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MJ Pragmatist

MJ Pragmatist
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  • Michael Kors Can Still Grow [View article]
    Per the stock action, I no longer think that the market is negative on KORS. I think it is now neutral with strong support around $38. To continue being neutral, SSS needs to be less negative again this quarter. To be positive, >0% SSS on a constant currency basis should do the trick.
    Nov 27, 2015. 08:54 AM | Likes Like |Link to Comment
  • Skyworks abandons deal for PMC [View news story]
    Take the money and run! Given that the stock went down when the deal was announced, SWKS ideally should go up the same amount plus $88M. Good deal.
    Nov 24, 2015. 06:53 AM | 4 Likes Like |Link to Comment
  • Mispriced Yahoo Shares Will Jump When The CEO Is Dumped [View article]
    Good article. I plan to vote against every Board member unless I hear someone is worth keeping.
    Nov 23, 2015. 05:41 PM | 3 Likes Like |Link to Comment
  • YY down 4.3% after mixed Q3; gross margin pressure weighs on EPS [View news story]
    18.5 PE with 44% growth and buyout offer of $67.50. EPS miss just means the offer is less of a lowball.
    Nov 23, 2015. 05:23 PM | 3 Likes Like |Link to Comment
  • Ubiquiti Networks: Two Explosives Set Up For The Tremendous Upside [View article]
    You can now look into shorting the stock now that many were squeezed after the last ER. I'll let you borrow some of mine. Within a few months, I expect this stock will be hitting 52 week highs again.
    Nov 14, 2015. 09:34 AM | 1 Like Like |Link to Comment
  • Yahoo Opportunity: The Market Thinks Yahoo Is Insane [View article]
    Can you expand upon this? The article at least partially backed up its major claims.
    Nov 13, 2015. 11:03 PM | 4 Likes Like |Link to Comment
  • Why Ubiquiti Networks Could Be Legendary [View article]
    Thanks for the thoughtful article. I think the biggest concern from the Shorts that the company might shrink without new markets is now being shown as wrong. This will help the share price although I'm a long term holder.
    Nov 9, 2015. 10:53 AM | 1 Like Like |Link to Comment
  • Maybe Michael Kors Isn't So Cheap After All [View article]
    SSS went from -9.5 to -8.5 or from -5 to -3+ on constant currency basis. I would call that stopping the sliding trend given that it's a BETTER number.
    Nov 8, 2015. 09:27 AM | Likes Like |Link to Comment
  • Maybe Michael Kors Isn't So Cheap After All [View article]
    Sorry, but this article is lacking a little. First, wrt currency, I GUARANTEE it will be better this quarter (without an eye popping event). That's simply because it's done on a YoY basis and the dollar started its steep rise last Sept, which means it will have less of an impact YoY this Q and most likely next one.

    Wrt margins, KORS first goal was to stop the sliding trend, which it did. It's next goal is to reduce this to perhaps a 2-4% decrease, then flat, then up.
    Nov 7, 2015. 10:45 AM | Likes Like |Link to Comment
  • Ubiquiti Networks, Inc's (UBNT) CEO Robert Pera on Q1 2016 Results - Earnings Call Transcript [View article]
    Very impressive. The enterprise continues to do very well while the WISP market is turning around thanks to AirFiber. AC will start to kick in this quarter and accelerate next quarter. Other new products will vary with some contributing a little this quarter and all contributing next year. If managers don't produce, corrective action is taken.
    Nov 6, 2015. 07:18 AM | 1 Like Like |Link to Comment
  • Why Twitter Is Forming A Base At $30 [View article]
    You'll be happy to realize that the bar chart shows the COST per ad, not the price per ad.
    Oct 31, 2015. 09:21 PM | 2 Likes Like |Link to Comment
  • What Does Jack Dorsey Have In Store For Twitter? [View article]
    Twitter is huge plus it has Vine and Periscope, so I wouldn't rule it out. Let's give Dorsey a chance. Wrt to Yahoo, take away Yahoo's BABA and Yahoo Japan shares and it could easily buy Yahoo.
    Oct 30, 2015. 04:21 AM | 3 Likes Like |Link to Comment
  • ARRIS Group (ARRS) Robert J. Stanzione on Q3 2015 Results - Earnings Call Transcript [View article]
    Bottom line: Growth moved from 2H '15 to 2016. AT&T and Verizon sales are terrible right now, but should pickup next year. Forex terrible, but should get better. New products and Pace will help.
    Oct 29, 2015. 08:58 AM | Likes Like |Link to Comment
  • Gilead Sciences (GILD) John C. Martin on Q3 2015 Results - Earnings Call Transcript [View article]
    Repurchased 28M shares for $3B
    Oct 27, 2015. 11:41 PM | Likes Like |Link to Comment
  • Yahoo: The Ship Is Sinking [View article]
    This is the best strategy I've seen for Yahoo. Excellent article. I'll vote for Bill as the next CEO.
    Oct 22, 2015. 07:52 AM | Likes Like |Link to Comment