Seeking Alpha

Charles Moscoe

 
View as an RSS Feed
View Charles Moscoe's Comments BY TICKER:
Latest  |  Highest rated
  • Key Operating Metrics Indicate That The Marin Software Sell-Off Is Incredibly Unwarranted [View article]
    In addition to UBS, Stifel Nicolaus reiterated BUY and lowered PT from $16 to $14. So the analysts believe that the long term growth story is in tact and they are the most skeptical normally when there is a blip in guidance. That is reassuring.
    Aug 8 06:24 PM | Likes Like |Link to Comment
  • Update: Tremor Video Earnings - What To Do Now? [View article]
    I agree Stan. Nobody can call management good where a stock is trading at 70% off its IPO price a year before. It is a complete fail IMO. However I see value at these levels and very little downside left. A change in sentiment alone should send this to $4.50 and given the $1.60 per share cash and only tiny losses, I have to say that I think finally TRMR has hit bottom. It is probably the safest ad tech in the space now as far as limited downside now, but wont enjoy the same upside as FUEL, MM, YUME or MRIN.
    Aug 8 06:02 PM | Likes Like |Link to Comment
  • Rocket Fuel Running Out Of Gas [View article]
    A little late on this one following a 40% selloff. It will rebound to the mid-$20s (50% return), you can count on that happening sometime this month once ad tech falls back in to favor.
    Aug 8 03:10 PM | 1 Like Like |Link to Comment
  • SolarCity Projects Wider Losses And Less Revenue For Q3 [View article]
    Low margin is always bad for investors in stock priced for beyond rapid growth no matter what. This is doomed to turn out very ugly. My only regret is not adding to my short this morning, but I'm already very heavy.
    Aug 8 03:03 PM | 3 Likes Like |Link to Comment
  • Update: Tremor Video Earnings - What To Do Now? [View article]
    I sold my TRMR yesterday at the open due to the gross margin concerns and long term profitability concerns that I expected the market to price in. I bought back a small position though today much cheaper. I do note that analysts had expected this quarter to be the bottom for gross margin and to increase in Q3. So if it does not increase in Q3 we are in trouble here and I will abandon ship but until then I'll hold a small position as I see little risk at these levels given the strong cash and always that acquisition wild card chance. The best deal around right now though looks like MM going in to earnings. Dropped from $5.10 to $2.90 for no reason. When this happens earnings tend to exceed expectations. Just what I've noticed over the years. I'm loaded up on it. I also like MRIN alot and YUME and FUEL. I own them all in sizable amounts. Ad tech is a dog right now but it will bounce back.
    Aug 8 03:01 PM | 1 Like Like |Link to Comment
  • SolarCity Projects Wider Losses And Less Revenue For Q3 [View article]
    Thats great but you are paying now for a perfect perfect scenario to play out that may or may not play out 20 years from now.
    Aug 8 01:41 PM | 2 Likes Like |Link to Comment
  • RetailMeNot: Goldman Sachs Says EPS Beat Consensus -- Jefferies Maintains Buy Rating [View article]
    You cite Wall Street "hacks", but the only "hacks" I know are the analysts here that you are blindly following who have been wrong from day 1 with this side show. Anybody who knows anything about internet knows that Retail Me Not is a disaster.
    Aug 8 01:02 PM | Likes Like |Link to Comment
  • SolarCity Projects Wider Losses And Less Revenue For Q3 [View article]
    SolarCity is the only company that I've heard refer to government subsidies as deferred income. It is pumping at its finest. I'm short big here.
    Aug 8 12:32 PM | 2 Likes Like |Link to Comment
  • Examining Cheniere's CEO Compensation: Is It Deserved? [View article]
    Good article Clayton. Surprised that there is not more negativity now that you are questioning the holy leader of Cheniere. You should see my inbox, its not pretty!
    Aug 8 12:26 PM | Likes Like |Link to Comment
  • Is It Wrong To Take A Position In A Stock And Then Write About It On Seeking Alpha? [View article]
    Not sure if you were joking or not Marc, but I love the book plot!
    Aug 8 12:07 PM | 1 Like Like |Link to Comment
  • Gilead to price Sovaldi at $900 in India [View news story]
    Sovaldi now has a much bigger margin than cocaine from the jungle to the street with no risk. Don't think this will be smuggled in to the US?
    Aug 8 11:57 AM | 3 Likes Like |Link to Comment
  • Gilead to price Sovaldi at $900 in India [View news story]
    There goes the domestic pricing power, as it will find a way in to the US market from India rather easily. It never works having 2 different regional prices that are so far apart. We are talking one being 1% of the other. Don't think anybody will take advantage of this arbitrage opportunity in India?
    Aug 8 11:43 AM | 3 Likes Like |Link to Comment
  • Short Cheniere Energy After This Meteoric 3000% 4-Year Run [View article]
    You got it. There is unlimited supply of Russian gas for $10, delivered anywhere in Asia. China already signed a deal. Russia will also cut prices to corner the market. Why wouldn't they? Siberia is full of natural gas. The only certainty is that the CEO gets rich. This stock will drop faster than it has risen. Only a matter of time, the wind is already coming out of the sail.
    Aug 8 12:06 AM | Likes Like |Link to Comment
  • Rocket Fuel: Better To Buy Than Sell [View article]
    They are entirely different business models, it is apples and oranges. RUBI is an ad exchange/network. MRIN is an SaaS. I am a buyer of MRIN but not RUBI. Valuation is way too high on RUBI and competition will pressure the growth and margins going forward. I'm not terribly negative on RUBI, its just a very expensive business. I'd much rather own FUEL at these prices.
    Aug 7 09:18 PM | Likes Like |Link to Comment
  • Rocket Fuel: Better To Buy Than Sell [View article]
    If you want to talk tech fee revenue, the best deal around is MRIN.

    I still like FUEL at these prices however, its a no brainer. Just inexperienced management not making great projections. Its really a 5% revenue guide down which won't be a huge operational deal to FUEL. Company is growing fast and its worth at least $25. Wouldn't be surprised to see it acquired.
    Aug 7 07:49 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,437 Comments
870 Likes