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Tom Shaughnessy  

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  • Intel Vs. Qualcomm: Who Has The Better Roadmap For 2015? [View article]
    Thanks for the article Alex. I think it is worth noting that Intel has been playing catch up with regard to 4G LTE-Advanced - but I think the gap is closed with the XMM 7260 and most have not noticed the lack of an option earlier from Intel. Granted QCOM allowed for 4G LTE-A in the Galaxy S4 via Snapdragon way earlier.
    May 26, 2014. 08:42 AM | 1 Like Like |Link to Comment
  • Bank Of America And The Big Denial [View article]
    Excellent article R.S., they seem to be stuck in the same whirlwind, at least Buffett made a ton of money on his BAC bet.
    May 25, 2014. 04:30 PM | 1 Like Like |Link to Comment
  • Protestors defies Thailand's junta; economic chief appointed [View news story]
    Is Thailand dangerous to begin with, or was this expected?
    May 25, 2014. 04:26 PM | Likes Like |Link to Comment
  • The Fresh Market: A GARP No-Brainer In A Fabulous Market [View article]
    Excellent article and analysis, thank-you for sharing.
    May 24, 2014. 10:56 PM | 1 Like Like |Link to Comment
  • Micron Gets The 'Greenlight' From David Einhorn [View article]
    Up over 30% since your article. Nice call R.S.!
    May 24, 2014. 10:53 PM | Likes Like |Link to Comment
  • VirnetX closes up 6.8% following annual meeting [View news story]
    Thank you ChinaBob.
    May 24, 2014. 04:02 PM | Likes Like |Link to Comment
  • VirnetX's ASM: Updates And Insights [View article]
    Thank you everyone for your comments, I appreciate all of them.
    May 24, 2014. 04:01 PM | Likes Like |Link to Comment
  • Hyperdynamics +30%, settles litigation with AGR Well Management [View news story]
    Does anyone know the amount that was in escrow originally? Or the damages amounts each party was originally seeking?
    May 16, 2014. 02:25 PM | Likes Like |Link to Comment
  • ChipMOS: Catalysts Plus Excess Capital Should Drive 50% Upside [View article]
    Excellent article and analysis VI, thanks for the read.
    May 13, 2014. 10:25 PM | Likes Like |Link to Comment
  • Bank Of America: There Will Be A Time To Own Shares, But Not Now [View article]
    Thanks for the analysis RS. If only we bought back when Buffett did!
    May 12, 2014. 03:17 PM | Likes Like |Link to Comment
  • More pain ahead for small-caps, Credit Suisse says [View news story]
    Stick with micro-caps then, low/no institutional ownership means no pressure to sell.
    May 10, 2014. 06:30 PM | 1 Like Like |Link to Comment
  • Water And The Future Of Energy Economics [View article]
    Great topic Elias and article. I am wondering what your take is on smaller / micro cap water technology companies. Such as Aqua Pure ventures, ESPH, HYFXY or even CCC as a more established company.
    May 7, 2014. 01:21 PM | 1 Like Like |Link to Comment
  • Apple Depends On Strong Demand For The iPhone 6 [View article]
    Nice to see the other side of the coin explained, thanks Michael.

    (Disclosure: No position in AAPL)
    May 6, 2014. 05:15 PM | 2 Likes Like |Link to Comment
  • Apple: I Absolutely, Positively, Disagree With Ugly Duckling, I Think, Maybe [View article]
    Amen R.S. thanks for the article!
    May 6, 2014. 05:08 PM | 3 Likes Like |Link to Comment
  • Hi Crush Partners LP: Uptrend Will Continue [View article]
    Just exited my position in the company, nice gain from ~32 to ~$42.
    May 6, 2014. 03:06 PM | Likes Like |Link to Comment