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Peter Zimmerman  

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  • BlackBerry Short Sellers, I Salute You [View article]
    Very good article. Expecting this management team to perform well is the problem. To those that love the product, and those that are going to "double my position" because the valuation is wrong, think about that. To those that tell me they have enough money to last 5 years, think about what a poor management team will do with that money. No, this article is spot on, but I firmly believe the blame falls on a tone deaf and slow management team. Have a great evening.
    Jun 29, 2013. 08:39 PM | 1 Like Like |Link to Comment
  • Tesla: Beyond Short Covering [View article]
    Agreed, well stated reply. I am short TSLA and waiting very patiently.
    Apr 24, 2013. 08:42 PM | Likes Like |Link to Comment
  • Profiting From A Dire Situation: Short The Euro [View article]
    I sold those options long ago, I don't even remember the strikes - sorry. My current currency short is the Japanese Yen via $YCS, doing very well...
    Mar 12, 2013. 07:26 PM | Likes Like |Link to Comment
  • Profiting From A Dire Situation: Short The Euro [View article]
    The article was written in January of 2012, so the chart shows 2011 action. Huge money make through mid-2012!
    Mar 12, 2013. 07:24 PM | Likes Like |Link to Comment
  • Can You Rely On General Electric? [View article]
    Like sticking your money under a mattress.
    Sep 4, 2012. 01:55 PM | Likes Like |Link to Comment
  • Gold's move to $1,642/oz. - the highest price since early May - catches the eye of the technicians as what  was though to be a bearish triangle has been resolved ... to the upside. GLD +1.2%[View news story]
    This was not a bearish triangle. Whether symmetrical or ascending, this was bullish all along.
    Aug 21, 2012. 07:36 PM | Likes Like |Link to Comment
  • Amazon.com's Bezos Continues To Create Long-Term Value [View article]
    If you can't understand the business difference on the bottom line between charging/collecting sales tax and the business you would do if you don't charge it, there is nothing I can say to fix that.
    Jul 30, 2012. 01:37 PM | 2 Likes Like |Link to Comment
  • Amazon.com's Bezos Continues To Create Long-Term Value [View article]
    Ebay's business also includes this thing called Paypal which is probably the biggest online payment system in the world, a space I do not believe Amazon competes in. Groupon is an overvalued piece of crap as well, just look at the share price trend.
    Jul 30, 2012. 11:56 AM | 2 Likes Like |Link to Comment
  • Amazon.com's Bezos Continues To Create Long-Term Value [View article]
    There is a significant difference. Amazon is PRIMARILY an online retailer. So collecting sales tax ON TOP of shipping charges will make a difference when compared to the big box retailer down the street.
    Jul 30, 2012. 11:51 AM | 1 Like Like |Link to Comment
  • Amazon.com's Bezos Continues To Create Long-Term Value [View article]
    As mentioned above, don't forget these additional warehouses add an additional burden to collect state income taxes and actually help local competition.
    Jul 29, 2012. 06:44 PM | Likes Like |Link to Comment
  • Amazon.com's Bezos Continues To Create Long-Term Value [View article]
    You are making our argument for us. It is exactly these types of unanticipated headwinds that are not included in your original argument to buy the stock. In a perfect world, Mr. Bezos plan will work perfectly, not to mention additional competition, and certainly one word has not yet been spoken of the enormous impact that collecting state taxes will have on the business model. Once imposed, the box stores will again be on a near equal footing with Amazon, and all of these previous plans don't mean anything, because now earnings AND revenue begin to decline. There is simply not a sound argument for owning this stock, other than for a day trade or short term swing trade.
    Jul 29, 2012. 06:39 PM | 1 Like Like |Link to Comment
  • Amazon.com's Bezos Continues To Create Long-Term Value [View article]
    I would argue that revenue that cannot be converted to earnings is the relevant point. It seems you are focusing on the Utopia that Bezos promises rather than the reality he has delivered. I concur with Paulo when he said "And at WHAT level isn't a long position recommendable? At what level of valuation, or at what level of earnings?" That question needs to be answered. Investors can throw money at Amazon all day long, one day they with have tears in their eyes when this stock tanks to the level it should be.
    Jul 29, 2012. 03:14 PM | 3 Likes Like |Link to Comment
  • Don't Buy The Dip Yet: Equities Have Plenty Of Room To Fall [View article]
    Excellent article, the market loves to take the money of the Cramer fans who are taught to put money into a market in correction, instead of correctly identifying uptrends. One only needs to look at last summer and fall charts for a likely prediction of what will happen next. Even if it doesn't, cash is king in this market.
    Jul 23, 2012. 06:58 PM | 3 Likes Like |Link to Comment
  • Senators MIA At JPMorgan 'Roast'? Regulation Is DOA [View article]
    Yeah, but you can't have oversight without regulations, unless you want congress running the banks - god forbid. I understand your cynicism but even what you call "abuse of funds" has to be defined and not arbitrary, that would be worse. Think about it.
    Jun 16, 2012. 02:03 PM | Likes Like |Link to Comment
  • Senators MIA At JPMorgan 'Roast'? Regulation Is DOA [View article]
    I agree that the hearing was a JOKE. $JPM, because it bought and paid for most members of that committee had no worries from the opening gavel. Give me a break.

    There does need to be some kind of separation between deposit money and the money traders trade with however. To say no new regulations good misses that point. Like Jamie Dimon said, he is not against regulation as long as it is good regulation - and not crap like Dodd Frank (my words).
    Jun 14, 2012. 04:09 PM | 1 Like Like |Link to Comment
COMMENTS STATS
62 Comments
56 Likes