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  • Workday: Buy Shares In This Fast Growing Cloud Computing Company [View article]
    These are good questions and deserve answers. WDAY certainly appears promising - but perhaps they can promise to dial back the stock-based compensation and focus on the bottom line now that they are on everyone's radar. No one investing in growth stocks like WDAY demands dividends and buybacks, or even big profits; only solid signs that revenues are being plowed back into growth without distraction.
    Nov 27, 2013. 06:52 PM | Likes Like |Link to Comment
  • Timing Is Everything, And The Time For Coronado Biosciences Is Now [View article]
    How does someone who discloses nothing get published on Seeking Alpha?

    I help clients build a mobile software strategies around their existing businesses. To do so requires a lot of "truth-seeking" for measuring up the right tool for the job. Deep systems analysis and solutions-architecting is quite similar to investing: situational awareness led by due diligence. Once you fully understand the situation, you need only apply common sense.

    Description: Occasional investor. Trading frequency: Weekly
    Interests: Options
    Currently, there is no company profile for Michael Lake.
    Currently, there are no blog details for Michael Lake.
    Currently, there are no book details for Michael Lake.
    Oct 14, 2013. 07:49 PM | Likes Like |Link to Comment
  • Timing Is Everything, And The Time For Coronado Biosciences Is Now [View article]
    Michael - you've written one article ever for SA and it was "Buy CNDO." Don't you think that your second article should address the fishy nature of your first? Were you long CNDO today? Did you change to short? Did you sell? This sort of thing really ought to be investigated hard by SA because this stinks to high heaven. There really ought to be some sort of accountability on Seeking Alpha or else it gives lots of ammo to those who say its a pump and dump site. Michael, please try to explain that there is nothing corrupt going on here.
    Oct 14, 2013. 07:46 PM | 1 Like Like |Link to Comment
  • Pullback In Dry Shippers Means Buy [View article]
    Hi, great article. There seem to be an awful lot of shorts in GNK. Are we witnessing a short squeeze?
    Sep 13, 2013. 05:25 PM | Likes Like |Link to Comment
  • Why Chevron Is Going Lower In 2013 [View article]
    It looks like this article was not right, CVX is at $122/share and WTI crude is around $105/bbl now (Aug 2013). I'd like to ask the author to look back at this and pinpoint which of his assumptions were wrong, and has he changed his outlook on CVX moving forward? Thanks - as always, we appreciate it when people go out on a limb to help us investors, and perhaps knowing why this analysis did not work out could be helpful too.
    Aug 13, 2013. 04:50 PM | Likes Like |Link to Comment
  • Preferred Stock Buyers: Time To Start Paying Attention [View article]
    Thanks for the informative article. Preferred funds (PFF, PGX) can be hard to understand - very stable for long periods, then suddenly dropping as they are now. Are you saying that drops before the Fed actually raises rates (as opposed to tapering or stopping bond purchases) represents emotional selling? That seems to suggest that this current drop might be artificial, no?
    Jun 12, 2013. 04:15 PM | Likes Like |Link to Comment
  • The Paradigm Shift Has Begun - This Isn't Going To Be Pretty [View article]
    Excellent article and explanatory comments. A bit scary - but helpful!
    Jun 11, 2013. 04:53 PM | 1 Like Like |Link to Comment
  • "We have some incredible plans that we have been working on for a while," says Tim Cook (AAPL) at an AllThingsD conference talk. Some of those plans could still involve a TV - Cook reiterates the market is of "great interest" and that the current experience is outdated (John McCain seems to agree). Cook also: 1) Declares Google Glass to be a niche product, while adding (in a possible iWatch hint) the broader wearable computing market is a very interesting area. 2) States Apple will likely offer more developer options for customizing iOS, but wants to preserve the user experience. 3) Once more hints Apple isn't opposed to a bigger iPhone per se (previous), only one that doesn't meet its standards. (live blog[View news story]
    What an unmitigated disaster for Apple. No product news, no hints, a ruling out of large acquisitions with its huge cash position, a ruling out of content purchases. Blathering about apple messenger and iTunes, as if that is what the world was waiting to hear. And an assumption that we will all sit and wait until Apple is ready to tell us about what it has been doing with its shareholders' time and money for the past 18 months. Why would this famously secretive company agree to a high profile interview if it had nothing to say? I have always thought Tim Cook should be given every chance to succeed, but I really think time is up, pencils down, and Mr. Cook might have to go.
    May 29, 2013. 12:19 AM | 3 Likes Like |Link to Comment
  • U.S. LNG Exports - No Cause For Alarm [View article]
    Thank you Elliot, good article. Question: What is the stated rationale behind limiting LNG exports? I see that LNG is under $4.00 at Henry Hub, but over $16 in South Korea. What is the argument against selling South Korea - an ally with whom we have a Free Trade Agreement - all the LNG they want to buy? Who loses?
    Apr 26, 2013. 01:15 PM | 1 Like Like |Link to Comment
  • It's Time For Apple To Buy BlackBerry [View article]
    It would be nice if Apple could get into the content business. They have lots of cool devices for watching content, but don't own any content themselves. Apple could pick up CBS, AMC, and Netflix and not even belch. They could even get Time Warner, Discovery or even Comcast or Disney. That would finalize cord-cutting, give Apple a lot of income, and give Apple customers something to watch on their devices.
    Mar 7, 2013. 02:20 PM | 1 Like Like |Link to Comment
  • Cash Hoards On The Sidelines And The Great Rotation: Old Myths Meet A New Reality [View article]
    Feb 19, 2013. 01:57 AM | Likes Like |Link to Comment
  • The Need For Conviction And Patience [View article]
    Thanks for the cautionary tale - and good reason to always double-check the crowd.
    Feb 19, 2013. 01:55 AM | Likes Like |Link to Comment
  • Cash Hoards On The Sidelines And The Great Rotation: Old Myths Meet A New Reality [View article]
    Evan, thank you for putting into fewer words exactly what I was trying to say. I was asking about gains in value and the answer is always pivoted into "the money supply." It's a bit like saying "in the long run we are all dead." The headline suggested that there is no "rotation" of cash and bonds into stocks, not because it's just not happening at the moment, but because it's somehow against the laws of physics. So I think that is what is so frustrating about the article to those of us who want to read what experts think about this so-called rotation, and whether it is happening or not and if so why. Instead we got a semantic logic riddle about how there is no such thing as a sideline. Under this logic, if $10 trillion of bank deposits goes into the stock market, nothing has changed. If anyone on the forum finds a good article about rotation, point it out!
    Feb 17, 2013. 12:28 PM | 3 Likes Like |Link to Comment
  • Cash Hoards On The Sidelines And The Great Rotation: Old Myths Meet A New Reality [View article]
    James: Besides looking at the number of times you have (rather rudely) said, "you don't get it" to polite commentators, think of this simple scenario: What happens when someone buys a piece of, say, art for $200,000 and sells it for $400,000 some time later. While there are a buyer and seller on both sides of these purchases, it is clear that the person selling for $400,000 is $200,000 ahead. When he bought the art, lets say out of a savings account, it is clear that $200,000 entered the art market and left the cash market. When he sells the art, lets say depositing the proceeds into a savings account, $400,000 enters the art market and $400,000 enters the cash market. Money has been made and wealth has been created. If it is just the semantics of the "money supply," then this is a distinction without a difference. You seem to be saying that only an increasing money supply can create wealth. And I would point out that the number of people you abruptly say "didn't get" your article might suggest a problem with your writing, not with others "not getting it."
    Feb 16, 2013. 09:01 PM | 3 Likes Like |Link to Comment
  • Emerging Markets: The Place To Be [View article]

    Interesting stuff, keep it up. I've been to Africa many times and like you, I see a strong entrepreneurial spirit on the ground level. But on the government level, the old adage that "Africa has a lot of potential - and always will" is still sadly true until they really improve the quality of their governance. I am looking for bigger sub Saharan African countries like Kenya, South Africa and Nigeria to get out of structural foreign aid as a way of life. Living off foreign aid not only retards growth, it festers corruption and decays governance. The Asian Tigers that rose in the 90s - Korea, Taiwan, Singapore, etc. - didn't really expand until they were off the dole and improved democratic institutions. I could see potential "African Tigers" emerging. Best of luck to Sub Saharan Africa, I think they can do it - some day.
    Feb 1, 2013. 08:18 PM | 2 Likes Like |Link to Comment