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Andreas Hopf  

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  • BlackBerry +4.2% on deal to acquire Good Technology [View news story]
    Good!

    That was the day that was (for put owners). Now $6 - $5 are within reach. By overpaying for a struggling niche player, John Chen begins to squander Prem Watsa's cash, after both the device player and software player mythologies were debunked - the company desperately attempts to buy-in software revenue to massage figures unobtainable by its own operations.

    The former $1 billion company Good Technology went on the chopping block for half the price, after having failed to IPO, having put in a pro-forma offering of only $100 million prior. In 2014, its operating loss grew to $83.9 million on paltry revenues in the region of $200 million. The filing for 2014 showed the company had less than 12 months worth of cash, $42.1 million, and that reserve had dwindled to less than $25 million at the start of 2015.

    A bottomless pit http://bit.ly/1Ngd2E5
    Sep 4, 2015. 07:40 PM | 1 Like Like |Link to Comment
  • BlackBerry +4.2% on deal to acquire Good Technology [View news story]
    See? You should have bought more puts, like I recommended this morning, just when news of this terrible purchase broke.

    Stock down a good 2.5% on the news.
    Sep 4, 2015. 07:27 PM | 1 Like Like |Link to Comment
  • AMD: Placing Your Bets On The Little Things [View article]
    All that tech-talk and neckbeard-natter is meaningless. AMD is a bottomless pit http://bit.ly/1Ngd2E5 and "believers" will be sucked in once again.
    Sep 4, 2015. 07:19 PM | Likes Like |Link to Comment
  • Alibaba Seeks Share Boost With Wine, NetEase With Cash [View article]
    Absolutely. That's another intriguing way to be taken behind the shed. Many investors went there on their own accord. Stock market masochists every one of them.

    Strange but true!
    Sep 4, 2015. 07:17 PM | Likes Like |Link to Comment
  • Nokia - Alcatel Merger: A Great Deal For Nokia, But Will Alcatel Shareholders Accept Such A Rip-Off? [View article]
    Nobody will step in. It's a done deal. Nothing will pay off.
    Sep 4, 2015. 07:14 PM | 1 Like Like |Link to Comment
  • Alibaba, other Chinese tech stocks see more pain [View news story]
    Every stock a bottomless pit http://bit.ly/1Ngd2E5

    Where are the Alibaba pumpers now?

    First, they were schooled. Second, they were taken to the cleaners. Third, they just have been taken behind the shed.
    Sep 4, 2015. 07:10 PM | Likes Like |Link to Comment
  • Alibaba Seeks Share Boost With Wine, NetEase With Cash [View article]
    BABA is a bottomless pit.

    Whistling in the dark won't help. It is still time to sell before it all goes down the drain.
    Sep 4, 2015. 02:14 PM | Likes Like |Link to Comment
  • BlackBerry +4.2% on deal to acquire Good Technology [View news story]
    Well, IKEA does not have to buy one niche business after the other to show revenue figures that cannot be achieved by the company's management.

    Looking at various comments over the last three years, Good technology was supposed to be a losing business with a vastly inferior service offering, so why would John Chen purchase such ailing business, other than to put on an actionable circus show? Two maimed soldiers, propping each other up, hardly win a battle; at best, they make out back alive behind the lines.

    Good is probably good for nothing more than a measly $150m in revenue (not profits).
    Sep 4, 2015. 09:35 AM | 5 Likes Like |Link to Comment
  • BlackBerry +4.2% on deal to acquire Good Technology [View news story]
    That's very bad news. John Chen has to buy in yet more software revenue, because he can't achieve his own goals by way of organic self-engineered and self-marketed growth. Now, two businesses will go under in tandem; I feel sorry for the poor employees.

    Half a billion of the cash reserved for Prem Watsa wasted - an exquisite squandering of shareholder value. A good day to buy more puts.
    Sep 4, 2015. 08:49 AM | 8 Likes Like |Link to Comment
  • Alibaba Seeks Share Boost With Wine, NetEase With Cash [View article]
    Owning BABA is an exciting way to squander one's funds.
    Sep 4, 2015. 03:43 AM | Likes Like |Link to Comment
  • Europe closes sharply higher on boosted QE hope [View news story]
    Maybe you did not notice - since the mid-March long-term low, the € reversed its downward trajectory. Hence for many EU-based investors, $ stocks and ETFs are somewhat less attractive.
    Sep 4, 2015. 03:42 AM | Likes Like |Link to Comment
  • Facebook: Undervalued When Viewing Peer Group P/E Multiple [View article]
    Doesn't matter. Yahoo! is a soggy toast. Marissa Meyer squanderd shareholder value with each hapless take-over and mismanaging the Alibaba investment legacy. Soon, she'll be out "to pursue her family interests and other exciting ventures" with a golden handshake.

    Actually, this dead cat may bounce briefly on the occasion.
    Sep 3, 2015. 01:39 PM | 6 Likes Like |Link to Comment
  • AMD: Placing Your Bets On The Little Things [View article]
    "I must note that AMD is a dangerous stock with an especially hazy future. With AMD's debt and lack of cash, it's an all-or-nothing bet. Investors must realize this, and furthermore they must realize that even if AMD does release Zen, it must be capable of competing with Intel or else it's over for AMD; my high-risk tolerance only lets even myself own a very tiny long position, so proceed only with caution."

    That could have been an article.
    Sep 3, 2015. 10:30 AM | 3 Likes Like |Link to Comment
  • Report: Apple plans to unveil iPad Pro, iPad Mini 4 at iPhone event [View news story]
    "Who will use iPod Pro? and Who is Apple competing against?"

    The iPod Pro is for professional Apple music users only - like elevator music composers, supermarket news journalists or ATM response-chime producers.

    Clearly, Apple finally dares competing with itself.
    Sep 3, 2015. 10:07 AM | 1 Like Like |Link to Comment
  • Report: Apple plans to unveil iPad Pro, iPad Mini 4 at iPhone event [View news story]
    iPad Pro - finally!

    Looks like October could be a good time to get back into AAPL.
    Sep 3, 2015. 10:05 AM | 1 Like Like |Link to Comment
COMMENTS STATS
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