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Nessuno

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  • NQ Mobile Rises 93% In One Week From Its 52-Week Low [View article]
    You hope. When hope enters an investment thesis, all is lost.
    Aug 8 09:49 AM | Likes Like |Link to Comment
  • The Market Thinks Something Is Rotten In The State Of NQ Mobile [View article]
    Coffee, I sold my puts long before the stock turned up. You gotta love doubling your money in a couple of months.....all thanks to NQ and fear inspired down trend. Make your money and get out while the getting is good. Who knows, I may go long now. I'll keep you posted.
    Aug 2 02:36 PM | Likes Like |Link to Comment
  • Why The IBM-Apple Agreement Could Fail [View article]
    There is nothing to stop Apple, Samsung, and Microsoft from creating an encrypted proprietary network of servers like BlackBerry has in place throughout the world, for the enterprise market, other than cost and return on investment. Each must have the financial resources to do it. The main question, at least for Apple and Samsung, is why haven't they done it? They surely have enough consumer market share to justify the expenditure to build out an encrypted messenger service. The biggest threat to BlackBerry's revival/survival is these three giants creating their own encrypted messenger service. They will each end up with an open source unsecured service for the consumer market and a closed encrypted secure service for the enterprise market. Is this not doable for Apple and Samsung and possibly Microsoft if they want to be taken seriously in the smart phone market?
    Jul 26 01:49 PM | Likes Like |Link to Comment
  • NQ Mobile Rises 93% In One Week From Its 52-Week Low [View article]
    If and when NQ breaks above $ 12.00, it may become a short candidate again. Let's see what the charts say as the stock price increases...to short or not to short, that will be the question. Can't wait for this drama to play out. For a swing trader trying to make an honest buck over and over again, NQ is the perfect stock, thanks to people like Carson Block, as unethical as he may be, the auditing firms and investors, be they retail or institutional. Very entertaining stuff if one is on the right side of the trade.

    In the game of football, an offence tries to take what the defence is most likely to give the offence. In investing, one must take what the market will most likely give. Make adjustments as the game unwinds.....which is a challenge.
    Jul 26 01:14 PM | Likes Like |Link to Comment
  • Why The IBM-Apple Agreement Could Fail [View article]
    Apple's partnership with IBM is a thinly veiled attempt in trying to provide a secure communications platform for the enterprise market. If BYOD prevails, Apple's attempt is sure to fail. Apple smartphones may become secure if IBM is able to develope a secure platform. In a BYOD environment, the other smartphones will not be secure. If everyone adopts Apple smartphones exclusively and IBM is succesful in providing a secure platform, than Apple's strategy should work. One can't blame Apple and IBM for trying. At the end of the day, this partnership is trying to come up with a solution to a problem for which a solution already exists and that solution, for the enterprise market, is called Blackberry.
    Jul 25 11:56 AM | 1 Like Like |Link to Comment
  • NQ Mobile Looks Ripe For A Turnaround [View article]
    Who uses NQ's security in North America or is their mobile security used exclusively inAsia? Is it any good? Does anyone have any experience with the NQ security service? Can anybody speak to this matter?

    Here is what is certain about Chinese fraud. If a Chinese company defrauds Chinese investors, the fraud perpetrators are severely punished and in some cases they are executed. If a Chinese company defrauds a foreign investor, they are applauded by the Chinese authorities.
    Jul 23 09:00 AM | 1 Like Like |Link to Comment
  • NQ Mobile: Destined For Extinction? [View article]
    I'm feeding the troll arsenic!
    Jul 9 05:18 PM | 1 Like Like |Link to Comment
  • NQ Mobile: Destined For Extinction? [View article]
    CoffeeGunsAndMoney. Are you the most annoying person on this blog? You attack so many people on their opinions, like you just did Julez's post. You think the only opinion that matters is your own. You are so condescending and pedantic. If you can't be constructive, just keep your mouth shut. You are so full of yourself and beans....green / roasted....take your pick.
    Jul 9 02:55 PM | 2 Likes Like |Link to Comment
  • NQ Mobile: Oops [View article]
    The more one digs into NQ's activities, more dirt turns up......what a mess.
    Jul 9 09:02 AM | 1 Like Like |Link to Comment
  • NQ Mobile: Oops [View article]
    Here are some questions to ponder, based on NQ's 2012 Financial Statements.

    1) NQ disclosed, in their 2012 annual report, concentration risks (FS Note 3)on sales and receivables, as they use third parties to manage their sales and collection.....are these real companies? Why would they use third parties for these functions? Is this the way business is done in China?

    2) Since they booked so much revenue in 2012, what did they do with that cash and what was/is their guidance?

    3) They had significant non cash share based compensation in 2012. This suggests that management looked after them selves in 2012. They have nothing to worry about going forward, especially now that the company has been exposed as a fraud.

    4) Were/are they booking revenue and not collecting on it? Hard to tell when third parties manage both functions.

    5) They had major decrease in cash flow from operation and a major increase in AR. Did their AR collection period increase or decrease in this time frame?

    6) Is their internet security software any good or better than the competition's?

    I'm not an accountant but these issues raise too many red flags to justify a long position. It looks like Carson Block may have uncovered a legitimate fraud this time.
    Jul 8 04:48 PM | 1 Like Like |Link to Comment
  • NQ Mobile Trading Playbook [View article]
    Allan, I agree with your position on NQ. However, I did buy Aug $ 9.00 puts and they have more than doubled in value. Time to sell them and enjoy the rest of the show. The final act will likely end in the early fall, just after Labor Day.
    Jul 8 02:14 PM | 1 Like Like |Link to Comment
  • Why Whole Foods Is Cheap, Take Advantage Of Mr. Market's Panic [View article]
    What concerns me more than WMT are all the copy cat WFM stores that are willing to retail organic foods at lower prices than WFM. They are springing up everywhere. No doubt they will take market share away from WFM and be happy with lower margins. This is what caused WFM to lower sales and margin guidance, more so than WMT's re-entry into organics. If WFM is able to increase their store count and keep copy cat retailers at bay, WFM may be able to execute their growth plan. On the other hand, the organic food market may be growing and large enough for multiple players to be successful.
    Jul 7 05:24 PM | 2 Likes Like |Link to Comment
  • NQ Mobile: Oops [View article]
    There is no accounting for this NQ mess and it's unlikely anyone will be held accountable, which is par for the course. A lot of people are going to be hurt on account of no accounting. Sorry for stating the obvious.
    Jul 7 05:08 PM | 1 Like Like |Link to Comment
  • NQ Mobile: Destined For Extinction? [View article]
    The most troubling aspect of the NQ saga is the resignation of the internal audit committee head. If she truly believed that there is no fraud at NQ, would she not stick it out until the issue is resolved? When someone of her stature resigns, during a crisis, she must want to disassociate herself from further damage to her reputation. She must be trying to save face. Her resignation can't bode well going forward. Is there any other way of looking at her resignation at such a crucial period?
    Jul 7 03:18 PM | Likes Like |Link to Comment
  • NQ Mobile: Oops [View article]
    NQ and Sino Forest have the identical play book. Sino Forest was another fraudulent company uncovered by Carson Block. Sino Forest was ultimately deleted from the exchange.
    Jul 7 01:16 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
174 Comments
170 Likes