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  • Michael Kors Holdings' Growth Potential Supports Its P/E Ratio [View article]
    KORS is popping up in more and more rap songs. bullish.
    Feb 8, 2012. 01:50 AM | 1 Like Like |Link to Comment
  • Silver: $50 Here We Come [View article]
    at what support price would you add to silver positions?
    Feb 6, 2012. 01:57 AM | Likes Like |Link to Comment
  • Snap Interactive: Facebook's Fast Growing And Most Undervalued Social Media Company [View article]
    ^^ we've heard that before!
    Feb 1, 2012. 06:40 PM | Likes Like |Link to Comment
  • Win Investing-Related Stuff (No Purchase Necessary!) [View instapost]
    OUCH!
    Jan 25, 2012. 04:18 PM | Likes Like |Link to Comment
  • Win Investing-Related Stuff (No Purchase Necessary!) [View instapost]
    putting my money where my mouth is. buying 90 Feb put.
    Jan 25, 2012. 02:48 PM | 1 Like Like |Link to Comment
  • Win Investing-Related Stuff (No Purchase Necessary!) [View instapost]
    $65.50 and 30 million
    Jan 24, 2012. 02:11 AM | 1 Like Like |Link to Comment
  • Why '2 Billion Hours' Only Strengthens The Netflix Short Case [View article]
    okay...

    we all know NFLX has a great product... the problem is like you even mentioned... its too good to be true. AAPL could sell 2 billion Ipads if they sold them for $50.00 but they'd lose money. NFLX is losing money and subs a double wammy.

    Stop investing in "ideas" there has only been one Peter Lynch.

    short NFLX....
    Jan 12, 2012. 09:48 PM | Likes Like |Link to Comment
  • Hecla's Upside Significant, Silver Wheaton's Better [View article]
    You're correct,

    In a market liquidation silver and gold miners will be crushed. That being said, look how gold and silver have responded post big liquidation. During the great depression gold juniors were 10x the best asset class. Look at silver post 2008 relative to other asset classes. Nice performance.
    Jan 11, 2012. 06:56 PM | Likes Like |Link to Comment
  • Go Long Apple Before Record Earnings [View article]
    Nice piece and i agree with your thesis.

    I am long some AAPL 400 Feb calls. My question become who is left to buy shares of AAPL? With every instution and mutual fund already owning shares of AAPL, will there be enough buyers at these levels to propel the stock higher? I would love to hear your opinion on the idea that maybe there are no AAPL buyers left regardless of how great the sentiment, fundamentals and price action are.
    Jan 10, 2012. 02:21 PM | Likes Like |Link to Comment
  • Why '2 Billion Hours' Only Strengthens The Netflix Short Case [View article]
    Last night I rented a movie fromm Itunes for $5.00 for 24 hours. So NFLX thinks it can give away hundreds of movies for $8.00? What does NFLX think AAPL is dumb? I would have loved to be a fly in the room when that NFLX team set the streaming price of $8.00. "What do you think we should charge for all this content? I mean, $8.00 is pretty cheap right? lets go with that." really? AAPL charges $5.00 per movie and you think you can do it for unlimited movie and $8.00 a month!?
    Jan 9, 2012. 03:07 PM | Likes Like |Link to Comment
  • Why '2 Billion Hours' Only Strengthens The Netflix Short Case [View article]
    wow. i hope every NFLX bull is exactly like this guy ^^^

    thanks for reminding us that 2011 is in fact over, that Reed Hasting is some divine god, and that with a book value of $8.00 NFLX is takeover candidate.

    Thats your bull pitch? Really?
    Jan 8, 2012. 03:36 PM | 2 Likes Like |Link to Comment
  • Now, Everyone Loves Netflix [View article]
    no one is asking about the profitability of this number. 2 billion hours watched that's great! but did NFLX make any money off it? MCD could sell 2 billion big macs at 25 cents but would they make any money off it!? Does AAPL come out with weird statements about their performance? this is suspicious i think it provides a nice short opportunity
    Jan 8, 2012. 03:29 PM | 1 Like Like |Link to Comment
  • Reminder: If You Sold Your Apple Stock In October, You Were, In Fact, An Idiot [View article]
    Doug,

    This price run in up in AAPL is the market already pricing in a huge beat. The question becomes who is still left to buy AAPL stock at $440? Every mutual fund, etf, and institution already owns AAPL. Will there be more buyers than sellers? Maybe these sellers know something we dont.
    Jan 8, 2012. 03:20 PM | Likes Like |Link to Comment
  • Netflix (NFLX +6.9%) shares are soaring, making it not only the best performing stock in the S&P 500 today but for the year so far, up 22%-plus on no news. The stock that had been "the plaything of momentum traders" last year apparently has resumed its old role, Mark Gongloff cracks.  [View news story]
    you're asking the wrong questions... investing is about "cool" ideas. its about companies making money. NFLX isn't making money offering streaming deals for $8.00. If it seems to good to be true... it usually is...
    Jan 6, 2012. 03:41 PM | Likes Like |Link to Comment
  • Salesforce.com's Incentive Pricing Will Stick [View article]
    giving $CRM a very generous 300$ m in cash flow - including their balance sheet cash at a 25x mult. you get a $60 price target... go figure
    Jan 6, 2012. 01:19 PM | 1 Like Like |Link to Comment
COMMENTS STATS
243 Comments
176 Likes