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Justin Giles  

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  • Qihoo: Undervalued And Backed By A Strategic Partnership And Solid Earnings [View article]
    I still need to look everything over once again, but from I can see so far, QIHU had another great quarter! Really impressive.

    If there are any shorts on this board, I would love to hear your argument about the recent ER and how you value QIHU now.
    May 20, 2015. 03:07 AM | Likes Like |Link to Comment
  • Qihoo: Undervalued And Backed By A Strategic Partnership And Solid Earnings [View article]
    YY was a mixed bag, but the downgrades went way over the top IMO. It's been a wild ride with Chinese names this quarter... just have to expect the unexpected.

    I think QIHU will report good numbers, but investors will be looking at other things besides just the top and bottom lines. Right now, its all about mobile vs. desktop and who is winning the mobile race.
    May 18, 2015. 02:40 PM | Likes Like |Link to Comment
  • My 50% Upside Portfolio Update: Where Things Stand Now With Earnings [View article]
    Thanks for the comment and the link. Take care!
    May 6, 2015. 01:56 AM | Likes Like |Link to Comment
  • YY: Let Earnings Speak For Themselves [View article]
    bbare3452,

    Well... we just hit an intraday high of $70 Monday. If ER is great once again, I think we will/should see a test of the 52-week high.

    As for me, I'm glad I doubled down and hopefully everyone else did as well. YY is setting up for a big run IMO.
    May 5, 2015. 02:50 AM | Likes Like |Link to Comment
  • LinkedIn beats estimates, but provides soft guidance; shares plunge [View news story]
    Add LNKD to the ongoing list (TWTR, Z, etc.) of stocks that should have never traded at these ridiculous valuations in the first place. It shouldn't come to a surprise to anyone IMO. Congrats to those who have shorted into ER's.
    May 1, 2015. 02:09 AM | 1 Like Like |Link to Comment
  • My 50% Upside Portfolio Update: Where Things Stand Now With Earnings [View article]
    Thanks Hardog. What investments do you currently like?
    Apr 30, 2015. 03:28 AM | Likes Like |Link to Comment
  • Twitter officially reports earnings, cuts guidance; shares -18.2% [View news story]
    If Twitter is a buying opportunity right now, then that must make Zillow, NFLX and AMZN the most undervalued buy's of this century. No thank you!

    Don't forget how overvalued TWTR was during its IPO days (still is)... http://bit.ly/1d6wfCR
    Apr 29, 2015. 03:07 AM | 2 Likes Like |Link to Comment
  • My 50% Upside Portfolio Update: Where Things Stand Now With Earnings [View article]
    Xamd,

    Thanks for your comment as always. Even though we may not agree on everything (Mostly Qihoo haha), it's nice to be able to listen to both sides of the trade with you... unlike certain SA users here that continue to hijack threads, etc.

    As for VRNG, I have two articles waiting in the wings at the moment. Unfortunately I don't have the time that I had back in the day to write about as many stocks that I did before (growing family). I'll get close to finishing an article, and then something else will come up. Luckily, things seemed to have cooled off a bit with ZTE so hopefully I can finish one of these articles. Take Care!

    P.S There are several places to discuss stocks... where exactly is this discussion about VRNG? Will you a private message me with the direct link? Thanks!
    Apr 29, 2015. 03:01 AM | Likes Like |Link to Comment
  • My 50% Upside Portfolio Update: Where Things Stand Now With Earnings [View article]
    No problem Daniel. Glad it was beneficial to you. Take Care!
    Apr 29, 2015. 02:47 AM | Likes Like |Link to Comment
  • My 50% Upside Portfolio Update: Where Things Stand Now With Earnings [View article]
    Happy,

    Of course! My estimates are almost always changing when earning reports are released. There are always positive and negative surprises. Just look at TWTR yesterday! You would be crazy not to look over your numbers and adjust accordingly if there were any issues or positive surprises.

    Not to be rude or anything, but I am very interested in hearing what your due diligence is before you invest in stocks... do you just scan SA articles, or go off of analyst's price targets???
    Apr 29, 2015. 02:44 AM | Likes Like |Link to Comment
  • My 50% Upside Portfolio Update: Where Things Stand Now With Earnings [View article]
    Daniel,

    Earnings and revenue are not immediate with the contracts. It takes time, money and resources to get everything rolled out which is why I believe the market hasn't been impressed as of yet as WYY continues to get everything rolled out with all of its contracts.

    WYY has also continued to beat earnings expectations and looks to grow revenues 70% next quarter (on a YoY basis) and close to 50% YoY for 2015.

    Also earlier this year, The House passed the Homeland Security funding bill which was huge for WYY (considering it's contract was worth upwards of $600M). http://cnb.cx/1zkEdIy

    I'm not sure how the market will react over the next 6-12 months, but I could see shares of WYY anywhere from $2.00 to upwards of $4.00 per share. What about you?
    Apr 28, 2015. 01:52 PM | Likes Like |Link to Comment
  • My 50% Upside Portfolio Update: Where Things Stand Now With Earnings [View article]
    Happy,

    How did you come up with a price target without a valuation? Did you just pick a number out of a hat?

    Like I've said before, you should probably stick to mutual funds or something of that nature.
    Apr 28, 2015. 01:28 PM | Likes Like |Link to Comment
  • My 50% Upside Portfolio Update: Where Things Stand Now With Earnings [View article]
    Stockplaza,

    Sounds like a plan haha. The reason you can't find another company like VIPS is because there isn't anyone like them. I'm actually surprised that one of the top dogs in China hasn't already taken VIPS out with a buyout. Maybe they have, but management most likely knows what they have and do not want to go out on the cheap. With current projections, a $40B+ market cap isn't out of the question over the next two years IMO. Take Care!
    Apr 28, 2015. 12:56 PM | Likes Like |Link to Comment
  • My 50% Upside Portfolio Update: Where Things Stand Now With Earnings [View article]
    Well said Bevo! The drop to $45 was the double down of a lifetime.
    Apr 28, 2015. 12:44 PM | Likes Like |Link to Comment
  • My 50% Upside Portfolio Update: Where Things Stand Now With Earnings [View article]
    Happy,

    First of all, price targets and earning estimates are two different things.

    Also, what are your earnings estimates for NQ for 2015 and 2016? What valuations are you using in predicting NQ to be $15 in two years?
    Apr 28, 2015. 12:42 PM | Likes Like |Link to Comment
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