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Deja Vu

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  • The $500 Apple Put: Backing Up The Truck On Buy Backs [View article]
    One little hint that CHL sales are slow and let me see Timmy and Uncle prop up the stock for more than a day or two. The image of King Louie & Baloo propping up the temple in Jungle Book comes to mind.

    http://bit.ly/1ezO4IX

    It's a negative that absent the company propping up its own stock, the stock would have sunk further. Somehow the author tries to spin that as a postive.
    Feb 14 05:35 PM | 1 Like Like |Link to Comment
  • Will Twitter Pull A Yelp? [View article]
    To my memory, when FB's larger lockups expired, FB was trading around $20 and went up from there...playing the lockup expiration game is dangerous since that is the precise time management will say and do anything to get the stock price up...and given the uber bullishness of this market, usually the pump attempts succeed admirably...
    Feb 14 08:32 AM | Likes Like |Link to Comment
  • Twitter's Strategy For Addressing Slowing User Growth [View article]
    I mean it seriously...where is the disclosure statement? I'm not allowed to publish on SA without one...
    Feb 11 04:22 PM | Likes Like |Link to Comment
  • Twitter's Strategy For Addressing Slowing User Growth [View article]
    reads like a company press release...where is the author's disclosure statement?
    Feb 11 09:08 AM | 3 Likes Like |Link to Comment
  • Apple's Buyback: Here Come The Critics [View article]
    CRM?...
    Feb 10 11:43 AM | Likes Like |Link to Comment
  • Apple's Buyback: Here Come The Critics [View article]
    How about showing the outstanding share count chart on a scale with the y axis minimum set to zero? Doesn't look quite as impressive...
    Feb 10 09:52 AM | Likes Like |Link to Comment
  • NYT: Dimon was asked for JPM to hire friend of Chinese regulator [View news story]
    Jamie is going to go down. By giving himself (via a tame board) a huge "up yours US government" raise after getting all those fines and by sending out that "I don't give a **** what you think" Christmas card, he made a target of himself. Now the regulators have to bring him down to preserve some credibility.

    Once Dimon made a public target of himself, his political cover was going to evaporate since the money he could give the pols could no longer compensate for the bad publicity they got from covering upo for him. Challenging the federal government publicly never ends well esp. for a bank that has so many moving parts that can violate so many regulations.

    I think there is a 99% chance Jamie does not last through the year. The only question is whether Obama will make him do a perp walk for votes ahead of a difficult 2014 elections for dems.
    Feb 10 07:43 AM | 2 Likes Like |Link to Comment
  • Apple: Tim Cook's Brilliant Move [View article]
    best comment on this whole thead.
    Feb 8 09:13 PM | Likes Like |Link to Comment
  • Apple: Tim Cook's Brilliant Move [View article]
    1. Why not declare a special dividend and let shareholders decide whether or not they want to buy more Apple stock with that dividend? Since the idea of the buyback is to increase the ownership percentage of each remaining share, why not give shareholders that option by doing the dividend? Also just increasing the regular dividend would increase yield and more large institutional holders would buy the shares and reduce the volatility. Why reward short time traders (such as myself)?

    2. What happens if CHL sales come in light or overall China incremental sales come in light? If the shares drop, all Tim Cook really did was to provide those who dumped the stock with a nice safe exit and let down those holding the stock. If Apple bought 14B of stock and the price barely budged from $500, someone plural sold the 14B of stock with a nice floor. Note here that a special dividend would have benefited both those holding the stock and those selling.

    3. Did Carl Icahn have advance notice of the exact dates of the buyback as per his tweet he was "neck and neck" with Apple? Because I sure didn't. And had I known there was free put protection, I too would have bought Apple stock since there was downside protection. Was Carl Icahn tipped off by Apple and was he insider trading? I would sure like to know. If he was tipped off by Apple, was it a illegal bone at existing shareholder expense to keep him happy?
    Feb 7 12:02 PM | Likes Like |Link to Comment
  • The Beginning Of The End Of The 3D Printing Bubble [View article]
    We all appreciate your articles. I'm short DDD since I read Citron's report. Some of us still remember your reversal on NFLX. Many of us still believe your original short thesis on NFLX. Your reversal on NFLX gives readers like me pause and wonder what your position on DDD will be a month or two from now.
    Feb 6 12:52 PM | 3 Likes Like |Link to Comment
  • The Beginning Of The End Of The 3D Printing Bubble [View article]
    Knowing Whitney's history, I would not be surprised to see an article next week about how 3D printing is the future and how Whitney is long 3D.
    Feb 6 08:58 AM | 11 Likes Like |Link to Comment
  • Twitter User Growth Reality Check [View article]
    I wonder what happened? I fully expected them to load twitter on every cheap $20 dumb phone that was sold to Ghanians quaffing Herbalife, Sub saharan sheperds and subsistence farmers in India and claim a huge increase in MAUs.
    Feb 5 09:39 PM | Likes Like |Link to Comment
  • Green Mountain +38.3% AH in response to Coca-Cola deal [View news story]
    Excellent lesson for why retail should NEVER short shares...or sell options....
    Feb 5 05:36 PM | 3 Likes Like |Link to Comment
  • Reuters: Two senior H-P execs sidelined by Whitman set to leave [View news story]
    Aaah, yes, the Marissa Mayer script...unending line of sacrificial fall guys...next earnings are not going to look good...
    Feb 5 09:23 AM | 1 Like Like |Link to Comment
  • Yen gives back some of yesterday's big gains [View news story]
    With Abenomics printing money like crazy, where is all that money going then?
    Feb 4 07:58 AM | Likes Like |Link to Comment
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