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AquaResearch  

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  • J.C. Penney Is A Basket Case [View article]
    Good article
    May 21, 2013. 07:54 AM | 2 Likes Like |Link to Comment
  • UniPixel: Hey Citron, Where's The Beef? [View article]
    He must be preparing his tenth article on why this is just another lie by the shorts and why the stock is worth $500

    http://bit.ly/10yA7rU
    May 17, 2013. 01:58 PM | Likes Like |Link to Comment
  • Buffett Style Valuation Of Johnson & Johnson [View article]
    I believe KO has more safety because its undervalued in an owner earnings analysis and they only have 1 product (essentially), JNJ has more so there are more ways they can screw it up (plus all the M&A they are doing)
    May 13, 2013. 12:45 PM | Likes Like |Link to Comment
  • Buffett Style Valuation Of Johnson & Johnson [View article]
    There is no reason to buy JNJ for the dividends if you can get an undervalued stock with an even better history of dividend payouts. Namely, KO
    May 13, 2013. 11:37 AM | Likes Like |Link to Comment
  • Uni-Pixel: Carclo, Kodak, And Apple - Facts And Rumors [View article]
    So UNXL will split profits with Kodak but they didn't sell Uniboss and the shorts were "lying". lol
    May 10, 2013. 08:20 AM | Likes Like |Link to Comment
  • Did Ron Johnson Wreck J.C. Penney? [View article]
    Had Johnson executed his shop in shop strategy without his uncalibrated Fair and Square pricing, JCP would have done fine. I bet he regrets dearly having changed the pricing strategy, it removed all the cash he needed to make the necessary changes
    May 10, 2013. 05:45 AM | 5 Likes Like |Link to Comment
  • Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
    I'm referring more to margins instead of whether its 'cheap' or not. Did they said anything about their costs or margins?
    May 6, 2013. 03:30 PM | 2 Likes Like |Link to Comment
  • Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
    This could be true but why should Intel do well in terms of margins? If people won't pay premium for intel inside tablets then Intel won't bank in any major way. The people who bitch about battery life might just want to suck it up and stay with their complaints given that they might not want to pay significantly higher prices for an intel inside device
    May 6, 2013. 03:23 PM | 1 Like Like |Link to Comment
  • Intel: Something Big Is Coming On May 6 [View article]
    The implied vol in these calls is 88%, that doesn't seem cheap at all
    May 2, 2013. 01:54 PM | 1 Like Like |Link to Comment
  • Why Lot78 Stock Is Likely To Collapse [View article]
    The stock has gone parabolic, its a virtual certainty that longs will be losers both in the short and long-term. Except perhaps if they are just daytrading the stock
    Apr 29, 2013. 10:22 AM | Likes Like |Link to Comment
  • Sorry Warren, IBM Is Too Risky [View article]
    Look at what Buffett has said about M&A, he has been very critical of CEOs who gamble lots of money on that just to feel more powerful. In the last few years he publicly criticized Kraft for doing that. If he was running the M&A of IBM I would be thrilled but he is not
    Apr 27, 2013. 12:08 PM | Likes Like |Link to Comment
  • What Soros Sees In J.C. Penney [View article]
    If JCP returns to "mediocrity" the stock price will double (old levels). I would hardly call a 100% return mediocre
    Apr 26, 2013. 08:12 AM | 2 Likes Like |Link to Comment
  • Sorry Warren, IBM Is Too Risky [View article]
    Thanks for your reply. What I don't understand about your figures is why are you not subtracting software capex? As I understand IBM separates capex from software capex maybe thats why you are arriving at a 11% growth rate as a reasonable number while I didn't
    Apr 26, 2013. 08:08 AM | 1 Like Like |Link to Comment
  • Sorry Warren, IBM Is Too Risky [View article]
    Well, they can return that cash to shareholders or do innovative capex. The former is easier than the latter but M&A is just too difficult to do well in the tech sector due its uncertainty. I don't trust anyone to predict the future while using OPM in the process
    Apr 26, 2013. 05:47 AM | 1 Like Like |Link to Comment
  • Why Lot78 Stock Is Likely To Collapse [View article]
    It is still too high, this crap stock is going bellow $1
    Apr 24, 2013. 03:32 PM | Likes Like |Link to Comment
COMMENTS STATS
196 Comments
177 Likes