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  • Hong Kong August Retail Sales: No Light At The End Of The Tunnel [View article]
    From what I read, Chinese mainland tourists are staying away of Hong Kong due to various PR issues in Hong Kong residents. There were many local protests in Hong Kong spreading hatred towards the Chinese mainland tourists. So, the mainland Chinese simply choose other designations (Korea and Japan) for travel.

    Therefore, the mid-single digit decline in Hong Kong retail sale does not portrait the real picture of the Chinese consumers' sentiment. What TIF, COH, KORS lost in Hong Kong will be offset by stronger sales in Japan and Korea.
    Oct 5, 2015. 08:42 AM | 1 Like Like |Link to Comment
  • Biotechs Battered: Comments On All 6 Major Biotech Stocks [View article]
    The healthcare sector just needs a result to correct. I am confident good healthcare stocks will reach new high. Most people understand that election words are just election words. If government will never by run by election words.

    Remember, we do not have one person run Washington. At the end, the drug price appreciation may slow down a little bit. The key is I don't think the congress will pass any bills that will kill American pharmaceutical industry. American pharmaceutical industry is one of America's two dominant industries along with Tech. Killing this industry will severely depress USA's competitiveness.
    Sep 29, 2015. 09:10 AM | Likes Like |Link to Comment
  • GoPro launches $200 Hero+ Wi-Fi, cuts Session price by $100; shares -4.7% [View news story]
    Right move for GPRO. At $400, there is very few reasons not to buy Silver.
    Sep 28, 2015. 11:36 AM | 3 Likes Like |Link to Comment
  • Diplomat Pharmacy: Blowout Quarter Confirms The Bull Thesis, Continue To Be Long [View article]
    Remember, what caused attention is just election drama. Any meaningful changes to policies will take at least another 24 months to be effective. Even though some crazy drug price increase will be put on hold due to political spotlight, 10% general price increase will not be slowed until actually policy becomes effective. Specialty drug innovation is also unlikely to be prevented until actual policy comes out.

    Remember, stock market is forward looking but never too long forward. So, soon the market will forget about the election drama and focus on the actual growth. $33 is a great entry point now.
    Sep 25, 2015. 09:30 AM | 1 Like Like |Link to Comment
  • Familiar Ghost Story Spooks GoPro Investors [View article]
    I used Barron's articles for one very different reason. When they say sell, It means it is a fantastic idea to enter in the next a few days. In the past, this strategy works very well.
    Sep 22, 2015. 01:19 PM | 4 Likes Like |Link to Comment
  • The New Uptrend At Jive Software [View article]
    You are in obsession with me, my friend. It seems that you did some homework to review my comment. However, you did not do enough. Did you see when I first comment on GPRO, it was at around $40 in March. Then, it went up all the way to low $60 in August. If you are "smart" enough to trade you JIVE position, why can't I do my own version of buy low and sell high?

    Also, why didn't you mention my track record on DPLO? I bought at $23 and sold at $51? It is well documented in my comment as well.

    Last, now in order to show you are not underwater, you suddenly changed from a long-term investor, which you claim yourself in the original article, to a swing option trader. Did you disclose this side of you in the original article?

    My friend, let's keep the conversation on business level. If you want to have a war with me on a personal level, you are wasting your time. At least, I won't waste any more time with you.
    Sep 17, 2015. 10:25 AM | Likes Like |Link to Comment
  • The New Uptrend At Jive Software [View article]
    Unless you have insider information, which is illegal to use, it is not a good idea to bet a stock based on potential buyout. JIVE along with many small unprofitable tech companies all have buyout potential. However, many longs have in the past used it as a main bull evidence. However, years after years, these stocks lost value. Finally, they may accept a fire price offer when they are desperate enough. But who know what the price is. Most time, only extremely lucky buyers are able to walk away with a profit.
    Sep 17, 2015. 08:42 AM | Likes Like |Link to Comment
  • The New Uptrend At Jive Software [View article]
    Lazarus, glad you are still around. You should be still deeply underwater on JIVE unless you claim you bought substantially more shares at 52 week low.

    Regardless, if someone listen to you to buy JIVE after reading your article, he/she has lost lots of money.

    Beg me to buy JIVE? No way. Many terminal companies like JIVE will eventually be bought out after they lost 80% of its original IPO value. Am I going to buy them? Again, No. There are much better risk/reward stocks on the table. Many stocks I bought around the time you bought JIVE have already offered me more than 40% returns.
    Sep 17, 2015. 08:35 AM | Likes Like |Link to Comment
  • The New Uptrend At Jive Software [View article]
    My take is JIVE is likely to be acquired soon. Absolutely terrible fundamental, but a chart like this tells us someone else is going to pay for the company.
    Sep 16, 2015. 04:28 PM | 1 Like Like |Link to Comment
  • Marin Software: Undervalued With Enormous Potential, Now Reversing Declines [View article]
    "breakeven by year end" is just something all small ad tech companies have said in the past. None of them fulfilled their promises.

    At the end, the industry dynamics make these independent ad tech companies to accept higher costs but slower sales growth. The truth is they will never be breakeven.

    Investors should be aware of the difference between what management say and what is feasible.
    Sep 16, 2015. 02:03 PM | Likes Like |Link to Comment
  • GoPro Shares Have Been On A Ride, Using Cheap Newspaper As Fuel [View article]
    bazooooka, you seem to pay too much attention to the so called "accurate" valuation. In the reality, stocks are not valued this way. First, GPRO's outlook is subject to lots of uncertainty. For example, no one has a clear idea of what the revenue will be in 2017/2018. If you believe it has potential to continue double digit growth into 2018, the current valuation is cheap by any means. If you believe the growth beyond 2016 will be negative or single digit, the current valuation will be too rich.

    However, given no one has clear idea of what will happen to GPRO in the long-term, any big sentiment change can make the stock swing between $30 and $70. If you don't believe the story, you should not invest in it. Crunching numbers will not help.

    The truth is that the market priced GPRO currently based on rather dim sentiment. So, the odd of a sentiment reversal is rather high. So, a decent rebound should be soon, depending on the general market. I don't think any valuation models will help invest in companies like GPRO.
    Sep 15, 2015. 08:45 AM | 2 Likes Like |Link to Comment
  • Finally, It Is Time To Buy GoPro [View article]
    Joe, just take a look at how many articles he wrote everyday, and you will know why his numbers are all wrong. He basically write articles on every hot momentum names.

    When I initially saw an article comes from L&F, I told myself "No..."
    Sep 11, 2015. 03:15 PM | 14 Likes Like |Link to Comment
  • GoPro Shares Are Heavily Undervalued [View article]
    @WilsonC, you reached the wrong conclusion based on a partial fact. It is true Tony Bates, the president of GPRO liquidated 7k class A shares, which are about 1/3 of entire his class A share holdings. However, he still has almost 2 million options with exercise price of $18.40. (These options are not exercisable due to long-term incentive plan) Basically, he effectively only liquidated 0.35% of his entire GPRO ownership at $36. Is that a lot?

    If you think as a president he only has 21k shares, you made a big mistake.

    You can find detail information from the most recent proxy report.
    Sep 11, 2015. 03:09 PM | 3 Likes Like |Link to Comment
  • Vince Holdings: Trying Not To Make The Same Mistake Twice [View article]
    Another factor changing people's spending behavior is healthcare costs. Young graduates have to pay more than 6 times I used to pay for health insurance when was the same age. The premium sucks their disposal income, which could be used on clothing instead.

    Also, generally clothing has deflation in the last decade. Handbag and footwear are better.

    So, for a portfolio point of view, it is a smart idea to have a overweight position in healthcare sector. This is just a trend that is too big to reverse in the next a few years.
    Sep 11, 2015. 09:53 AM | Likes Like |Link to Comment
  • GoPro Shares Have Been On A Ride, Using Cheap Newspaper As Fuel [View article]
    I don't make judgment based on what you claimed. Rather, based on what you actually wrote. Your comment is fully of generic key words used to attack almost all growth stocks. The lack of backup in your comment makes the $10 comment rather emotional. You basically tried to use the price tag to scare people off for your short benefit.
    Sep 11, 2015. 09:44 AM | Likes Like |Link to Comment