Barneyiknow

Barneyiknow
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  • LinkedIn: Why So Surprised At The Drop?  [View article]
    LNKD is a one trick pony. No real stickiness for users. The real customer value is as a recruiting tool but that market is becoming saturated in the U.S. International growth is an opportunity but expecting it to come from China is a longshot. Lynda acquisition will eventually be written off and will be a disaster in hindsight. I can see this stock going to $40 in a bear market.

    I'm a long term LNKD short at average price of $185 so I'm obviously biased.
    Feb 5, 2016. 02:44 PM | Likes Like |Link to Comment
  • Congressional hearing on drug price hikes in session  [View news story]
    Nothing will come of this - these guys are all bought and paid for by the drug companies. This is all just a show.
    Feb 4, 2016. 01:26 PM | 3 Likes Like |Link to Comment
  • Yahoo: The Marissa Mayer Era Is So Over  [View article]
    saw her on CNBC this morning. She looks and sounds so defeated, yet I agree with the other posters, she's not going anywhere without her $20m severance package...
    Feb 3, 2016. 06:41 PM | 3 Likes Like |Link to Comment
  • Can Netflix's Programming Success Spread To Its Bottom Line?  [View article]
    Can someone share some insight on the debt they are carrying off of their balance sheet and how they are able to do this?
    Jan 20, 2016. 08:43 AM | Likes Like |Link to Comment
  • The Short Stays On At Veeva Systems  [View article]
    Your points are valid and I share your concerns about slowing growth. Product diversification and new revenue streams seem limited.

    However this makes VEEV a likely takeover candidate so shorts beware.
    Dec 9, 2015. 01:46 PM | Likes Like |Link to Comment
  • Ackman raises stake in Valeant to 9.9%, shares +3.5% AH  [View news story]
    Bill is an astute crook
    Nov 23, 2015. 07:01 PM | 4 Likes Like |Link to Comment
  • Is It Finally Time To Buy IBM?  [View article]
    Blah blah blah... Comparing IBM to Amazon is laughable. IBM stopped innovating 50 years ago. They will wait for the next recession and then by a dozen good technologies on the cheap like they've always done and 8 years from now the stock will be at 250
    Nov 19, 2015. 02:48 PM | 10 Likes Like |Link to Comment
  • Tesla Motors: Why It Is Still A 'Barbell' Stock  [View article]
    I agree it should have a small position in ones portfolio but on the short side. This stock will one day end up in bankruptcy court. It may take several years but I'm happy to wait it out. Short it and forget about it and cover when the stock hits $1
    Nov 8, 2015. 12:50 PM | 7 Likes Like |Link to Comment
  • Is The Fed Targeting Another Bubble In Stocks?  [View article]
    We already are Japan only with a more corrupt banking system
    Nov 14, 2014. 04:49 AM | 4 Likes Like |Link to Comment
  • Microsoft Should Buy Salesforce.com Before It Reaches $60  [View article]
    IBM makes infinely more sense than Microsoft.
    May 20, 2014. 08:32 AM | Likes Like |Link to Comment
  • Gold: Over-Leveraged Portfolios Unwinding, Watch Out Below  [View article]
    Perhaps you can start by clarify whether you are writing about paper or physical?
    May 12, 2013. 07:41 PM | 1 Like Like |Link to Comment
  • Gold's Double Whammy Is In Play  [View article]
    If returns were 9.3% and nobody could buy what do you think the return would have been if indeed people could buy?
    Apr 29, 2013. 10:47 PM | 2 Likes Like |Link to Comment
  • Goldman Sachs cuts Microsoft (MSFT -3.4% to $29.25) to "sell" from "neutral" and says there is an 11% downside to the software giant's $27 12-month price target. Goldman cites falling PC sales and not enough traction in tablets and smartphones as a reason for the downgrade, which comes a day after IDC said that global PC sales slumped 13.9% in Q1.  [View news story]
    This isn't about a rookie analyst having poor timing. This is about outright manipulation of a stock.
    Apr 11, 2013. 02:39 PM | 3 Likes Like |Link to Comment
  • Goldman Sachs cuts Microsoft (MSFT -3.4% to $29.25) to "sell" from "neutral" and says there is an 11% downside to the software giant's $27 12-month price target. Goldman cites falling PC sales and not enough traction in tablets and smartphones as a reason for the downgrade, which comes a day after IDC said that global PC sales slumped 13.9% in Q1.  [View news story]
    What's with the two day run up of MSFT right before dismal PC news and Goldman downgrade? Smells fishy to me.
    Apr 11, 2013. 08:19 AM | 6 Likes Like |Link to Comment
  • Don't Be A 'Doomsday Prepper'  [View article]
    what's wrong with gold as an investment? It's the perfect short against the US Dollar and is a bet that there is no end in sight to accomodative monetary policy.

    It really has nothing to do with doomsday although I'll take gold over paper if that scenario were to ever unfold.
    Apr 4, 2013. 05:06 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
48 Comments
139 Likes