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Mark Gomes  

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  • 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
  • Glu Mobile And Aerogrow Jumped 20%+ On Wednesday… What's Next? [View instapost]
    I agree with the wiz. AERO brings product synergies and, more importantly, a better-known brand and established distribution channels, which SMG is aiding (and can eventually leverage to quickly ramp the success of its related acquisitions).
    Apr 5, 2015. 02:49 PM | Likes Like |Link to Comment
  • Coming Out Of Hiding [View instapost]
    This will be discussed in this week's RESEARCH newsletter. Stay tuned. http://bit.ly/UsrzTN
    Mar 25, 2015. 11:19 PM | Likes Like |Link to Comment
  • JAKKS Pacific beats by $0.04, beats on revenue [View news story]
    I've said it many times before... The short-term movements of stocks are based on supply, demand, and human psychology. The market has proven time and again that these things are impossible to predict with consistency, which is why we have to focus on fundamentals instead of short-term stock movements.

    Many people "buy the rumor and sell the news". We have seen GLUU, AERO, and MATR rally ahead of earnings. Post-earnings, GLUU rallied, MATR rallied (despite losing its CFO and "missing" EPS by 2-cents) which was astounding, but the right move, and AERO (which delivered a monster number) sold off, albeit after a huge run ahead of the announcement. No rhymes; no reason.

    However, anyone who understands fundamentals also understands that yesterday's move in JAKK was irrational (not to be so confused with surprising). Not surprisingly, B. Riley looked purely at the fundamentals and upgraded the stock to a buy this morning with an $8 price target… a buck higher than it was before announcing earnings.

    It all goes to show that a lot of investors don't know how to listen to an earnings call, decipher the information, and react properly. If the stock starts falling, people just start selling. Brilliant strategy. LOL.

    In any case, it was a great earnings season for my basket of stocks, which is trouncing the averages so far this year (as they did in 2014, though it didn't seem that way in the final months). I can't speak for anyone else, but I'm pretty happy with how things are going. But then, I judge my investments based on fundamental performance, not how the stocks move on a day-to-day basis.

    That being said, investors can judge things as they wish. It's their money, so they're 100% entitled. I like my way because it accepts the madness and just focuses on reality with a longer-term view, which leads to a lot less frustration. There's a reason why Warren Buffett always seems so calm and serene... ;)

    Cheers,

    Mark G.
    Feb 26, 2015. 08:31 AM | 7 Likes Like |Link to Comment
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