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MJ Pragmatist

MJ Pragmatist
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  • Qihoo higher after Q2 EPS beat; no guidance provided [View news story]
    I sent QIHU IR an email yesterday asking them to make a decision about the offer quickly and to be more transparent. Not sure why it takes so long...
    Sep 1, 2015. 07:56 PM | 2 Likes Like |Link to Comment
  • Is This The Right Time To Buy Avago Technologies? [View article]
    I thought its guidance was basically inline?
    Aug 30, 2015. 09:25 PM | Likes Like |Link to Comment
  • Is InvenSense Really Worth Less Than $1 Billion? [View article]
    In addition to the IoT opportunity, I wouldn't downplay its growth in China. Going from 18% to 23% of its customer base is huge. This could help its margins next year and of course its revenues. It also has $100M in net cash.
    Aug 30, 2015. 08:56 PM | 2 Likes Like |Link to Comment
  • Investor group may bail on $9B offer for Qihoo 360 [View news story]
    Nocturnian, I liked your comment. To be fair though, I think people should write to Qihoo IR first and wait until after the ER. I wrote to the Qihoo IR earlier today. Personally, I think the offer was a low ball, but I'd be willing to accept it now. The Board should have either quickly accepted it or rejected it. This limbo situation is not good.
    Aug 28, 2015. 10:10 PM | 1 Like Like |Link to Comment
  • Safe 11% Annual Return With Broadcom [View article]
    Thanks. Unfortunately, if the market continues like last week, I have a feeling that AVGO will soon be under $109.
    Aug 24, 2015. 08:51 AM | 1 Like Like |Link to Comment
  • Safe 11% Annual Return With Broadcom [View article]
    Cash and stock are limited to 50% of the transaction, right? Thus, if Avago's stock falls under $109, then it seems less than $54.50 could be offered.
    Aug 23, 2015. 01:31 PM | 1 Like Like |Link to Comment
  • Not Afraid To Buy? 5 Names To Consider [View article]
    AAPL could have support at $104 and $100.
    Aug 22, 2015. 05:33 PM | 1 Like Like |Link to Comment
  • Risk off: High-beta tech stocks down sharply as markets fall [View news story]
    Panic selling, technical breakdowns, shorts, and margin calls all seem to be playing a part.
    Aug 20, 2015. 04:44 PM | 2 Likes Like |Link to Comment
  • Yahoo higher as Bernstein upgrades following Alibaba-fueled selloff [View news story]
    Glad to see some analysts figuring this out. If the tax free spinoff is approved, Yahoo is presently worth a negative amount after cash and a taxable Yahoo Japan.
    Aug 13, 2015. 09:34 AM | Likes Like |Link to Comment
  • Alibaba's Core Business Review And New Growing Spot Analysis - Part II [View article]
    Glad to see that Steve Jobs was reincarnated and able to speak at Stanford earlier this year.
    Aug 12, 2015. 09:17 PM | 1 Like Like |Link to Comment
  • Michael Kors: Don't Worry About The Same-Store Sales Decline [View article]
    SSS will soon include ecommerce I believe (after mid Sept if I recall).
    Aug 12, 2015. 07:19 PM | 1 Like Like |Link to Comment
  • GasLog's (GLOG) CEO Paul Wogan on Q2 2015 Results - Earnings Call Transcript [View article]
    That seems to be true of many companies this quarter. Good results, often even good guidance, and lower stock prices although this one has really taken a beating.
    Aug 10, 2015. 06:48 AM | Likes Like |Link to Comment
  • Ubiquiti discloses $39.1M fraud loss; shares -2.9% post-earnings [View news story]
    Congrats to Pera on listening regarding the stock buyback. The $19.7M spent would have been at the very end on the authorized buyback period.
    Aug 6, 2015. 04:34 PM | 3 Likes Like |Link to Comment
  • Underlying growth rates strong at Michael Kors [View news story]
    And what about SSS since that is mostly what Wall Street seems to care about?
    Aug 6, 2015. 07:52 AM | Likes Like |Link to Comment
  • InvenSense now -10.9% post-earnings; margins, Chinese demand in focus [View news story]
    Excellent comment. I think the stock is well undervalued given its outlook for this year and in particular in FY17. I think technicals are the main drag right now. Unfortunately, technicals could drag it down for a few more more months. I'm long and holding.
    Aug 5, 2015. 05:12 PM | 2 Likes Like |Link to Comment