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bazooooka

bazooooka
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Latest  |  Highest rated
  • Shhh! My Secret Valuation Model Revealed [View article]
    GIII twas a great call. Anyhow to your point about Revenue Multiples and profit/growth I offer this popular primer from the Interweb http://bit.ly/1orOAUq
    Sep 13 08:10 AM | Likes Like |Link to Comment
  • More On Intel And Memory [View article]
    Jaret,

    You are very bright and a great author. But I fail to see why you responded to Russ' olive branch in this way. He would be a great resource for you in your articles and vice versa.

    I like reading both you guys but you should reread his post to you and your response. I doubt you came across as intended. Maybe this can still be fixed; hmm....
    Sep 13 07:47 AM | 1 Like Like |Link to Comment
  • Is It Time To Write Off Majesco Entertainment? [View article]
    Katje,

    You rode this horse for awhile. But I actually think you will do okay currently if you buy it below book. One hit title and this stock can double or triple. Sure it is down 75-90% from your old articles but it might finally have multi-bagger potential with their new initiatives.
    Sep 13 07:28 AM | Likes Like |Link to Comment
  • Google Glass Coming Early - Shares Of Himax Are Poised To Triple [View article]
    More like 20 cents or so split adjusted now. But at half book it could be worth a punt.
    Sep 13 07:23 AM | Likes Like |Link to Comment
  • Google Glass Coming Early - Shares Of Himax Are Poised To Triple [View article]
    Mark,

    Did you update on HIMX? I believe your DD will show you that this is heading for double digits again and may be 100% gainer from it's Spring lows. I don't think you can get back in around $6 anymore but hopefully some will grab it near $8. Nothing wrong with going back to your former winners if they will bare fruit once more.
    Sep 13 07:19 AM | Likes Like |Link to Comment
  • One Little Old Russian Convoy [View article]
    Funny seeing you here Doc =)
    Sep 13 07:08 AM | Likes Like |Link to Comment
  • Pairs Forum [View instapost]
    Selling UNIS calls has been mildly rewarding. Shorting has been more spotty and high rebate.
    Sep 13 05:37 AM | Likes Like |Link to Comment
  • Bad News For Gazprom As Russia Sinks Lower [View article]
    Don,

    The true risk in Gazprom would be that the State takes over the company on the cheap and screws the shareholders. However, I doubt Russia would want investors to lose faith in their capital markets. I see it has a risk; but at a PE under 3 I also see reward that more than compensates.
    Sep 13 05:22 AM | Likes Like |Link to Comment
  • GT Advanced Technologies Is On Target To Produce Sapphire For The iWatch And iPhone 6 [View article]
    Actually the GTAT miss might make a nice average down for those who still see a $20 pps in its future. I'd rather a slow grind to $20-$30 than a quick triple which could vanish as soon as APPL burps.
    Sep 13 05:17 AM | 1 Like Like |Link to Comment
  • GT Advanced Technologies Is On Target To Produce Sapphire For The iWatch And iPhone 6 [View article]
    Yup, had you just kept it a "poised to triple" call then you would have had all those who followed you from $10 thinking $30 as a big score. I think $30 might be on the table down the road a few years. Beyond that - the crystal ball gets too murky imho. Heck, many of Gomez triple went on to be 5 to 10 baggers. But he never calls out that type of pick since it brings in the wrong type of focus.
    Sep 13 05:14 AM | Likes Like |Link to Comment
  • A Towering Spread: Tower Group International, Ltd. - 14% Upside [View article]
    You can make much more than 14% with call options on this one. Especially since this is an all or none play on the buyout. If you're willing to assume the remote risk of the buyout falling through then why not buy $2 calls?

    http://yhoo.it/1tLsTNg
    Sep 13 04:08 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 364 Sep. 11 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Or maybe past the email text?
    Sep 13 03:42 AM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 364 Sep. 11 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Yup,

    Most people here got enticed by "mousetraps" but those things rarely sell themselves.
    Sep 13 03:41 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 364 Sep. 11 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    DRich,

    Are you saying that best case the NS roll won't move the Axion need much since that has been assumed by the remaining Axionistas for years now?

    Makes one wonder what if NS goes in another direction?
    Sep 13 03:40 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 364 Sep. 11 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Kevin,

    "Eminent" in Axion can take year(s) more. And every year can mean another doubling of shares.

    Not long back people thought shares bought for 25 cents were the all time bargain. Well that has already got cut in half twice over.

    Axion likely will always be a 20-40M market cap but at what share count?

    Heck even when it becomes 100M market cap and has PbC sales of over 10M that still won't make many people whole =(

    Sure, JP talks in Billions but confesses he has never had a client get that BIG (thus I assume that'd be pretty rare air from where Axion is today). Anyhow thats 50X from today's price and share count.
    Sep 13 03:37 AM | 5 Likes Like |Link to Comment
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