Nuance Communications, Inc. (NUAN)

All Comments on NUAN

  • commenter
    mrbill for V
    Aug 19 12:35 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    ALERT: USER 172125 is V WINNER Reply
  • commenter
    Daniel
    Jacome
    Aug 18 01:33 AM
    My Website
    Hedge Fund Tracking: Tremblant Capital [view article]
    keep up the good work Reply
  • commenter
    User 172125
    Aug 17 04:52 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    dfjldjfl Reply
  • commenter
    marketfolly
    Aug 15 10:09 AM
    My Website
    Hedge Fund Tracking: Tremblant Capital [view article]
    edward lord clarendon.

    hedge fund 13f filings with the SEC only report LONG holdings. so if they added, they added to their long. if they reduced, they sold off some of their long. they are not required to report short positions.

    kind of common knowledge regardless though, that when funds in general talk about "holdings" they are referring to their longs.     Reply
  • commenter
    T B
    Aug 15 08:35 AM
    Hedge Fund Tracking: Tremblant Capital [view article]
    Having only discovered your site recently I must say I am more impressed with each new article such as Hedge Funds portfolio activity. Also noticing Tremblant's portfolio added to anad position tells me they feel as bullish as I on them but expect perhaps a sprd investment soon at these prices for an obvious solid long term play. Reply
  • commenter
    User 172125
    Aug 14 11:20 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    I like your post- and it was a great marketing tool to be able to include 50+ symbols- great syndication idea.

    Although I am very pessimistic of 'anonymous' authors- I must say I took a look at your blog and like it very much.

    Yes- it is great to follow what the funds are investing in- the increase in Gafisa was interesting -but not suprised by tremblant or atticus taking big V stakes- and look like they picked up some MA on the correction.

    Interesting posts- and great link setup.......

    Reply
  • commenter
    SA Editor
    Eli Hoffmann
    May 13 02:08 PM
    Wall Street Breakfast: Must-Know News [view article]
    Hi User 154243 -- we actually covered that yesterday. Thanks.

    seekingalpha.com/artic...     Reply
  • commenter
    p. smith
    May 13 10:11 AM
    Barron's Looks at Tech Sector M&A Candidates [view article]
    All mindless speculation. How come nobody ever thought about HPQ to acquire EDS...? if these analysts have any sense at all they should all shut their mouths.

    A bunch of blithering idiots....     Reply
  • commenter
    Richard
    Schweitzer
    May 13 09:09 AM
    Wall Street Breakfast: Must-Know News [view article]
    By time anything is in Fortune, is it "news?" Reply
  • commenter
    pitchforkpau
    l
    May 13 08:27 AM
    Wall Street Breakfast: Must-Know News [view article]
    you missed the news on BG in Fortune! Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:18 AM
    My Website
    General Discussion on NUAN
    Is this a buy or a sell? Reply
  • commenter
    ILuvK9s
    Mar 14 08:10 AM
    Jim Cramer's Mad Money Lightning Round 3/12/08: Veriphone Doesn't PAY [view article]
    Miriam,

    I'm told you are a "freelance financial writer and editor with extensive experience in the personal finance field." and yet you write "Altria (MO): “You buy more! The stock was down a buck and a half. The roadtrip just began. It yields 4%+. Their going to boost the dividend.”. " How do you not know the correct version of "Their" to use?     Reply
  • commenter
    Nate C
    Feb 10 09:09 PM
    Taking Partial Profits in NUAN, SGR [view article]
    I am not a fan of payday lenders. Sure it sounds great--legalized usury must mean big profits, right? Not necessarily. I have been following other payday lenders like AEA (Advance Cash America). The fundamentals surrounding the business are not as rosy as you might think. The reason they have to charge such egregious interest is because of high default rates on the loans. Look at EZPW and AEA's profit margins--only around 10%. Not great when compared to other industries. Another problem with these companies is the intense competition between them for the same customers--they have no economic moat, they can only compete on the rates of interest they charge.

    Another problem with these companies is that a recession will likely cause a spike in the loan default rate. EZPW is a little more shielded from this through their pawn shop business. Overall I would pass on these stocks. Also watch out for increasing legal problems surrounding the industry—AEA was forced out of Virginia and Pennsylvania by the state legislatures which passed laws that capped the amount of interest these companies can charge.
    Reply
  • commenter
    Ron Coleman
    Jan 11 01:24 PM
    Microsoft Vista's Voice-Recognition Software: The Future of PC Applications [view article]
    Andy,

    I just found your article. It is interesting, having the entire computer be voice operated. You are right, there is a lot of benefit in the emerging economies that have not grown up with keyboards and mice. Can you tell me more about Nuance and where their core focus is?     Reply

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