Seeking Alpha

SivBum

SivBum
Send Message
View as an RSS Feed
View SivBum's Comments BY TICKER:
Latest  |  Highest rated
  • Down The Rabbit Hole With NQ Mobile [View article]
    Okay, beat up on the new guy who was not indicted, convicted or censored but why smear the current TF team, vetted and approved by the HK governing board, with proven crooked directors of the past? mho is it was uncalled for to make your point.
    Dec 20, 2014. 10:34 AM | Likes Like |Link to Comment
  • Down The Rabbit Hole With NQ Mobile [View article]
    Keubiko, Your article seemed to be right on point other than the fraud charges of the past directors whom were banned/prosecuted after the Cambodian scheme in 2011. We should not associate current big bank executives to those from Countrywide, Lehman, Lynch, Wachovia, Great Western or all the way back to those Savings & Loan crooks of the 80s & 90s.
    Dec 20, 2014. 09:58 AM | Likes Like |Link to Comment
  • FDA clears AbbVie HCV combo [View news story]
    DILD needs competition ... good for patients and ABBV. Mother ABT also at new 52 wk high
    Dec 19, 2014. 03:52 PM | 2 Likes Like |Link to Comment
  • Ubiquitii -4.6% on bearish Goldman launch [View news story]
    Nice comment, the analyst was asleep at the switch during the Spring or Summer:

    Too late? Ubiquiti had already fallen 41% from its March high of $56.85 as of yesterday's close. Shares go for 14x FY16E (ends June '16) EPS.
    Dec 19, 2014. 11:00 AM | Likes Like |Link to Comment
  • Another NQ Mobile Executive Bites The Dust [View article]
    SL, Nice looking women ...
    Dec 19, 2014. 09:15 AM | Likes Like |Link to Comment
  • Another NQ Mobile Executive Bites The Dust [View article]
    SL, Seems that the IPO of FLM was part of the Bison deal last May and Nation Sky IPO was part of the deal with:

    http://bit.ly/1uYnstp
    Dec 18, 2014. 10:29 PM | Likes Like |Link to Comment
  • Another NQ Mobile Executive Bites The Dust [View article]
    Gee, when did Lehman Brothers fall again? How about Bear Stearns, Fannie and Freddie, MF Global, AIG, HealthSouth, Countrywide, Washington Mutual, Nvastar Financial, K-Mart, New Century Financial, Calpine, Wachovia bank ,,, all were guilty of taking their shareholders to the cleaners. The new company is not the old one and installed with executives who are in good standing:


    The Company failed to ensure shareholders were given all information they might reasonably expect in relation to various loan agreements entered into between the Company and various money lenders between June and July 2008
    Dec 18, 2014. 09:41 PM | Likes Like |Link to Comment
  • Another NQ Mobile Executive Bites The Dust [View article]
    That is how those Chinese work. Again, someone was willing to buy 300m shares near 52 week high. I won't touch it but who cares what I think.
    Dec 18, 2014. 09:15 PM | Likes Like |Link to Comment
  • NQ's Q1-Q3 revenue up 89%; slower Q4 growth expected [View news story]
    GG, no buyback but value added with the FL Mobile sale for shares of Tack Fiori? how about eps guidance FY14 and next?
    Dec 18, 2014. 09:06 PM | Likes Like |Link to Comment
  • Another NQ Mobile Executive Bites The Dust [View article]
    Like I said many times before, the stock is worth what the buyers are willing to pay, In the Tack Fiori case, looks like the deal had gone through though the insiders got caught in enriching themselves in the process.
    Dec 18, 2014. 08:40 PM | Likes Like |Link to Comment
  • Another NQ Mobile Executive Bites The Dust [View article]
    CC is going to be held in Far East, not in NYC or San Francisco.

    8:00 p.m. U.S. EST on Thursday, December 18, 2014, (9:00 a.m. Beijing / Hong Kong Time on Friday, December 19, 2014):

    http://bit.ly/1z8ueEy
    Dec 18, 2014. 10:59 AM | Likes Like |Link to Comment
  • Another NQ Mobile Executive Bites The Dust [View article]
    shortie, If you followed this NQ saga since MW's report, you would have read some of my early exchanges with Toro that NQ's evaluation at $20 was in the nose bleed region. I had been a trader until NQ fell to ~$7 and began to accumulate on top of my shares at near $0 cost bases. I turned to become a trader once the auditor chair resigned and been since.

    Difference between me and those other names is simple. I don't go crazy with NQ, but like them, I maintain that NQ is not a fraud, at least not more than being a young Chinese firm with loosey goosey financial department.

    Long ago, I used to run my own business and had added personal capital into the business without reporting to my CPA until year end. I was not trying to defraud IRS but not knowing the rules. It was immaterial to me but not so to the CPA.
    Dec 18, 2014. 10:34 AM | Likes Like |Link to Comment
  • Kandi +7%; Chengdu receives 1K EVs [View news story]
    It was down ~10% yesterday on crude meltdown, easily the biggest crash in e-auto sector.
    Dec 17, 2014. 09:29 AM | 1 Like Like |Link to Comment
  • Another NQ Mobile Executive Bites The Dust [View article]
    NQ (-5.6%) market cap near $400mil and not much above its cash hoard. Meanwhile, Web 2.0 got spanked hard today:
    Dang -5.54% (New 52 Wk Lows)
    KNDI -9.15%
    MOBI -5.35%
    QIHU -6.92% (New 52 Wk Lows)
    VIPS -3.27%
    YOKU -3.18%
    YY -2.6%


    Google (-3.58% ,new 52-week lows),
    Facebook (FB -3%),
    Twitter (TWTR -4.7%),
    Amazon (AMZN -3.5%),
    Netflix (NFLX -3.2%)
    Z -5.5%.
    TRLA -5.4%.
    MELI -5.4%.
    ZNGA -4.9%.
    ZU -3.2%.
    ANGI -3.4%.
    Dec 16, 2014. 04:14 PM | Likes Like |Link to Comment
  • Housing starts in line in November [View news story]
    1,05M prior data is 1.045 but significantly revised up from Oct report:
    HOUSING STARTS
    Privately-owned housing starts in October were at a seasonally adjusted annual rate of 1,009,000. This is 2.8 percent (±10.0%)
    * below
    the revised September estimate of 1,038,000, but is 7.8 percent (±8.7%)* above the October 2013 rate of 936,000.
    Single-family housing starts in October were at a rate of 696,000; this is 4.2 percent (±8.8%)* above the revised September fig
    ure of
    668,000. The October rate for units in buildings with five units or more was 300,000
    4.8 percent (±1.3%) above the revised September rate of 1,
    031,000 and is 1.2 percent (±1.2%) above the October 2013 estimate of
    1,067,000.
    Dec 16, 2014. 09:26 AM | Likes Like |Link to Comment
COMMENTS STATS
1,819 Comments
1,729 Likes