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Rash Menaria  

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  • 4 Mid-Cap Tech Stocks To Buy In 2012, 1 To Avoid [View article]
    since this article came out wdc is up 9%, nuan 8%, nokia 8.5% and sndk 3.3% vs nasdaq's gain of 2.74%.
    Jan 10, 2012. 02:05 AM | Likes Like |Link to Comment
  • A Low Risk Trade In Green Mountain Coffee Shares [View article]
    won't matter
    Dec 2, 2011. 05:33 AM | Likes Like |Link to Comment
  • 9 Large Cap Tech Stocks That Are Simply Too Cheap [View article]
    Welcome to the club!!!
    Nov 30, 2011. 11:10 PM | Likes Like |Link to Comment
  • A Low Risk Trade In Green Mountain Coffee Shares [View article]
    Its a three week time horizon trade. I don't see the world coming to an end in 3 weeks.
    Nov 28, 2011. 05:34 PM | Likes Like |Link to Comment
  • My Next Multibagger Idea After Rediff [View article]
    I was talking about this integrated social campaign product.

    http://conta.cc/vM8ppb

    Dont agree with your bear case scenario. Please see slide 17th for medium term growth projection
    http://bit.ly/vZWTv7

    The stock recently corrected along with all cloud stocks after poor results from Salesforce (http://bit.ly/vfpH2z), which I dont beleive reflect company's fundamentals.
    Nov 27, 2011. 08:55 PM | Likes Like |Link to Comment
  • A Low Risk Trade In Green Mountain Coffee Shares [View article]
    Thats the point, I see a very little downside in GMCR now due to low valuations. At the same time there are not many catalyst to take the stock significantly higher in next 3 weeks.
    Nov 27, 2011. 03:06 PM | Likes Like |Link to Comment
  • A Low Risk Trade In Green Mountain Coffee Shares [View article]
    Call Strike Price: $49
    Nov 27, 2011. 11:40 AM | Likes Like |Link to Comment
  • 10 Stocks J.P. Morgan Chase Is Selling [View article]
    the last column is % change in stock price, since sept. 30, 2011.
    Nov 25, 2011. 04:44 PM | Likes Like |Link to Comment
  • GMCR Is A Buy Now Even By Einhorn's Standards [View article]
    GMCR is up 25% in the last 4 days of trading. Its stock price is well over $50 as I said in the article. Hope some of the critics are now willing to hear the other side of story as well. The stock over reacted because of the fear created by Eihorn. This Knee Jerk reaction presented an opportunity and that was the only thing I was recommending to take an advantage of!
    Nov 16, 2011. 01:30 PM | 2 Likes Like |Link to Comment
  • 2 Smartphone Plays To Consider Buying; 1 To Avoid [View article]
    Yups I meant Siri or similar technology...
    Nuance has not signed any exclusivity deal with Apple. And if Apple wants to make Nuance's capabilities exclusive, it will have to buy out Nuance as well. Either ways its a big positive for nuance.
    Nov 16, 2011. 07:05 AM | Likes Like |Link to Comment
  • My Next Multibagger Idea After Rediff [View article]
    Kris, I think company has done relatively good amount of cross selling with other products as well (as far as existing customer base is concerned). When we think about social it is something which almost all of its existing customers can benefit from. So the demand from existing customers will be substaintial. A good adoption in existing customer base will help company reach a critical mass which can then allow the adoption of the product virally. This is their core strategy- In December there would be beta launch for existing customers and from January it would be open for all.


    Also, it would be the first company providing completely integrated solution from event marketing to surveys to event marketing to social. This definitely puts it in advantageous position as compared to its competitors.
    Nov 12, 2011. 01:15 PM | Likes Like |Link to Comment
  • GMCR Is A Buy Now Even By Einhorn's Standards [View article]
    Manufacturing won't be a right comparison. Its more about consumer tastes.

    SEC did a thorough investigation and just found a few cent error last time which meant nothing (stock rocketed after their findings). If you are worried about channel stuffing like Whitney Tilson, think about this- Why would management stuff supply chain when they know this is something every one is watching. Its just a normal wholesaler/retailer overstocking nothing else.
    Nov 10, 2011. 11:34 AM | Likes Like |Link to Comment
  • Green Mountain Coffee Roasters (GMCR): FQ4 EPS of $0.47 misses by $0.01. Revenue of $711M (+96% Y/Y) misses by $49.5M. Volatility on the stock was up going into results; after hours, GMCR -31.3%. (PR)  [View news story]
    The company can easily see 10-12% recovery from after hours levels
    http://seekingalpha.co...
    Nov 10, 2011. 08:00 AM | Likes Like |Link to Comment
  • My Next Multibagger Idea After Rediff [View article]
    Thanks Raj.
    Nov 7, 2011. 01:09 AM | Likes Like |Link to Comment
  • My Next Multibagger Idea After Rediff [View article]
    Thank you Greg.
    Nov 6, 2011. 02:02 PM | Likes Like |Link to Comment
COMMENTS STATS
105 Comments
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