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Sirvasq

Sirvasq
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  • JDS Uniphase A Potential M&A Target For Agilent's Keysight, Telecom Equipment Vendors [View article]
    This is exactly why I thought management made the plan. If the market won't recognize the value, let the M&A process do its magic and show the market the value. Well done. Long $JDSU and $FNSR via calls.
    Sep 19 01:20 PM | 1 Like Like |Link to Comment
  • Alibaba now indicated to open in $87-$89 range (updated) [View news story]
    Would be surprised if it doesn't hit triple digits.
    Sep 19 11:27 AM | Likes Like |Link to Comment
  • Update: Apple Xiaomi Problems Grow [View article]
    Because there is NO Xiaomi ecosystem remotely comparable to Apple, and iPhone 5c will be free, this is the ultimate straw man argument. $aapl will supplant Samsung and others in China market. Xiaomi may maintain cheaper competitor status. But expect the same erosion that Samsung suffered and will suffer more this year. Samsung trade-ins world wide will be off the charts due to the iPhone 6, ApplePay and free iPhone 5c.
    Sep 17 12:52 PM | 14 Likes Like |Link to Comment
  • McCafe to storm North American grocery stores [View news story]
    Why would ANYONE want to buy McDonald's coffee at a grocery store?
    Sep 16 01:28 PM | 4 Likes Like |Link to Comment
  • It's Hard To Ignore George Soros' SPY Put Position Anymore [View article]
    It says something about the audience that not ONE reader disagrees.
    Sep 14 03:36 PM | Likes Like |Link to Comment
  • Will Alibaba Disrupt U.S. E-Commerce? The Man Who Should Know [View article]
    They will buy a US football team, for publicity.
    Sep 14 09:36 AM | Likes Like |Link to Comment
  • Will Alibaba Unearth The Biggest Weakness In The Amazon Story? [View article]
    I like your thesis. Puts on my horizon.
    Sep 11 02:11 PM | 2 Likes Like |Link to Comment
  • Lululemon Earnings Preview: The Growth Story Is Officially Over [View article]
    We will see if she has the magic touch but my 18 year old says $LULU is dead with her set, which has moved on to other fashion designers, and says lower priced workout wear has encroached.
    Sep 11 12:17 AM | Likes Like |Link to Comment
  • Alibaba Grabs The IPO Money But The Future Belongs To Jeff Bezos And Amazon China [View article]
    18 years to devise a profitability strategy and they could not do what $baba did in much less time--can't even get a single analyst to predict they will. There is a massive re-pricing coming. Expect $AMZN below $200, and $Baba to approach that: 2016.
    Sep 10 12:02 PM | 3 Likes Like |Link to Comment
  • Report: Icahn has not sold Apple stock, is adding to position [View news story]
    Go, Carl. No way he sells. He is betting on the transition to AppleTax, what you have to pay to enjoy any of the world economy.
    Sep 9 04:08 PM | Likes Like |Link to Comment
  • Investors sell the news on Apple [View news story]
    I bought the sell (when it dipped below 97) via April 100 calls I sold for profit last month. Won't look up until Christmas day.
    Sep 9 03:43 PM | 5 Likes Like |Link to Comment
  • Ambarella pares gains in spite of bullish notes; GoPro up sharply [View news story]
    The pain suffered by the shorts is incalculable. Started at 35, now nearly 60? OOOUCCCHHHH.
    Sep 8 10:57 AM | Likes Like |Link to Comment
  • Should You Ditch Yahoo For The Alibaba IPO? [View article]
    If $BABA re-prices at 72 (which I expect after the roadshow) and opens at 85, and makes a run at 100, then $YHOO will be worth a lot more than the author states.
    Sep 7 12:12 PM | 3 Likes Like |Link to Comment
  • Bull Market Crosses The 2,000 Day Mark [View article]
    Two questions put the streak in perspective:

    1. How many came after a blistering like 2008?

    2. How many terminated while interest rates were virtually zero?
    Sep 5 10:49 AM | 1 Like Like |Link to Comment
  • Finisar EPS in-line, misses on revenue [View news story]
    The revenue was a beat, as was the profit. http://on.barrons.com/...

    Notably management expects a sequential increase in Q3. This is lumpiness, not a demand surprise.
    Sep 4 04:18 PM | Likes Like |Link to Comment
COMMENTS STATS
312 Comments
426 Likes