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Mike Arnold  

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  • Radcom: Q3 Earnings Could Be The Catalyst To Push Shares To Double Digits [View article]
    Well, you know, in the interest in full disclosure since I wrote this last week. To reiterate though, I'm still very bullish for reasons cited here.
    Oct 6, 2014. 08:34 PM | Likes Like |Link to Comment
  • Radcom: Q3 Earnings Could Be The Catalyst To Push Shares To Double Digits [View article]
    I'm embarrassed to say this but something came up over the weekend and I had to sell about 2% of my RDCM holdings today (right about my cost basis). Everything I said here are facts and my interpretation of the remaining pieces of the RDCM story. I'm holding the rest through earnings.
    Oct 6, 2014. 03:50 PM | Likes Like |Link to Comment
  • GT Advanced Technologies Value Exceeds The Market Price [View article]
    I think it is kind of weak to hold readers accountable for not catching the problem in order to save you money!

    Sorry to the folks who got caught up in this debacle.
    Oct 6, 2014. 02:40 PM | 3 Likes Like |Link to Comment
  • Radcom: Q3 Earnings Could Be The Catalyst To Push Shares To Double Digits [View article]
    Thanks for the constructive comments and your insight. You are right; there are some tailwinds from currency translation this Q which could add some earnings to the bottom line.
    Oct 5, 2014. 12:58 PM | Likes Like |Link to Comment
  • Radcom: Q3 Earnings Could Be The Catalyst To Push Shares To Double Digits [View article]
    Me too.
    Oct 4, 2014. 12:54 PM | Likes Like |Link to Comment
  • HealthEquity: A Niche Pure Play On Healthcare Reform [View article]
    Interesting note. I'm a HealthEquity subscriber. I'll take a closer look. Thanks.
    Oct 3, 2014. 12:45 PM | Likes Like |Link to Comment
  • Ebola Fears Have Created An Excellent Entry Point Into Aircastle Limited, Now Yielding 4.9% [View article]
    Wow, they've been punished. Thanks for the timely research note.
    Oct 3, 2014. 12:01 PM | 1 Like Like |Link to Comment
  • Attunity Has Greatly Improved Their Sales Execution [View article]
    All good. Thanks for looking into it. I suspect the partnerships will lead to significant indirect sales.
    Oct 3, 2014. 02:26 AM | Likes Like |Link to Comment
  • The IP Value At RealD Is The Real Deal [View article]
    Good news. Thanks for the update Daniel.
    Oct 2, 2014. 11:11 AM | Likes Like |Link to Comment
  • Overlooked World Energy Solutions: High-Margin Recurring Revenue Growth Business With Near-Term Catalysts Available At Deep Value Levels [View article]
    Indeed. Pretty easy to audit a bank statement. And pretty easy business to understand.
    Oct 2, 2014. 10:49 AM | Likes Like |Link to Comment
  • This Week's Reader-Nominated Outstanding Performance Awards - Alexander J. Poulos And Henry Cheung [View article]
    Congrats all. This was a cool initiative.
    Oct 1, 2014. 10:28 AM | 1 Like Like |Link to Comment
  • Attunity Has Greatly Improved Their Sales Execution [View article]
    Thanks for the research note. Do they break out % of sales derived from direct and indirect sources?
    Sep 30, 2014. 02:00 PM | Likes Like |Link to Comment
  • QLT Left At The Altar [View article]
    Interesting note, thanks Chris.
    Sep 30, 2014. 01:48 PM | Likes Like |Link to Comment
  • Overlooked World Energy Solutions: High-Margin Recurring Revenue Growth Business With Near-Term Catalysts Available At Deep Value Levels [View article]
    Great research note. Solid platform business.
    Sep 29, 2014. 12:25 PM | 1 Like Like |Link to Comment
  • Why Softbank Is Right, Dreamworks Is Worth Close To $32 Per Share [View article]
    Nice research note.
    Sep 29, 2014. 12:01 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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871 Likes