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Andreas Hopf

 
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  • Alcatel-Lucent: Mr. Combes, The Moment Of Truth Has Come [View article]
    All you need to know is: Obviously, the"Shift" plan works, with figures to match, one quarter at a time. Forget what Anna Lyst "expects" and think for yourself.
    Oct 30 09:07 AM | Likes Like |Link to Comment
  • Is Pandora Hitting A Speed Bump Or A Wall? [View article]
    You are not stupid. So ask yourself: Who on Earth should buy this niche business? Most comps license all the same rights. Most comps have better algorithms that work with global music tastes. Most comps have global reach. Why would anyone want this sinking ship?
    Oct 30 09:02 AM | 3 Likes Like |Link to Comment
  • Alcatel-Lucent reports Q3 break even [View news story]
    The "Shift" plan continues being executed as promised with figures to match. The mid-2015 goal is in reach. Analyst expectations continue being firmly irrational. Another 300% profit as from 2012-2013/14 is well possible in my view. And the European TEV/IP consolidation scenario is not even priced in, because Anna Lyst can't see it coming.
    Oct 30 08:54 AM | 2 Likes Like |Link to Comment
  • Is Pandora Hitting A Speed Bump Or A Wall? [View article]
    Pandora's box is wide open. No hope at the bottom of it. I would buy puts.
    Oct 30 04:56 AM | 3 Likes Like |Link to Comment
  • H-P unveils 3D printing tech; 3D printer makers sell off [View news story]
    Still overvalued in my view. Remember: "The little shop that is putting China out of business" was a complete mirage, hyped and pumped by technologically uneducated analysts and journalists. I believe the entire sector, also SSYS that is properly run in comparison to DDD, XONE, etc., will see lower valuations still.

    Always have Gartner's Emerging Technology Hype Cycle chart and a Wohlers Report at hand - and do your own research.
    Oct 30 03:39 AM | Likes Like |Link to Comment
  • 3D Systems: Poor Execution, Poor Financial Communication, The Perfect Cocktail For A Continued Derating [View article]
    "Nearing the valuation it deserves? Do you actually believe that?"

    I actually do. The core business of DDD, once the CEO and his cronies have been ousted and most of the ridiculours and mismatching purchases have been sold on or written off, has quite some value. My target was in the range of $30, but at $25 I would buy in - providing the above mentioned actions are being taken.
    Oct 30 03:34 AM | 1 Like Like |Link to Comment
  • Alcatel-Lucent: Mr. Combes, The Moment Of Truth Has Come [View article]
    I devote on average 15% of my book to speculative stocks and puts. Since 2012, I have been doing reasonably well with that strategy.
    Oct 30 03:25 AM | Likes Like |Link to Comment
  • 3 Reasons Why BlackBerry And John Chen Will 'Wow Them' In China [View article]
    Irresponsible BBRY pumpers, probably luring many uninformed retail investors into this terminally damaged stock, claim since over one year that QNX will save the business. Alas, each quarterly report shows software licensing revenue further dwindling towars irrelevance.
    Oct 30 02:52 AM | 7 Likes Like |Link to Comment
  • 3 Reasons Why BlackBerry And John Chen Will 'Wow Them' In China [View article]
    "And American currency will become square to better fit portraits of presidents and denominations."

    Patent the square Renminbi. Quick! Endless wealth looms.
    Oct 30 02:47 AM | 2 Likes Like |Link to Comment
  • Lenovo - Strong Execution Of PC Plus Strategy Allows For A ~65% Upside [View article]
    Your Lenovo profits will eventually buy it for you.
    Oct 29 06:08 PM | Likes Like |Link to Comment
  • 3 Reasons Why BlackBerry And John Chen Will 'Wow Them' In China [View article]
    More schlock interchange. First, BlackBerry's market share in China is no longer detectable. Second, would China allow traffic routed through BlackBerry's servers? If anything, this article confirms that put buying on pump-spikes is most profitable.
    Oct 29 06:01 PM | 10 Likes Like |Link to Comment
  • 3D Systems: Poor Execution, Poor Financial Communication, The Perfect Cocktail For A Continued Derating [View article]
    The sector is nearing the valuation it deserves. Look at those one year charts and the volume action. I hope those agreeing with my comments and articles from late last year and early this year cashed, too.

    Christmas came early this year.

    And, in a parallel universe far, far away, a certain investor is probably still under deck, busy operating his pumps.
    Oct 29 04:08 PM | Likes Like |Link to Comment
  • H-P unveils 3D printing tech; 3D printer makers sell off [View news story]
    Very well. The sector is nearing the valuation it deserves. Look at those one year charts and the volume action. I hope those agreeingwith my comments and articles from late last year and early this year cashed, too.

    Christmas came early this year.

    And, in a parallel universe far, far away, a certain invesor is probably still under deck, busy operating his pumps.
    Oct 29 04:06 PM | 1 Like Like |Link to Comment
  • Microsoft May Have Delivered A Knockout Punch To BlackBerry [View article]
    ELLAS, buy puts and make money. Don't be so angry with yourself.
    Oct 29 03:41 PM | 2 Likes Like |Link to Comment
  • Microsoft May Have Delivered A Knockout Punch To BlackBerry [View article]
    The nice thing about BlackBerry is that the company is working hard on its demise since 2010 - all on its own (Balsillie, Heins, Chen). No headwinds needed here.
    Oct 29 09:36 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
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