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  • WDDD - A Conversation With CEO Thomas Kidrin  [View instapost]
    No one knows for sure about related parties associated with Vringo making contact with WDDD, but I think there's plenty of substance behind the chatter. Wouldn't surprise me at all to see Vringo make an offer to WDDD after the Markman hearing ... or even before. It's right in their wheelhouse. There's a recent short-seller in WDDD IMO that may be biting off more than he can chew, thus I suspect a bear raid is in the cards at some point and that will be a great sign the stock is going much higher.
    Feb 19 02:19 PM | 1 Like Like |Link to Comment
  • Herbalife: Shattering The Personal Consumption Myth [View article]
    Well Dan Loeb basically just told us through his actions that he doesn't think there will be a short squeeze, as he's just playing for quick profits and ultimately leaving the bag for others to hold. Carl Icahn ? LOL. That guy's a total buffoon that could barely make it through his most recent CNBC interview. End result ? Ackman wins the prize IMO.
    Feb 17 08:16 PM | 1 Like Like |Link to Comment
  • InVivo Therapeutics: Why Run-Up To March 9 Likely [View article]
    As always ... a brilliant article. Glad I "followed" you on Seeking Alpha. Your calls are ALWAYS spot on.
    Feb 15 09:15 AM | 1 Like Like |Link to Comment
  • LinkedIn Is A Sure Fire Short At A P/E Of Almost 1,000 [View article]
    Who on earth ever looks at the trailing P/E ? Ummm .... no one. Check out the forward P/E and it's wayyyyyyyyy cheaper than AMZN and more upside is clearly in the cards.
    Feb 11 09:23 AM | Likes Like |Link to Comment
  • 6 High-Growth BRIC Small And Mid Caps With Bullish Short Trends [View article]
    Surprised to not see NQ on this list. Most compelling value in China IMO.
    Feb 9 02:02 PM | Likes Like |Link to Comment
  • Short Interest Is Decreasing In These Chinese Stocks [View article]
    You guys need to look at NQ, as I find it to have the most compelling value of ALL the China stocks I've researched, not including RTO's. A good friend hedge fund manager of mine in Beijing is close to the company and sees a likelihood of a triple in share price this year alone.
    Feb 9 02:00 PM | Likes Like |Link to Comment
  • NQ Mobile - High Growth, Strong Tech, Dirt Cheap [View article]
    I have a hedge fund manager friend in Beijing who's close to the company and he sees a very possible triple in price for 2013. FWIW, which isn't much as the stock declines.
    Feb 8 01:21 PM | 1 Like Like |Link to Comment
  • Opexa Rallies Bigtime On Deal With Merck Serono [View article]
    Opexaman .... please tell me you cashed in yesterday, especially after reading Adam Feurerstein's article. You deserve the profit after having held forever.
    Feb 6 08:47 AM | Likes Like |Link to Comment
  • Trius Therapeutics: Takeover Candidate In 2013 [View article]
    Well after your big score with TTNP, I'll start watching this one.
    Feb 4 12:53 PM | Likes Like |Link to Comment
  • How To Play Baidu's Earnings Announcement On Monday [View article]
    NQ - the most compelling Chinese stock at the moment IMO with 61% EPS growth this year, a forward P/E of 7, massive insider buying, deals with Verizon and other major players and certainly under NO scrutiny from the SEC or anyone else.
    Feb 2 11:57 AM | 1 Like Like |Link to Comment
  • VMware Earnings: Down But Not Out [View article]
    VMW says revenue growth only 2% lower for the year and only because of the first half of the year. With growth at 21% in the back half of the year, I see a steady climb back up from here, as people realize it was just a speedbump and nothing more.
    Feb 1 09:50 AM | 1 Like Like |Link to Comment
  • OCZ: Doom And Gloom Or Buyout Candidate? [View article]
    I don't really follow the stock, but what a well presented article.
    Feb 1 08:22 AM | Likes Like |Link to Comment
  • 3 Stocks With Outstanding Ratios To Buy Now [View article]
    Amazing that REGI hasn't announced what they filed in their 8-K on Jan. 8th, leading to a minimum EPS of $4.60 (plus) for 2013. That news will eventually get out and the stock will go nuts IMO.
    Jan 31 02:45 PM | Likes Like |Link to Comment
  • 5 High-Growth Chinese Small And Mid Caps With Bullish Short Trends [View article]
    You guys need to execute DD on NQ and I'm surprised I never looked at it before today. Insiders just bought a truckload of stock and EPS growth is projected at 61% this year with a forward P/E of 7. Just about the best thing I've reviewed in quite some time.
    Jan 29 03:06 PM | Likes Like |Link to Comment
  • Perion Network: Are The Risks As Bad As Some Suggest? [View article]
    Heavyweight short-seller GeoInvesting put out a note yesterday that they're long PERI and I'd trust their DD any day over Vince Martin (who ?), especially since Geo loves to short stocks, yet chose to go long PERI.
    Jan 29 02:27 PM | 1 Like Like |Link to Comment