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KRC

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Everything posted by KRC

  1. Just like the left saying: Left: You need to fire Comey!! You need to fire Comey!! Trump: OK. He's fired. Left: You can't fire Comey. Impeach!! Impeach!!
  2. Between this and the story last week, their editorial board seems to have lost their way.
  3. The Constitution needs to be changed because it is not giving the desired results.
  4. How did that story get past the NYT editorial staff?
  5. If only we could do that to the Senators in attendance. FIFY
  6. Conditions? They should be: -Show up -Tell your story -Answer questions -Wait for histrionics from Spartacus -Leave Pretty simple.
  7. I believe that some try to get the stories correct. Others are trying to make a name for themselves by publishing first, then verifying (and making subtle retractions if at all if they are wrong). I agree. However, this close to midterms, spines seem to magically disappear.
  8. I expect that there will be a call to delay the Monday hearing so that she can "properly prepare" for it. Sometime close to/after the midterms. You know, because this is too important to rush. Forget that WaPo and DiFi had this information for months.
  9. There is no question that it helped short-term. It will be interesting to see the long-term impact of the actions Trump has taken in the region.
  10. He also led his team to 29 straight games without a defeat (1947-49) To put that in perspective, his team lost one game in 1947, finished the 1947 season without a defeat and won the championship, went all of 1948 without a defeat (winning the championship), and lost one game in 1949 (winning the championship).
  11. 1) Graham 2) Unitas 3) Baugh 4) Montana 5) Brady Depends on how you define a "4th Quarter Comeback." If it is: Your team was down a point heading into the fourth quarter, then it is meaningless. If it is: Leading the team to a game-winning score at the end of the game, you are correct.
  12. Depends on how you read the agreement: https://apps.npr.org/documents/document.html?id=4883362-Manafort-Plea-Agreement-09-14-18
  13. Shut up or I will hit you with my walker.
  14. It only took a few years. Fortunately, Trump kept the Obama policies in place so that we could see the true impact of Obama's actions. ?
  15. All they have to do is give the information to the FBI and that person's name, address, phone number, and entire background history will be in WaPo in the morning.
  16. So, Feinstein is saying, "That individual strongly requested confidentiality, declined to come forward or press the matter further, so I am pushing this to the media and federal investigators so that you will be forced to come forward, reveal yourself and press the matter further. You know, out of respect for your wishes." Do I have that right?
  17. Like 240 school shootings in one year, where things like an incident with scissors counts has a school shooting.
  18. I have seen Ozzy a few times. He always puts on a good show. Zakk is a beast.
  19. So, you will be spending a lot more time here over the next few months? ?
  20. Excellent points.
  21. That is very possible. I also agree that it would not be sustainable. I am not sure there are many who would use this as a growth tactic. It is a temporary action.
  22. That is one reason. C-suite execs also have a responsibility to shareholders to hit targets and to increase stock prices (that also applies to employees with stock options) without increasing their tax burden. Speaking of stock options, you can do repurchases to counter dilution from employees exercising their options. If a lot of employees are exercising their options, the company may need to counter this with repurchases. Are the repurchased shares retired? Are they returned to treasury stock to be reissued? Is the company doing this to reduce cash on hand and increase stock price to stave off a takeover? Are they doing this to sell shares at a profit later to be used for investment? My point is that they are not always done because execs are evil money-grubbing pigs.
  23. The point of the consolidated statements is to eliminate that type of granularity, no? That is why the 10k's will have consolidated statements, as well as detailed reporting (at least the ones I have seen for large multinationals). It is way too early to see if large amounts of money is being used for major capital expenditures. Depending on the size of the investment, it could take years for the expenses to be realized. At a minimum, if you are only looking at Q1 data, you will only see small projects. Take someone like Amazon. If they were to invest in a new fulfillment center, that is a multi-year project. If they were just to add new equipment to an existing facility, it takes about a year. Those pieces of equipment are installed Q3/beginning of Q4. Equipment would ship Q2. Depending on payment terms (probably milestone, but could be net 60/net 90), the bulk of the payments would be seen Q2-Q4.
  24. I didn't build that. ? Same KRC.
  25. If they are missing EPS targets or if they think that their stock price is too low, it is natural to do the stock repurchases. I would want to know why they are doing it. The data does not show that information. Also from the primary source material: "evidence of an increase in investment is less clear at this stage, as it is likely too early to detect given that the effects may take time to materialize." Of the $300 billion repatriated, there was only an increase in $32 billion in stock repurchases. What about the other $268 billion? Also, from the article: "There are several steps lawmakers should take to fix the new incentives that the TCJA creates to shift future profits and even real jobs offshore. Lawmakers should push legislation to equalize the tax rate on foreign and domestic income, crack down on inversions, and create transparency by requiring companies to report financial information on a country-by-country basis. Taken together such legislation could end offshore tax avoidance once and for all." Equalizing Tax Rates: Doesn't create incentive to keep money in the U.S. It also doesn't incentivize companies to keep jobs here. Inversions: It doesn't prevent companies from merging with another company for re-incorporation. Transparency: Most of the 10k's I have seen report money by country. Asking (because I do not know): Are there no regulations that 10k's need to contain financial breakdowns by country/region? To me, their prescription to solve the problem really doesn't solve the problem. What am I missing?
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