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MJ Pragmatist

MJ Pragmatist
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  • Apple iPhone: Why Slightly Bigger Means Much Better [View article]
    Using the weekly chart, there is no H&S. It has broken below its Channel Line, but there is support at $118+ from its 200 day MA. Plus, ER is soon and Cook will be buying major shares at this price if it continues. I'd be most concerned if their ER is bad and stock breaks below $118.
    Jul 9, 2015. 08:33 PM | 6 Likes Like |Link to Comment
  • Yahoo launches daily fantasy sports business [View news story]
    This should increase revenue per the 3rd bullet. It's a little late, but not too late and Yahoo has creds in this area. Good move. Definitely better than paying $10M for a has been.
    Jul 9, 2015. 08:15 PM | Likes Like |Link to Comment
  • InvenSense: Looking Into The Next iPhone And Beyond [View article]
    Having developed many wireless products, I wouldn't think a tiny chip would help much in the 5S since the basic layout is already there. It could help a lot more in the 7. I would think for the 6S, it would be about cost, performance, battery life, reliability, and who is already there (don't underestimate this part).
    Jul 7, 2015. 08:39 PM | 1 Like Like |Link to Comment
  • Chinese tech stocks crater; many names down over 10% [View news story]
    This isn't greed. It's what Buffet calls fear.
    Jul 7, 2015. 12:11 PM | 2 Likes Like |Link to Comment
  • Qihoo 360 Receives $10B Non-Binding Deal: What Investors Need To Know [View article]
    Also, why do you think the stock price has dropped to below $70 and is near the price prior to the announcement?
    Jul 2, 2015. 09:49 AM | Likes Like |Link to Comment
  • Yahoo Should Split Itself Into Separate Tech And Media Operations [View article]
    Unfortunately, I think you're right. If I'm MM, I'd keep the tech side and sell the media side. This could help its focus tremendously.
    Jun 23, 2015. 11:29 AM | 1 Like Like |Link to Comment
  • Michael Kors: An Unfashionable Portfolio Accessory [View article]
    What would your strategy yield if you didn't cover the puts except with the minimum amount of cash required? It looks pretty good.
    Jun 22, 2015. 08:10 AM | Likes Like |Link to Comment
  • Qihoo 360 Receives $10B Non-Binding Deal: What Investors Need To Know [View article]
    I too feel somewhat cheated and unlucky. I'm still down a little at $77. I disagree though that management would walk if the Board asked for something like $11B, which would at least be a little better. I plan to vote "no" if asked even though I've also sold $10.5K worth of puts.
    Jun 19, 2015. 03:13 PM | 1 Like Like |Link to Comment
  • How To Play Qihoo 360's $10 Billion Going-Private Offer [View article]
    I just added about 5 mins before your article came out for the reasons you list.
    Jun 17, 2015. 03:20 PM | 1 Like Like |Link to Comment
  • Qihoo receives going-private offer from CEO; shares +11.5% [View news story]
    Not sure we American shareholders get to vote. I would also vote "no" unless offer was increased.
    Jun 17, 2015. 10:27 AM | 1 Like Like |Link to Comment
  • Yahoo May Be Next In Line For CEO Change [View article]
    I would at least wait until the spinoff before removing MM. Being an Obama bundler could help keep the IRS ruling based on political reasons.
    Jun 16, 2015. 11:00 PM | 1 Like Like |Link to Comment
  • Mayer: Yahoo pushing ahead with spinoff, learning from content efforts [View news story]
    That's a fair amount of usage for a company whose core ops might be worth less than $0. I also use Tumblr from time to time.
    Jun 16, 2015. 07:58 PM | 1 Like Like |Link to Comment
  • Alibaba Can Supply Huge China Consumer Demand With U.S. Businesses On Tmall, Taobao [View article]
    How did you calculate a forward P/E of 46? Yahoo lists 23.
    Jun 12, 2015. 05:11 AM | Likes Like |Link to Comment
  • Apple expands Watch availability, says response surpasses expectations [View news story]
    Just received my Watch on Monday evening after ordering it on April 10!
    Jun 4, 2015. 11:08 AM | 5 Likes Like |Link to Comment
  • Make Sense Of The Uncertainty Around KORS [View article]
    Smartalpha and Brownfox, I appreciate your comments. This has clearly been an issue with KORS. However, now those two big investors have already cashed out their 20+M shares. They no longer have control of the company. Idol and KORS still own over 6.6M shares and haven't sold recently. I'd think they want the stock to go up. Further, they only own a relatively small percentage part of the company, so even if they lacked integrity, they'd need board and perhaps shareholder support to do anything major.

    Thus, it seems that you certainly were right, but I think the stock didn't just suddenly go down after ER due to the integrity issue. I think it was due to SSS and a poor next quarter forecast unless I hear new facts indicating otherwise.
    Jun 3, 2015. 07:25 AM | 1 Like Like |Link to Comment