James Sands
James Sands
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A,
AAPL,
AH,
AMZN,
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AUGT.OB,
AWAY,
BBRY,
CAR,
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CLH,
CMCSA,
DIS,
DISCA,
DTG,
EXPE,
FB,
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I,
KYAK,
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MELI,
MFC,
MM,
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OPEN,
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P,
PCLN,
PCP,
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SAP,
SDRL,
SINA,
SLF,
SNI,
TAL,
TECD,
TGH,
TRIP,
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VCLK,
VELT,
VFC,
WWAV,
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Z,
ZIP,
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Philip Saglimbeni: but I do the same with Seeking Alpha, I can't stand the SA app -
James Sands: Same here, I like my desktop functionality much more so than mobile.
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James Sands
Nice run working here on $WWAV, however, it seems that there is a nice run working on most everything of late. - View all 0 replies
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James Sands
UK and mobile ad spending: http://bit.ly/13z68S1 $VELT, $MM, $GOOG, $FB, $P, $AUGT.OB, Twitter - View all 0 replies
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James Sands
$GOOG, $AAPL, $PCLN, who would have thought it. Google is the closest to possibly close over $1,000. - View all 3 replies
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James Sands: I sold out near $600 a while back when I revamped my portfolio. I would rather own DoubleClick, YouTube, or Admob separately. -
James Sands: Google is another company though that if you just dove in at the IPO and held, you would be doing quite alright.
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James Sands
Social network worldwide growth: http://bit.ly/10E8jiU $FB, $GOOG, $SINA, $YOKU, $RENN, $LNKD, Twitter and Tencent. - View all 0 replies
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J. A. Saglimbeni: James, probably will do little for the stock, revenue growth that leads to quality earnings are hard to come by with $FB-long $GOOG. -
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James Sands
Here's some info speaking to LinkedIn's corporate customers: http://bit.ly/12gUlGF $LNKD, $FB, $GOOG, $Twitter - View all 0 replies
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James Sands: Special attention to risk disclosures related to additional capital needs, doubt about ability to continue as a going concern, -
James Sands: Material weakness in internal control over financial reporting, future compliance with financial convenants (HSBC), and DSO
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James Sands
$MELI has shot up to the number 2 spot in the IIF portfolio: http://seekingalpha.com/a/s6hp - View all 16 replies
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James Sands: Check out the 2yr chart's volatility, I entered my position in August 2012 on a major sell-off @ $66. -
Philip Saglimbeni: terrific buy, it's the kind that requires a confident knowledge of the business because charts are pretty much out the window at that point
