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  • The Cloud Is A Long-Term Negative For The Server Market [View article]
    Are you saying that Intel reported that according to its own research it's a great choice? :)
    Nov 26, 2014. 02:50 PM | Likes Like |Link to Comment
  • The Cloud Is A Long-Term Negative For The Server Market [View article]
    Not at all. Intel has no choice but to invest in cloud or be another "Blockbuster" (not the movie, the company). I am afraid Intel today is where Compaq and Sun were in 2000. The PCs and servers didn't go away, they just became low margin commodities, the same will happen to chips.
    Nov 26, 2014. 02:48 PM | Likes Like |Link to Comment
  • The Cloud Is A Long-Term Negative For The Server Market [View article]
    Paulo, overall I think your thesis is good but I disagree with a couple of points:

    "Although less servers are needed, this trend does not affect storage".

    Cloud will eventually be very bad for storage (hard drives, SSD, etc.). If you are a consumer, you don't buy digital music, you stream it from Spotify. If you are a business user, you don't have to buy Microsoft Office and install it on your hard drive, you buy Office 360 streamed to you from the cloud. If you are a company, you don't back up your server data to offline storage, you rely on your cloud provider back-up which is much more efficient.

    I also think even a bigger problem for Intel and other "brand names" is commoditization of servers in the cloud due to virtualization and "big data" technologies such as hadoop moving calculations to a grid. If you are a cloud provider, you want to buy a million cheap no-name easy-to-replace boxes with modest CPUs, not a high-end 64 core server. The servers are racing to the bottom where the cheapest producer takes all, just like PCs did a few years ago.
    Nov 26, 2014. 02:07 PM | Likes Like |Link to Comment
  • No Alpha In Omega Protein [View article]
    I would have complemented your article if it came out a couple of days earlier but now it's old news with a 20/20 hindsight. Many investors don't understand an extremely volatile nature of OME main business with many moving parts and get overenthusiastic over a good earning report and bearish with a bad one. In reality, this is a very mean-reverting business where buying cheap and selling high, while paying less attention to last Q earnings, is the best strategy.

    I actually think that now OME presents a decently value after a huge sell-off. I am with you that one shouldn't be very comfortable with their last purchase of Bioriginal for that high a multiple (that's why I am not an owner of the stock at this moment). But overall one should start looking into getting back as the stock price will probably mean-revert just like it has always done.
    Nov 19, 2014. 01:17 PM | 5 Likes Like |Link to Comment
  • Joe's Jeans: No Need To Go Bankrupt, Just Throw The Bums Out [View article]
    Robin, EBITDA is likely to significantly improve as they cut post merger costs. Also, their CapEx is very small as they mostly do wholesale. So, given lower interest costs, most of it would flow to the bottom line (after tax).

    Joe's and Hudson are decent brands and do have brand equity. Just look how much they charge for their jeans.
    Nov 19, 2014. 10:12 AM | 3 Likes Like |Link to Comment
  • RCI Hospitality: The Exotic Dancers Must Be Paid [View article]
    Alex, I'm not sure why you think Rick's didn't treat its employees well. The court decision made mockery of minimum wage laws. Do you really believe that any of the dancers were making less than $7 an hour? It's possible that the judge was handcuffed by idiotic labor laws and had no choice so I am also not exactly optimistic that Rick's prevail on appeal. Yet, the pay out is far away and you should take the present value of the payout which is much less than $10 million. In addition, the case wasn't going well for a while so a lot of it was already priced in.

    On an energy drink, all I can say Eric never learns his lessons from Ricky Bobby debacle. I agree that the company should stick to its core business where plenty of money can be made.
    Nov 19, 2014. 10:06 AM | 1 Like Like |Link to Comment
  • Broker-dealers: New SEC plan a Trojan Horse against dark pools [View news story]
    Just another horrible idea no doubt lobbied by market makers and exchanges so they can line up their pockets at the investors expense who will be forced to pay high spreads. Where HFC shop was stealing a penny, now a market maker will steal a nickel. Well done!

    Maybe we should go back to phone brokers with $400 for a simple trade so they can provide "objective research" for their clients.
    Nov 11, 2014. 05:40 PM | 4 Likes Like |Link to Comment
  • RCI Holdings: Destroying Shareholder Value One Deal At A Time [View article]
    Agree with Keubiko. The deal with the energy drink company is a head-scratcher but the amount invested is too trivial to qualify as the "destruction of shareholders' value". I wouldn't be shocked if some details will come out in 10Q/10K in "related party transactions". I would much prefer that the company put all its energy in cash reducing its high cost of mortgage debt by transferring to REIT or refinancing instead of stock buy-backs or acquisitions. RICk's is still paying over 10% on some its secured debt which is obscene in our ZIRP environment.
    Nov 5, 2014. 11:34 AM | 2 Likes Like |Link to Comment
  • Female Health Company: A Missing Stock In Ebola Mania? [View article]
    IV, thanks for reading. I agree that Dilma's election is helpful as she does favor social spending.

    My point on Ebola is that that the attention will eventually shift from controlling outbreak to its prevention. In the perfect rational world, Ebola would make the last page of a newspaper if at all as it will kill a much smaller number of people than flu, malaria, polluted drinking water, etc. There is yet a single person to die of Ebola in the Western World (in almost a year), apart from the patient who came already sick.

    In the stupid world we live in, driven by sound bites, talk show listeners who can't even locate Africa on the map, the focus will stay on Ebola for a while which will probably lead to opportunities for WHO and other NGOs to get bigger budgets. It will help Female Health to position itself as Ebola prevention company.
    Oct 30, 2014. 12:32 PM | Likes Like |Link to Comment
  • Female Health Company: A Missing Stock In Ebola Mania? [View article]
    I suppose your point is technically correct but it misses the point of my article. The condom will prevent one from getting Ebola from a person who is symptom free after being "cured". There must be at least several thousand males in Africa who survived Ebola and look healthy but will carry the virus in their semen for next three months. Basically, it's hard to completely stop Ebola unless male survivors stop having unprotected sex or females protect themselves by using female condoms. The disease is likely flare up again and again after a lull. Hence, big opportunity for FHCO.
    Oct 17, 2014. 11:21 AM | Likes Like |Link to Comment
  • ECB's Coeure: Bank to start buying assets in a few days [View news story]
    "Deutsche Bank President Jens Weidmann". You confused Deutsche Bank (private company) with Deutsche Bundesbank (Central Bank).
    Oct 17, 2014. 08:54 AM | Likes Like |Link to Comment
  • Female Health Company: A Missing Stock In Ebola Mania? [View article]
    Thank you for reading but I am not sure I understand your comment, especially about the nurses, or perhaps you didn't read what CDC said until the end of the page.

    Semen is different from other body fluids that it can carry the virus 90 days AFTER a male is cured. Condoms are obviously very effective in preventing semen from getting into female body.
    Oct 17, 2014. 08:22 AM | 1 Like Like |Link to Comment
  • Versar Is The Least Relevant Hazmat Suit Player [View article]
    Probio Invest, I believe you reference my numbers in last two paragraphs about hazmat representing only 2% of revenue. Please be courteous and provide a citation link.

    http://seekingalpha.co...
    Oct 16, 2014. 06:35 PM | 2 Likes Like |Link to Comment
  • Versar Is A Victim Of Ebola Bubble [View article]
    Thanks Jorge. I'd be careful with shorting though, or at least be ready for a short squeeze if another nurse gets sick. I know people who went broke shorting pets.com and Webvan in 1999. Market can stay irrational much longer than you can stay solvent.

    It's best to wait out and pick up the pieces after VSR will (inevitably) crash. The company itself should have a good year in its main business (check their record backlog). I wouldn't be shocked if it will make a new low after the day traders exit.
    Oct 15, 2014. 07:31 PM | 1 Like Like |Link to Comment
  • Versar Is A Victim Of Ebola Bubble [View article]
    Because the unit production capacity is tiny. It's nice of them to change the graphics and put Ebola imagery all over the place, but several days ago infectious diseases were not even mentioned on the Web site.
    Oct 15, 2014. 02:33 PM | 2 Likes Like |Link to Comment
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