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Tufenk

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  • God Help Me, I Woke Up With A Long Position In BlackBerry [View article]
    How did you unlock it? Did VZ authorize or BBRY?
    Dec 4 01:56 PM | 1 Like Like |Link to Comment
  • Tesla: Here Is What Really Happened  [View instapost]
    $TSLA rallies again. Watch for new entry point, it is coming soon.
    Dec 4 08:23 AM | Likes Like |Link to Comment
  • Insiders, Outsiders Option Exercises Critical For Salesforce Cash Flow [View article]
    Thanks Jay. CRM has negative retained earnings, don't know what the negative tax implications could be other than a tax on capital that some states have. Your article was great basis for me and SA readers should study it. regards
    Dec 3 07:17 PM | 1 Like Like |Link to Comment
  • Insiders, Outsiders Option Exercises Critical For Salesforce Cash Flow [View article]
    That's a big if "and if salesforce succeed made mobile platform" . Any one existing large mobile platform can take CRM out , Android, IOS even LinkedIn with a free offering in order to get a foothold into the enterprise market. I used to use the Salesforce service and making believe this is an Oracle competitor is not wise. The reason the Oracle people are coming to CRM is because they are issuing all these free options and people are flipping the stock out while they can. It's like free candy....while it lasts. I don't think it will go on too much longer. I wouldn't hang out for 6 months to find out. Good Luck.
    Dec 3 07:15 PM | 2 Likes Like |Link to Comment
  • Insiders, Outsiders Option Exercises Critical For Salesforce Cash Flow [View article]
    Someone just said they thought Salesforce was a piñata for both management and institutional holders. In fact the list of top holders in $CRM looks like $LL. Thank you Michael. One day the string holding the piñata will fray and.....
    Dec 3 02:36 PM | Likes Like |Link to Comment
  • Insiders, Outsiders Option Exercises Critical For Salesforce Cash Flow [View article]
    I can't wait until LinkedIn decides to put a contact manager app into play for free. Don't think anyone will be exercising those options after that. Thanks for the read!
    Dec 3 12:45 PM | 2 Likes Like |Link to Comment
  • A Whale, Too Big To Jail And Short A Spanish Fly [View article]
    I called it a short until it cleaned up its internal mess with Saenz. Saenz resigned at end of April. SAN did go down into the mid $6.00 range. After Saenz resigned, I wrote this instablog in July as the stock was $6.63, Santander Emerges A Buy : http://seekingalpha.co.... Please research before you post. Thanks
    Dec 2 01:20 AM | Likes Like |Link to Comment
  • Exxon Likes Turkey With Kurdish Relish On The Side [View article]
    Very nice article Michael. Great work here!
    TY
    Nov 29 09:49 PM | Likes Like |Link to Comment
  • European MFI exposure to domestic sovereign debt below peak, but still elevated [View news story]
    Who is next in this scenario as reported by Reuters : UK's Serious Fraud Office may launch RBS criminal probe -report. http://reut.rs/1eFbcIZ
    Nov 29 03:30 AM | Likes Like |Link to Comment
  • BlackBerry's Despondent Fight To Stay Relevant [View article]
    So was apple, so was xerox, so was IBM, yong, close out the short already, you got to trade and not make it a religion.....
    Nov 21 04:51 PM | 9 Likes Like |Link to Comment
  • God Help Me, I Woke Up With A Long Position In BlackBerry [View article]
    Welcome aboard Quoth!
    Nov 20 11:41 AM | 1 Like Like |Link to Comment
  • Watsa's White Knight Orchestration At BlackBerry [View article]
    Agree
    Nov 20 09:41 AM | Likes Like |Link to Comment
  • BlackBerry's BB10 No Longer Available At The U.K.'s Phones4U [View article]
    Michael, nice work here. What doesn't make sense is returning for a firmware change. They can do that simultaneously with activation. Something is missing here. Let's formally ask Chen to tell us now if he is really watching. Mr. Chen, whats going on in the UK?
    Nov 19 06:34 AM | Likes Like |Link to Comment
  • Why Facebook Needs To Buy Snapchat Before Google Does [View article]
    Snapchat could take all stock and Facebook certainly has no shyness to issuing new shares. Nice article, $TWTR was "born" in mobile, your points make complete sense. TY
    Nov 18 04:35 AM | 1 Like Like |Link to Comment
  • FAB Universal: The Face of Piracy In China [View article]
    Very interesting article. How did Jim Rogers get snookered into this deal. BTW, I really can't believe they would have picked such an appropriate ticker symbol...... $FU
    Nov 15 02:47 AM | 1 Like Like |Link to Comment
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