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Tufenk

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  • Can Tesla's Musk Keep 'Putting Out Fires'? [View article]
    Nice article Quoth. Agree with your bullish sentiment. Thanks
    Nov 13 05:10 AM | 4 Likes Like |Link to Comment
  • Watsa's White Knight Orchestration At BlackBerry [View article]
    $100 a user is where $FB is, do they really deserve that valuation? As far as the demographics of the user, I think there is a lot of revenue to be derived from the emerging markets as they are always looking for value services which BBM can provide.
    Nov 12 05:20 AM | 2 Likes Like |Link to Comment
  • Watsa's White Knight Orchestration At BlackBerry [View article]
    I think Chen is a winner, thank you!
    Nov 11 08:24 AM | 14 Likes Like |Link to Comment
  • Herbalife - The Fog Of War, And Double Trouble [View article]
    A very entertaining read Rogier. What if you are the "Coyote"?Trying to rid the world of things you think are harmful can cause significant trauma, as we witnessed in your quoted cartoon time and again. Creative marketing is something all successfull products and companies are guilty of, the Marlboro man comes to mind. I think you maybe shoveling sand against the tide ala http://bit.ly/1baonxt. Good luck in your mission.
    Nov 5 10:49 PM | 1 Like Like |Link to Comment
  • BlackBerry: Strong Buy On Buyout Collapse [View article]
    You are always so negative yong. The longs had their run late last year, the shorts have had theirs' since the end of June, now its time to revert.
    Nov 5 07:34 AM | 1 Like Like |Link to Comment
  • BlackBerry: Strong Buy On Buyout Collapse [View article]
    You are always so negative yong. The longs had their run late last year, the shorts have had their's since the end of June, now its time to revert.
    Nov 5 07:34 AM | 3 Likes Like |Link to Comment
  • BlackBerry: Strong Buy On Buyout Collapse [View article]
    Our hypothesis is that Chen, the incomining interim $BBRY CEO, will pursue non core asset sales and transform this company into a service and security company. as he did with Sybase. The stock may have limited downward pressure, just wait until he starts announcing sales, it will rocket as the shorts have reached their inflection point.
    Nov 5 06:49 AM | 7 Likes Like |Link to Comment
  • BlackBerry's Decision Day: Don't Extend Fairfax Deadline And Auction Off Company Parts [View article]
    Thanks Michael. We may have finally gotten our wish, Sayonara TH.
    Nov 4 08:33 AM | 1 Like Like |Link to Comment
  • BlackBerry's Decision Day: Don't Extend Fairfax Deadline And Auction Off Company Parts [View article]
    You are right, the situation could be far worse, for instance they could be running out of cash, but they are not. Plus, they have some assets that are more valuable to others than are being valued inside this potpouri of hardware company vs software company vs network service provider. I opt for the service and sell the rest. If they rebuff Watsa, watch the $BBRY firm up as it will signal strength.
    Nov 4 08:12 AM | 1 Like Like |Link to Comment
  • BlackBerry's Decision Day: Don't Extend Fairfax Deadline And Auction Off Company Parts [View article]
    Watch what happens to Twitters valuation. The gold standard right now is FB with over $100 per user. I am assuming a major run-up in Twitter, you can't get an allocation. If the users pile into BBM, this is truly undervalued. Assume for the moment that they can get close to $9 for everything but BBM, then what is BBRY worth?
    Nov 4 08:02 AM | Likes Like |Link to Comment
  • NQ Mobile resumes trading, shares fall some more [View news story]
    $NQ as Eddy Murphy said to his guests in Trading Places : Get The F... Out! NQ stands for Not Quoted anymore.
    Oct 27 05:45 PM | Likes Like |Link to Comment
  • Why Smartphones Will Be A Big Win For Microsoft [View article]
    Come on Andreas, take a break, you are getting tired.
    Oct 14 08:34 AM | 3 Likes Like |Link to Comment
  • Why Smartphones Will Be A Big Win For Microsoft [View article]
    There are some salient points in this article. Thank you Michael. The ones that scream out involve the total market opportunity similar to the used car market, price sensitivity, windows 7/8 adoption rate. I might add that Skype will be a value add in smartphone market as a cost cutter for those who are price conscious.
    Oct 14 12:40 AM | 1 Like Like |Link to Comment
  • Jamba Inc., Reverse Split To Splitsville [View article]
    Look, its a free country. If you like the prospects of this company and its management team, buy the stock, or if you are long buy more. Our take is it needs new management again. The transcript reads like a first time conference call. And smoothies aren't proprietary. Just looks like honeypot for interior design teams. There are more frozen yogurt shops that look like Jamba Clones popping up all over, this segment is oversaturated. Good luck.
    Oct 10 01:09 PM | Likes Like |Link to Comment
  • What Happened To BlackBerry's BBM Launch?Perhaps A Silver Lining.... [View instapost]
    There may be some life left in $BBRY. http://seekingalpha.co...
    Oct 9 06:55 AM | 1 Like Like |Link to Comment
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