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SivBum

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  • NQ Mobile: Ignore The Noise, Buy The Growth [View article]
    detail,

    So we had different definition in mind.
    Apr 18 03:11 PM | Likes Like |Link to Comment
  • NQ Mobile: 'Ladies And Gentleman... Start Your Engines!' [View article]
    zt6, Source please.
    Apr 18 03:09 PM | Likes Like |Link to Comment
  • NQ Mobile: 'Ladies And Gentleman... Start Your Engines!' [View article]
    qrc,

    1. My opinion deviated from other longs and consistently said NQ's PE was at nose bleed levels at $25.

    2. SAC's insider trading legacy was proven in courts. No need to wonder how SAC made so many right calls ( SMART MONEY ) before SEC began to clamp down on illegal trades on material inside information.

    3. I do recall at one time SAC had a fairly large NQ position but transferred to a sister fund ... ( unclear why) ... then they bought back in (unclear if part was from the original ownership) ... now they sold off all within 6 months ... go figure.

    Wonder who is the Hong Kong dark pool operator who shorted NQ reference by Goldbaum? Any tie in with one of the so called longs?
    Apr 18 11:19 AM | Likes Like |Link to Comment
  • NQ Mobile: 'Ladies And Gentleman... Start Your Engines!' [View article]
    Iam, to be fair, SAC had been trading NQ well before Carson Block's fire call. There was no fire and no major shareholders, auditors, directors, executives have left the building since. It is entirely possible that SAC needs to raise the $1.8 billion and cannot wait any longer for the shares to double as they had hoped.
    Apr 18 10:58 AM | 1 Like Like |Link to Comment
  • NQ Mobile: Ignore The Noise, Buy The Growth [View article]
    Detail,

    Thanks for the correction. Someone had posted this a couple of weeks ago and jived with your 5.1% number:

    Top Funds ---- % of float owned
    1. Public Employees Retirement System OHIO 2.10%
    2. Susquehanna International Group 2.15%
    3. SC China Holdings 3.90%
    4. ChinaRock Capital Management 4.44%
    5. GSR Partners II 4.63%
    6. SAC Capital Advisors 5.10%
    7. DNB ASA 5.35%
    8. Bank Of America 5.83%
    9. Kylin Management 6.20%
    10.Capital Ventures International 6.30%
    11.Morgan Stanley 6.30%
    12.Oberweis Asset Management 6.60%
    13.Toro Investment Partners 7.34%
    14.Altimeter Capital Management 17.30%



    03/28/14 83.54%
    Apr 18 10:51 AM | Likes Like |Link to Comment
  • NQ Mobile: Ignore The Noise, Buy The Growth [View article]
    Detail,

    $1.8 billion total ... you were off by 50% !!!
    Apr 18 10:50 AM | 2 Likes Like |Link to Comment
  • NQ: You Can't Fool All Of The People All Of The Time [View article]
    aymerick,

    Good luck to you. As I had opined to punitivedamages, there is no sure thing in life. It is okay to go all-in if you can afford to lose the bet.

    If you have lived through the recent dot com and sub prime meltdowns, the collective Tech and financial stocks (as qqq and XLF indices ) crashed 80% ... even the most seasoned investors had no place to hide.

    So, good luck with NQ. You alone must decide what to do with the stock now. Count yourself lucky that you did not sold below $10 on 14/14 ... Out of curiosity, have to asked your friend for advice?
    Apr 18 10:48 AM | 1 Like Like |Link to Comment
  • NQ Mobile: Ignore The Noise, Buy The Growth [View article]
    Golden,

    Let's be a bit more less wishy washy on numbers. % was 6.3%, far cry from 10%:

    http://1.usa.gov/1doDN6w

    While it is not one of the top 5 institutional owners, it is a chunk. Wonder who picked up the spoils.
    Apr 18 10:37 AM | 2 Likes Like |Link to Comment
  • NQ Mobile: Ignore The Noise, Buy The Growth [View article]
    richard,

    I would agree that this piece is fluffy and too overly focused at top line growth and potentials in SAM rather than actual SOM. It is debatable if better when a boiler room operator buys a good chunk of calls/puts and then go out and pump the stop with intent to sell those calls/puts.

    Problem that the NQ shorts based on the research from MW which had batted ZERO for the past 6 or 7 fraud calls on Chinese non-Reverse-IPO ADRs, not to mention other recent short calls as AMT.
    Apr 18 10:16 AM | 2 Likes Like |Link to Comment
  • NQ Mobile: 'Ladies And Gentleman... Start Your Engines!' [View article]
    shih,

    How could you draw the conclusion since there was no disclosure on what were the cost basis for SAC's accumulation and liquidation.
    Apr 18 10:05 AM | 1 Like Like |Link to Comment
  • NQ Mobile: 'Ladies And Gentleman... Start Your Engines!' [View article]
    bull,

    Thanks ... looks like those insider trading specialists at SAC make some money and left the building. Wonder what other stocks they had to dump to pay for the $1.8 Billion fine:

    By Nate Raymond and Emily Flitter
    NEW YORK Thu Apr 10, 2014 10:13pm EDT
    (Reuters) - SAC Capital Advisors' $1.2 billion criminal settlement for insider trading received final court approval on Thursday, as a U.S. judge accepted a guilty plea from the hedge fund firm run by billionaire Steven A. Cohen.

    At a hearing in Manhattan federal court, U.S. District Judge Laura Taylor Swain accepted SAC Capital's guilty plea to fraud charges and payment of a $900 million fine.

    In total, SAC Capital has agreed to pay $1.8 billion to resolve criminal and civil probes into insider trading. The U.S. Department of Justice said that payout is the largest insider trading settlement in history.
    Apr 18 10:04 AM | 1 Like Like |Link to Comment
  • NQ Mobile: 'Ladies And Gentleman... Start Your Engines!' [View article]
    mho is that their hope of doubling their money soon is no longer. Also, with SAC, they had originally a large position which they moved to another fund when SAC was under investigation late last year. Then the shares were brought or bought back to SAC a couple of weeks ago. Who knows what games these crooks are doing.

    At lease we know why the shares crashed after the EA last week.

    Nonetheless, if indeed SAC had sold the shares(and not transferred to another sister fund etc), that's one less big seller ahead of the audit in 10 days.

    It is not easy to make money and again, no risk not gain.
    Apr 17 05:17 PM | 1 Like Like |Link to Comment
  • NQ Mobile: Ignore The Noise, Buy The Growth [View article]
    menlo,

    All SEC filings have pages of fine prints on risk disclosures. Suggest you to go back and read the IPO prospectus and 8K, 10K documents of Facebook or Google. There are pages of items to fill a small novel. Also, go read the little chits from your prescription drugs ... the list of side effects normally covers from increased heart rate to ceased heart rate.

    It is the IPOs and 10K's without significant risk claims or drugs without any side effects that you need to avoid.
    Apr 17 05:08 PM | 4 Likes Like |Link to Comment
  • NQ Mobile: Ignore The Noise, Buy The Growth [View article]
    equityTrader,

    So you think it is more noble to short a stock first and then come out with a hit piece? Not in my book.

    Jim Cramer prided himself of similar disclosure to avoid being labeled as pump and dumper, i.e. bought positions first; then touted long/short arguments; and dump if response is favorable.

    Apr 17 05:04 PM | 1 Like Like |Link to Comment
  • NQ Mobile: Ignore The Noise, Buy The Growth [View article]
    You need to read the whole thing before forming your opinion:

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
    Apr 17 04:14 PM | 1 Like Like |Link to Comment
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