Dave McKay1

Dave McKay1
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  • Microstrategy: Has The Enfant Terrible Of The Software World Finally Matured?  [View article]
    Management is doing a very poor job managing its stock price. Average daily volume is only a pathetic 162,000 shares/day. Way too low. Float is ~8 million shares, as you indicate. Also way too low. Stock price is now at $157. Way too high.

    Clearly, what needs to be done is a 4 for 1 stock split, immediately. It will provide much more liquidity. Ask any institutional investor and they will say the same thing.
    Feb 9, 2016. 10:52 AM | Likes Like |Link to Comment
  • Tableau: Forensic Analysis Of A Disaster  [View article]
    Thank you for that most informative posting. I put MSTR on my watch list. The stock chart will speak to us if it is time to buy.
    Feb 9, 2016. 10:16 AM | Likes Like |Link to Comment
  • Independence Realty Trust makes its case  [View news story]
    I hope we find out soon if RAIT has reduced their ownership of IRT from the 15% last reported in September.
    Feb 8, 2016. 12:49 PM | Likes Like |Link to Comment
  • Independence Realty Trust makes its case  [View news story]
    When IRT finally eliminates the interim term bridge loan, it will help the stock price quite a bit, I think.
    Jan 26, 2016. 12:16 PM | 2 Likes Like |Link to Comment
  • RAIT Financial plunges after dividend cut, drags Independence Realty along  [View news story]
    Perhaps RAIT is selling their stake in IRT in order to remain solvent? Now that it is down to $2 a share. Maybe that explains IRT being below $7 a share?
    Jan 19, 2016. 06:21 PM | Likes Like |Link to Comment
  • Radcom Lands A Whale, Shares Set To Make A Splash In 2016  [View article]
    Sounds like it is a similar concept to what VMware (VMW)does with their machine virtualization, which leads me to think that they might be a suitor for RDCM someday.
    Jan 9, 2016. 10:52 AM | 1 Like Like |Link to Comment
  • Fitbit's Total Addressable Market Hype May Leave Investors With Disappointment  [View article]
    Wow, a long article and lots of comments and no one mentioned the STRONG competition from Xiaomi
    Jan 4, 2016. 11:51 AM | Likes Like |Link to Comment
  • FireEye Or Palo Alto Networks: Which Stock Is Best For 2016?  [View article]
    Good point. I remember in the mid 1990's when Peoplesoft had a P/E ratio of 100, BEFORE the stock launched itself to the moon.

    Warren Buffett once said in the early 1990's...."Yes, the stock market looks high, and is high, but it's not as high as it looks"

    PANW looks expensive now, just like Peoplesoft did.

    Buying chart laggards like FEYE is never a good idea.
    Jan 1, 2016. 09:36 AM | 4 Likes Like |Link to Comment
  • RAIT Financial plunges after dividend cut, drags Independence Realty along  [View news story]
    I don't think that RAIT can control the dividend of IRT, especially post-merger, now that a good amount of the IRT board seats are occupied by former TradeStreet executives. The board of IRT controls the dividend, RAIT is only the external advisor.
    Dec 8, 2015. 06:59 PM | 1 Like Like |Link to Comment
  • How Safe Is Resource Capital Corp.'s 23.2% Yield?  [View article]
    You mean to say that the DIVIDEND on the common has to go to zero before the preferred dividend can be suspended. Big difference!
    Nov 8, 2015. 10:59 AM | 1 Like Like |Link to Comment
  • Under Armour: Far From Finished  [View article]
    It's just a clothing company. Lululemon was a high flying clothing company until it came down to earth a few years ago. And the stock got cut in half.
    Nov 7, 2015. 02:16 PM | 2 Likes Like |Link to Comment
  • Under Armour: Far From Finished  [View article]
    P/E of 100, earnings estimates being cut, chart looks toppy. Shorted a bunch this morning.
    Nov 6, 2015. 10:20 AM | 2 Likes Like |Link to Comment
  • Industrial REIT Terreno Realty - A Hidden Gem That Is Now Flying High  [View article]
    With the low leverage and good interest coverage, wouldnt the preferred shares be a better buy?
    Oct 30, 2015. 10:49 AM | Likes Like |Link to Comment
  • 2 More Tax-Free Muni Bond CEFs For The AMT-Free Investor  [View article]
    Your section on Distribution sustainability is not the proper way to do it and you are missing an important component. The EARNINGS! You are ignoring the monthly shortfall (if any) of the distribution vs. the earnings, either from the 3 month smoothed earnings report or from the semi-annual report. THEN you compare this calculated number to the UNII.

    Here is how it is done....You have to compare them with this formula.

    UNII/(monthly Dividend-monthly earnings)

    This gets you a number of months until all the UNII is used up.
    Oct 30, 2015. 10:22 AM | 1 Like Like |Link to Comment
  • Low P/E Stock Of The Day No. 46: SL Industries Inc.  [View article]
    Low P/E candidate for your next article....TSEM
    Oct 23, 2015. 09:11 AM | Likes Like |Link to Comment
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