Seeking Alpha
View as an RSS Feed

Mark Gomes  

View Mark Gomes' Comments BY TICKER:
Latest  |  Highest rated
  • JAKKS Pacific's Share Price Will Soar As Buyout Pressure Mounts [View article]
    I agree with CVC. We both think the stock is going higher, but we're not here to fool ourselves into thinking that a short squeeze is on the table.

    That begin said, if JAKK can use the coming flood of cash flow to buy out the convert, the convert arbs will simultaneously want out of the short position that hedges their convert positions.

    That likely would occur via some orderly means, not a squeeze per se. The point is, there are many ways for a stock to achieve fair value. In 25+ years I have yet to find a silver bullet for figuring out how (or when) my picks (6-year performance record here -- http://bit.ly/14zls2d) will triple or get acquired, yet roughly 50% of them do.

    The thing that has worked in 100% of those cases has been to buy cheap and patiently wait.
    Jun 9, 2015. 07:08 AM | 3 Likes Like |Link to Comment
  • JAKKS Pacific's Share Price Will Soar As Buyout Pressure Mounts [View article]
    Gentlemen,

    Bingo on all counts.

    Cheers!

    Mark G.
    Jun 8, 2015. 06:30 PM | Likes Like |Link to Comment
  • Bird Flu Infects Post Holdings - Shares Are Poised To Plummet [View article]
    Cheers folks.

    FYI, I just heard that J.P. Morgan has downgraded POST's bonds to Underweight.
    Jun 1, 2015. 12:22 AM | 2 Likes Like |Link to Comment
  • Attunity + Appfluent: A Force To Be Reckoned With [View article]
    New all-time high for ATTU. Kudos for your continued (and accurate) coverage of this PTT Portfolio graduate! http://bit.ly/1dkid6K
    May 20, 2015. 11:15 AM | Likes Like |Link to Comment
  • Should King's Sour Candy Be Crushing Shares Of Glu? [View article]
    KING now -30% since last year vs. +55% for GLUU. This could be the canary in the coalmine quarter for KING. Quite a bit later than I expected, but still working out.
    May 14, 2015. 05:11 PM | Likes Like |Link to Comment
  • Mattersight Reports Strong Q4 Business Activity [View article]
    I have little expertise in predicting 3-month movement. My specialty is picking stocks with superior risk/reward ratios, looking at a 1-3 year timeframe... and MATR remains solidly nearly the top of my list.
    May 6, 2015. 05:10 PM | Likes Like |Link to Comment
  • Mattersight Reports Strong Q4 Business Activity [View article]
    I think 20% operating margins is a very doable target.
    May 2, 2015. 03:13 PM | Likes Like |Link to Comment
  • Ignore The Downgrade - Glu Is Still Poised To Triple [View article]
    Thanks for the feedback. We're actually working on a process reconfiguration to enable our research to reemerge on SA again. Negotiations are underway...
    Apr 30, 2015. 12:33 PM | Likes Like |Link to Comment
  • Glu Mobile beats by $0.03, beats on revenue [View news story]
    Cheers Folks. BadEconomy, I think you are dead on. Bingo.
    Apr 29, 2015. 05:56 PM | 1 Like Like |Link to Comment
  • Ignore The Downgrade - Glu Is Still Poised To Triple [View article]
    How's that downgrade looking now? That was at $3.65 per share... $3 ago.
    Apr 29, 2015. 05:29 PM | Likes Like |Link to Comment
  • Shares Of Glu Mobile Are Poised To Triple [View article]
    Needless to say, we reiterate our stance on GLUU. New picks coming soon at http://pttresearch.com
    Apr 29, 2015. 05:27 PM | 1 Like Like |Link to Comment
  • Ignore The Downgrade - Glu Is Still Poised To Triple [View article]
    Needless to say, we reiterate our stance on GLUU. New picks coming soon at http://pttresearch.com
    Apr 29, 2015. 05:26 PM | Likes Like |Link to Comment
  • Glu Mobile beats by $0.03, beats on revenue [View news story]
    HUGE inflow of capital from Chinese Internet giant Tencent, along with the signing of Britney Spears, are indirectly related in my opinion.

    It's clear to me that the capital is to sign more pop-culture stars and multiply the number of Kim K type games they offer. Feels like a monopoly in the making.

    I wonder who the most popular person in China is...
    Apr 29, 2015. 04:35 PM | 4 Likes Like |Link to Comment
  • Glu Mobile beats by $0.03, beats on revenue [View news story]
    Our top holding does it again! http://bit.ly/1bVu6PX
    Apr 29, 2015. 04:26 PM | 9 Likes Like |Link to Comment
  • Is This Genetic Food Engineer A 10 Bagger Or A Bust? [View article]
    It's not up...it's a reverse split ;) Based on last night's close, the stock should be $2.88 to be even today. However, it's $2.46, so it's actually DOWN about 15%.
    Apr 9, 2015. 02:31 PM | 1 Like Like |Link to Comment
COMMENTS STATS
2,044 Comments
1,747 Likes