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MJ Pragmatist

MJ Pragmatist
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  • Why Qihoo 360 Shares Are Worth Far More Than $76 [View article]
    Good article. It's nice that you covered some of the perceived negatives as well as the positives. I may buy more shares. QIHU certainly has a lot going for it.
    Nov 28, 2014. 09:37 AM | Likes Like |Link to Comment
  • Qihoo 360 Won't Stay This Cheap Much Longer [View article]
    Good article. I would also be interested in how their security business was doing. I think that market is growing quickly and underestimated.
    Nov 21, 2014. 07:51 AM | Likes Like |Link to Comment
  • Facebook Is Undervalued Based On The Company's Growth Outlook [View article]
    For user growth, I'd separate countries such as the U.S. from countries where it makes substantially less money per user.
    Nov 14, 2014. 08:12 AM | 1 Like Like |Link to Comment
  • Why Michael Kors Is Falling [View article]
    Interesting. Aristonfanis, assuming that you held the stock when it was in the upper 90s and then sold when it started to break down 5 months ago, why would you buy now at $62-$64 but sell at $70-$78 or am I reading something wrong?
    Nov 13, 2014. 10:06 PM | Likes Like |Link to Comment
  • YY Q3 2014 Review: Why Buy? [View article]
    Do you have any concern about the slightly lower non-GAAP net margin?
    Nov 13, 2014. 07:37 AM | Likes Like |Link to Comment
  • Considering Facebook's Relatively Weak Q4 Outlook [View article]
    Thanks for the article. FB is still a good company, but it does appear to be slowing down.
    Nov 10, 2014. 07:57 AM | Likes Like |Link to Comment
  • Michael Kors: Where Is The Bottom? [View article]
    Maybe that is partially what is hurting them in the U.S.
    Nov 7, 2014. 09:19 AM | Likes Like |Link to Comment
  • Let's Put Michael Kors' 'Disappointing' Quarter In Perspective [View article]
    I think another part of the issue is that KORS was held by many momentum investors and growth investors who care about technicals and the technicals don't look so hot. However, I think value investors are stepping in and within the next 2-4 months the chart will look a lot better. I'd be surprised if the stock doesn't hit $100 within the next year.
    Nov 7, 2014. 08:15 AM | 4 Likes Like |Link to Comment
  • Salix shares plummet, CFO resigns [View news story]
    Who would buy them while they have this major accounting issue? Is somebody buying them now a real possibility?
    Nov 7, 2014. 07:06 AM | Likes Like |Link to Comment
  • Mall traffic a trigger point for debate on Michael Kors [View news story]
    1/4 of the decrease (1%) was evidently due to upgrading some strong performing stores. The website could account for a small part of the drop as well, perhaps up to 1%. That would explain half the drop.

    What I don't understand is that the biggest concerns (e.g., margins) from the previous quarter were somewhat alleviated and that seemed like a bigger issue than the small decrease in same store sales, which is partially explained above.
    Nov 5, 2014. 12:57 PM | Likes Like |Link to Comment
  • Update: Michael Kors Shares Tank On Earnings Announcement As Expected [View article]
    The P/E for FY15 ending in March 2015 is under 17 using Yahoo finance estimates. That is about average for the S&P. So you believe that KORS will grow slower than the average S&P stock going forward with growth in the low single digits to even negative growth?
    Nov 4, 2014. 01:11 PM | 1 Like Like |Link to Comment
  • InvenSense: Why I Jumped In After Earnings [View article]
    I think that's partially why they fired the previous CFO. The vision was there, but the financials weren't.
    Oct 31, 2014. 10:24 AM | Likes Like |Link to Comment
  • Facebook Plummets On Soft Guidance, Time To Buy? [View article]
    Was Google actually worth almost $200B 10 years ago? Taking inflation into account, was Google even worth over $150B 10 years ago? Also, Google never spent over $20B on a company like Whatsapp.
    Oct 30, 2014. 06:07 PM | Likes Like |Link to Comment
  • Addressing Qihoo's Margin Pressures [View article]
    Analysts are often backward looking. They trash a company when its stock is down and hype the company at its peak. However, I do wish that there was more visibility into China.
    Oct 29, 2014. 05:20 PM | Likes Like |Link to Comment
  • Gilead -3.3% as Street mulls light Sovaldi sales [View news story]
    Explain how a drug fee is not a tax? Am I missing something?
    Oct 29, 2014. 01:56 PM | Likes Like |Link to Comment