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Parker Logan  

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  • BlackBerry: Security And Services Are Not Enough [View article]
    Blackberry has a strong CEO with Chen, the crowd tends to quickly write-off companies. With plenty of cash and new strategic vision this company can make money.

    Long BBRY
    May 21, 2015. 12:17 PM | 9 Likes Like |Link to Comment
  • Adobe: Time To Take Some Profits [View article]
    A premium for marketing cloud is priced in.
    May 19, 2015. 10:00 AM | Likes Like |Link to Comment
  • National Oilwell Varco Is Worth $34 [View article]
    Shock, did you know industry kiddingly uses the NOV acronym as "no other vendor"?

    I think there are better shorts in the oil business.
    May 18, 2015. 03:16 PM | 6 Likes Like |Link to Comment
  • Tech Bubble? [View article]
    Robert, a lot of these bubble companies are trading at 'take out' valuations. Until the market turns bearish, expect the nose-bleed valuations to continue.
    May 12, 2015. 02:31 PM | Likes Like |Link to Comment
  • Why Bears Are Wrong And Why Netflix Isn't A Bubble In The Making [View article]
    Alex, can you give a fact check

    "Netflix isn't as exposed to the middle-man argument because the other half of its content spend will come from its own in-house productions"

    where did you find this info?

    they have ~10billion in LT obligations, you are saying 50% is for their own productions? From first look, I highly doubt that.

    check my last piece of analysis on NFLX.

    http://seekingalpha.co...

    Thanks.
    May 7, 2015. 02:20 PM | Likes Like |Link to Comment
  • Nintendo: Donkey Kong And The Mobile Jungle [View article]
    thanks for sharing. i will check it out.
    May 6, 2015. 09:02 AM | Likes Like |Link to Comment
  • Weight Watchers: How To Destroy Shareholder Value Using Stock Buybacks [View article]
    Okta, you are right. Not Artal's fault but they are 100% responsible for the leverage WTW has taken which put's them at BK risk.
    May 5, 2015. 12:50 PM | Likes Like |Link to Comment
  • Weight Watchers: How To Destroy Shareholder Value Using Stock Buybacks [View article]
    Agree 100%. They cashed out High and will probably pick up the pieces when they go BK.
    May 5, 2015. 09:54 AM | 2 Likes Like |Link to Comment
  • Nintendo: Donkey Kong And The Mobile Jungle [View article]
    Mmus, please share your data source and I will cross examine it. Parents are always the ones buying games for their children. Kids don't have credit cards or purchasing power.
    May 4, 2015. 08:38 AM | Likes Like |Link to Comment
  • Nintendo: Donkey Kong And The Mobile Jungle [View article]
    mmus, you should look at the EV to it's peers to get a better picture. Mkt Cap doesn't justify it's potential.

    they are not changing mediums they are adding a medium, Nintendo needs to be where kids spend their time and today it's on mobile devices.
    May 1, 2015. 09:13 AM | Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    talk about being married to a position.
    Apr 30, 2015. 12:57 PM | 12 Likes Like |Link to Comment
  • Nuance And The Rise Of Virtual Assistants [View article]
    Wyckoff,

    IBM and Nuance are partners in VR/NLU/CLU technologies. If it happened, I would suspect IBM purchases them with stock over cash. We are talking a $10 billion acquisition.
    Apr 25, 2015. 11:12 AM | Likes Like |Link to Comment
  • American Apparel: What To Make Of Falling Sales And $10.3 Million Adjusted EBITDA [View article]
    This company is going BK by itself and poor market conditions. SG doesn't have to do a thing.
    Apr 20, 2015. 11:26 AM | Likes Like |Link to Comment
  • Why Yelp Shares Are Likely To Remain Depressed For Much Of The Year [View article]
    Brian, in my opinion, YELP is trading on Investment Value not business value. When buyout speculation dominates the landscape, Yelp could easily be trading between $70-$100.

    Plenty of hot money in this stock, I'm more bullish than I am bearish. I like the underlying fundamentals, content is generated free-of-cost while they need to balance SGA & investments in growth.
    Apr 20, 2015. 11:21 AM | Likes Like |Link to Comment
  • I Guess Netflix Trades Exclusively On Subscriber Numbers [View article]
    It trades on the whims of greed.
    Apr 16, 2015. 02:44 PM | 1 Like Like |Link to Comment
COMMENTS STATS
238 Comments
237 Likes