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  • What Will Happen When Zynga Drops Below $2 [View article]
    You do well. Yesterday we saw the weakness of Zynga breaking another minimum since its IPO, hitting $ 2.17. If not for the good report of Facebook certainly saw Zynga today back down. The optimism in this stock should be diluted quickly, as they have nothing to celebrate.
    Oct 24 08:54 AM | 2 Likes Like |Link to Comment
  • What Will Happen When Zynga Drops Below $2 [View article]
    I mean just customers. You exaggerated by example. Zynga is popular because Facebook is popular. Zynga works because it is inside of Facebook with 1B users. Zynga is as popular as its platform within Facebook? Simply no, not even close, check the numbers. That's my point. So if Facebook sneezes, Zynga flu, as simple as that.
    And in this post my intention is not to defend Facebook, being popular does not mean having success, I'm certainly still bear in Facebook stock.
    Thank you very much for your attention.
    Oct 17 11:08 AM | 2 Likes Like |Link to Comment
  • Down initially in sympathy with Zynga, Groupon (GRPN +9.4%) is now one of the day's tech standouts in spite of having no major news to rally on. This isn't the first time some of the daily deals leader's many shorts have decided to cover (I, II) at week's end. [View news story]
    Sure. No more concrete news. But there is no reason for the shares trade below $ 5 ridiculously
    Oct 5 04:42 PM | 2 Likes Like |Link to Comment
  • 5 Bargains Rallying Off Multi-Year Lows With Room To Run: 4 Buys, 1 Avoid [View article]
    Citigroup still has long way to the rise, from the super crisis of 2008, this shares barely rose, while the bank has improved its numbers significantly.
    I am long C
    Oct 4 12:08 PM | 2 Likes Like |Link to Comment
  • Is Groupon Now Worth Buying? [View article]
    Since then it's time to buy. The market has punished excessively for Groupon, while the quarters were improving and moving from losses to profits, stocks always remained punished. While the market allows other ridiculous quotes like LinkedIn or Amazon are incredibly overvalued, Groupon is incredibly undervalued.
    Oct 4 12:04 PM | 2 Likes Like |Link to Comment
  • Morgan Stanley's Bull Case For Pandora: $20 A Share [View article]
    There are still people who believe Morgan Stanley? They forgot Case Groupon and Facebook? They were largely responsible for these scams people.
    Beyond that Morgan Stanley is unfeasible Pandora reaches $ 20, at least for now there is no basis.
    On the contrary, I still see this business model difficult and unlikely to bring profits
    Oct 1 03:57 PM | 2 Likes Like |Link to Comment
  • Why Should You Buy Linkedin? [View article]
    This time I disagree with you.
    I think LinkedIn is today one of the most overvalued stocks there.
    ValaciĆ³n at $ 13B and I wonder if it's even half that ... so far not shown in numbers.
    Not as the market maintains these prices.
    Sep 20 02:36 PM | 2 Likes Like |Link to Comment
  • Why Visa And MasterCard Are Still Good Buys [View article]
    I fully agree with your report.
    I am long in V. In fact buy at $ 62.70 and still I keep.
    This year in January, my target Visa range was $ 140, but looks set to be surpassed.
    As you say, it is a safe bet, who has no credit card today? few transactions for Visa in one day in the world? plenty of money, as I say, Visa is a money making machine.
    I maintain my Long position.-
    Sep 13 08:32 AM | 2 Likes Like |Link to Comment
  • Groupon: What It's Done And What It Will Do [View article]
    There are several tips that indicate extreme punishment and ridicule to Groupon:

    - Are leaders in what they do.
    - The competition still can not get close and it's been a long time that they released the deals, LivingSocial, Google, Mastercard, etc.
    - Revenues will be higher than its current market valuation, incredible. You must count the cost of the brand name that is high and they were the first. Sure income after subtracting liabilities, but liabilities are being corrected as the sharp reduction in marketing spending.
    - Google offered $ 6B, they are not wrong where they put the eye.
    - Quarters 2012 far exceed those of 2011, earning net profit for the first time.

    $ 4.27 in Groupon is a ridiculous price, so how ridiculous AMZN at $ 260 or $ 150 CRM.
    These are things that the market should correct and improve, the punishment was excessive Groupon and this should improve from now.
    Sep 11 08:51 AM | 2 Likes Like |Link to Comment
  • Mastercard And Visa Significantly Undervalued [View article]
    They are companies with perfect numbers are machines to make money. Obviously they are undervalued.
    I am Long V
    Sep 7 10:45 AM | 2 Likes Like |Link to Comment
  • Time To Buy Netflix After A Significant Plunge? [View article]
    I think the drop in stocks does not justify it time to buy. The fall occurred because another measure seriously damages their business model, and I think that is a mortal wound, Netflix is no longer what it was, many companies do the same and the competition is already fierce, and Netflix seems not to find alternatives. Bad sign for the market.
    Sep 6 08:37 AM | 2 Likes Like |Link to Comment
  • Can Merkel Save Germany? [View article]
    Germany save Germany
    Not so much who is in government, because that economy is a runaway train. Merkel is also a serious policy and very respectable. In if the Germans are very tidy people around.
    Aug 25 11:35 AM | 2 Likes Like |Link to Comment
  • Facebook Is Compelling Me [View article]
    Given today with Facebook falling heavily on the lock-up expiration in more than 200 M shares would have to consider acquiring new shares in Facebook in December. Then in November will take place on lock-up final total of 1.15 B shares, that number will surely sink much prices. Only in December when all cards are drawn, there will surely be defined by entering the company, which gave hope to both Wall Street, disappointing in the same way on 18 May.
    Aug 16 10:39 AM | 2 Likes Like |Link to Comment
  • Why RIM Is Still A Good Long-Term Pick [View article]
    It is important what is in the book value, but more importantly the feeling and the expectations that the market has for the company. And if expectations are precisely zero, because they are almost zero, so far this year there is something new RIMM, in almost all of 2011 also remained without any news, and the giant strides of competition make expectations RIMM are very few, so I still think a value of $ 5 for the shares, and sporadic rebounds, ability to generate operating profit for investors just short.
    Aug 2 11:24 AM | 2 Likes Like |Link to Comment
  • 4 Stocks To Avoid Like The Plague And 1 Shining Star To Buy Now [View article]
    David
    In part I agree with your report.
    I agree with what you say about Apple, Facebook and Zynga.

    Apple is a buy. It is a company that grows and innovates constantly. Has to be in long-term investment portfolio.

    Facebook does not talk too much, is still overvalued. At $ 24 we talk about Facebook.

    Zynga never liked, and no like to be as dependent as Facebook, which will be very difficult to reverse. I also think that its platform will never have the customer base that is thanks to Facebook inside. Those who do play in Facebook for being stuck in their accounts. Different is leaving Facebook, Zynga logged in and playing on the platform. Complicated!

    I do not agree with your analysis report of Groupon and Nokia.

    Nokia today has a very strong back that is Microsoft, which, I think they will not drop to Nokia. I think RIM is much worse off than Nokia, RIM has no releases for this year has a back nor so important as Microsoft.

    I disagree that Groupon seems to go to zero. I see the shares fall much speculation and exaggerated, excessive punishment.
    We have seen Groupon improve quarter after quarter, reaching a minimum profit last quarter. It expects a profit of $ 0.03 per share this quarter. Be cautious with this company, their growth can be amazing or zero.
    For society is a good tool, I use it often and never disappointed.
    Jul 19 09:35 AM | 2 Likes Like |Link to Comment
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