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Alexander Paslawsky

 
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  • Billabong And Quiksilver - 2 Similar Financial Paths, 2 Different Strategic Paths [View article]
    Spot on industry analysis!!!!!
    Jun 19 05:10 PM | Likes Like |Link to Comment
  • Yo No Quiero Chipotle [View article]
    325 is target for completion of the large head and shoulders pattern.

    429 is the 50% retrace of the entire move up from $233.82- 622.90.

    -Alex
    May 19 06:25 PM | 1 Like Like |Link to Comment
  • Yo No Quiero Chipotle [View article]
    Thanks for the page view! What do you call yourself?
    May 19 06:22 PM | 1 Like Like |Link to Comment
  • Why Buying Beats Audio Is A Good Deal For Apple [View article]
    They way overpaid. What are they buying anyway? A brand in demand. No IP. Apple should have bought Sennheiser, at least they would have walked away with some decent sound quality.
    May 12 12:19 PM | 3 Likes Like |Link to Comment
  • Frontier Communications: Valuation Looks Stretched [View article]
    And it's at a 52 week high and still 200 million shares short. There is a lot of covering to be done. If the May 6th report is positive look for a 20-30% move to the upside.

    -Alex

    long $FTR call options
    Apr 21 11:44 PM | 1 Like Like |Link to Comment
  • Has Frontier Communications Gone Up Too Far, Too Fast? [View article]
    Doesn't look like $FTR puts are panning out to well. You may want to rethink your bearish take on Frontier Communications.

    -Alex

    disclosure: long May $6 calls
    Apr 16 10:23 PM | 1 Like Like |Link to Comment
  • Frontier Communications Is Nothing Without Its Dividend, Here's Why [View article]
    Finally someone that gets FTR! Maybe you should be the one writing the article.
    Mar 28 01:01 PM | Likes Like |Link to Comment
  • Buy Barnes & Noble At A Deep Discount [View article]
    Something is definitely brewing behind the scenes. There is high interest in the $14 & $15 Nov calls, but I think the real news will come after Nov OPEX. Maybe a news event or catalyst pre Thanksgiving?
    Oct 22 11:16 PM | Likes Like |Link to Comment
  • Nook Media Gets How To Play The Gorilla Game [View article]
    Exactly! Also, one aspect to keep in mind. $BKS always seems to gravitate toward the highest open interest strike price starting Monday of OPEX week.

    There should be another great entry point in the future.
    May 13 08:05 AM | Likes Like |Link to Comment
  • Nook Media Gets How To Play The Gorilla Game [View article]
    Nice analysis Peter! I sold my entire position of call options deep in the money on Thursday based on my target price. Also, if you remember last year Whitney Tilson of T2 partners made a very quick and profitable exit from BKS stock/ calls when news broke. So, I took my large profit and cashed out! Pays to follow the pros :)

    -Alex
    May 12 10:33 PM | 1 Like Like |Link to Comment
  • Barnes & Noble (BKS) announces Google Play is available for Nook HD products. Though the move is a further capitulation by B&N from offering up a closed eco-system, it also increases the number of apps available to consumers to 750K from 10K to make the Nook more attractive. Barnes & Noble is also cozying up to Google on the browser front with Chrome set to replace the existing default browser. [View news story]
    Wow this is huge for NOOK and $BKS! First upside targets to watch for BKS are 19.67 and then 20.59.

    Is Google readying a bid for Barnes and Noble???
    May 3 08:56 AM | Likes Like |Link to Comment
  • Valuing The Proposed Buyout Of Barnes & Noble Retail Business [View article]
    That's a good question...An article came out this Saturday on Barron's that supports this valuation and also poses the possibility of MSFT acquiring all of BKS. We will have to see how the stock reacts on Monday's open.

    Whitney Tilson's T2 or David Einhorn's Greenlight could easily gobble up the remaining float and put on a major short squeeze.
    Mar 3 01:39 PM | Likes Like |Link to Comment
  • Barnes & Noble: Q3 Earnings Reactions Are Not Logical [View article]
    I totally disagree with your analysis Zhen Lu. According to your disclosure you don't have any position in BKS or plans to engage in one, therefore you recommending BKS as an "excellent short candidate" is completely absurd.

    Shorting a stock with this high of institutional and insider ownership with a very small float (that is not shorted already) and a potential buyout on the table is crazy.

    -Alex
    Mar 2 11:18 AM | 2 Likes Like |Link to Comment
  • Barnes & Noble: Q3 Earnings Reactions Are Not Logical [View article]
    You are dead on RHMASSING. Barron's article nails the valuation of BKS. Not to mention they propose a total buyout from Microsoft, which is definitely in the cards.
    Mar 2 11:01 AM | 1 Like Like |Link to Comment
  • Nook Study Is The Future Of Textbooks [View article]
    Absolutely! You can see how well BKS has done since I wrote this. From $12 a share to $17.

    Alex
    Nov 1 01:43 PM | Likes Like |Link to Comment
COMMENTS STATS
40 Comments
14 Likes