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Joseph Poma  

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  • Herbalife Still Ascending Mount Everest - Look Out Below [View article]
    Seems like the bear side of this trade seems to think that there is no way that 88% of "distributors" not receiving compensations could possibly be discount purchasers, but why not take a moment, step back and look from a different angle.

    What if Coca-Cola said tomorrow we're changing our business practices to cut down on advertising, instead we're going to follow the MLM model.

    What is the customer base going to do, continue to purchase small quantities at MSRP (or thereabout) OR are they going to join with Coca-Cola, pay a small initiation fee and purchase their soda in bulk quantities, where the sum of savings per bottle (as well as other Coca-Cola brand products) is greater than the initiation fee. I believe the bulk of the cola drinking population would choose the later. It really isn't that difficult to understand.

    I suggest the you shorts stop acting like lemmings and let Ackman fall of the cliff alone.
    Sep 15, 2013. 01:29 PM | 4 Likes Like |Link to Comment
  • Herbalife Still Ascending Mount Everest - Look Out Below [View article]
    Surprise! Another Negative story from the subjective, Perma-Bear Matt Stewart.

    Actually...scratch that, this isn't even an article, its a list of questions that he is not qualified to answer himself.

    Stop spewing garbage.
    Sep 13, 2013. 09:18 AM | 3 Likes Like |Link to Comment
  • Ackman sends 52-pager to Herbalife auditor, Ramey says nothing material [View news story]
    "In light of the materiality of this audit to Herbalife, it is crucial that investors can be confident of the independence and objectivity..."

    Is he serious? If you were so worried about independence and objectivity, you would have shut your mouth and let the auditing company, whose specialization is in accounting and auditing, do their job unimpeded and without outside commotion!
    Sep 11, 2013. 04:32 PM | 7 Likes Like |Link to Comment
  • Ackman sends 52-pager to Herbalife auditor, Ramey says nothing material [View news story]
    Nothing reeks of desperation as badly as blackmail does.

    Ackman is essentially saying to the auditor:

    "If I'm right, you will lose, and if I'm wrong I will do what it takes so that you lose."
    Sep 11, 2013. 04:19 PM | 8 Likes Like |Link to Comment
  • Like, No... Love Facebook [View article]
    I hope everyone has enjoyed this move higher!!!
    Sep 1, 2013. 04:20 PM | 1 Like Like |Link to Comment
  • Ambarella: Channel Checks Point To Earnings Miss, Significant Downside [View article]
    No picture, only 8 comments, following 3 and only 2 followers...yeah sorry, but anything you say has zero credibility with me.

    Regarded = Well known contributor on the site, 11,513 comments, 7500 followers... I'm not one to buy into the logical fallacies of Ad Populum, BUT his track record is proven.

    Aug 27, 2013. 12:13 PM | 1 Like Like |Link to Comment
  • Ambarella: Channel Checks Point To Earnings Miss, Significant Downside [View article]
    Yeah, now I'm not sure if this author is a current short or a future long of the stock... possibly both? The fact that the article was timed right when AMBA entered its quiet period makes me really suspicious....
    Aug 26, 2013. 02:53 PM | 1 Like Like |Link to Comment
  • Ambarella: Channel Checks Point To Earnings Miss, Significant Downside [View article]
    All these people short the stock have seen the run up in price and as soon as a few early on investors take profits and the stock drops, they're piling on. Looking at the bigger picture though, this company is experiencing significant growth and is much more diversified than this contributor describes.
    Aug 26, 2013. 10:26 AM | 3 Likes Like |Link to Comment
  • Microsoft pares gains as Street mulls post-Ballmer era [View news story]
    How much more will he be worth if he comes out and leaves the company tomorrow?
    Aug 23, 2013. 02:11 PM | Likes Like |Link to Comment
  • After-hours top Gainers / Losers [View news story]

    STXS up WAYYYY more than 6% try like 75%
    Aug 2, 2013. 10:48 PM | Likes Like |Link to Comment
  • Ackman to file SEC complaint following news of Soros Herbalife stake: NY Post [View news story]
    Ackman is toast. Good company or not, he has tainted his hedgefund by displaying his inability to keep his business life and personal feelings separate. Any reasonable investor would have cut some losses after the first earnings beat, no less the second earnings beat. The fact that he insists that he hasn't bought back a single share speaks volumes about his motives. Despite his past track record, it won't be long before his investors begin to realize that he is willing to risk THEIR money in his failed attempts to hurt Icahn for HIS personal benefit. First of the month...possibility for redemptions?
    Aug 2, 2013. 10:43 PM | 2 Likes Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    HAHAHAH! The Z10?!?! That is a great joke!

    ... oh wait... you were serious?
    Aug 2, 2013. 08:54 PM | Likes Like |Link to Comment
  • Pandora (P) is upped to Buy with $24 price target at Morgan Stanley, the team calling the company "The Netflix of Radio," and "the best pureplay exposure to the secular shift of radio dollars to online channels." Pandora trails only Facebook and Google in monthly consumer usage, notes Morgan. Shares +4.9% premarket. [View news story]
    Not for nothing but everyone is treating Apple like a tech company because of how it has generated its revenue and its name sake. You have to recognize though that Apple is also in the media business. Look at the billions in revenue that iTunes does. In the beginning the transition will be slow, but once people recognize the power of iTunes Radio, you'll likely see users converting in masses.

    Sure critics say that users have taken the time to build and refine their stations, however I don't think that is going to be a sticking point if the service is of similar quality. Anyway, creating new playlists with iTunes radio would not be difficult if Apple makes it so that you can choose stations based on your iTunes library.

    Not to mention the fact that iTunes I'm sure will link their store with the radio which will push revenues even further. Long rune winner is clearly Apple, Pandora investors will pretend like everything is good for a while. Maybe the stock will hit the low, maybe even mid 20's. When that happens, put options and covered calls (if you dare to actually own the stock and not take profits).
    Jul 1, 2013. 04:28 PM | Likes Like |Link to Comment
  • Detroit has become the most populous city to default since Cleveland in 1978 after it missed a $39.7M debt payment on Friday. Overall, Detroit intends to suspend payments on $2B of unsecured debt as part of the plan of Emergency Manager Kevin Orr to turn around the city's horrific finances. Other measures include demanding that unsecured creditors accept a haircut of over 90%, and cutting pensions for active and retired workers. [View news story]
    Why so impossible? There were districts that voted 100% democrat in Philly?
    Jun 16, 2013. 04:17 PM | Likes Like |Link to Comment
  • Apple (AAPL +0.2%) roundup: 1) Bloomberg reports the iAd team is engaging major brands to buy ads for iRadio ahead of a planned launch next week at WWDC; ad revenue will be shared with studios. 2) Fairly reliable KGI Securities predicts an updated 13" retina MacBook Pro will be launched at WWDC; it's said to be thinner than the current model, and to sport an improved camera. SKU leaks also point to at least one MacBook refresh. 3) Global Equities claims iOS 7 will support "bend" and "squeeze" gestures," but is short on details. 4) Worried about margins and competition, top shareholder Fidelity Contrafund cut its stake in Apple by another 9% in April, after cutting it by 12% in Q1. [View news story]
    Being up 14% in a year when the S&P is already up 15% is a little something I like to call "Under Performing The Market".
    Jun 4, 2013. 08:33 AM | 2 Likes Like |Link to Comment