Ubiquiti Networks: The Story Continues To Improve [View article]
I agree that a good case could be made that this is a positive for long term investors. Summit Partners, being "IPO specialists" were going to inevitably exit their position. I'd rather they do it this way then try to unload their shares into typical low volume trading. Similarly, institutions that may have had UBNT on their radar now have a better vehicle in which to get in and buy. Pera is making his first sale. It's pretty small. He's entitled. He's done a great job with this company. It shouldn't be seen in anyway negative. Shrewd long term investors should realize that it is a better option than to keep issuing special dividends. Keep the money within the company to grow through R&D, etc.
Ubiquiti Networks: The Story Continues To Improve [View article]
By the way Matthew, I appreciate the thoughtful way you research and present your information. You're actually one of the only people I follow on S.A. Just curious, does today's news of the UBNT secondary fundamentally change any of your thoughts or metrics that you've laid out in this article?
Ubiquiti Networks: The Story Continues To Improve [View article]
It's non dilutive. It does increase the float by almost 100%. I'm betting that institutions will be looking to swallow these shares up pretty quickly. In the long run it's a non-event. In the short run, I believe, it presents a pretty nice opportunity to get into a low volume traded growth company that was nearly impossible to buy with such a small float.
The Best Stock In The Commodity Sector Will Be Endeavour Silver [View article]
I love how you suggest that I don't know what I'm talking about and then basically agree with most that I've written. We will disagree on the other mid-tier silver miners. I don't think they are nearly in EXK's league. AG's Neumeyer is a bit too "riverboat" for me and him holding all that PSLV make me wonder if he kowtows to Sprott a bit too much. Tahoe and Mag while they may be promising have much to prove. Too many shares in the AUNFF float for me to get excited about a penny pink sheeter. Time will tell. Good luck to you and thanks for the read. :)
Here's Why Pandora Will Reach $56 Per Share [View article]
That would be the short term traders philosophy. The long term buyer finds a price he or she feels is reasonable and isn't concerned if the price hasn't hit bottom.
Here's Why Pandora Will Reach $56 Per Share [View article]
In the best case scenario I would prefer that Apple not launch a competitive product. I worry more about them embedding the app on its main page while losing incentive to promote Pandora, than it being a superior product. I wonder however, if Apple is working feverishly to launch streaming music any minute, they're not acting like a company with a killer instinct. The have been promoting Pandora for the past week more than I ever recall in the featured area of their App Store. If, however, all the rumors turn out to be true, I still, whole heartedly believe that Pandora will be a revenue generating company that will grow its earnings exponentially over time, regardless of the competition. Similarly, I believe they will be fine business-wise without the IFA bill passing. The lines however, have been drawn in the sand and I feel confident Pandora, Clear Channel and their posse will be the victors in this battle. Time will tell. :)
Ubiquiti Networks: The Story Continues To Improve [View article]
Pera is making his first sale. It's pretty small. He's entitled. He's done a great job with this company. It shouldn't be seen in anyway negative. Shrewd long term investors should realize that it is a better option than to keep issuing special dividends. Keep the money within the company to grow through R&D, etc.
Ubiquiti Networks: The Story Continues To Improve [View article]
Just curious, does today's news of the UBNT secondary fundamentally change any of your thoughts or metrics that you've laid out in this article?
Ubiquiti Networks: The Story Continues To Improve [View article]
In the long run it's a non-event. In the short run, I believe, it presents a pretty nice opportunity to get into a low volume traded growth company that was nearly impossible to buy with such a small float.
Here's Why Pandora Will Reach $56 Per Share [View article]
The Best Stock In The Commodity Sector Will Be Endeavour Silver [View article]
The Best Stock In The Commodity Sector Will Be Endeavour Silver [View article]
Here's Why Pandora Will Reach $56 Per Share [View article]
I just today, had a SA article published on the identity of the other stock. Hope you get an opportunity to read it. :)
The Best Stock In The Commodity Sector Will Be Endeavour Silver [View article]
Hey, don't lose sight of the fact that you went to back to back AFC Championship games over the past few years...nothing to sneeze at. :)
The Best Stock In The Commodity Sector Will Be Endeavour Silver [View article]
I'm assuming you sat down with Brad Cooke? Brad Smith is a good backup QB in the NFL but I'm not sure how much he knows about silver mining. :)
The Best Stock In The Commodity Sector Will Be Endeavour Silver [View article]
The Best Stock In The Commodity Sector Will Be Endeavour Silver [View article]
We will disagree on the other mid-tier silver miners. I don't think they are nearly in EXK's league. AG's Neumeyer is a bit too "riverboat" for me and him holding all that PSLV make me wonder if he kowtows to Sprott a bit too much. Tahoe and Mag while they may be promising have much to prove. Too many shares in the AUNFF float for me to get excited about a penny pink sheeter.
Time will tell.
Good luck to you and thanks for the read. :)
Here's Why Pandora Will Reach $56 Per Share [View article]
Here's Why Pandora Will Reach $56 Per Share [View article]
Here's Why Pandora Will Reach $56 Per Share [View article]
Here's Why Pandora Will Reach $56 Per Share [View article]
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