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  • A Response To The Skeptics On NXT-ID [View article]
    I think the risk reward at that $1.15 level is compelling. We're working on another update and one thing is clear - secure, authenticated credential management and the ability to transmit when needed (for a payment, unlocking a door, etc.) are core to the new digital world we live in. NXTD doesn't have the market cornered but they have some very strong IP and solutions like the Wocket that will keep evolving in this direction. Obviously the potential is enormous and will depend on execution. Stay tuned.
    Aug 16, 2015. 04:22 PM | Likes Like |Link to Comment
  • Apple's Next iPhone: A Bellwether For Growth Momentum [View article]
    The 6S sounds pretty incremental based on what you say here. I like Apple and see the stock a little undervalued here. But momentum around the Watch seems to be ebbing and lately the software (outside of MacOS and iOS) seems to be getting clunky and out of date.
    Aug 10, 2015. 11:00 AM | 2 Likes Like |Link to Comment
  • Facebook And Shareholders Face An Oculus Rift [View article]
    Most see video as the next growth catalyst for FB and it is just beginning now. I agree with the author that 3D technology is hard to figure right now in terms of adoption, let alone earning from it. However I don't think it's really part of the investment horizon right now, it's all about video and richer content.
    Aug 5, 2015. 08:11 AM | Likes Like |Link to Comment
  • Mattersight Should Be Bought Before Earnings [View article]
    Computers + humans - perfect together!
    Jul 29, 2015. 02:09 PM | Likes Like |Link to Comment
  • Should Investors Fly Far Away From Wingstop? [View article]
    IPO Candy is worried too - Don't let the title fool you - was fully valued at the original price...

    http://tinyurl.com/o5v...
    Jun 29, 2015. 08:34 AM | Likes Like |Link to Comment
  • Cachet Financial: An Undiscovered SAAS And Financial Services Play [View article]
    There's a question here about margins as well. Peering into the current P&L is a little worrisome. However they could "grow into better margins over time."
    Jun 29, 2015. 08:30 AM | 1 Like Like |Link to Comment
  • A Response To The Skeptics On NXT-ID [View article]
    I agree that marketing needs to be addressed. In fact I don't think they have a head of marketing now, so they are doing as well as they can with very limited resources since the focus of everything now is the product itself. I'd expect more serious and professional marketing efforts to be implemented in Q3 heading into the holiday shopping season. That should be the major commercial ramp for the Wocket where they may need to make large volumes.
    Jun 24, 2015. 07:38 AM | Likes Like |Link to Comment
  • Intermap CEO: The Opportunity Is Bigger Than We Ever Imagined [View article]
    I wonder if they are doing a conference call on this? I guess it will be covered in their next quarterly release. Definitely interesting technology.
    Jun 24, 2015. 07:35 AM | Likes Like |Link to Comment
  • Bird Flu Infects Post Holdings - Shares Are Poised To Plummet [View article]
    So far this has worked out very badly. The shares have been on a tear since the day this came out. I agree with the analysis but obviously the market is looking at this stock very differently and apparently is willing to "look through" what may be transient issues.

    Has anyone has time to compare the recent statements from management suggesting that they won't have any further declines in EBITDA and the situation is contained with the analysis above and any other external datapoints.

    Sometimes you're right and it doesn't work out so that's fine. But if we think there is much more to this then shorting after the stock has moved up 20% in two weeks could be attractive.

    Others have said this trade is "too crowded" already with shorts to work no matter what the fundamentals do. Another point to consider.
    Jun 19, 2015. 10:08 AM | Likes Like |Link to Comment
  • Bird Flu Infects Post Holdings - Shares Are Poised To Plummet [View article]
    Even if this stock doesn't "plummet" I think it's a great short because they appear to be on the wrong side of most trends. Bird Flu/egg problems are salsa on the omelette. Having a short on this one against longs that are positioned better with superior management and fundamentals is the way to go.

    IMO as interest rates go up and/or growth slows there are a number of companies that will only tread water. Restoration Hardware (RH) jumps to mind here as well.

    Gotta run some screens this weekend. Market feels heavy to me.
    Jun 5, 2015. 10:02 AM | 1 Like Like |Link to Comment
  • Apple To $140 By End Of May: It's A Mathematical Problem [View article]
    So the point is "Apple is a good company and the market might go higher and so you should own Apple." Okay but not sure where the analysis is there.

    I agree with being long Apple because 1) the continue to gain share (not in units but in gross profit) and 2) it's not expensive.

    I understand the Android/iOS argument (have an Android phone myself) but I think it misses the point that many, many of the most valuable users and potential customers are on iOS. So it's a true platform with huge value. Android offers a ton of value too but it's different.

    I'm curious to see how Microsoft does over the next five years. I think they have a chance to turn it around but it has to start with or include mobile where they seem pretty absent. Business still runs on MS Office even after all this time...
    May 17, 2015. 09:39 AM | 8 Likes Like |Link to Comment
  • Apple: Continuing iPhone Strength Demolishes Bear Case [View article]
    Apple keeps gaining share and will continue to do so until other products exist that are materially better - hasn't happened yet. No reason to sell until that situation changes. All the other stuff Cook v Jobs, Android units, just noise IMO.
    May 15, 2015. 10:47 AM | 9 Likes Like |Link to Comment
  • 2014: A Lost Year For Marrone Bio Innovations [View article]
    I've tried to like this company but the seem infected by bad execution and a lousy attitude. Maybe the low stock price and threat of delisting will get a fire under them. Seems like a good acquisition target based on the existing products and pipeline potential - fire the whole management team of course.
    May 12, 2015. 08:25 PM | Likes Like |Link to Comment
  • 2 Reasons Ignite Restaurant's Near-Term Turnaround Is More Brisk Than You Think [View article]
    Looks like the Crab House business is a disaster if you go read the reviews on Yelp. They have a ton of work to do in order to turn it around. If management can do it the stock would work well. Oversold now so not much risk here.
    May 6, 2015. 11:12 AM | Likes Like |Link to Comment
  • The Future Of Seeking Alpha, From One Contributor's Perspective [View article]
    I've been on SA since the earliest days, even sponsored some content back then. Not a heavy user now but rooting for them big time. I'd love to be able to use it more as a platform for something other than marketing a subset of our work.
    Mar 26, 2015. 06:22 AM | 1 Like Like |Link to Comment
COMMENTS STATS
506 Comments
362 Likes