emerging as the unquestioned global market leader, squeezing out future sales of Boeing's own aging array of jet fighter offerings, he said.

Boeing F/A-18 production will end around 2016, and F-15 production by about 2019. The death of the latter program is guaranteed by South Korea’s decision to buy F-35s instead, he said.

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To: richardred who wrote (3612)2/7/2014 11:03:16 AM
From: richardred
   of 7033
Added to TDC and BRKS today. TDC surprised me with good earnings. RE:bad guidance The stock faltered and continues weak . I have no problem with that, as the market is still growing for them, but slowing along with margins. IMO this ups the speculative appeal. TDC is a leader in the cloud space that competitors have targeted. Takeout talk has died down. Just the way I like it. IMO only a matter of time before rumors comeback. Beforehand, I thought HPC should have bought this company instead of Autonomy. I'm guessing SAP is a possible TDC hunter with Oracle a close second. Ironically, SAP the company Leo Apotheker came from before he went to HPC.

BRKS-Earnings were ok, but I very much the Life Science segment going forward. Some good backlog with good momentum prospects. The Dividend, I expect to be maintained though it's current earnings are just about paid out fully. Good speculative appeal, IMO, although untimely.

Message 27580663

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To: richardred who wrote (2527)2/10/2014 8:04:40 AM
From: The Ox
   of 7033
Microchip Technology Incorporated announced the acquisition of Supertex Inc. on Monday, February 10, 2014

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To: The Ox who wrote (3627)2/10/2014 10:23:37 AM
From: richardred
1 Recommendation   of 7033
Fairly quiet Monday, except for this deal. Two Mondays in a row in the same field. This usually draws the attention of competitors who feel the need to make a move to maintain the status quo.

Perhaps this hunter will make a move soon in the field
Danaher’s gross margin expanded 33 basis points (bps) to 51.5%. The company’s operating profit was $888.0 million, an increase of 2.9% year over year, while operating margin declined marginally to 16.9% from 17.3% at the end of the quarter.


Revenues in the Test & Measurement segment increased 4.0% to $898.3 million year over year. The segment operating margin declined to 16.6% from 18.7% in the prior-year period.

Revenues in the Environmental segment were up 10.0% to $936.1 million. The segment reported an operating margin of 22.5%, a decline of 50 bps from 23.0% in last year.

Life Sciences and Diagnostics revenues were up 5.5% year over year to $1,939.6 million. The operating margin for the quarter was up 250 bps year over year to 16.7%.

Revenues from the Dental segment grew 3.5% year over year to $590.2 million with operating margin declining 150 bps to 13.7%.

In the Industrial Technologies segment, revenues grew a marginal 1.4% to $902.5 million, but operating margin dipped 80 bps to 17.3% on a year over year basis.

Balance Sheet & Cash Flow

Danaher exited 2013 with cash and equivalents balance of $3.1 billion versus $1.7 billion in 2012. The company had a long-term debt balance of $3.4 billion at the year-end 2013, down from $5.3 billion in the previous year.

Danaher’s cash flow from operating activities was increased 5.0% to $3,585.3 million compared with $3,415.0 million in the prior year.


Concurrent with the earnings release, management provided its guidance for first-quarter and full year 2014 revenues and earnings.

The company has reaffirmed the guidance for the full-year 2014 earnings in the range of $3.60 to $3.75 per share and revenue growth in the range of 2% to 4%. For the first quarter of 2014, the company’s GAAP earnings are expected to be in the range of 76 cents to 80 cents a share.

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