Send Message
View as an RSS Feed
  • The Truth About Robin Raina's Ebix: Part I  [View article]
    Did anyone notice Gotham Research Disclosure: I am short EBIX.

    C'mon, the market believes this self-serving piece of garbage from an unknown, non-credible source...
    Feb 21, 2013. 05:13 PM | 7 Likes Like |Link to Comment
  • The Truth About Robin Raina's Ebix: Part I  [View article]
    From their city:
    Gotham City Research LLC focuses on due diligence-based, special situation investing. As of the publication date of our articles, we may have long or short equity positions in the companies covered.

    wait a minute are they a research or an investment company? Do you think these guys are long on EBIX? Not.

    I am sure there plenty of creative writing in this report just like EBIX's financials.
    Feb 21, 2013. 03:57 PM | 1 Like Like |Link to Comment
  • Coach Results - The Good, The Bad, And The Ugly  [View article]
    A couple of other positives - their men's accessories line and re-entering into the shoe market seem to fit the "Good" in the company. Yesterday sell off wiped out the small gains I had in the stock since I bough in December. I remain cautiously optmistic to hold and see.
    Jan 24, 2013. 11:09 AM | Likes Like |Link to Comment
  • Why Investors Should Be Bullish On Zambia  [View article]
    long AFK
    Jan 4, 2013. 11:47 PM | 1 Like Like |Link to Comment
  • Roger Nusbaum Positions For 2013: Think Long Term, Invest Globally  [View article]
    Is this guy an investor, a politician or a lawyer? He a) does not answer the question directly or b) provides a very grey response. What is up with that? SA readers deserve better than this.
    Jan 4, 2013. 02:20 PM | 1 Like Like |Link to Comment
  • Aircastle Limited: Significantly Undervalued At 6x Earnings, Sports A 6.0% Dividend Yield  [View article]
    Great write up and a very compelling point of view on AYR. I will definitely research further to see if it belongs in my portfolio. Thanks!
    Dec 4, 2012. 06:28 PM | Likes Like |Link to Comment
  • Why Investors Should Listen To Jim Chanos  [View article]
    Seems China has bottomed out as the economy is "limping" along at 7% growth. I wonder if Chanos has a different view in China since his comments from Feb 2011.
    Nov 26, 2012. 12:09 PM | Likes Like |Link to Comment
  • Here's Why Pandora Will Reach $56 Per Share  [View article]
    Thanks for the article, I agree with others that have said your article lacks the quantitative substance to substantiate the headline.

    Basing Pandora's valuation on pre-ipo valuations of like companies is fundamentally flawed especially at this point in time when the bubble has bursted in the public markets for sustaining lofty pre-ipo valuations for companies with flawed business models. Very soon private valuations will follow and I am sure this has a lot of VCs nervous wondering who will be left holding the bag.

    There is little basis for thinking that a company that has already gone public has the same value a company that is out of reach of the public hands. Unless you think that Pandora can go back to being private and have the comparable valuation of Spotify. LOL! Do you see the absurdity of the comparison?

    Public market liquidity can be both a curse and a blessing, as we have seen time and again recently, it can decimate a company's iliquid pre-ipo value to unthinkable levels. Did you consider that Spotify may actually be worth less than Pandora when it goes public instead of the other way around as you have concluded?

    The public market Gods have spoken, treat them with respect or you'll get squashed.
    Nov 14, 2012. 02:46 PM | 1 Like Like |Link to Comment
  • Utilities ETF With Dividends, Price Appreciation, And Low Expenses  [View article]
    Great entry point now. The fiscal cliff panic is making Utilities attractive as investors fear that energy will face higher regulation. Yield is now hovering at 4.1%
    Nov 12, 2012. 06:42 PM | Likes Like |Link to Comment
  • Pandora: Everything Is Riding On The Internet Radio Fairness Act  [View article]
    Everyone seems to love Pandora as a user. If only Pandora can get the federal judges hooked on their product, the bill may stand a good chance of passing.
    Nov 8, 2012. 02:35 PM | Likes Like |Link to Comment
  • How To Play A Bottom In Drybulk Stocks  [View article]
    no rush getting in. until we see the BDI Index move.
    Nov 8, 2012. 02:19 PM | Likes Like |Link to Comment
  • Universal Travel Group: Things Are Not As Bad As They Seem  [View article]
    I just tried using the english version of the site for booking and seems to work. I did not book a flight but the flight search engine worked.
    Jan 19, 2012. 03:02 PM | Likes Like |Link to Comment
  • iPath S&P 500 VIX Short-Term Futures ETN: Swimming Against the Currents  [View article]
    Extremely educational in many fronts. Thanks!
    May 24, 2011. 02:47 PM | Likes Like |Link to Comment
  • Six Ways to Profit From the International Broadband Boom  [View article]
    I like IXP precisely for that 70% Global/30% US mix. The top US holdings are AT&T and Verizon. And has exposure to all the top players abroad. It is a good way to be exposed to global telecom U.S. included with one holding while earning a 4% yield.
    Jan 11, 2011. 03:28 PM | Likes Like |Link to Comment
  • 5 Investment Ideas for 2011  [View article]
    At $8 per month. Netflix is the Taco Bell of streaming media, a low end provider to the masses with a solid product. This is the best entertainment value under ten bucks. Period. Additionally, their low cost service has the potential to become more like a utility, that is, customers will buy other entertainment media on top of Netflix, not in lieau of. Agree, the valuation on NFLX appears to be high right now, but no one is going to kill Netflix anytime soon. Competitors like Time Warner are so bloated with overhead making it impossible to compete on price against NFLX that are only left with launching a smear campaign and resorting to name calling.
    Jan 7, 2011. 10:14 AM | 5 Likes Like |Link to Comment