BAGAKOAA; 15 August 2011 Do I Hear 12.6 Billion?

Post 482 CLICK HERE To See Past PostsAugust/2011

Today was interesting.

 

Man Child, as we mentioned yesterday was suffering from either some kind of bug or a dehydration headache. We are going with the latter. Anyway he was not feeling too hot this morning but (with a little encouragement) pushed through to make it to football practice. (He did fertilize the field a few times today which would not be bad except the field is artificial turf.) we are proud of his perseverance.

 

After Devin and I coerced him off to practice, I made it into the office around 8:00 AM. There was something missing. Oh yeah Ellen Anderson, the other wonderful lady in my life was still on Holiday making jam somewhere in Oregon with readers Betty and Mike.

 

Ellen checked in with me and she is having a great time. I look forward to her return though as I know I have been invited to about 11 meetings this week and I spent most of the day checking to make sure I was not missing any of them.

 

After clearing up a trough of e-mails, I could concentrate on my desk

 

office 1

It looks intimidating, but it is mostly a process of HPO, or as I was taught, Handle Paper Once. Here is how it works.

 

If you pay attention to this I swear it works, though if you visited me you might think this is do what I say not what I do. (Some truth to that.)

 

Take your big hairy stack of paper and have a pad of paper by its side. Take each piece of paper and ask:

Am I the only person in the world who has this piece of paper?

If so, what action do I need to take?

Write it down on the top line of the pad you have.

If you need the piece of paper to take the action, put it to the right of the pad of things to do you just started.

If you don't need the paper, recycle it.

Repeat for every piece of paper in the stack.

At the end, you will have a manageable list of things to do and much shorter stack of paper.

 

Ok I know, in this day and age a list of things to do on a paper pad? How Luddithian of me. (I'll let you figure that one out. Hint Luddite) If you want to use Outlook Tasks or one of the 4,000 to do apps on your iPhone, that is cool.

 

Before we could finish that, I had a visitor to my office, a member from the Philippines. Sometimes it is easy to forget how members (PADI is a member organization so members are what we call customers.) perceive our organization and how cool it is for them to visit our headquarters. I will always make time for them and show them a little bit about PADI history. While showing them around my office I noticed him spyng a picture below my TV. He was impressed, but said nothing.

 

It is a picture of my daughter Kristin when she was interning for Playtone Company, Tom Hank's production company. The first time I saw the picture, I asked Kristin to go back to Tom and get it signed. Here is the picture:

 kristin and tom

The inscription reads Kristin, You are a shining star in the Playtone Galaxy, Tom Hanks. Way cool

 

I often mention I keep Bloomberg on all day long at the office. Here is proof.

 

office bloomberg

 

Do I Hear 12.6 Billion?

 

In all logic, today should have been a down day in the market, instead we got a 1.6% pop. The Empire State Manufactures index came out today and it was ka-ka. (An ancient economic term meaning cha-cha.)

 

People should have been waiting to see what comes out of the European Central Bank tomorrow. But low and behold, the execs at GOOG Google must have read my blog last night (remember the part about Mergers and Acquistions) as they decided to buy Motorola Mobile for 12.5 billion dollars. Now here are some interesting questions.

 

If you owned Google yesterday at $558 and change and news broke that it would be strategic for the company to buy Motorola Moblie for 12.5 Billion dollars in order secure a closet full of patents to remain competitive with AAPL, what do you think would happen to the stock?

 

In other words, if Bloomberg said, "Google must set aside 12.5 billion worth of future profit (about 15 months profit) to protect its market share.", do you think the stock would only come down 1.16% today? Sometimes Mr. Market does some funny stuff.

 

Lowes did exactly as Mr. Cramer called on Friday. A good earnings report but lowering its forecast for the balance of the year, good call Jim.

 

I'm going to leave you with that as tomorrow will be a volatile day and we will need our rest.  Here is a simple chart of what to expect and how to profit:

you ven 

Salve Lucrum 

 
 

 

 

 

 

 

 

Brian Ireland
BAGAKOAA;

I am not a professional investment advisor. Anybody reading my blog and investing accordingly must be out of their minds. I have made more money than I have lost. There are many more qualified people than I to actually tell you how to invest your money.

BAGAKOAA=Boys And Girls And Kids Of All Ages

Salve Lucrum=Latin for Hurrah for Profit.

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