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Andrew Shapiro  

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  • Qihoo higher after announcing $200M buyback is finished [View news story]
    Why would the elimination of a buyer (and a price insensitive one at that) be considered a positive??
    Feb 27, 2015. 07:17 PM | Likes Like |Link to Comment
  • Mercer EPS of $0.05 [View news story]
    Thus consensus GREATLY exceeded. Yet the stock down for the day. Illustrates how little research the bulk of investors conduct these days.
    Feb 15, 2015. 12:41 PM | Likes Like |Link to Comment
  • Mercer EPS of $0.05 [View news story]
    Net results definitely not comparable. New quarter includes non-recurring charge to prepay expensive debt and replace with much lower costing debt.
    Feb 12, 2015. 05:21 PM | Likes Like |Link to Comment
  • Buy Taser To Protect Your Investment [View article]
    @jeffrey Yes its true that companies like that spend billions overpaying for companies. But again that is speculating and not investing. Arguably then we all should buy and bid up every smaller company because some larger company will gobble them up.

    Was just trying to further educate and help a layman be more than that.
    Feb 1, 2015. 03:34 PM | 2 Likes Like |Link to Comment
  • Buy Taser To Protect Your Investment [View article]
    That is not a 'buyout.' That is being the target of a strategic acquisition. I understand being sold to a strategic partner, means current shareholders are being cashed out of their shares like a leveraged buyout. But the sales multiple and ramifications are very different. Presumably the strategic partner has synergies that would provide greater value to the buyer than to anyone else. However, unless there are TWO or more strategic bidders there is no reason for the first strategic buyer (in your example, Google, which IMO is no fit at all vs others) to share with selling shareholders any of the synergies this buyer is bringing to the table. You are HOPING for someone (and presumably two or more someone's) to pay an even more ridiculous valuation on expected future growth than the current market values TASR's future EXPECTED growth already. What you are HOPING for is the Greater Fool Theory to play out and Google and others like it to participate in the game. That is speculating not investing. Investing is to find the companies in the sector addressing needs where the markets have NOT YET valued such growth already. There are several in the space. My favorite is $MACE
    Jan 31, 2015. 01:03 PM | 2 Likes Like |Link to Comment
  • Buy Taser To Protect Your Investment [View article]
    A buyout? Are kidding me? Is that just a word to you? PE buyouts are predicated on making a leveraged return. You would have to be crazy to slap a lot of debt onto this company and its present business model. Perhaps AFTER and IF many many more large recurring revenue contracts are put in place. But not before.
    Jan 30, 2015. 09:52 AM | 2 Likes Like |Link to Comment
  • Why Amazon Is Expanding Original Content To The Big Screen [View article]
    @Krusty,

    Respectfully I disagree. There is nothing different today with streaming vs the VCR and then DVD, etc. of old. People seek out-of-home entertainment and despite the cost of a ticket and concessions today, movies provide that entertainment cheaper than almost anything around.

    People seek to be part of the buzz and conversation and the experience of movie-going. Frankly without either the huge P&A (promotions/ads) budget and media buzz of a box office opening or the incredibly rare North Korean hacker experience, all movies direct to DVD or direct to streaming will fall mostly on 'deaf ears' and die on the vine.

    Exhibition not going away. Is it evolving to continue to be the go-to for 'date night' absolutely. Cushy chairs, dine-in theaters, immersive sound, motorized/rocking seats, reserved seating, theaters that encourage tweeting on screen, etc are coming. However, the general demand and associated inter-relationship between studios, exhibitors and the consumer not going to change.

    Unless there is a communicable disease or other factors that pose serious risk of people gathering together for a shared audio-visual experience.
    Jan 23, 2015. 09:18 PM | Likes Like |Link to Comment
  • Did Amazon.com Choose The Best Model For Movie Production [View article]
    The Interview was not a "success" The controversy created enormous marketing and distribution power that would have cost at least $100MM. I can only imagine what little it would have generated at box office and secondary distribution had the N Koreans not acted.
    Jan 22, 2015. 09:25 AM | Likes Like |Link to Comment
  • Why Amazon Is Expanding Original Content To The Big Screen [View article]
    The exhibitor challenge is real. Like any other studio produced movie, theaters won’t play movie that doesN’t provide desired exclusive window to the cinema. $RGC $AMC $CNK $RDI $CKEC
    Jan 20, 2015. 11:24 PM | Likes Like |Link to Comment
  • Meet your new movie studio [View news story]
    Like any other studio, theaters won’t play movie that doesN’t provide desired exclusive window to the cinema. $RGC $AMC $CNK $RDI $CKEC
    Jan 20, 2015. 11:22 PM | 1 Like Like |Link to Comment
  • Did Amazon.com Choose The Best Model For Movie Production [View article]
    Like any other studio produced movie, theaters won’t play movie that doesN’t provide desired exclusive window to the cinema. $RGC $AMC $CNK $RDI $CKEC
    The product will be like any other straight to DVD sale movie. a B movie.
    Jan 20, 2015. 11:20 PM | 1 Like Like |Link to Comment
  • Buy Taser To Protect Your Investment [View article]
    At what point does the company's stock market valuation reflect all the growth expected from your prognostications? Would that have been several $/share ago? here? or how many $/share above present prices?
    Jan 8, 2015. 09:19 AM | 2 Likes Like |Link to Comment
  • Activism Adds To The Bottom Line At P&F Industries [View article]
    NPR's recent This American Life show episode 543 called "Wake Up Now" discusses $PFIN excess executive compensation this events surrounding this article.

    http://bit.ly/1Bam8sB
    Dec 26, 2014. 09:44 AM | 2 Likes Like |Link to Comment
  • Sparton: Ready to Cash In on the Naval Arms Race [View article]
    Story and opportunity doesn't get old

    The Straits Times - Dec 24, 2014
    Maritime spats 'stirring undersea arms race'
    http://bit.ly/1Baja7s
    Dec 26, 2014. 09:28 AM | Likes Like |Link to Comment
  • Taser Wins A Contract, So Why Would Digital Ally Spike? [View article]
    Hence the value of another well known brand in the Law Enforcement, Military and Security markets - MACE (which by the way has not had the stock price run in sympathy with TASR or DGLY)

    Mace Security Expands Take Down® Less-Lethal Tactical Munitions Product Offerings
    http://bit.ly/1uUewKn-Down®-Less-Lethal-Tac...
    Dec 23, 2014. 08:49 AM | Likes Like |Link to Comment
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