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  • Lions Gate slides on weak numbers for Divergent [View news story]
    Why won't the herd understand that LGF is a whole lot more than Divergent ? The company has already laid off $65 million of the picture's $87 million production cost with their European distributors. LGF has vastly reduced its debt. Instituted a dividend. Management is superb. Management always hedges its bet on new releases by laying off costs exactly as they have done in this instance.Their motion picture and tv pipeline is excellent. Content is king, etc. Divergent was never assumed to be a Hunger Games. And, youngsters do not read or care about reviews. Divergent will do just fine. The ridiculous beating the market gave LGF today was irrational at best.
    I have been long LGF for over two years. The stock has been a fantastic performer. The company continues to fire on all cylinders. The herd treats the company like it's a one hit wonder. Wrong !!
    Mar 21 06:28 PM | 1 Like Like |Link to Comment
  • Buy MasterCard For Its Strong International Growth [View article]
    A slam-dunk gem. How can the stock not be a stellar performer over the next 5-10 years ? Analysts are not enamored of the stock right now simply because their business is 60% comprised of global and emerging markets..So what ? All the negatives now from the herd of analysts only serves to provide an excellent entry point. Simply a great investment where the smallish dividend is relatively inconsequential..
    Mar 10 07:45 PM | Likes Like |Link to Comment
  • Growlife - It's All Smoke And Mirrors: Research Uncovers Why Shares Are Overhyped And Overvalued [View article]
    Question: Is it merely a 'coincidence' that the author publishes this uber-bash on the eve of the dilution vote tomorrow ? Assuming the proposed 3 billion shares are approved by the shareholders, it would seem likely that the share price will decline somewhat. Should that assumed decline manifest itself, and further compounded by this hit-piece, will obviously greatly increase any profits gained in a short position . The salient and only relevant question is: Is the author holding a short position ?
    Feb 6 04:43 PM | 5 Likes Like |Link to Comment
  • Opko's Lead Drug Could Double The Company's Valuation [View article]
    Thank you for your superb article on OPK's exciting pipeline and reiterating comments on the brilliance of Dr. Frost. Suffice it to say that we longs are enormous admirers of Dr. Frost and have great faith in his ability to keep building an incredible success. As for the shorts you mention, the most egregious shorter Anthony Bozo of Lakewood had the temerity to pronounce OPK a worthless stock. May we simply say that we wish him the same success he has had on his previous short positions losses. May Bozo follow in the footsteps of Einhorn's short of GMCR, and most especially, Ackmans's ludicrous short position in HRBL.Not only will Dr. Frost enrich his followers, but more importantly, his research and sponsorship of lifesaving new drugs will ultimately bring great relief to those unfortunate sufferers of myriad diseases. Dr. Frost and his OPK are a win/win for the world.
    Dec 5 06:52 PM | 4 Likes Like |Link to Comment
  • Opko Health Street Brawl: Doc And Multi-Billion Dollar Medical Candidates Positioned For Win [View article]
    Thank you for a wonderful article..We are believers in OPK and most especially in the brilliance of Dr. Frost. We remain long in spite of the bashings of Bozza, hedgies, manipulators, and the 21% shorts who seem to pummel the stock every time we near the $10 range.
    Patience is indeed a virtue with OPK investing. Undoubtedly, Dr. Frost and his exceptional team will reward all us true believers.
    Nov 25 03:55 PM | 4 Likes Like |Link to Comment
  • Halc√≥n Resources: Why Is The Stock Down Again? [View article]
    Re: Morningstar - Yesterday they commented on the 3Q report. As they stated, "There were highs and lows"..Expressed disappointment with the $1,2 billion write-downs that were taken. However, encouraged by the El Hacon, Bakken and Eagle Ford acreages. Morningstar had a $12 FV on HK..yesterday, they stated that the FV price will be reviewed and adjusted downward. Let;s see where Morningstar comes in on the new FV estimate.
    Nov 6 01:33 PM | 2 Likes Like |Link to Comment
  • Fitch says gold rebound unlikely, gold miners in broad plunge [View news story]
    I am not a fan of the ratings agencies, Moody's or Fitch..But, I am a huge fan of the iconic Jim Rogers who recently stated that in his opinion gold is headed for $900..And, at that $900 level,he would consider some purchases. There certainly does not appear to be any sound fundamentals for buying PM's at this juncture.
    Oct 1 03:18 PM | 1 Like Like |Link to Comment
  • An Update On Monitise's Fundamentals [View article]
    Thank you for this follow up article. An interesting derivative sort of comment today on APPL's new fingerprint feature is the assumption that fingerprint recognition should make mobile banking less worrisome in terms of losing one's phone, and facing the possibility of someone hacking into your banking information. Based on Leon Cooperman's comments/enthusiasm, I went long on July 15th, and have added a few times since then. We were disappointed that Mr. Cooperman did not mention MONIF at his last attended hedge funds conference a few months ago.(Yet he again mentioned his position in SD for instance). I wonder if anyone might know if Mr. C has changed his stock position in the company, either increasing or decreasing ? Also, if Mr Schwabe would comment on the likelihood of a reverse split, and the probability of MONIF adding some 'serious' market makers in the stock ?
    Sep 10 04:19 PM | 1 Like Like |Link to Comment
  • Halcon Resources (HK -9.4%) falls sharply midday as investors don't seem impressed with an operational update the company provided regarding its acreage in the Utica/Point Pleasant play. Updates were given on the Philips 1H, the Allam 1H, the Brugler 1H, the Yoder 2H, and the Kibler 1H wells. The company says the delineation process will be substantially complete by Q4. (PR[View news story]
    I agree with the Floyd Wilson fans. I also added more to my position on this ridiculous overreaction today.
    May 23 02:22 PM | Likes Like |Link to Comment
  • Global PC shipments fell 13.9% Y/Y in Q1 to 76.9M units, per IDC. That surpasses Q4's 6.4% drop and Q3's 8.6% decline, and is steep even in light of IDC's recent commentary. IDC: "It seems clear that the Windows 8 (MSFT) launch not only didn’t provide a positive boost to the PC market, but appears to have slowed the market." H-P (HPQ) was the market's leader, but its share fell 200 bps Y/Y to 15.7%. #2 Lenovo (LNVGY.PK) saw its share rise 210 bps to 15.3%, and #3 Dell's rose 40 bps to 11.8%. Apple's (AAPL) U.S. share rose 60 bps to 10%, though U.S. Mac shipments fell 7.5% to 1.4M. [View news story]
    All this absurd amount of love shown INTC these past two weeks from the herd of talking heads in the Wall Street related media will at least be modified now. While I think the Goldman PT of $16 seems ridiculous, I would like to add to my INTC long position in the $19's. MSFT has basically been dead money for years now, and INTC has also been in MSFT'S parallel dead money universe...
    The 4.2% dividend has kept a floor on INTC's stock price. Hopefully, their dreaded April 16th report will turn out much worse than expected. It's time now for the over-the-top cheerleading to stop. Agreed, collecting the dividend and selling calls still woks out fine while we wait.
    Apr 10 10:57 PM | 2 Likes Like |Link to Comment
  • Intel: $48 Per Share In 4 Years [View article]
    Ashraf:
    As usual, another fine article on INTC..We know you're a permabull. I have been long since $20-$21, and intend to stay long. Assuming a miss in their next report, I will be adding again. I would like your comment on the Goldman analyst's $16 PT, 2 weeks ago. It would appear that the PT is absurd or uber-absurd..Where do you see the price floor ?
    Thanks...
    Mar 23 02:13 PM | 3 Likes Like |Link to Comment
  • Intel: There Is No Apple Foundry Deal [View article]
    Ashraf: Thank you for your continuous informative and bullish articles.
    Just wondering what you think of the Goldman downgrade and what would appear to be an absurd PT = $16.00 !! ? Also, in general, since Apple doesn't allow any of their suppliers/manufacturers to make a decent markup, other than some piblic relations value, won't life be better off for INTC without Apple ? Given analysts constant pounding of the margins getting more and more compressed for INTC, who needs Apple vis-a-vis the bottom line ..Do you agree ? Again, thanks...
    Mar 11 06:44 AM | Likes Like |Link to Comment
  • 7 Reasons To Buy SandRidge Energy [View article]
    This is not a serious article..This is a "puff piece"..
    #1 "Dedicated management" - Absurd ! Ward is dedicated to a continuation of enriching his family at the expense of shareholders.
    Mar 5 08:44 AM | 6 Likes Like |Link to Comment
  • What Happened To Zynga Today? Nothing [View article]
    Good call George..
    BTW: Do you have an opinion on GLUU ?
    Feb 13 02:28 AM | Likes Like |Link to Comment
  • Why Venture Capital And Insiders Are Buying Glu Mobile [View article]
    Reads like a road map to disaster..All the monetization issues minus the $1 billion ZNGA has in cash ...Hence, what's the big deal ? Plus, ZNGA's last hope is in the gambling arena..No mention of this with GLUU either !
    Jan 28 04:57 PM | 1 Like Like |Link to Comment
COMMENTS STATS
212 Comments
533 Likes