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pipilo_aumak@yahoo.com

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  • Amazon Stock At $300 Or $245 In The Next 3 Months: Which Is More Likely? [View article]
    I feel sorry for you if you own a lot of Apple. The last innovated product is 4 years old. For the past 4 yrs, they are just doing treaking with the competitors catching up. Samsung in Asia, Nokia in Europe and India.
    Jan 24, 2013. 12:28 AM | 1 Like Like |Link to Comment
  • Apple (AAPL -0.9%) shares continue to have an autumn to forget - they're now trading at levels last seen in May. Credit Suisse suggested this morning bulls should consider selling a Jan. '13 options strangle involving strike prices of $525 and $600. Morgan Stanley's Katy Huberty provided another positive note: she claimed component supply constraints are "no longer an issue;" that component costs could drop in 1H13; and that the Chinese government could issue 4G licenses in 2H, something that would pave the way for a China Mobile (CHL) deal (previous). [View news story]
    Who cares... trend is down and best way to play it is selling this short until it has sign of rebounce
    Nov 15, 2012. 09:41 PM | Likes Like |Link to Comment
  • More on Apple: It looks as if the iPad Mini, premium pricing and all, is off to a decent start: the white model sold out hours after pre-orders commenced, and shipping times now stand at 2 weeks. The black model is still available. Digitimes recently claimed the Mini's relatively high pricing was due to low yields for its cutting-edge GF2 touchscreen tech (previous). If that rumor is accurate (a big if), it could mean a price cut will arrive once yields improve and costs fall. [View news story]
    Samsung sold 2x more Galaxy phones than Apple in Q3.. Tablet has lower margin than Phone. The bright time for Apple is Over!
    Oct 26, 2012. 07:23 PM | 1 Like Like |Link to Comment
  • Shares Of Basic Energy Surge - Why? Why Not? [View article]
    Should focus on Price per Cash Flow. ALso focus on the strength on the Balance Sheet
    Jul 11, 2012. 01:36 AM | Likes Like |Link to Comment
  • Bakken Update: Continental Resources' Well Results Are Getting Better [View article]
    Thanks for the great post. I will buy into KOG and do not expect price to recover until Oil Price recovers
    Jun 2, 2012. 01:06 PM | 2 Likes Like |Link to Comment
  • Buy SodaStream And Get Your Growth For 50 Cents On The Dollar [View article]
    Why I should invest SodaStream but not keep my money in Monster Instead?
    May 28, 2012. 10:42 PM | 1 Like Like |Link to Comment
  • Apple (AAPL) says it will hold a conference call tomorrow at 9AM ET to discuss its plans for its massive cash balance, which is likely above $100B at this point. Remarks from Tim Cook about how Apple is discussing uses for its cash, as well as other hints, has led to fervent speculation that a dividend and/or buyback will soon be announced.  [View news story]
    Share Buyback and a one time dividend payout..
    Mar 18, 2012. 07:19 PM | 1 Like Like |Link to Comment
  • Apple Has Already Won The Tablet Market [View article]
    Well written, indeed
    Mar 17, 2012. 12:08 AM | Likes Like |Link to Comment
  • More on Kodiak Oil & Gas (KOG): Q4 revenue grew four-fold Y/Y but still missed Street estimates, as higher interest and acquisition expenses took their toll on bottom line margins. Shares -4.7% AH.  [View news story]
    They disappoint twice already
    First time on well completion; Second time on Cost
    What do you think?
    Feb 29, 2012. 10:37 PM | Likes Like |Link to Comment
  • More on Kodiak Oil & Gas (KOG): Q4 revenue grew four-fold Y/Y but still missed Street estimates, as higher interest and acquisition expenses took their toll on bottom line margins. Shares -4.7% AH.  [View news story]
    it will not go up. I am quite positive it will drop to $8 or so. Wait
    Feb 29, 2012. 12:40 AM | Likes Like |Link to Comment
  • More on Kodiak Oil & Gas (KOG): Q4 revenue grew four-fold Y/Y but still missed Street estimates, as higher interest and acquisition expenses took their toll on bottom line margins. Shares -4.7% AH.  [View news story]
    this company really has issue executing. First backlog for wells completion and now not controlling cost too well.
    Seems like better execution from OAS
    Feb 28, 2012. 05:56 PM | Likes Like |Link to Comment
  • Bakken Update: Kodiak Production In The Face Of Adversity [View article]
    Hi Michael, Thank you for the analysis. Has Been Following your post since 2010 and learn a lot.

    Comment: Lot of your Analysis has been on KOG, OAS, TPLM those small and medium cap companies. What is you take on the majors like EOG, WLL, CLR in terms of

    1. Acreage; 2. Total Wells Completion; 3. Output; and 4. Management Expertise

    Thanks a lot
    Feb 25, 2012. 04:46 PM | Likes Like |Link to Comment
  • Apple Ready For A February Sell Off [View article]
    Invest in Bakken Oil Exploration Companies, KOG, TLPM, SSN etc. Will make you more $ than Apple down the road...
    Feb 22, 2012. 01:18 AM | Likes Like |Link to Comment
  • Apple Ready For A February Sell Off [View article]
    Apple is a crowd trade. Buy Bank of America Instead
    Feb 7, 2012. 12:58 AM | Likes Like |Link to Comment
  • Triangle Petroleum: 2012 Could Be Its Year [View instapost]
    Thanks for the article Michael, I am looking at scaling my purchase into KOG. Based on the last call, they have some execution problem. I am not sure this is a long term management issue. I already start one purchaase ~ $8.74. What do you think is a safe price to continue scaling in?
    Rgds
    Feb 6, 2012. 12:16 AM | Likes Like |Link to Comment
COMMENTS STATS
19 Comments
10 Likes