Seeking Alpha

msapp

msapp
Send Message
View as an RSS Feed
View msapp's Comments BY TICKER:
Latest  |  Highest rated
  • Why The Pandora Earnings Report Doesn't Matter [View article]
    I agree it is risky based on current valuation. Future market share is what holders are hoping for.

    In thinking about the future growth, this article below goes further about Pandora's penetration into new car sales. This could drive listeners numbers up and advertising for the years to come.

    "Its penetration of new-car sales in 2013 was 33%, a share he predicts will grow to over 50% by 2015 and to 75% by 2017."

    http://on.mktw.net/1rp...

    Target prices of $35 and $45 are mentioned in that article by Wedbush and Pacifice Coast Securities.
    Apr 24 11:15 AM | Likes Like |Link to Comment
  • Why Does eBay Want To Keep PayPal? [View article]
    I agree that the Ichan rantings should be taken as drama. Ebay and PayPal have a codependant dance together that works.

    I believe what Ichan could be looking at is the future potential PayPal has with mobile payments. They stand to be a big player (at this point) in that market. They already have millions of folks' financial information and if they can convince them that their mobile payment system is the best (and get them to begin using it), they could corner the market. If that happens, look for Ebay stock to do very well.
    Apr 10 10:15 AM | Likes Like |Link to Comment
  • ChipMOS: Cash Flow Machine In Niche Industry With Tailwinds [View article]
    Christopher,

    I'd also like to know your opinion. Thanks in anticipation.

    -M
    Apr 4 12:31 PM | Likes Like |Link to Comment
  • NXT-ID Mobile-Bio Platform Enables M-Commerce [View article]
    The thing that bothers me is the Wocket is a separate devise. People want their smartphones to do it all so they only have to carry that. That's the technology that is being pursued by everyone else- mobile payments with your phone. Who wants to carry a Wocket and a smartphone? Not going to work- too old of an idea too late.

    They may offer other security systems to benefit the mobile climate but if they hope their money-maker is a wocket, they'll be disappointed.

    There is a start-up that does the same thing as Wocket but does so in/one one card. It holds in its' strip all your other cards (reward cards, loyalty cards, and credit cards). That will fit in your pocket or smartphone case if you don't want to pay by smartphone and you're only carrying 1 main object. Those are the choices I see people making. See link for Coin.
    https://onlycoin.com

    Wocket in the pocket? Dr. Seuss my approve but I predict the public will laugh...technology has surpassed that idea already. Look at Japan and other countries using their smartphones for payments smoothly.

    The choice will be use your smartphone and trust the security in place or stick to to the card. Not a separate devise the size of a wallet.
    Apr 4 10:48 AM | Likes Like |Link to Comment
  • Stock Buyback ETFs: Which Is The Best Shareholder Friendly Option? [View article]
    Nice article. I also like SYLD and am waiting for a better entry point. I learned about SYLD from a webinar that Sam Lee of Morningstar did on factor investing. It's a good multi-factor ETF: quality, value and momentum. I only wish it had more liquidity-the spread is wider than I like. Perhaps that will come-it is fairly new. Based on the research about momentum, I like how it brings that to the table.
    Mar 27 12:06 PM | 1 Like Like |Link to Comment
  • Direct-To-Consumer Television Advertising Marks The Tipping Point For Belviq Sales [View article]
    Thanks for the optimistic article. Hopefully good results will come from the advertising. Why did they not begin the DTCPA earlier (slow marketing rollout-this is what I'm puzzled by)? They're in the industry; they know how DTCPA can increase sales. Eisai had the money to do so.

    Also, I think shares will take a hit, possibly short lived, if and when Contrave is approved. They will face similar hurdles after launch but if they have a marketing partner and if they are better prepared than Easai was to market the drug, then ARNA holders may want to brace themselves (me included).
    Mar 24 10:06 AM | Likes Like |Link to Comment
  • Lions Gate Entertainment: Poor Price Action Despite Strong Fundamentals Provides Profitable Entry Point [View article]
    Nice to see The Street's article today about LGF crossing its resistance level and a good buy candidate. Good timing with Divergent coming out.

    http://bit.ly/1gS3cEx
    Mar 5 03:03 PM | Likes Like |Link to Comment
  • 'Divergent' Will Lift Lions Gate [View article]
    Nice to see The Street's article about LGF crossing it's resistance level and it being a good buy candidate. Good timing with Divergent coming out.


    http://bit.ly/1gS3cEx
    Mar 5 03:01 PM | Likes Like |Link to Comment
  • 'Divergent' Will Lift Lions Gate [View article]
    Entertainment Weekly's Cover is on Divergent. The article discusses that "Four" is played by Theo James (now relatively unknown) who was in a TV show called Golden Boy which was dropped. He has George Clooney/Brad Pitt like appeal in terms of looks and can be powerful in his acting (during his reading). After reading that article and seeing his images online, I can certainly see he will help the appeal for the movie. He is stunningly good-looking and is British. He could be a wild card to get folks into the theater if there is lot of buzz about him. As the article predicts he won't be able to do anything alone after this.

    If this movie doesn't make Lions Gate shares go up; mark my word, it will make Theo James' stock go way up.
    Mar 2 10:13 AM | 1 Like Like |Link to Comment
  • Google's Plan For Your Body And Its Stock Split [View article]
    The principle of the split stinks but it's hard to be upset when you see your stock is up a huge percentage. My vote against the split didn't seem to matter (so it is moot). In the end, it seems a board does what it wants to do unless some activist investors get involved demanding change which was what this split seems to prevent.
    I'm inclined to hold my shares after the split but not buy.
    Feb 27 04:05 PM | 3 Likes Like |Link to Comment
  • 'Divergent' Will Lift Lions Gate [View article]
    Thanks for the article. Wall St. expectations (meh!). Catching Fire did great yet the stock tanked. Hoping for a rebound with Divergent.

    Juchs, Great comments. Hoping analysts expectations will be met and surpassed with Divergent to get the stock moving.

    While book reviews don't necessarily translate into good movies, they do show interest and enthusiasm which will drive some to go to the movie. Just over 72% of the Amazon reviews for the book Divergent were 5 stars (as of 2-26-14). I enjoyed the book and my teenagers cannot wait to see the movie. I'll encourage them talk it up on FB and instagram (vicarious plugging).

    I believe it could have a larger audience. Parents may let some kids between the ages of possibly 10-13 see it as I'm hoping it will be less bloody than Hunger Games (possibly with the exception of someone getting stabbed in the eye though). It should be intense and thought provoking and should appeal to both sexes. Who doesn't love a brave, courageous heroine who finds strength she didn't know she had?
    Feb 26 11:19 PM | Likes Like |Link to Comment
  • Mobile Payments: Apple Files A New Patent Application Covering NFC Payment [View article]
    I agree Allison. I'm enjoying the uptake in INGIY of late and agree that GEMALTO will eventually rise a lot; we may just have to be patient. Best wishes to you!
    Feb 26 11:56 AM | Likes Like |Link to Comment
  • Mobile Payments: Apple Files A New Patent Application Covering NFC Payment [View article]
    Recent news that MCX may be in talks with Paydiant and that it could affect the contract it has with Gemalto. Even so, I think Gemalto is still a great play and I continue to hold it.
    Feb 25 08:59 AM | Likes Like |Link to Comment
  • Mobile Payments: Apple Files A New Patent Application Covering NFC Payment [View article]
    Correction: Per my comment above, Gemalto's contract with MCX may be threatened. I spoke too soon.
    Feb 20 12:44 PM | Likes Like |Link to Comment
  • Mobile Payments: Apple Files A New Patent Application Covering NFC Payment [View article]
    Check into the MCX group of retailers (Target, Walmart, Darden, Rite Aid, Best Buy, 7-Eleven, Circle K, Shell, Wendys, Lowes, Publix, Southwest, GAP, Sunoco, Sears, Dicks,and more). They are developing their own system for their mobile payments and have contracted with Gemalto (OTCPK:GTOMY) for security and Fidelity National (http://bit.ly/1memmb9) for point of sale transactions. Gemalto's contract with the MCX group will pay GEMALTO by the transaction- these companies do more than one trillion in sales. GTOMY and FIS are good plays as well as INGIY and possibly PAY.

    Whatever mobile payment "system" that the MCX group uses will have a huge advantage to dominate the mobile payment "climate" because of it's large list of retailers that will use that system (whatever shape it takes form). They've announced GTOMY and FIS will be part of that plan.

    I'm aware of the Gemalto /Visa news today regarding Host Card Emulation. No one can tell what system will prevail in mobile payments. I believe whatever system is the most widely used will be the winner though.
    The MCX group has an advantage.
    Feb 20 12:11 PM | 1 Like Like |Link to Comment
COMMENTS STATS
329 Comments
157 Likes