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Ron Reed

 
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  • Pandora Media misses by $0.05, beats on revenue [View news story]
    I agree, its not perfect, very few systems are; however it is the system we work with and it is far better than allowing reports to be presented ad hoc. Left to their devices most companies will pick and choose the algorithm that makes them look best and forgo the most informative to the shareholder. The flip side to that argument is that if shareholders responded to the news in a rational manner it would make little difference to the manner the data is presented, alas they are not and emotional choice still run the market for the most part.
    Nov 22, 2013. 07:16 AM | 2 Likes Like |Link to Comment
  • Pandora Media misses by $0.05, beats on revenue [View news story]
    There is a good reason for GAAP (Generally Accepted Accounting Principals) It allows everyone to be on the same page and compare apples to apples. Reporting in big fanfare non-GAAP results is misleading and often purposely so.
    Nov 21, 2013. 05:23 PM | 4 Likes Like |Link to Comment
  • Pandora Media misses by $0.05, beats on revenue [View news story]
    For the quarter ended Oct. 31, Pandora reported a loss of $1.7 million, or a penny a share, compared with a year-earlier profit of $2.1 million, or a penny a share.
    Nov 21, 2013. 04:43 PM | 4 Likes Like |Link to Comment
  • Pandora Media misses by $0.05, beats on revenue [View news story]
    Um...No.
    Nov 21, 2013. 04:36 PM | Likes Like |Link to Comment
  • Pandora's Active Users Under Pressure From Competition [View article]
    "...I don't pay a dime..." Yup, and how do you capitalize on that? Ad rev. is not coming in as fast as cash is rolling out. The failure to change with the competition and capitalize on what it does have is the failure and boon of $P. They have great ideas but no sense on how to apply that to the market and gain share.
    Nov 21, 2013. 09:23 AM | 1 Like Like |Link to Comment
  • FOMC minutes: Taper could happen without labor improvement [View news story]
    While I fear the market reaction to the ending of QE, I certainly hope to see it sooner than later. The resultant devaluation of the dollar will take decades to correct at the current position and the hole gets deeper the longer this continues.

    To put it in Greenspan terms QE=oops. (for those that miss it the last part is a bit off color and inaccurate)
    Nov 20, 2013. 03:16 PM | 1 Like Like |Link to Comment
  • Pandora slides ahead of earnings following Albert Fried downgrade [View news story]
    Actually, I agree with the downgrade, I'm 2K shares short. However, with little to no accountability all of the 'experts' that weigh in on most stocks hold no value to me. Regardless of if they agree or disagree with my feelings on that particular stock/bond/asset. So long as they maintain a 50/50 shot they continue to make the same calls and jump up and down when they are right and come up with more drivel about what changed in the months/weeks/days/seconds from when they made the pick to what really happens.
    Nov 19, 2013. 04:03 PM | 1 Like Like |Link to Comment
  • Pandora slides ahead of earnings following Albert Fried downgrade [View news story]
    ho-hum more 'experts' weigh in with mindless drivel and held to no account
    Nov 19, 2013. 02:36 PM | 1 Like Like |Link to Comment
  • Yellen leans dovish in prepared confirmation hearing remarks [View news story]
    Saying Yellen "leans dovish" is like saying Miley Cyrus "shows signs of immaturity"

    I'll be quoting you on that! I agree wholeheartedly.
    Nov 13, 2013. 05:21 PM | 4 Likes Like |Link to Comment
  • Tesla Motors on watch after reports of incident at California plant [View news story]
    OH! and LOOK! it was not a fire, had nothing to do with fire, a simply accident.
    Nov 13, 2013. 05:18 PM | 1 Like Like |Link to Comment
  • Tesla Motors on watch after reports of incident at California plant [View news story]
    I'm a TSLA short, all of this leads to my benefit. However, I'm not short TSLA due to small events like this, should this turn into a long term issue I may consider it into my analysis, however the three fires and this issue are not considerations to a stock that is fairly valued, had TSLA not been well over 300% or more overvalued it would not have made the stock move at all. Take a look at other manufacturers in the car industry and see if one fatal crash in a Ford or Chev. causes the stock to tumble. Even large recalls (which TSLA is not at yet) have little to no impact on them overall other than minuet changes that recover quickly. The only reason this has impact is due to the massive overvalue in the first place.
    Nov 13, 2013. 05:17 PM | 1 Like Like |Link to Comment
  • Tesla Motors on watch after reports of incident at California plant [View news story]
    If anyone thinks they are going to garner some big break on a stock from a local news outlet reporting on a up to the minute event, they are deluding them self.
    Nov 13, 2013. 04:27 PM | 2 Likes Like |Link to Comment
  • Kain focused on buybacks while stock's below book [View news story]
    They need to read a little on what they invest in, I realize that mREIT's are rather complicated to the general investor (and many professionals as well). All investors are told time and time again to know what you are investing in and not thinking that (or forgetting that) high returns contain high risk (and often high volatility) is silly. As for the when, well I agree it will be sometime before AGNC and the rest of the mREIT companies get back to BV+ numbers, in the meantime I'll continue accumulation through outright purchase and short puts.
    Nov 13, 2013. 04:24 PM | 1 Like Like |Link to Comment
  • Tesla Motors on watch after reports of incident at California plant [View news story]
    Regardless of where you sit on the issue (short or long TSLA) basing any trade or valuation of any stock on "up to the minute, you gotta see this" news reporting is a terrible idea. News casts get so much wrong I don't even watch them. Heck, they can't get the scores from games played the night before right much less the details of an ongoing incident, or policy change, or how a given law effects something. So much spin and so little reporting have driven the whole journalist field into worse than fiction writing and borderline slander.
    Nov 13, 2013. 04:18 PM | 6 Likes Like |Link to Comment
  • Kain focused on buybacks while stock's below book [View news story]
    Well of course, what is better than buying your own stock back at discounted values and then re-issuing stock if more capital is needed at higher than BV. Gosh, AGNC has been doing this for years and it certainly shows in the balance book.
    Nov 13, 2013. 04:13 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
285 Comments
210 Likes