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Esekla  

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  • Near-Term Notes For BGC Partners [View article]
    That's more in line with the medium-term price target I set for the stock upon takeover of GFI:

    http://seekingalpha.co...

    Subscribers got my detailed real-time updates on the reasons why yesterday's call should generate a bigger move than just what we've seen so far.
    Jul 30, 2015. 09:29 AM | 1 Like Like |Link to Comment
  • What The Most Recent Report Says About Microvision Management [View article]
    Huh, where do yo come up with that figure and why would anyone care about the short term with this stock? In commenting to my subscribers this morning, that certainly was not my focus.
    Jul 29, 2015. 04:17 PM | Likes Like |Link to Comment
  • NASDAQ Has Tremendous Upside Potential [View article]
    Good article. I'd say the company that Nasdaq has been paying boatloads of its stock to, that offers a 6% dividend might be an even better play on the same trends and Nasdaq's success.

    http://seekingalpha.co...
    Jul 29, 2015. 03:39 PM | Likes Like |Link to Comment
  • Hess rises after smaller than expected loss, higher than expected production [View news story]
    A less disastrous report than elsewhere, but the double dip in oil prices that occurred after last quarter means now is hardly the time to buy. With the paltry dividend, I don't even see much reason to hold this over better E&Ps, like COP. I think my sell/avoid article at the beginning of the year, and $70, has been completely validated.
    Jul 29, 2015. 11:32 AM | Likes Like |Link to Comment
  • Apple: Does Size Matter? [View article]
    Hi Jade,

    I know that many authors here are like broken records, but I think my regular reads will confirm that I only write when I have something new to say. In Apple's case, that's only ever happened twice.

    So no, if Apple is at new highs in the fall, then I was wrong, and the only thing I'll be writing is a comment in the original article saying so. Comment there if you want further response, as I won't continue to follow this article.
    Jul 27, 2015. 10:07 PM | Likes Like |Link to Comment
  • Apple: Does Size Matter? [View article]
    I know that many here sound like broken records, but that was my first AAPL article. So it's not like I'd been making such statements forever, and just happened to FINALLY be right. I could still be wrong. I certainly expected both the up and down sides to be steeper. Nonetheless, it's hard to see how your favorite post has much relevance to anything I actually. Please post further comments there, if you want an answer, as I won't continue to follow this story.
    Jul 27, 2015. 10:00 PM | Likes Like |Link to Comment
  • Apple: Does Size Matter? [View article]
    It's relative size that matters, and history argues that you are wrong:

    http://seekingalpha.co...
    Jul 27, 2015. 04:07 PM | 3 Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    According to the 8-K from the shareholder's meeting

    http://bit.ly/1ImB2gQ

    Ocata BARELY managed to pass the increase in share count with
    5,235,041 votes for
    and
    5,167,135 votes against
    47,462 abstained.

    That's fairly unheard of!
    Jul 26, 2015. 11:35 PM | 1 Like Like |Link to Comment
  • Why Now Is The Time To Buy LG Display [View article]
    Likely due to the flat outlook, even though that's actually a sign of bottoming. Investors are looking at the short rather than the long term. This article said that this particular investment would require patience, but I continue to think that a profitable business with wonderful growth prospects at well below book value is as close to a sure thing as you're going to find in investing.
    Jul 23, 2015. 03:49 PM | Likes Like |Link to Comment
  • Investors take profits in Interactive Brokers post-earnings [View news story]
    I find Peterffy refreshing and uncommonly worthwhile. His "No", and "Dunno" responses are far more valuable than the much more deceptive and time consuming market-speak you get from most other CEOs... or industry commentators.
    Jul 22, 2015. 02:58 PM | 1 Like Like |Link to Comment
  • Credit Suisse upgrades energy E&P sector [View news story]
    and CLR, I closed my short position at a phenomenal annualized profit

    http://seekingalpha.co...
    Jul 22, 2015. 02:47 PM | Likes Like |Link to Comment
  • Apple: 4 Was Not The Magic Number [View article]
    Though I thought both the up and down slopes would be somewhat steeper, Apple is pretty much following the path I predicted:

    http://bit.ly/1wUCPXF

    The real takeaway is that a lot of reaction for suppliers is overdone:

    http://seekingalpha.co...
    Jul 22, 2015. 11:18 AM | 1 Like Like |Link to Comment
  • Growing Opportunities For InvenSense [View article]
    This article seems very much like the author's last one on INVN, apart from some comments on the pricing. Recent pricing isn't a result of the margins, which have stabilized, it's the result of market dynamics:

    http://seekingalpha.co...
    Jul 22, 2015. 10:38 AM | 4 Likes Like |Link to Comment
  • InvenSense: Looking Into The Next iPhone And Beyond [View article]
    Not being in the Watch is not a positive for InvenSense, it's just not a very big negative, as I've been saying all along:

    http://seekingalpha.co...

    INVN is responding to the Apple report very much as I predicted to subscribers last night.
    Jul 22, 2015. 10:34 AM | Likes Like |Link to Comment
  • Ocata And An Early Stage Biotech Valuation Method [View article]
    Good article! I wrote a similar one, with similar calculations:

    http://bit.ly/1VtRHcn

    In light of that, I have bit writing advice: espouse brevity. Readers of a site that publishes different articles with largely the same content over and over will appreciate it!

    One bit of analytical advice, too. If you believe there is another 50% dilution to come, then the stock is not worth forward discounted fair value X 1/1.5 now. IMO, it is worth very little until investors believe the last of that dilution has occurred. That's why I took the outlook I did in my last article:

    http://bit.ly/1VtRJBc

    and I think that opinion has been proven correct.
    Jul 22, 2015. 08:13 AM | 1 Like Like |Link to Comment
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