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  • Questcor (QCOR): Q3 EPS of $0.91 beats by $0.14. Revenue of $140.3M beats by $11M. (PR[View news story]
    Not true. QCOR doesn't provide guidance. Read the press release linked to above.
    Oct 23, 2012. 05:08 PM | Likes Like |Link to Comment
  • 3 Stocks To Trade Now, 2 To Avoid  [View article]
    You demonstrate that you have no idea about what you're talking about with regard to QCOR. As management said on the conference call today, this will have no material impact on the business. Add to that numerous buy ratings reaffirmed by analysts, and this is a no-brainer buy. Price before overreaction: ~$55. Price after overreaction: ~$25. Stock's already up 15%, and it's got a long way to run back up to $55! I for one am going to benefit from it.
    Sep 20, 2012. 07:11 PM | 1 Like Like |Link to Comment
  • Millennial Media: Shares Could Fall 50% On Lock-Up Expiration And Competition  [View article]
    Oh, and I'm short via puts.
    Sep 20, 2012. 06:53 PM | Likes Like |Link to Comment
  • Millennial Media: Shares Could Fall 50% On Lock-Up Expiration And Competition  [View article]
    Insiders may sell for a variety of reasons, not just because they think the price they can get now is the absolute best they will ever get. Many of the shares are held by PE firms, which can be incredibly fickle with their investments once they've gone public. As the author said, they're still probably getting A LOT more than they put in. The sheer size of this lockup expiration relative to the float should cause concern to any longs in this stock. Even if only a fraction of the shares are sold when the lockup expires, it could have a huge impact on the price.

    And you can't argue that the valuation is not stretched. The company may have huge growth numbers, and the valuation may turn out to be warranted, but there are a lot of "if's" on the way there.

    I'm intrigued by MM, but I don't see any reason to hold it right now, especially when there's a stock with a MUCH more attractive valuation and arguably better business prospects: Velti (VELT).

    Great article.
    Sep 20, 2012. 06:52 PM | Likes Like |Link to Comment
  • Mobile Advertising: The Next Big Thing?  [View article]
    MM is suffering from the market's distaste for tech IPOs in the wake of FB and ZNGA. There's also still an overhang from pending lock-up expirations. The last of those is in November, after which I'll probably pick up some calls. MM does seem to have more big-name clients in the US, though Velti recently announced some nice wins including Disney. Velti also has much better international exposure and their business seems to be more diversified than MM. From a valuation perspective, VELT is the hands-down winner: its forward PE of 7.2 is vastly more attractive than MM's 90.

    Even if you think MM's business is "better," let's not forget that there's a price for everything. If VELT's forward multiple expanded to even just half of MM's, VELT's stock price would be $47, or 600% of its current value.
    Aug 26, 2012. 05:57 PM | 1 Like Like |Link to Comment
  • Mobile Advertising: The Next Big Thing?  [View article]
    Great article. I think you summed it up about perfectly in the title: It IS the next big thing. It's a new and revolutionary technology and medium, so naturally it's taking time for advertisers to optimize their ads and for businesses to sign on. I'm long VELT, but I'll have to take a look at YOC and VCLK.
    Aug 24, 2012. 08:41 PM | Likes Like |Link to Comment
  • High-Growth OCZ Technology Trading In The Discount Bin  [View article]
    I think the concern is that they won't be able to meet covenant that states EBITDA must be greater than $600,000 at the end of Aug 31st. Their EBIT last quarter was NEGATIVE $6 MILLION. I personally can't say how likely it is they can meet this covenant. But here what the CEO had to say on the last earning's call:

    "I think the answer there is nothing that would jeopardize that, the debt facility, in the next few quarter, outside of act of God type stuff. Art seems pretty confident. He's smiling at me in the background here. So I don't know if you had any comments, Art?"

    Hopefully Art wasn't smiling for any nefarious reason.
    Aug 23, 2012. 03:04 PM | Likes Like |Link to Comment
  • High-Growth OCZ Technology Trading In The Discount Bin  [View article]
    Well, that was a great analysis. You should write articles on SA. That comment would have been one of the most well-researched and well-argued articles I've read on here.

    When you say "money to be made on volatility" what are you referring to, if I may ask? You're hopping in and out for a trade, and happen to be long now? Or you're selling covered calls?
    Aug 22, 2012. 09:41 PM | Likes Like |Link to Comment
  • High-Growth OCZ Technology Trading In The Discount Bin  [View article]
    Why would you be long, in light of your previous statements?
    Aug 22, 2012. 09:12 PM | Likes Like |Link to Comment
  • OCZ Technology's CEO Discusses F1Q13 Results - Earnings Call Transcript  [View article]
    Management are ridiculously conservative in their guidance. Pushing out the $27MM and not including MSFT revenues in the annual guidance? This company's future is so bright...but oh well, the longer it takes people to realize it, the more I'll be able to accumulate at these prices.
    Aug 19, 2012. 01:21 AM | Likes Like |Link to Comment
  • Velti's And Millennial Media's Second Quarters: Good News For Facebook, Pandora  [View article]
    Thanks for the well-argued article. And thanks for sharing that presentation from Kleiner Perkins - VERY interesting. It completely confirms my belief that mobile is the future. Advertisers are just starting to realize this, as people shift en masse to smartphone use. Advertisers are also just starting to learn how to engage people on this platform, and Velti (along with MM) have a huge head start. MM seems to have more cachet and better-known clients, but it's not generating a profit (yet), its international reach is limited, and it's still facing lock-up expirations in the next few months. VELT is THE mobile ad play right now, and offers perhaps the best risk/reward profile of any stock I've seen, even after its run-up in recent weeks.
    Aug 16, 2012. 05:22 PM | Likes Like |Link to Comment
  • Velti: Secular Growth Overwhelms Cyclical Macro Issues  [View article]
    Thanks for another great article. MM seems to have an intriguing market position, but Velti has a vastly better valuation. I'm waiting until the last MM lock-up expiration on 9/25/12 before I hop on board. In the meantime, I'll stick with VELT.
    Aug 16, 2012. 01:04 PM | Likes Like |Link to Comment
  • Why I'm Bullish On Marvell Ahead Of Its Earnings Report  [View article]
    Hey Ashraf, thanks again for another well-thought-out and well-researched article! Do you have any thoughts on SIMO?
    Aug 15, 2012. 01:15 PM | Likes Like |Link to Comment
  • The OCZ Acquisition Rumor: Where There's Smoke, There's Fire  [View article]
    Great article as usual. Thanks for sharing your insights!
    Jul 22, 2012. 12:01 PM | Likes Like |Link to Comment