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mdesilvio

mdesilvio
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  • Google (GOOG): Q1 EPS of $11.58 beats by $0.89. Revenue of $13.97B (+31% Y/Y) misses by $70M. Shares +3.2% AH. CC at 4:30PM ET (webcast). (PR) [View news story]
    looks like the smart money got out on weds morning...
    Apr 18 04:30 PM | 0 Likes Like |Link to Comment
  • A Bright Golden Haze [View article]
    The promise of change lacked specificity.
    Apr 12 10:35 AM | 3 Likes Like |Link to Comment
  • Stocks carve out new session lows minutes before the bell as Dow Jones reports the North Korean army saying it has received approval for a nuclear attack on the U.S. Approval from whom? With what missile? S&P 500 -1.3%. [View news story]
    sell-off more likely related to Williams at the Fed saying possible easing of QE by this summer; just in time for the summer doldrums.
    Apr 3 03:45 PM | 0 Likes Like |Link to Comment
  • An Interesting Trade In Tesla [View article]
    Nice call; too bad TLSA didn't wait until 4/2 for the announcement.
    Apr 1 11:02 AM | 1 Like Like |Link to Comment
  • Can Renewed “Animal Spirits” And The Fed's Money Keep This Bull Alive?  [View instapost]
    http://bit.ly/WBgCNQ
    Mar 19 10:43 AM | 0 Likes Like |Link to Comment
  • Cyprus Will Bring The Red With It [View article]
    Based on open and the values at 10:30am, it looks like BTFD was a profitable strategy after all.
    Mar 18 10:29 AM | 0 Likes Like |Link to Comment
  • Cyprus Will Bring The Red With It [View article]
    http://bit.ly/WxqGHC

    Does BTFD apply on Monday?
    Mar 17 07:01 PM | 0 Likes Like |Link to Comment
  • A Couple Of Comments On JPMorgan's Downgrade [View article]
    Once a sell-off starts, any thoughts on where all that AMZN money will go?
    Mar 14 03:31 PM | 0 Likes Like |Link to Comment
  • Why Linked-Insiders Are Selling [View article]
    good luck trading against this favorite. While I can't verify it my suspicion is that the smart money makes boat load selling put$ to those thinking that the bubble can't get bigger.

    Since its latest release on 2/7/13 LNKD has climbed from $120 to $180. Sustainable, unlikely. Question is if one can outlast the run long enough to benefit from the burst.

    There are other whales to harpoon...
    Mar 14 02:53 PM | 1 Like Like |Link to Comment
  • A Couple Of Comments On JPMorgan's Downgrade [View article]
    Stay tuned. Paulo, now a lone voice in the wilderness, is likely to be joined soon enough.
    Mar 14 02:39 PM | 5 Likes Like |Link to Comment
  • A Couple Of Comments On JPMorgan's Downgrade [View article]
    No doubt JP Morgan is now well positioned for the "plunge." Thanks for your comments and observations; always appreciated.
    Mar 14 01:55 PM | 4 Likes Like |Link to Comment
  • Amazon Q1 2013 Revenue Growth Continues To Track Below Q4 2012 [View article]
    Looks like the tide may be turning...though lowering price target to $300 is hardly committal

    http://bit.ly/XKVHbP
    Mar 14 07:06 AM | 1 Like Like |Link to Comment
  • Revised LinkedIn's Fair Value To $90 On Impressive Growth But Risks Remain [View article]
    Gee, I hope your target is correct. I look forward to it falling from its current valuation of $157 to make it happen.... Yes, I'm short.
    Feb 21 04:15 PM | 1 Like Like |Link to Comment
  • LinkedIn - What You Must Believe To Support Current Valuations [View article]
    you failed to mention the need to believe in skittle rainbows and unicorns.
    Feb 15 02:48 PM | 3 Likes Like |Link to Comment
  • LinkedIn - There's Nowhere To Go But Down From Here [View article]
    I agree with your overall thesis though the title is off; it has only gone up since your posting. :) This stock is an unflushable.
    Feb 8 01:54 PM | 0 Likes Like |Link to Comment
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