Seeking Alpha
  • Ashraf Eassa
    Anybody dipping a toe in $NUAN?
    11/26/13
    Reply (16)
    • oneotherfool: On my watch list. What's your take on it, especially with the soft guidance.
      11/26/13
    • Mark Chapman: Only if you believe in the Icahn put.
      11/26/13
    • Ashraf Eassa: I'm doing work on it. Gut says to buy a starter position, but need to do more DD.
      11/26/13
    • pollyserial: I owned it for a number of years, after Nuance acquired my original position in Speechworks. Very pleased that I sold it this summer.
      11/26/13
    • pollyserial: Would not personally consider buying it again. High debt load, in a highly consolidated and no longer high growth industry.
      11/26/13
    • pollyserial: There will be further breakthroughs but they will come via paradigm shift, not as incremental improvements of the old model. IMHO.
      11/26/13
    • User7766461: Carl Icahn can pick oranges from an apple tree and make the best lemonade you've ever tasted.
      11/26/13
    • Stan Ackman: I would say $NUAN is a high short-term risk and high potential return play.
      11/26/13
    • Stan Ackman: Once Icahn builds enough stake to oust the current CEO, the stock will have a reversed trend. It takes time to happen though.
      11/26/13
    • agliata: @Stan, hmm, now thats a comment to think about. I will be watching this closely.
      11/26/13
    • Sirvasq: Bought 14 calls and 18 2015 leaps
      11/26/13
    • User7766461: "unusual options activity suggests somebody big getting out; similar in appearance to Icahn leaving Netflix" according to CNBC
      11/26/13
    • UncleSam187: picked up some shares at 13.20
      11/26/13
    • dgulick: I'm in. Huge overreaction. Not saying report was great, but to sell off to 12x fwd EPS w a 300M buyback coming? Buy when others are fearful!
      11/26/13
    • khan5426: I'm in holding till $14.50. See y'all at the finish line
      11/28/13
    • JCMal: Im in at 13.51. Nice to see yoy Ashraf Eassa itereste din Nuance. i learned from you on Intel when I was in that.
      12/1/13