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  • GT Advanced Technologies: Philip A. Fisher's 15-Point Analysis [View article]

    Re your criteria on owning a stock: "Does it meet a basic human need?" As an aside, I hold V shares, so have to ask: Do credit cards count as "a basic human need"??

    Sorry.. lol.... just couldn't resist that one! ;)
    Aug 19 11:06 PM | 2 Likes Like |Link to Comment
  • GT Advanced Technologies: Philip A. Fisher's 15-Point Analysis [View article]
    Jonathan's article is all about Philip A. Fisher's 15-pt investment philosophy, and how GTAT, as an investment, fits with Fisher's philosophy. In his summary, Jonathan already stated that his article was under constraint of length.
    However, Jonathan addressed GTAT 's technology in an excellent SA article back in March titled "GT Advanced Technologies: An Investor Manual" :
    Also, SA Contributor Matt Margolis has been providing consistently excellent & informative analyses on GTAT. Here is a link to his PTT Research firm where you can view his many outstanding and in-depth GTAT articles and recent video:
    I believe most of your questions would be answered regarding GTAT's current technological properties if you view these links and continue to follow these very fine author/analysts. We shareholders are mighty fortunate for the education on GTAT's complicated processes that they have been consistently providing. Cheers!
    Aug 19 08:45 PM | 6 Likes Like |Link to Comment
  • GT Advanced Technologies: Philip A. Fisher's 15-Point Analysis [View article]
    Extremely thorough research and analysis. Your informative contribution on GTAT is very much appreciated, Jonathan!
    Aug 19 07:16 PM | 6 Likes Like |Link to Comment
  • Update: LivePerson Earnings [View article]
    You lost ALL credibility when you cited “TopTenReviews .com” as legitimate. It is a PAID rating site. LivePerson is not shown on this site’s so-called Top Ten List because LPSN obviously did NOT pay TopTenReviews to advertise on it.

    Following is the link for sitejabber's site reviews of the toptenreviews site. Here are just a few of reviewers quotes regarding the toptenreviews site:

    "The #1 listed name was not found in the BBB and their #2 best account had a D- Rating from the BBB. So much for trusting this site."

    "They are completely fake, they get paid to uprate items"

    "In other words, pay toptenreviews a hefty commission and, BOOM, you have top rating".

    "Just a sales organization posing as a trustworthy site”.

    Here are some facts regarding LivePerson:

    LPSN: 2Q Record Bookings of $10.8 Million, a 53% Increase Over Prior Period

    FY14 Earnings Guidance: Increases to $204-$207M from previous of $199-$204M

    LPSN has been assigned a patent for a "method and system for creating a predictive model for targeting webpage to a surfer”. This patent is no doubt referencing LivePerson's LiveEngage — Their cloud-based method of customer engagement using Predictive Intelligent Targeting.

    Here's a quick list of some of LivePerson's world-wide customers: Omni Hotels & Resorts, Ted Baker London, Lancome Paris, Virgin Atlantic, UberGlobal, Gilt and The National Domestic Violence Hotline... to name just a few.

    You stated: "the company moved against us of late". I believe we can all see why. And by the way, who is "we"? You? By your own admission, you are a “former registered investment advisor” and a sell-side trader. Additionally, I see that your company's link to Bridgewater Investments isn’t even up!

    What’s wrong with SA that they allow such obvious stock manipulation on their site in the guise of analysis???? Your bogus article should be taken down ASAP.
    Aug 18 09:11 AM | 2 Likes Like |Link to Comment
  • Goldman Among Most Bullish Analysts On Kinder Morgan Merger [View article]

    I'm thinking they did.... and agree they acted accordingly ;)
    Aug 12 05:33 PM | 7 Likes Like |Link to Comment
  • Kinder Morgan scrapping MLP structure in $44B deal [View news story]
    "KMI expects a $2 annual dividend in 2015, a 16% boost to 2014's anticipated payout. The dividend is expected to grow about 10% per year through 2020."

    As a KMI shareholder....I'm pretty darn comfortable with that. Long.
    Aug 10 10:17 PM | 7 Likes Like |Link to Comment
  • Apple's iOS To Potentially Become The Dominant Mobile OS In Enterprise Healthcare [View article]
    @inside man 55

    "Thepianist" account used a b&w pic/avatar of John Lennon in sunglasses in Stock Talks (and in this discussion) this morning and was obviously pro BBRY in Stock Talks. I thought it odd to see the change and since I wasn't completely convinced of sarcasm or snarkiness in the above comment this am, I just decided to give my own opinion of his/her EOY prediction and let it go at that.

    I see the account's pic, commentary...and attitude... has changed this afternoon, so yes, you're right.. it appears there are/were multiple users on this "Thepianist" account. Hopefully, we'll all be aware of this account's further commentary and note accordingly.... if it's even still up tomorrow.
    Aug 7 05:02 PM | 1 Like Like |Link to Comment
  • Apple's iOS To Potentially Become The Dominant Mobile OS In Enterprise Healthcare [View article]

    Whoa Nellie! I'm an AAPL bull, but even I think that $200 prediction by EOY is a bit optimistic.

    Maybe $115-$125 by EOY.... $160-$180 by June 2015 perhaps, all depending on iOS8 roll-out, timely release of new and updated products, marketability of new services (iHealth iHome, iPayment system, iAuto, etc) together with their seamless integrations within the AAPL (and now w/ IBM for-business) ecosystems, and successful utilization of all of these by business and consumer markets. This could conceivably take some time.
    It seems very optimistic, imo.. that all of the above will be accomplished by EOY considering some rumors that, e.g. the iWatch may be delayed into 2015 and with the IBM deal just recently being implemented.

    But.. stranger things have happened. It may all come together by EOY, and I do hope you're right..just not likely that it will happen by then...imo.
    Aug 7 11:07 AM | 4 Likes Like |Link to Comment
  • Apple's iOS To Potentially Become The Dominant Mobile OS In Enterprise Healthcare [View article]
    It seems it's nearly always a "glass-half-empty" vs "glass-half full" approach with AAPL depending on the day.

    I remain "glass nearly-full" .... while awaiting overflow by EOY.
    Aug 7 10:21 AM | 7 Likes Like |Link to Comment
  • I Am Hosting A Live GTAT Q&A Session On August 5th At 11AM ET  [View instapost]
    Thank you so much, Matt. I watched this on YouTube early this a.m. It was an insightful, informative & highly educational hour.

    Outstanding job... and I think I can speak for all of us GTAT shareholders when I say that we hold your knowledge of GTAT's many processes in the highest regard.

    Thanks again for sharing this Q&A session :)
    Aug 6 01:56 PM | 1 Like Like |Link to Comment
  • Why American Realty Capital Properties Is The Most Attractively Valued REIT In The Sector [View article]
    Nice article, quick and to the point. I especially liked your very descriptive "comically low valuation" terminology for ARCP. I heartily agree with your description.... and have to also thank you for the quick burst of laughter :)
    Aug 6 09:22 AM | 1 Like Like |Link to Comment
  • Chevron - Unexpected Decline In Production Results In A Modest Disappointment Among Investors [View article]
    Thank you... I think that investors should not be wary of this "downgrade" to equal weight from over weight and that opportunity to add is evident.

    Morgan Stanley on CVX: "We still believe relative performance on a 3-year basis, yet weighted towards 2016 and 2017." and... "We still prefer [CVX] most among Super-Majors."

    Yes, and the firm raised its price target for CVX to $140 from $135.

    Separately, TheStreet rates CHEVRON CORP as a BUY with a ratings score of A-. "The company's strengths can be seen in multiple areas.."

    More analysis on all of the above:

    Agree with our author that this is a clear buying opportunity on this morning's dip.
    Aug 4 11:57 AM | 1 Like Like |Link to Comment
  • Apple's Mac Is En Route To Dominance [View article]

    Windows 8? You can't be serious. Anyway, I'm an AAPL long, so I'm breathing easily...thanks just the same.
    Jul 29 07:30 PM | 1 Like Like |Link to Comment
  • Apple's Mac Is En Route To Dominance [View article]
    "...they have no penetration into corporates..."

    Oh yes they do... and it's about to get even uglier for Microsoft and its Windows OS...and that is what Apple's partnership with IBM is all about. Look out Microsoft, you're about to get ousted from the workplace.

    It's all about seamless integration. Our good author is correct: AAPL will dominate.
    Jul 29 10:58 AM | 10 Likes Like |Link to Comment
  • What Lies Ahead For Apple [View article]
    @ watermark302

    Or just wireless from head/ear set to iPod Nano in your iWatch via BlueTooth or other such technology... even better imo :)
    Jul 23 11:45 AM | 3 Likes Like |Link to Comment