Seeking Alpha


Send Message
View as an RSS Feed
View jameskm03's Comments BY TICKER:
Latest  |  Highest rated
  • King's IPO valuation conservative; Zynga, Glu Mobile gain [View news story]
    ATVI has a market cap around $14.5B. There is just no way this one trick pony is worth half that. EA has a market cap of $9.2B. Those that want to put growth projections on this probably need to get their heads out of the clouds a little.
    Mar 12 02:30 PM | Likes Like |Link to Comment
  • GM and Ford to follow aluminum strategy together [View news story]
    @1980 You obviously never hit page two of the article you shared. I'm sorry but Tdot is correct and you have lost total credibly for knowing how to share sources that you have even read properly. Also there is a HUGE difference between paying back a loan and completely forgiving debt through bankruptcy.
    Feb 19 02:12 PM | 2 Likes Like |Link to Comment
  • Yahoo buys mobile marketing startup; criticism of strategy picks up [View news story]
    Is the honeymoon over?
    Jan 21 11:20 PM | 1 Like Like |Link to Comment
  • Verizon's Planned Acquisition Of OnCue Is About Cost Savings And Making FiOS TV 100% IP Based [View article]
    BINGO! Finally someone is starting to see the big picture. VZ has really slowed back FiOS rollout the last few years and everyone doesn't full get why. Well the answer is why lay all this expensive pipe when you also run the most powerful wireless network in the US. 4G is only getting faster and more reliable so why not offer a TV service that streams wirelessly?

    It sounds a little crazy today but if you step back and look at the big picture Verizon already has 100M wireless phone customers it's a perfect market to target with a compelling TV offering and completely SHOCK traditional Cable/Satellite providers. It's not going to happen overnight but if you are patient and look at the long term picture VZ would have to be braindead to not go in that direction. In my opinion it was this big picture vision that VZ saw and why they knew step one was buying the rest of the wireless part of the company from VOD.

    This is also a small nice long term bet by INTC to get their chips into the living room. I'm sure INTC must have included that VZ must use their chips in this product as part of this deal.
    Jan 21 05:43 PM | 1 Like Like |Link to Comment
  • Nuance ups FQ1 guidance, shares +7.5% AH [View news story]
    5x would put NUAN as a $25B market cap and share price around $75. I think a double from here in 2014 assuming the market doesn't completely fall apart is possible.

    This is really good news either way because last earnings they made it sound like it was going to take another year before things really start to turn around.
    Jan 21 05:35 PM | 1 Like Like |Link to Comment
  • EA, Activision, Take-Two underperform after GameStop warns [View news story]
    The trend of digital downloads and digital expansions directly from the publishers is cutting out GME some here too.

    I've been a long time GME rewards member but I would never buy the company for the single fact that I feel like they don't try hard enough to keep members active. Meaning I've been on and off again for the last 10 years and it seems like every year without fail my subscription expires without any notification and the next time I go in (sometimes 3-6 months later) we renew but they should have that process on lockdown. You have all my contact information and it's a great value considering the used game discounts AND the magazine but they suck at keeping people locked in.
    Jan 14 03:27 PM | 1 Like Like |Link to Comment
  • Beam - An Attractive Investment Opportunity [View article]
    If you are in long term capital gains territory I would recommend you just sell now. If you are close you might wait. By close I mean the deal should be complete between May-July at the latest.

    I sold out yesterday morning being in long term gains.
    Jan 14 08:26 AM | Likes Like |Link to Comment
  • Ford unveils new F-150, built mostly with aluminum: Will customers approve? [View news story]
    Everyone will be doing this in 5 yrs. bet on it!
    Jan 13 09:43 PM | 1 Like Like |Link to Comment
  • Is Now The Time To Buy Silver Wheaton? [View article]
    Took a nibble of this SAND and ANV the end of last year. I think I'm ready to nibble a little more. SAND has been down so far but I've more than made up for that through the gain in the other two.

    I feel like it's time for a market correction and PMs were so beat down in 2013 that they are one of the best values around.

    SLW has a 52 week high over $37. I don't think it's impossible to see it get back to those levels in the next year.
    Jan 13 05:10 PM | 3 Likes Like |Link to Comment
  • Beam - An Attractive Investment Opportunity [View article]
    Yup. Payday appears to be today!
    Jan 13 08:11 AM | 1 Like Like |Link to Comment
  • Beam - An Attractive Investment Opportunity [View article]
    Great article. I really appreciated your acquisition segment. I tend to agree those talks are still probably a year away but I still like BEAM.
    Jan 11 05:04 PM | Likes Like |Link to Comment
  • Report: Intel to unveil Android/Windows hybrids, Microsoft/Google not on board [View news story]
    I hate when companies try and shut down innovation. MSFT and GOOG should both quit whining and give customers more options and from these comments what they want.
    Jan 3 09:18 PM | 1 Like Like |Link to Comment
  • The Seller's Side: Why eBay Is A Strong Sell [View article]
    I hope you are right. Would love to pickup some EBAY @ $40 and before they spin PayPal off.
    Dec 16 11:11 PM | Likes Like |Link to Comment
  • Intel launching embedded products division [View news story]
    Good move and I'm glad they are focusing a division on it. Also the fact that it reports directly to the CEO shows it's a priority for Kzanich. Also don't think wearables but think about everything else. TVs, Fridges, Washer/Dryer, Thermostat, stove, microwave and basically any other electronic that you own.

    It's that kind of focus on the future that we can't even wrap our mind around what all is possible. The innovation in that sector will be mind-boggling.
    Nov 6 11:51 AM | 3 Likes Like |Link to Comment
  • 5 Reasons Why Activision Blizzard Shares Are Headed For New Highs [View article]
    You mention two COD of a year but isn't Destiny basically the Titanfall counter?
    Nov 4 02:35 PM | 2 Likes Like |Link to Comment