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Norwell

Norwell
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  • Can Hybrids Extend Life Of Seagate And Western Digital? [View article]
    Are any of the "existing SSD players" worthwhile? Or even just big, memory chip makers that are leaning that way?
    Mar 5 04:52 PM | Likes Like |Link to Comment
  • Buy AOL: 2013 Will Be A Pivotal Year [View article]
    AOL is like the ghost in that old movie that didn't know they were dead. None of the changes mentioned bring it into the 21st century.
    Jan 4 09:59 AM | 3 Likes Like |Link to Comment
  • Will Nokia Recover Or Be Bought? [View article]
    I agree that Nokia is probably thinking of going it alone. The only saving grace would be if a activist started grabbing shares.
    Jun 25 10:39 AM | 2 Likes Like |Link to Comment
  • Should You Buy Synacor? [View article]
    Interesting that the bullish side are proclaiming SYNC as a 'cloud' company. More interesting is that their own web site doesn't mention cloud at all.

    The growth appears to be there. It would be nice if the bulls stopped slinging bs about cloud and just talked about what they really do.
    Jun 15 11:01 AM | Likes Like |Link to Comment
  • Coty withdraws its $10.7B takeover bid for Avon (AVP), saying the cosmetics direct seller has missed its deadline to start talks. Coty Chairman Bart Brecht: "I find it remarkable that since we made our revised proposal ... no one from Avon's Board or management has been willing to speak with us."  (PR)  [View news story]
    I thought so too. I know Avon wasn't interested, but they are now. Then Coty withdraws the bid. No wonder Avon was taking so long - these guys are jerks.
    May 15 08:00 AM | 2 Likes Like |Link to Comment
  • Amazon (AMZN) is upgraded to Outperform at Credit Suisse, which also raises its price target to $270 from $190. CS takes note of the recent buyback announcement, saying the stock has historically outperformed the S&P by 132% in the 12 months following such moves. Shares +1.4% premarket.  [View news story]
    A real analyst is making a recommendation on the stock based soley on the past performance of the stock following a buyback announcement? Is there any causality involved at all?
    May 15 07:56 AM | 3 Likes Like |Link to Comment
  • Why Amazon's Valuation Hasn't Mattered And Why That's About To Change [View article]
    Interesting angle on the cash flow problem, bumping into price raises for their subscribers. Similar situation at NFLX mangled the stock for a few months. Curious that there is very little backlash being expressed by these users.
    May 2 10:35 AM | Likes Like |Link to Comment
  • Google's Evil Stock Split [View article]
    What is the point? They don't have enough money so they have to swindle investors? Really a disappointing move.
    Apr 13 08:23 AM | 1 Like Like |Link to Comment
  • Buying The Dip In Coal With Select Bonds [View article]
    Noticed several large trades in JRCC convertibles due 12/12015 paying 4.5%. If you think the company will survive for a couple of years then it might be a good speculation.
    Mar 15 01:01 PM | Likes Like |Link to Comment
  • Rare Earth Provider Molycorp Offers Discounted Entry Into Sector [View article]
    You neglected to mention the recent action to sell a significant share of the company. This was an unexpected event and lead analysts to conclude the MCP's cash flow was not as rosy as proclaimed. This issue still has not been answered satisfactorily by anyone. Hence the subsequent recent drop in price. It does not seem to be a short term phenomenon.
    Mar 7 08:22 AM | 1 Like Like |Link to Comment
  • Investors Are Misunderstanding Yahoo [View article]
    I expect more of the same behavior out of Yahoo. While it would appear to be a good thing for Yahoo to make some kind of deal here the company has consistently not acted 'rationally' in the past. Hence the stock going down as people realize the unliklihood of Yahoo doing the expected. There appears to be an almost infantile behavior by management to not play well with others.
    Feb 16 08:32 AM | 1 Like Like |Link to Comment
  • 13 Oversold Stocks Insiders Are Buying [View article]
    I like half your article. I don't think one insider action, buy or sell, is any indication of anything.
    Jan 19 08:31 AM | 1 Like Like |Link to Comment
  • Using Option Premiums To Gauge Risk [View article]
    Be interested to hear your take on the effect of recent volatility in these share prices affecting option pricing. For example, DMND has jumped around quite a lot. I would expect the option pricing to be higher than 'normal' given that volatility. Over time the volatility will settle out. That would imply lower premiums for the affected options.

    Or are you saying that higher premiums for options has nothing to do with volatility and it's all investor sentiment?
    Jan 19 08:29 AM | 1 Like Like |Link to Comment
  • 5 'Dead Money' Dividend Stocks To Avoid [View article]
    seekingalpha should have some kind of vetting for the authors that post. right now it's wide open.
    Jan 18 04:03 PM | Likes Like |Link to Comment
  • Diamond Foods: Chopped Nuts On The Cheap [View article]
    I agree - it does seem like people are making a lot of noise about the walnut payments. Every few weeks some great analyst reminds people that the walnut payments are at issue and the stock dives again.

    Wonder if it will make much difference either way to the stock once the report finally comes out.
    Jan 17 07:37 AM | Likes Like |Link to Comment
COMMENTS STATS
48 Comments
35 Likes