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MJ Pragmatist

MJ Pragmatist
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  • FireEye: CFO Change Provides Opportunity [View article]
    Good article. I too think this will be a good buy, but will likely hold off buying for a few months given the new CFO and the poor earnings.
    Sep 28, 2015. 06:57 PM | 2 Likes Like |Link to Comment
  • Avoid Alibaba Altogether [View article]
    I stopped reading after you said that Ma taking a loan against the stock was bad news despite his promise not to sell his stock. This doesn't make sense to me, but when good news is treated as bad news, we probably haven't reached the bottom yet.
    Sep 21, 2015. 09:59 AM | 11 Likes Like |Link to Comment
  • Qihoo-Coolpad Spat Provides Entertainment, Lessons For Doing Business In China [View article]
    Ending seems to be written now with QIHU owning 75%. That gives them control.
    Sep 19, 2015. 10:31 AM | 2 Likes Like |Link to Comment
  • Qihoo ups stake in smartphone JV to 75% [View news story]
    People had guessed this was a bargaining tactic. It removes uncertainty.
    Sep 18, 2015. 11:37 AM | 2 Likes Like |Link to Comment
  • Alibaba, Yahoo sell off following Barron's column; SunTrust defends [View news story]
    Unfortunately, the stock could go down to $30 or $40 like Netflix before turning. I too think it will turn, but be ready for it to go down significantly more taking YHOO with it. If you're ready for that and have a 3-5 year outlook, it could be good. I'm not predicting its continued clobbering, just cautioning.
    Sep 15, 2015. 07:27 AM | 1 Like Like |Link to Comment
  • Qihoo 360: Too Good To Be True? [View article]
    If you talk about QIHU, you really need to discuss security. That has been its number one market.
    Sep 5, 2015. 04:30 PM | 2 Likes Like |Link to Comment
  • Alibaba, other Chinese tech stocks see more pain [View news story]
    Good to see all the fear with China. This means that we are getting close to the bottom.
    Sep 4, 2015. 10:33 PM | 5 Likes Like |Link to Comment
  • 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