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Paul Harper  

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  • Nokia: Right Phone, Wrong Partnership [View article]
    my eyes ...

    they bleed
    Apr 16, 2012. 07:36 AM | 3 Likes Like |Link to Comment
  • 'Mad Money' Picks: 7 Tech Buys And 2 Sells [View article]
    GOOG is the real danger here, this may not be too far away, one of the reasons PLCN retains such a high valuation is that everyone is looking for a wave of consolidation in the online travel sector.

    Current price will keep away any voracious takeover bids, hence the insiders offloading at what they obviously see as the top.

    Look to see a "social" market entry that will hoover up the likes of Tripadvisor / & others to create a new wave of how to do business in this space.

    Plug some Android love into this scenario & off we go.
    Mar 27, 2012. 12:39 PM | Likes Like |Link to Comment
  • 'Mad Money' Picks: 7 Tech Buys And 2 Sells [View article]
    easy to Google & do some math

    A high-level look at insider trading at Priceline Com Inc over the past 12 months. A total of 303,679 shares of Priceline Com Inc stock was sold by insiders, totaling $165,605,633.

    Over the same time 12 month time period, no shares of Priceline Com Inc were purchased by company insiders.

    time to get off this particular bandwagon
    Mar 27, 2012. 01:46 AM | 1 Like Like |Link to Comment
  • Baidu Still A Favorite In Chinese Internet Space [View article]
    cock & bull ... with a huge portion of the former
    Feb 23, 2012. 09:29 PM | Likes Like |Link to Comment
  • 4 Stocks To Buy And 2 To Sell Due To High Gas Prices [View article]

    cunning, get NFLX into the tickers so schmucks like me can come read .... didnt work, I hate energy stocks ... hah !!!
    Feb 12, 2012. 01:58 AM | 1 Like Like |Link to Comment
  • LinkedIn: Beyond The Headlines [View article]

    have a look at this daily chart .... now look at yesterdays trading, bookrunners did not advise their clients that this would fly ??? .
    Ridiculously over subscribed when compared to 50 & 100 day SMA.

    now look at the same chart, using Keltner, as an indicator of where the stock may go technically , suggests that there is a little more to run on this, with the upper channel suggesting a push onwards to 92(ish)
    however, the lower channel has already peaked & turned negative.

    Looks as though shorts will get a good opportunity shorting late Monday, as we are looking at a slew of crappy data coming out of Europe, which will hit market sentiment in general.
    Feb 11, 2012. 03:15 AM | Likes Like |Link to Comment
  • LinkedIn: Beyond The Headlines [View article]
    great article, pretty much underlines my own thoughts regards LinkedIn.

    however, as we have seen with other faddy stocks, Web 2.0 is in vogue & the book runners still have plenty to squeeye from the sheeple, so this will continue to rise going forward, although enjoying a number of sharp pull backs from time to time.

    great swing trade opportunities with LNKD, if you can get your timing right ... slow, slow, quick, quick, slow
    Feb 11, 2012. 02:10 AM | Likes Like |Link to Comment
  • Baidu: The Cheapest Growth Stock In The Market [View article]
    Baidu is looking at building out its own mobile OS, probably based on Android (similar to China Mobile), also with iPhone 4s being cleared on the market, mobile internet & hence search useage will triple in the next 18 months.
    Feb 3, 2012. 10:48 AM | Likes Like |Link to Comment
  • Baidu: Buy This Stock Only On Dips Around $100 [View article]
    Premature on calling it short ... my Magic 8 ball (courtesy of stockcharts) says it can quite easily ride up to 140 with a bit of buying.

    It also says that the bottom in current trading atmosphere is around 117

    Even in the terribad times of October, it only got down to 105.

    Baidu is making a big push into Android, which will in the long term help push its search revenues much higher .... so long term, its a buy ... if you have the cash that is :)
    Feb 3, 2012. 08:08 AM | Likes Like |Link to Comment
  • After AT&T: 4 Telecom Merger Possibilities for 2011 [View article]
    personally can't see VOD making any play into N America ... too expensive & as Dan neatly points out, the network issue is a major one regards GSM / CDMA.

    VOD exiting some non-core assets is very much a strengthen the sheets play ... for the moment. They have major issues in India with govt tax case ($2.5Bn) & erstwhile partner Essar is asking for an additional $700k for the last slice of the cake.

    I would not be surprised to see VOD making a venture into LatAm ... the Global Director for Consumer used to be the Chief Sales Officer for Vodafone Spain. So why promote a Spanish speaker into such a high profile position.

    My gut says LatAm acquisitions in Q4 this year or Q1 2012

    in the meantime, I am short VOD, hearing some things from the industry which point to poor performance in FY 2010 & some large write downs to be announced on 17th May.

    Edit : In addition, the much vaunted warming of relations between VOD & VZ can be espoused by all & sundry, however, still no sign of a dividend payment coming this year ... $5Bn in free cash flow off the table
    May 8, 2011. 04:10 AM | Likes Like |Link to Comment
  • Choice Putin-isms About Russia's Business Climate [View article]
    continual banging of drum regards corruption in Russia, makes me snigger quietly into my coffee ...

    "he who casts the first stone" ...

    US institutional corruption is rife & the West has learned nothing from the Enron, WorldCom etc institutional scandals of the early 00s

    Pirogi ... Polish for sausage would be a more apt monicker for the author.
    Apr 28, 2011. 07:53 AM | 2 Likes Like |Link to Comment
  • Just One ETF: Momentum, Fundamentals - and a Good Value in Russia Fund [View article]
    Thanks for a very balanced & well written piece, pleasant change to see someone writing in a more positive light regards Russia.
    Sure it has it's problems, but doing business there is becoming much easier & much more transparent than some of the Seeking Alpha contributors would lead people to believe.

    Hope to see a follow up article from you on RSXJ once it gets some wind under it's wings
    Apr 27, 2011. 03:34 AM | Likes Like |Link to Comment
  • Steel Is the Real Deal [View article]
    ArcelorMittal is based in Luxembourg .... but as any fule know, is actually controlled by Lakshi Mittal & his family out of India
    Apr 5, 2011. 04:23 PM | Likes Like |Link to Comment
  • Five Reasons Why It May Be Motorola Mobility's Time [View article]
    and as usual ... we only talk about one country as the US market is a never ending supply of people looking to get their hands on high end gadgets ?

    Jan 17, 2011. 08:34 AM | Likes Like |Link to Comment
  • Market Share Is Bunk: Why Apple's Leaving Room for Android in China [View article]
    one additional factor, the iOS stats reflect both iPod Touch & iPhone figures, so are a little skewed. Currently looking to find a more lock down mobile rather than wireless figure for this.
    Dec 3, 2010. 06:02 AM | Likes Like |Link to Comment