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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (39510)	10/1/2010 6:00:17 PM
From: Madharry	Read Replies (1) \| Respond to of 78670

cnbc fast money had a lot on this last night. i thought there new correspondent who had not been impressive until that point brought forth lots of good info from silicon valley on the board choice. lots of people were scratching their hands going we dont get this- the guy has only a software background, which is 3% of the business, no experience integrating new acquisitions, and was not a success at his last ceo position. not sure that he works well with others either. certainly did not motivate me to start a position in it. really makes you wonder why they werent in position to promote an internal candidate considering some of the folks running the bigger operations had been there for a couple of decades. The whole way corporate boards are selected leaves a lot to be desired. some boards have as many as 18 people I have no idea why. I remember when I was much younger, I met this older gentleman who had been on the board of a company that got taken over, he complained that the acquiring company got them for a song. I didnt say anything but I thought if you guys had done your job as board members that would not have happened. I still dont understand why they let hurd go and why they disclosed this sexual harrassment matter when they werent a party in it. But I had not position in it nor do I have one now. My big mistake there was not buying in when they bounced carly out.

To: Spekulatius who wrote (39510)	10/4/2010 5:00:31 AM
From: elmatador	Respond to of 78670

the gap in specific fast-growth services and products is much smaller. Financial Times reports, two Chinese and three Brazilian banks are now among the world’s top 10 card issuers. The western international banks that have traditionally dominated the market face a direct challenge from rivals that, 10 years ago, were barely known outside their own borders. Credit cards: China, Brazil challenge JP Morgan October 4, 2010 9:42amby Stefan Wagstyl \| Share While emerging markets are well behind the developed world in overall economic terms, the gap in specific fast-growth services and products is much smaller. Take credit cards, for example. As the Financial Times reports, two Chinese and three Brazilian banks are now among the world’s top 10 card issuers. The western international banks that have traditionally dominated the market face a direct challenge from rivals that, 10 years ago, were barely known outside their own borders. As Patrick Jenkins writes on ft.com: China’s ICBC is the highest ranking of the five fast-growing banks, with 54m cards in issue, and is catching up fast with the world number one, JPMorgan, with 96m cards, according to data compiled by Lafferty, the research group. The others are Brazil’s Itaú-Unibanco, Bradesco and Banco do Brasil and also China Merchants Bank. Although western issuers continue to dominate the rankings when measured by the amount of outstanding credit, the cards-in-issue league table provides a hint of the banks that are set to dominate the market during the next decade. North America still leads the world in terms of transaction volumes, with nearly half the global total. But Asia is catching up with around a quarter. JP Morgan had better watch out.

To: Spekulatius who wrote (39510)	10/4/2010 10:37:30 PM
From: Mid-west	Read Replies (1) \| Respond to of 78670

HPQ- Is/was a good buy in the intermediate right after the Hurd fiasco. Over the next few weeks it will be an up and down story especially after each article the WSJ puts out about Leo and his methodology of "clients first, employees second". According to my calculations its important to see the strenght HPQ has and its ability to continue on Hurds path down the road. I have this as a solid investment for years to come. Anyone have calculations not agreeing with this? best.