Seeking Alpha

Mark Gomes

 
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  • Glu Mobile Poised To Climb 50% By Year-End [View article]
    Dan, your comment demonstrates your complete lack of knowledge on how this company operates. They ALWAYS guide conservatively. This was a 54% EPS beat. and companies are valued on earnings. How the masses react is irrelevant.

    ...and your comment about half-truths is very unprofessional, especially for a fellow contributor. A kick-em-when-they're-down attitude is NEVER befitting a professional, which says a lot for you. No offense, but IF you are a truly experienced investor, you listened to the call before opening your mouth.

    So, tell the audience -- were you?

    Fell free to take the last word as you will (keeping in mind that Seeking Alpha is monitoring). I've said all I have to say.
    Oct 29, 2014. 06:35 PM | 2 Likes Like |Link to Comment
  • Glu Mobile Poised To Climb 50% By Year-End [View article]
    It does. Non-professionals haven't factored in the change in deferred revenue.

    This was actually a blowout. For proof, watch what professionals say about this tomorrow...

    The stock is dropping because 99% of after-hours traders don't know enough to look at the change in deferred revenue.
    Oct 29, 2014. 04:43 PM | 4 Likes Like |Link to Comment
  • Easy Moves To Double Your Money In 12 Months [View instapost]
    Ten should be plenty. I started with a $2,000 credit card cash advance. :)
    Oct 29, 2014. 02:10 PM | Likes Like |Link to Comment
  • Easy Moves To Double Your Money In 12 Months [View instapost]
    Foe anyone interested, I was quoted on FB (one of our past triples) this AM. Cheers.

    http://bit.ly/1tBRXJw
    Oct 28, 2014. 01:11 PM | Likes Like |Link to Comment
  • Riding High On AeroGrow [View article]
    I respect your right to your opinion.

    Best of luck.
    Oct 18, 2014. 09:27 AM | Likes Like |Link to Comment
  • More Picks To Triple In A Correction [View article]
    Cheers, Family!
    Oct 17, 2014. 05:53 PM | Likes Like |Link to Comment
  • Riding High On AeroGrow [View article]
    The only thing unusual is how aggressively it trades. I can't help that, nor do I care to. I'm an investor, not a trader.

    When I see COMPANY I like, I bring it to my paying readers' attention. At some random point after that, I bring it to my free readers' attention. Sometimes, the timing is GREAT for the free readers (like HIMX), sometimes not (PXLW). On average, it works out for all PATIENT investors, but more so for those who follow the rules of the Methodology.

    FYI, those who followed my rules had the opportunity to buy BOTH of them around my initiation price. Those who didn't, probably bought PXLW at a higher price, but still made out. Those who pay for my service get the benefit of my assistance with utilizing the rule (and receive frequent updates on my analysis, etc). It's how my business makes money, thus funding payments to industry experts and my junior analyst program.

    In the end, if my average pick rises 80% (the actual number is higher) and you buy it 20% above my initiation price, you're still doing VERY well, especially for someone who doesn't pay for my service.

    So, I hope you can understand why I'm upset. You didn't question the pick. You questioned my integrity regarding the timing of its release to the public. I NEVER mind it when people question my picks (in fact, I EXPECT it, because misunderstood stocks are the cheapest). So, if you want to debate whether AERO will be successful as a company, yes, I invite that spirited debate (assuming you come fully armed with hours of your own research).

    But I don't take kindly to having my integrity questioned, especially by someone who has had plenty of time to test it.
    Oct 17, 2014. 05:48 PM | 1 Like Like |Link to Comment
  • Riding High On AeroGrow [View article]
    Bazooka,

    I have to be honest here. After all the time I've taken to personally answer your questions over the months (years?), it hurts my feelings immensely that you would insinuate such a thing.

    My articles have always appeared on Seeking Alpha with little regard for timing. I provide strong disclosures to read my Methodology BEFORE even thinking about investing. The Methodology provides simple rules that ANYONE can use to succeed.

    Greggo clearly did that (thank you, Greggo!). Also, though I don't endorse TechSpec's demeanor (sorry, Tech, I'm a little upset and just calling it as I see it today), he correctly hypothesized that this is intentional, because Seeking Alpha is NOT my full service. To utilize my free SA work, you MUST read and follow my SIMPLE rules. Otherwise, you probably won't be successful no matter what.

    If I give away more than I do here, I won't get paying customers. As it stands, my paying customers question how much I give here. I now see that they have a point. After all this time, you're not a client, though you read my stuff and ask me questions (and apparently question my integrity).

    In the end, SA represents a small % of the business I have received. Facebook (40,000 followers) and Twitter drive the majority without having to donate time to people who turn around and question my intentions, especially with my track record on display and clearly showing years of outperformance FOR FREE.

    I want to help people. Period. I thought you of all people knew that.

    If anyone wonders why I've been posting fewer articles in recent months, now you know. Losing my faith in the ability for people to be gracious.

    Sorry, but I'd be upset at myself if I didn't speak up. It's challenging to maintain a positive demeanor with people who don't understand me. But it's distressing to realize that people who SHOULD understand me don't.

    Mark G.

    p.s. for anyone else who questions my integrity, it's a free country, so I fully respect your right to your opinion. However, I will tell you two things from experience (which I have previously stated somewhere once before):

    1. Hits to my website and new subscriber activity actually INCREASES when I receive accusations. I find this sickening, because it tells me that the actual pumps benefit from negative PR. I guess what they is true about no publicity being bad publicity. Regardless, those who intentionally attack me are actually raising awareness... and a good % of the people who read about me on PoisedToTriple sign up.

    2. Those who question my integrity with honest intent are stuck in a catch-22. My life is an open book online. If you have researched me and still don't trust me, there's nothing I can do to change that, you know? And that's ok... I can accept that. However, if you can't trust me, then you're wasting your valuable free time here. That's not meant to be snide. It's just common sense.

    I know it's a messed up world, but don't let it change you for the worse. Avoid people you can't bring yourself to trust, surround yourself with people you can and thanks God for the fact that people like that still exist.

    The world's not out to get you. It's not all bad.

    Sigh.
    Oct 17, 2014. 04:36 PM | 3 Likes Like |Link to Comment
  • Riding High On AeroGrow [View article]
    Bazooka,

    Great points. The best point however is that you do your homework to determine if the picks are stretched or not. That's what an investor is supposed to do...NOT blindly jump at every headline. #badhabits

    The reality is that I DON'T time my Seeking Alpha releases at all. I'm simply providing "writing samples" of my work to get some PR. Anyone who is willing, can read my Methodology (which I constantly urge in my disclosures and SA profile) and figure out the right timing for my picks.

    Anyone who doesn't, acts at their OWN risk. As I've been told by many paying subscribers (over 2,000 thus far), it's not my job to give free readers everything I charge them for. If you're too busy (or lazy, as some of my members admit) to read the Methodology and do-it-yourself, you should pay for my service or not play my picks at all. #honesty

    For the record, some of my Seeking Alpha "timing" was perfect (HIMX initiation), some were not. Most of it is chance. But overall, Seeking Alpha tracks the performance of my articles and you can see that the performance is great for something I do for free / PR. Beating the market consistently for 5+ years: http://bit.ly/1ENwAJI

    That's the "free" in "freemium". If someone wants to CRUSH the market with my picks, they HAVE TO read the Methodology or sign up for my service. It's only fair. Otherwise, I have no economic incentive to be here ;)


    Kindest Regards As Always,

    Mark G.
    Oct 15, 2014. 06:54 PM | Likes Like |Link to Comment
  • Glu Mobile Poised To Climb 50% By Year-End [View article]
    p.s. not trimming the hedges too much though. See today's videocast for details.
    Oct 15, 2014. 06:27 PM | Likes Like |Link to Comment
  • Glu Mobile Poised To Climb 50% By Year-End [View article]
    Red Alerts require clear signs that a major collapse / recession is forthcoming. The evidence is mounting, but not enough to go beyond a Yellow Alert yet (which has been fruitful enough for those who follow the Methodology at PoisedToTriple.com -- congrats for being among them!). FYI, if I go to a Red Alert, subscribers to my newsletter will be the first to know, so take no offense if I don't answer this question in the future ;)

    FYI, at these levels, I'm actually reducing my hedges a bit and rebalancing my portfolio to make sure everything matches what the Methodology advises. See my client-only video that was just released at PTTResearch.com for more.

    Congrats again and kindest regards,

    Mark G.
    Oct 15, 2014. 06:13 PM | Likes Like |Link to Comment
  • More Picks To Triple In A Correction [View article]
    Yes sir. If you short an index via a fund, you short all constituents of the index. Not widely known, but common sense if you think about it. Consequently, in the absence of news, GLUU will tend to move 4% for every 1% move in the Russell, especially when that action has a heavy component of ETF activity.

    In my opinion (and according to internal calculations I have done), this is why the stock has fallen so steeply, not anything wrong with the company. Indeed, they have been executing brilliantly since my initiation one-year ago (up 35% versus negative returns for the Russell).
    Oct 15, 2014. 04:21 PM | Likes Like |Link to Comment
  • Riding High On AeroGrow [View article]
    JP, totally understood! Cheers.
    Oct 15, 2014. 02:02 PM | Likes Like |Link to Comment
  • My Performance On Seeking Alpha Stinks ;^) [View instapost]
    Hi All,

    Not being someone to throw anyone under the bus, I've been keeping my mouth quiet on the GTAT fiasco. I certainly took (take) responsibility for introducing Mr. Margolis to many, but have repeatedly stated that I had no involvement in researching / selecting GTAT.

    Thankfully, yesterday, Mr. Margolis stepped forward to set the record straight: http://bit.ly/11nFYo1

    Kindest Regards,

    Mark G.
    Oct 15, 2014. 11:42 AM | Likes Like |Link to Comment
  • My Performance On Seeking Alpha Stinks ;^) [View instapost]
    With all due respect, it's important for people to check their facts before casting accusations. I'm not one to throw anyone under the bus, so I've been keeping my mouth shut on this GTAT fiasco.

    Thankfully, yesterday, Mr. Margolis stepped forward to set the record straight: http://bit.ly/11nFYo1
    Oct 15, 2014. 10:55 AM | 1 Like Like |Link to Comment
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