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$FLIR 2Q15 Q&A: Quillin of Stephens Inc. asked about comparisons on GM QoverQ. Tom answered that big impact for YoverY was the FX impact. In sequential, had strong GM in 1Q15. Product mix is always going to have a large impact on GM. Specific things occurred in various segments that all brought GM down a little bit.
$RAI has received a $47 billion take over offer from British tobacco giant British American Tobacco! This is huge!
No better outlook on $MSFT. Even if the results beat a bit, the stock may move 4 to 6% higher, but won't go above $60.