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Dustin Moore

 
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  • Acacia Research's Earnings Were Terrible - And Why You Should Be Buying Now [View article]
    Although it is unclear if Acacia had a good Q2 securing licenses, today's 7% loss could be viewed as a buying opportunity. The loss is being blamed on the patent proposals released today. If investors actually READ and understood today's proposals by the President, they would see they are basically a non-issue.

    1. They were only PROPOSALS. Very difficult to get anything into law with this Congress.
    2. Even if they were eventually made into law, it would be months away at best
    3. Even still, these proposals (if made law) should/would not not materially effect Acacia at all. They cover topics not related to the company's model.
    Jun 4 03:41 PM | Likes Like |Link to Comment
  • Patent troll Acacia Research (ACTG) announces its Business Process Modeling Solutions subsidiary has entered into a license agreement with IBM resolving litigation pending in U.S. District Court in Texas. (PR[View news story]
    Lol my thoughts exactly sablya..not exactly objective or professional reporting SA.
    May 28 08:43 AM | 1 Like Like |Link to Comment
  • Erickson Air-Crane Updates Guidance: Why Shares Should Be Valued At $40-$60 [View article]
    Thanks StockTraderPete.
    Once Air Amazonia aq. is complete (set for this quarter), the company said it will update guidance. Agreed--that could be a pretty good catalyst. After all, shouldn't future earnings be a main driver of stock price?
    May 17 12:05 AM | Likes Like |Link to Comment
  • Erickson Air-Crane Updates Guidance: Why Shares Should Be Valued At $40-$60 [View article]
    It's a math equation. Earnings are going up, stock price should follow.
    May 14 09:03 AM | 2 Likes Like |Link to Comment
  • Why Erickson Air-Crane Could Double In 2013 [View article]
    I'm surprised by the lack of comments on here super-trades. Thank you for sharing your ideas on this. The market doesn't seem to have fully adjusted to the sudden increased value with the acquisition...I will be continuing my DD through the weekend. If this all adds up, such a mis-priced equity like this is a very rare find indeed.
    May 11 10:07 PM | 3 Likes Like |Link to Comment
  • MagicJack Could Be Next To Get Squeezed [View article]
    Stepped away today for a bit and $NIHD did a 180 on me. Interesting trading. Perhaps signaling a short term bottom.
    May 10 02:14 PM | Likes Like |Link to Comment
  • MagicJack Could Be Next To Get Squeezed [View article]
    Thanks for the info Tufenk. Big call here right before earnings, on an earnings driven stock.
    P.S.
    I enjoy reading your always insightful NIHD articles (in which you have been dead on).
    May 9 04:00 PM | Likes Like |Link to Comment
  • NII Holdings: A Raging Buy Emerges From Misread Of EBITDA - $13.13 Target [View article]
    Great coverage here as usual. I'll just add there has been increased insider buying of late.
    May 3 09:02 AM | Likes Like |Link to Comment
  • Another Nextel Is Hot And Google Is Helping [View article]
    Great. Thanks.
    Apr 25 02:07 PM | Likes Like |Link to Comment
  • Another Nextel Is Hot And Google Is Helping [View article]
    Is this a new/updated PT?
    Apr 24 09:28 AM | 1 Like Like |Link to Comment
  • Another Nextel Is Hot And Google Is Helping [View article]
    Thanks again for the insight Tufenk. You are the master of NIHD. Keep the info coming. It is much appreciated.
    Apr 23 11:41 AM | Likes Like |Link to Comment
  • Acacia Research's Earnings Were Terrible - And Why You Should Be Buying Now [View article]
    If anything. This should put somewhat of a floor in the recent drop.
    Apr 23 10:46 AM | Likes Like |Link to Comment
  • Acacia Research's Earnings Were Terrible - And Why You Should Be Buying Now [View article]
    It is odd that management on the call indicated a dividend would not be implemented in the near term. And here we are today with a dividend--quite a hefty one I might add. 2% return at these levels is not bad at all.

    Clearly the drop in recent days pushed them to make this change. Wondering if some high profile investor(s) had a say in this or the drop was just a big concern for the company. Either way, you have got to love that the company is supporting its investors. It is a good sign.
    Apr 23 10:42 AM | Likes Like |Link to Comment
  • Acacia Research's Earnings Were Terrible - And Why You Should Be Buying Now [View article]
    Now we have 2 more reasons to love this investment even more.

    2%+ on your money in dividends, in addition to the massive growth potential

    $100M buyback on the arsenal
    Apr 23 09:38 AM | 2 Likes Like |Link to Comment
  • Acacia Research's Earnings Were Terrible - And Why You Should Be Buying Now [View article]
    Great points as usual LightSeedVC.
    I had a ton of these on my list as well. And some I did not. Thanks for those. You have clearly done your homework!
    I would also add the the new verticals the company has entered should drive growth. Medical device patents were licensed with no litigation (ie low enforcement costs) and paid for themselves almost entirely on the first license alone. They also report little competition in that space.
    FYI my earnings "terrible" comment was facetious. Drop in valuation is overdone IMO.
    Apr 22 02:59 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
272 Comments
143 Likes