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Ron Reed  

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  • Trading halt on Frontier Communications [View news story]
    seems mr. market disagrees, +13.5% premarket
    Dec 17, 2013. 07:55 AM | 1 Like Like |Link to Comment
  • Devon to put Canadian gas assets up for sale as low prices bite [View news story]
    Because that has worked so well where? No argument, mgt' stinks, but an activist investor simply taking over or forcing a board change has not worked in any recent play that I recall. In fact, generally speaking, it causes such an upheaval that it tends to cause a certain short term drop and long road back to the same general valuation prior to the act.
    Dec 6, 2013. 07:20 PM | Likes Like |Link to Comment
  • Minus sector giants, mREITs head higher [View news story]
    Be careful there and ensure you include the dividend in the pricing of options for NLY, holding only the contract you will miss out on the div, so it is calculated as a loss as opposed to holding the stock.
    Dec 6, 2013. 01:25 PM | 1 Like Like |Link to Comment
  • Devon to put Canadian gas assets up for sale as low prices bite [View news story]
    Take a look at CHK, same situation there and the shakeup has done noting much, SD is the same way. I work closely with most of them here in OK. There needs to be a large investigation into how they spend and holder value.
    Dec 6, 2013. 10:53 AM | Likes Like |Link to Comment
  • Proof That Pandora's Growth Is Over [View article]
    Time to short another 1000 shares...
    Dec 4, 2013. 10:46 AM | 2 Likes Like |Link to Comment
  • Banks about to get clarity on prop trading [View news story]
    As someone once commented to me about banking/investing regulation (sic) "...son, those guys are a hell of a lot smarter than we are, we can make any rule we want and they will make money on it..."
    Dec 3, 2013. 04:44 PM | 2 Likes Like |Link to Comment
  • Pandora surges following JPMorgan note, hedge fund disclosures [View news story]
    Nov 25 (10 days later)

    Pandora Media Cut to Equalweight From Overweight by Morgan Stanley >P
    Nov 26, 2013. 07:39 AM | Likes Like |Link to Comment
  • Pandora slides ahead of earnings following Albert Fried downgrade [View news story]
    Nov 15th
    Three days after Needham issued a bullish note on Pandora (P +6.2%) ahead of its Nov. 21 FQ3 report, JPMorgan is joining in. The firm has raised its PT to $35 from $25, while declaring the Internet radio leader is nearing a revenue "inflection point" thanks to share gains and salesforce investments.

    Nov 25 (10 days later)

    Pandora Media Cut to Equalweight From Overweight by Morgan Stanley >P

    This is exactly what I was talking about.
    Nov 26, 2013. 07:38 AM | Likes Like |Link to Comment
  • Pandora Media misses by $0.05, beats on revenue [View news story]
    If you have 100 shares and 99 are owned by intuitions, someone comes in and shorts 2 shares and those are purchased by an intuition , you now have 101% ownership.

    Remember, on shorting, you borrow the shares and sell them to the open market, hence you can get the numbers skewed a bit.
    Nov 22, 2013. 03:30 PM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
324 Comments
319 Likes