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Nick Shadow

Nick Shadow
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  • Kinder Morgan: The Cat Is Officially Out Of The Bag [View article]
    eye,

    I live in Texas, a place with more BS per square foot than any place in the nation. BTW, if you are suggesting an education for someone, you might check your grammar.
    Apr 1, 2015. 02:06 PM | 2 Likes Like |Link to Comment
  • Will Lululemon Top The Whisper Number This Quarter? [View article]
    Euda,

    Why would you wish a company to do poorly? Own a competing stock?

    Anyway the hoping and wishing isn't working out all that well.

    Nick
    Mar 26, 2015. 11:47 AM | Likes Like |Link to Comment
  • If Twitter Just Had Its 'Facebook Moment,' What Is It Worth? [View article]
    I read twtr articles a lot, everyone seems to have an opinion, but I don't note many writers or commenters that indicate they either own or are short the stock. Although the author of this read states "Being short Twitter (NYSE:TWTR) as a hedge to my long portfolio," that he has a position.

    While I admire and appreciate all of the research and spreadsheet work of the author, I don't know that I can come away with anymore of a conclusion than I had prior to reading. It is a tough one for me.

    It did today however, get a "golden cross" on the daily. As good a tea leave as anything I have read.

    I also agree the comment by "Anyoption" above that the Twtr's big problem is the incessant comparison to FB. Which leads me to conclude that many, many people can't figure it out, as they are two very different animals.


    I am long Twtr

    Nick



    Mar 12, 2015. 11:10 AM | Likes Like |Link to Comment
  • J.C. Penney: Lowered Gross Margin Expectations Limits Upside To $11 In A Good Growth Scenario [View article]
    I have posted in a few places regarding the JCP, with disclosure that I was long. In fairness, (not that I am a big deal Market Mover), I am reporting I sold my 3k position yesterday.

    I don't think the company is going out of business, but my stop kicked in (that is why I had a stop on it)

    I will watch and perhaps find another entry point.

    Nick
    Mar 6, 2015. 11:57 AM | Likes Like |Link to Comment
  • Why Sierra Wireless Should Continue Moving Higher [View article]
    RD,

    The patterns you see are the institutional (wholesale traders) making moves on the stock, with a lot computer trading.

    Retail Day traders do not have enough vol to move the stock meaningfully. It is not uncommon for stocks to get "range bound" (they can stay that way for a very long time).

    Something significant would be needed to move it out of that range. Also contributing is the company's somewhat uneven performance. Not uncommon for a small cap.

    Some folks will trade these ranges, and I am sure some are on this one. However repeat performance is of course not guaranteed. While tempting, it is best left to the pros.

    Are you a trader or investor?

    Nick
    Mar 5, 2015. 11:56 AM | 1 Like Like |Link to Comment
  • J.C. Penney: What To Do After Today's Massacre [View article]
    Sears and JCP customers correlate in several ways. I don't ever want to see a company fail, it is lousy for many reasons. But I can't change that.

    Sears business is melting like a snow ball in July, and many of those folks will migrate to JCP. It this going to be slow, I believe so.

    I listened to entire call last night and came away impressed with how it was handled, thinking this guys know what they are doing. I also think they are being very conservative with their guidance.

    Nick

    I am long JCP, for the fifth time now, it has been very rewarding.
    Feb 27, 2015. 11:47 AM | 2 Likes Like |Link to Comment
  • J.C. Penney -14.5% on earnings sell-off [View news story]
    Now down 7.1% as I type,,,,,,,,,over reaction anyone?
    Feb 27, 2015. 11:00 AM | 1 Like Like |Link to Comment
  • Where Will Twitter Be At The End Of 2015? [View article]
    Based on the comments here, perhaps they funded and didn't sell, hence no trade. Everyone knows it is going back to $37 where all of this started.

    FUND MGR: I am by no means a Cramer fan, but he was hot this stock long before you suggest. From your comments, I am thinking you are either short or soon to be?

    Nick
    Feb 17, 2015. 04:44 PM | 2 Likes Like |Link to Comment
  • Twitter +6.6%; Q4 ad growth strong, MAUs at 288M [View news story]
    I downloaded Tweet Deck to my PC, I am actively on the financial news about 8 hours per day.

    I now spend about 80% less time on Bloomberg TV and much less time going to websites.

    What I am not sure of, since I don't tweet, is if I am even considered a user?

    It is great.

    Nick
    Feb 5, 2015. 04:54 PM | 2 Likes Like |Link to Comment
  • Twitter Earnings: Forget MAUs, Focus On Engagement [View article]
    Cate,

    If I were short, which I have been many times, I would have hit the BTC button a while back.

    Nick
    Feb 3, 2015. 02:54 PM | Likes Like |Link to Comment
  • Twitter Earnings: Forget MAUs, Focus On Engagement [View article]
    As I write this TWTR is up $2.50 on the day, 6.7%. A bit of a squeeze?
    Feb 3, 2015. 01:10 PM | Likes Like |Link to Comment
  • BlackBerry: Digital Money Transfer, Not Advertising Is BBM's Best Hope [View article]
    Eldon,

    While I didn't work directly handling the product, put away, cross-docking, etc. I have been in many a meeting, heard the stories, and walked the warehouses.

    Thanks for the first hand info. I suppose I could name some names, but even retired, NDA's don't have a sell by date.

    Nick
    Jan 11, 2015. 09:56 AM | Likes Like |Link to Comment
  • BlackBerry: Digital Money Transfer, Not Advertising Is BBM's Best Hope [View article]
    Many of you may know about this so this for others would didn't notice it, or glanced without much regard.

    http://bit.ly/1FxHiHp

    This isn't sexy like a new FB update, or whatever, but having spent many, many years in the supply chain, I can see where this could be huge. Billions are spent every year tracking stuff and it is a nerve racking and intense endeavor. Think about a container full of $1,000 Gucci purses as an example.

    Making the collection of this data secure, more efficient, more reliable, faster and with greater info, is well,,,,,,,,,,,,pricel... sort of

    Nick
    Jan 9, 2015. 11:57 AM | 8 Likes Like |Link to Comment
  • BlackBerry sits out rally after Wells Fargo cuts estimates [View news story]
    I have seen this happen enough to know it is not just my imagination. Only when there is significant news about BB's progress do these guys show up. The timing is more than coincidental.

    More to the point, the purpose (at least in theory) is for these experts to provide guidance for investors so they might be better advised as to where to put their hard earned money. At least that is what I was taught. The problem is that situation is many headed. Um, (um, pun intended) knowing that what he says will effect the stock price, or a least it is likely to, let's his prognostication hit the street. Investors stay out or sell out, and low and behold, the Passport blows the doors off and the stock bolts, who sat out for that move? All I am saying is that the timing is suspect, and following Um's advice has consequences either way.

    Lastly, I have heard Um interview C level folks, and frankly he is terrible at it. But his record maybe good, I don't follow him because I don't care for his style,,,,, well, he just isn't a guy I would take advice from. Who knows, maybe I would make more money if I did.

    Nick
    Jan 8, 2015. 03:12 PM | 5 Likes Like |Link to Comment
  • Update: The U.S. Consumer Is Going To Kill It, And J.C. Penney Will Too [View article]
    Fast,

    I disagree, once he starts playing that game, he can't stop, it is a no win situation. CEO's trying to pitch a stock price scare hell out of me.

    As for the $ or 2 that could be taken off, and it's ability to recover,,,,,,,,,,,if the numbers are there, the stock price will take care of it's self,

    Nick
    Jan 2, 2015. 04:36 PM | Likes Like |Link to Comment
COMMENTS STATS
212 Comments
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