MJ Pragmatist

MJ Pragmatist
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  • Luxoft misses by $0.10, misses on revenue  [View news story]
    In this market, expect a big drop.
    Feb 11, 2016. 10:53 PM | 1 Like Like |Link to Comment
  • Event-Driven Strategy Update: Don't Miss YY Inc.  [View article]
    It's quite possible that YY is down due to technicals and "manipulation" and not any news. This happens a lot with Chinese stocks that tend to have more retail investors, more momentum investors, and more fear.
    It's also interesting to note that this big downward movement is also happening when we know that there will be no announcement that the YY offer has been accepted given the Chinese holiday.
    Feb 11, 2016. 09:29 AM | Likes Like |Link to Comment
  • GoPro delivers 10.1% gain after Microsoft deal, less bearish Barron's column  [View news story]
    Kudos if you're right. Cynicism is sometimes the most accurate in this mkt.
    Feb 8, 2016. 07:12 PM | 1 Like Like |Link to Comment
  • Yahoo! (YHOO) Marissa A. Mayer on Q4 2015 Results - Earnings Call Transcript  [View article]
    MM certainly likes to talk. I wonder if she really believes that she's done a great job. Time to sell the business or be acquired.
    Feb 4, 2016. 07:47 AM | Likes Like |Link to Comment
  • Yahoo: The Marissa Mayer Era Is So Over  [View article]
    A year ago, I said we should give MM more time. She's had more time and then some. Time to sell the core or get a new CEO.
    Feb 3, 2016. 04:02 PM | 6 Likes Like |Link to Comment
  • Gilead's Earnings: All You Need To Know  [View article]
    I double checked and see that both product sales and revenue were $32+B in 2015.
    Feb 3, 2016. 07:44 AM | 5 Likes Like |Link to Comment
  • Gilead's Earnings: All You Need To Know  [View article]
    First, the 2015 $32B number was for revenue, not product sales, right? Thus, it's product rev estimate wouldn't be much of a decrease. Secondly, I wouldn't underplay technicals. Growth and momentum investors have jumped ship. Bio stocks are down.
    But with the excellent potential value, this could be enough for the stock price to stabilize and maybe rise, but it may take one more good ER for stock to "soar" unless market and bio stocks turn upwards.
    Feb 3, 2016. 07:39 AM | Likes Like |Link to Comment
  • Reports: Apple testing dual-lens camera modules, plans March 15 iPhone/iPad event  [View news story]
    You may need to do a hard reboot or something like that. I have a 32 GB and a 16 GB iPad 2 and they both work fine or at least close to as fast as they were when purchased. I am interested in buying the Air 3 particularly if they start including 32 GB in their base model and then maybe just charge an extra $50 for the 64 GB model and perhaps $150 extra for the 128 GB.
    Feb 2, 2016. 10:20 PM | 1 Like Like |Link to Comment
  • Why Gilead's Earnings Will Not Matter  [View article]
    I think you're right about the story although eventually it'll turn around even without an acquisition -- this will just take longer. I also think pricing the pills for dirt cheap in some countries hurt them politically.
    Jan 31, 2016. 04:45 PM | 7 Likes Like |Link to Comment
  • Gilead: Detailed Insight And Interpretation Behind The Headlines: Should You Be Scared?  [View article]
    Actually, I heard they do not have a blackout period due to the way their buy backs are conducted. Source is a trader on StockTwits who wrote to the IR Dept.
    Jan 30, 2016. 11:33 PM | 2 Likes Like |Link to Comment
  • InvenSense (INVN) Behrooz L. Abdi on Q3 2016 Results - Earnings Call Transcript  [View article]
    Trying to debug some of the comments... So they lost Samsung new phones until possibly next gen one in August or so. Two, they will keep Apple, but probably not the new low end 4" model? Three, OIS no longer growing due to patent licensing agreement. Four, lower rev next Q also because of Apple ordering a lot less for larger screen models.
    Positives: 100% share on Apple's latest phones. IoT still growing. Microphone will start to contribute. Lots of new products. Good pipeline.
    Jan 28, 2016. 08:18 AM | 2 Likes Like |Link to Comment
  • Alibaba beats by RMB0.62, beats on revenue  [View news story]
    China has slowed down, but the consumer part seems to still be doing well. It's the building of ghost cities that are doing poorly.
    Jan 28, 2016. 07:30 AM | 2 Likes Like |Link to Comment
  • Reuters: Yahoo to wait for earnings for strategic steps  [View news story]
    Unfortunately, I think part of the issue is execution. Even if the consultants gave MM a great strategy on a silver platter, they would need someone else to execute it. Heads: MM out. Tails: MM out.
    Jan 22, 2016. 08:30 AM | 2 Likes Like |Link to Comment
  • Ubiquiti Networks' Margins Are Unsustainable. Look Out Below!  [View article]
    Mingran, thank you for your comments. I too liked to see the author's bear arguments, but was disappointed by the inaccuracies or misleading statements.
    One question that I have for you is why are there still so many shorts? Last ER led to a small short squeeze, but then the shorts started taking control again. Is it possibly due to technicals?
    Jan 21, 2016. 07:27 AM | Likes Like |Link to Comment
  • Qihoo 360 Technology: Almost Riskless 20% Annualized Merger Arbitrage  [View article]
    Very good questions. I'm sure the Chinese govt wants Qihoo to be Chinese owned and their support is critical. Thus, they are less likely to do anything that would kill the deal.
    Jan 20, 2016. 12:16 PM | 1 Like Like |Link to Comment