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Faisal Mohamed

 
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  • Oaktree: Solid Play for Risk-Takers [View article]
    Can you describe what exactly is incentive compensation?
    Jul 17 11:12 AM | Likes Like |Link to Comment
  • Circumstances At YuMe Signal An Imminent Takeover And 200% Potential Upside [View article]
    Another question, Do companies like Brightroll and YuMe share the same access to inventory or do they have exclusive rights to said inventory? Meaning can you only go through Brightroll to feature your videos on JohnSmalls.com?

    Thanks again. I am very interested in starting a position in YuMe. I found your articles through my interest in Millennial, which I had taken a beating in the past on but still believe could be a viable player
    Jul 9 03:14 PM | Likes Like |Link to Comment
  • Circumstances At YuMe Signal An Imminent Takeover And 200% Potential Upside [View article]
    Great article. What if Brightroll goes IPO? Would you still like YuMe?
    Jul 9 10:30 AM | Likes Like |Link to Comment
  • Innotrac - Capitalizing On Strong Growth In E-Fulfillment Outsourcing [View article]
    certainly interesting...i wonder if some of these stores will reclaim their e-commerce logistics once online sales are a bigger portion of their revenue..looks like an e-logistics company would be well-suited for only smaller companies in the future or companies who are testing the idea of online sales..
    Nov 4 01:57 PM | Likes Like |Link to Comment
  • Revisiting Small Cap Investing With InvenSense [View article]
    You are correct. Companies are "ok" with using STM because motion tracking is still in its infancy as I pointed out in the article. Consumers will demand more from there phone and will shift all business to the superior product which is Invensense!
    May 31 11:46 AM | Likes Like |Link to Comment
  • Revisiting Small Cap Investing With InvenSense [View article]
    You hit on a great point. Information. It can be difficult to get information that we are accustomed to getting when dealing with larger cap stocks. Smaller cap stocks don't have the resources like the big players.
    May 23 12:07 PM | Likes Like |Link to Comment
  • Revisiting Small Cap Investing With InvenSense [View article]
    Apologies. Thanks for the pick up!
    Any comments on the article aside from that? Whats your take on INVN?
    May 22 08:20 PM | Likes Like |Link to Comment
  • Why Graphite Is The Future, And Now Is The Time To Invest [View article]
    i like focus graphite better..the have a graphene arm and a higher concentration of flake deposits...problem with graphene technology as a catalyst is that no one has been able to commercialize the idea yet..
    Dec 24 07:29 PM | Likes Like |Link to Comment
  • Renesola - A Virtus Solar Story [View article]
    What about graphene technology to replace silicone? that could kill this company
    Dec 22 10:40 PM | Likes Like |Link to Comment
  • Top 10 Pick: Buy NCR (And Then Again) [View article]
    ive been following this stock since your reccomendation and am wondering if you think NCR competes directly with Verifone (PAY)...PAY gives exposure to gas stations and taxi cabs which i think are major areas for swipes

    what are your thoughts on holding both?
    Nov 29 09:19 PM | Likes Like |Link to Comment
  • Picking Shares Of Intel Out Of The 'Old Tech' Waste Basket [View article]
    people are forgetting about the developing countries...there is still a demand for computers in countries like indonesia, malayasia, phillipines..in fact, i like the fact that intel is not a market leader in the smartphone space because once your the leader in a space, the only way to move is to move down, so arm holdings has soo much pressure to perform and intel can just chip away..intel will bounce back once they get a new ceo..
    Nov 29 07:30 PM | Likes Like |Link to Comment
  • Chesapeake Energy (CHK): Q3 EPS of $0.10 in-line. Revenue of $3.0B (-25% Y/Y) beats by $600M. Results exclude noncash after-tax impairment of $2B tied to carrying value of natgas and oil properties. Shares +2.1% AH. (PR[View news story]
    i believe in carl icahn
    Nov 1 08:12 PM | Likes Like |Link to Comment
  • Corning: Short-Term Catalysts, Long-Term Value and Optionality [View article]
    Glass is a commoditized product. Don't you think they will continue to lose market share to cheaper asian manufacturers?
    Oct 14 10:01 PM | Likes Like |Link to Comment
  • Investing In Cervical Cancer: Merck, Glaxo, And... Inovio? [View article]
    hmm interesting...advx also have a great cervical cancer drug...it got most promising therapeutic vaccine recently..
    Oct 9 06:34 PM | Likes Like |Link to Comment
  • Sprint To Benefit From Unlimited Data Plan For Apple's iPhone 5 [View article]
    this unlimited data plan is great to acquire customers but eventually its got to put a burden on their margins and network load. anyone want to comment on that?
    Sep 26 10:44 PM | Likes Like |Link to Comment
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