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Tom Shaughnessy

 
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  • Cash May Be King: It Should Be Part Of Your Portfolio In 2014 [View article]
    Thanks Michael, great read.
    Dec 30 05:43 PM | 3 Likes Like |Link to Comment
  • Facebook May Earn $7.3 Billion From Video Ads [View article]
    Alex, thanks for the read - Facebook does have one of the largest markets it can target whenever it wants - video ads seem like a perfect fit.

    Best,
    Tom
    Dec 18 02:01 AM | 3 Likes Like |Link to Comment
  • Camtek Significantly Overvalued Due To Hype, Has $2.50 Price Target [View article]
    Very clear, concise and informative article 3D Analytics. I tried also to convey that the current PPS was hyped as well. I did not talk long term as the company has a future, although currently it is overhyped, especially on twitter.

    It is hard to state that the company "will" have a percentage of a target market when they have not even shipped one printer.

    http://bit.ly/1gBP9Un

    Thanks for the article,
    Tom
    Dec 3 12:35 PM | 3 Likes Like |Link to Comment
  • ATMI: On The Cusp Of A Major Revaluation [View article]
    Great write up Chris, thanks for sharing!
    Nov 28 08:00 PM | 3 Likes Like |Link to Comment
  • Herbalife Could Damn Well Be The Next MBIA [View article]
    Awesome summation QTR, I really enjoy your writing style as well!
    Nov 26 03:21 PM | 3 Likes Like |Link to Comment
  • Tesla May Be Out Of Gas And Electricity [View article]
    Good call Roger, $65-$75 is still my target buy in.
    Nov 19 02:45 PM | 3 Likes Like |Link to Comment
  • Why I Just Bought This Dirt Cheap Tech Stock [View article]
    Thanks for the recommendation and analysis Ashraf!
    Nov 15 11:56 AM | 3 Likes Like |Link to Comment
  • Mueller Water Products: Water Infrastructure Technology [View article]
    Dag, Amazing write up. Thank you for an awesome article.

    Best,
    Tom
    Nov 14 04:19 PM | 3 Likes Like |Link to Comment
  • 10 Apple Dos And Don'ts For 2014 [View article]
    @Quoth, wow you totally summed up 2014 for Apple very well - now lets see how it all affects performance and PPS!

    Thanks for a great article!
    Nov 14 02:41 AM | 3 Likes Like |Link to Comment
  • BlackBerry And Amazon - 2 Sides Of The Popularity Coin [View article]
    Thank you Crispin,

    Yes sometimes I feel as though companies' valuations are solely based on popularity, although once that changes later on it can mean big gains. It is though of as investing, but many people get lost in the popularity "now"!
    Nov 6 01:56 PM | 3 Likes Like |Link to Comment
  • A BBM Spin Off Could Be Interesting For BlackBerry Shareholders [View article]
    @Michael,

    Great article, I enjoyed the price and feature comparisons!
    Oct 25 01:05 PM | 3 Likes Like |Link to Comment
  • Team Alpha Retirement Portfolio: By All Time Tested Metrics This Portfolio Has Room To Fly [View article]
    Good calls, and dividends in the interim!
    Oct 21 01:47 PM | 3 Likes Like |Link to Comment
  • Team Alpha Retirement Portfolio: By All Time Tested Metrics This Portfolio Has Room To Fly [View article]
    RS, Great overview - even if not for retirement the article is a good forward looking overview. BTW: I like your call on GE
    Oct 21 12:13 PM | 3 Likes Like |Link to Comment
  • With IBM Down, Buy And Sleep Sound Like Buffett [View article]
    @Doug,

    Great article - I am curious as to what your take is on Amazon getting the CIA contract at a price 50% higher than IBM's and the lawsuits that followed.
    Oct 18 02:01 PM | 3 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    Building on Ashraf's comment,

    Wouldn't too much vertical integration hurt the profit margin of say Apple's iPhones moving forward? There has to be a point when Including all of your own components becomes too expensive over what competitors can piece together?

    I could be wrong, just wondering.
    Sep 25 03:41 PM | 3 Likes Like |Link to Comment
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