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  • BlackBerry: Why It's No Ordinary Turnaround Story [View article]
    Very professional article. Free from emotion or hyperbole. Unfortunately, most of your reader base is not equipped with your ability for foresight and will always miss big moves. The market is so splendidly inefficient and gives gifts to those to those willing to accept them.

    The foolish and scared have not finished punishing this stock for failing to reward them in the short term. I have not yet seen the flushing of those who should stick to large cap established predictable market proxies. While some will make money on the short side of that trade, capitalizing on the weak hands, those profits will pale to what awaits the few sophisticated of your readers who can see several steps ahead.
    Jun 30, 2015. 12:42 PM | 24 Likes Like |Link to Comment
  • What's The Story With BlackBerry's Licensing Revenue? [View article]
    Once again Robert, that's software AND Tech Licensing. They pulled 7 mill from service revenue in Q4 for comparative purposes to the new software and TL category. Core software was 67 and was "slightly down" this quarter.
    Jun 26, 2015. 01:05 PM | 4 Likes Like |Link to Comment
  • What's The Story With BlackBerry's Licensing Revenue? [View article]
    They reclassified some service revenue to the new software and Tech Licensing. Therefore $74 compares to $137.

    In the 1Q 16 report they say that software ex- tech licensing was slightly down we can conclude that number compares to the original 67. probably 66 or 65, It's and apples to apples thing.
    Jun 26, 2015. 12:31 PM | 4 Likes Like |Link to Comment
  • What's The Story With BlackBerry's Licensing Revenue? [View article]
    page 10 of the Notes.
    Jun 26, 2015. 10:55 AM | 5 Likes Like |Link to Comment
  • What's The Story With BlackBerry's Licensing Revenue? [View article]
    So much debate around software revenue. The facts are as follows: Q4 2015 software revenue was $67 million. Not $74 million as the author states. This can be found on page 26 here: http://1.usa.gov/1GNTelS

    Software revenue net of technology licensing fell "slightly." This can be found on page 10 here:
    http://1.usa.gov/1GNTelW
    Jun 26, 2015. 10:50 AM | 12 Likes Like |Link to Comment
  • The Best Long Opportunity For The Remaining Days Of 2012: Ocean Shore Holding [View article]
    Chris, Just file a 13D and ask for a seat on the BOD. I say they'll give it to you. I own a fair amount of shares and I would like that very much!

    -Wes
    May 22, 2015. 11:05 PM | 1 Like Like |Link to Comment
  • The Best Long Opportunity For The Remaining Days Of 2012: Ocean Shore Holding [View article]
    Chis, How come you're not on the board there?
    May 22, 2015. 04:25 PM | 1 Like Like |Link to Comment
  • BlackBerry: Even The Bulls Are Giving Up On Hardware [View article]
    Mark, Thanks for the article. Although I am long, I appreciate your perspective on BBRY.

    I certainly hope you are correct as to your estimate of 2.2 million handsets sold in Q4 as that would virtually guarantee a significant revenue beat and likely subsequent share price rally.

    Service revenue has been well telegraphed to fall to about $313 million. Also, the company basically told us 19 days into the quarter that software revenue will be about $83 million. Other revenue should remain steady at about $10 million.

    Therefore, if they sell 2.2 million devices at an average $200 (I think closer to $220) that would mean $440 million for devices and total revenue of about $846 million. That's about a 5% beat.

    The fact that the device revenue mix will be higher margin and software is likewise high margin they should collectively offset the further loss of high margin service revenue. Therefore, I would also expect a small net income beat.

    With all of the negative commentary over the past three weeks from GS, MS, Wells, etc. and the share price hit over the same period, I think we could reasonably expect a rally with even a small miss. I can only imagine the rally a beat might produce. Especially if management sticks to the doubling of software revenue during FY16.
    Mar 24, 2015. 02:56 PM | 4 Likes Like |Link to Comment
  • NBC hoping Super ratings boost other properties [View news story]
    So they're hoping about 35% of the US population tunes in. I bet that's a lot lower number than the football freaks think watch it. I'm happy to be part of the 65% who doesn't watch. Haven't bothered to watch for the last 25 years. Let me know if Katy Perry has a wardrobe malfunction, though. I'll want to catch that on YouTube...
    Feb 1, 2015. 04:27 PM | 4 Likes Like |Link to Comment
  • Key Tronic: A Cheap, Quality, Growth Play On EMS Re-Shoring [View article]
    I really enjoyed reading this. Just one question. Early on you mention FN with it's great ROIC and operating margins yet it trades at a cash adjusted PE of 7. 10 and 12 trailing and forward unadjusted for cash. Why then would you expect the market to award KTCC a 15 multiple on $1.15 earnings? Why would it trade differently than it did in 2013 when it earned $1.12 and never cracked $12?
    Jan 9, 2015. 11:53 PM | Likes Like |Link to Comment
  • Green Brick Partners: An Overlooked David Einhorn Deal [View article]
    My previous post should have read: 15,650,737 shares (49.9%)
    Dec 31, 2014. 10:40 AM | Likes Like |Link to Comment
  • Green Brick Partners: An Overlooked David Einhorn Deal [View article]
    Greenlight owns 15,650 shares (49.9%)

    http://1.usa.gov/1xy19PQ
    Dec 31, 2014. 10:04 AM | Likes Like |Link to Comment
  • BlackBerry: The Drowning Man Of Mobile [View article]
    @mrabody Great comment! Saved a lot of us the trouble of explaining service revenue to this author.
    Dec 19, 2014. 06:32 PM | 7 Likes Like |Link to Comment
  • Kinder Morgan: Buy The Dip, It Will Not Last [View article]
    Don't forget Kinder also transports gasoline. As fuel prices drop demand increases as people drive more.

    The transport of NG is very likely to increase as more coal fired power plants are replaced and US LNG export begins. Also, the export of liquefied condensates is increasing and should even be helped along As prices drop along with crude.
    Dec 12, 2014. 01:34 AM | 1 Like Like |Link to Comment
  • Vertex Energy: Oversold And Under-Appreciated [View article]
    You model 2015 revenue of $474 million with EPS of $0.84. The 5 analysts who cover the stock have average revenue estimates of $392 million with EPS of $0.56

    What do you think they are missing?
    Dec 2, 2014. 11:29 AM | Likes Like |Link to Comment
COMMENTS STATS
92 Comments
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