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HIGHWATER 888

HIGHWATER 888
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  • Explanation Of Potential Damage Award In PharmAthene Versus Siga Lawsuit [View article]
    IMO, Parsons decision --and the implications it has for a final damage award to PIP-- means that SIGA shares should be sold. There is a good chance that the damages will exceed SIGA's ability to pay and the outcome for current SIGA shareholders in a bankruptcy reorganization would be zero$.
    Aug 13 09:14 AM | Likes Like |Link to Comment
  • Explanation Of Potential Damage Award In PharmAthene Versus Siga Lawsuit [View article]
    IMO courts of equity are not necessarily constrained by case law in the way that you suggest: Parsons found a bad faith breech by SIGA and relied on a PE theory in establishing a equitable remedy for the breach of contract and measure of damages; the DSC merely rejected the 'PE theory' and not the finding of a bad faith breech of contract. Indeed the DSC seemed to be indicating that Parsons make a simple award of money damages for loss of a % of the BARDA revenue that was the subject of the SIGA breach. Thinking that an award of trivial damages will be mandated by a court of equity in the face of a bad faith breach of contract --which was affirmed by the DSC-- seems like 'loosing sight of the forest for the trees'.
    Jul 23 03:53 PM | Likes Like |Link to Comment
  • Twitter Could Be A $5B Business With $2B EBITDA By 2016, Even With Slowing User Growth [View article]
    Laughable, to argue that GOOG is "over -dependent on one product": Search is the gateway to all internet commerce & interaction and GOOG owns search and nearly all of the add revenue that goes with it. Some people might argue --with more credibility-- that TWTR is "over-dependent" on "tweets"... LOL.
    Jun 4 08:33 AM | Likes Like |Link to Comment
  • Twitter Could Be A $5B Business With $2B EBITDA By 2016, Even With Slowing User Growth [View article]
    I find it hard to feature the idea that GOOG is "a little worried" about 'social' when 'search' is a much richer source of add $$ and GOOG is --without question-- 1st in 'search'. Probably more accurate to say that GOOG has a faint pang of regret about not owning social from day one but IMO 'search' will not be eclipsed by 'social' in any realistic version of the add market.
    Jun 2 06:55 PM | Likes Like |Link to Comment
  • Twitter Could Be A $5B Business With $2B EBITDA By 2016, Even With Slowing User Growth [View article]
    The 7X figure is based on FB's own disclosures at the time of closing on WasApp (1.2 Billion @ time of closing plus 1 year of estimated growth) but since WasApp was not public we are taking FB at its word.
    Jun 2 04:33 PM | Likes Like |Link to Comment
  • Twitter Could Be A $5B Business With $2B EBITDA By 2016, Even With Slowing User Growth [View article]
    And the other heavy weight will be GOOG ... FB & GOOG -- in a contest with no third place prize....
    Jun 2 12:37 PM | Likes Like |Link to Comment
  • Twitter Could Be A $5B Business With $2B EBITDA By 2016, Even With Slowing User Growth [View article]
    FB has a 100% mobile app with about 7X the number of TWTR MAU's: Add a 'post' and 'follow' feature to WasApp and you have a potential TWTR killer. IMO, the battle for online add revenue is destined to be a heavy weight contest between two players and revenue growth on other platforms may be hard to come by.
    Jun 2 12:34 PM | Likes Like |Link to Comment
  • After Earnings Miss, Wal-Mart Should Buy Whole Foods [View article]
    Your idea is fanciful, unsupported by any financial metrics and so wholly devoid of any rational understanding of the business of either WMT or WFM that to try to discuss your article in detail would make me seem loony too ...LOL. Perhaps it is best to say that WMT has ZERO history of M&A and a very strong track record of trying to put competitors out of business.
    May 15 01:33 PM | 1 Like Like |Link to Comment
  • Algorithmic Forecast Indicates Tesla Is A Buy [View article]
    Thanks, 'Doc' that sounds like good advice. The ease of Friday's reversal above the 200 day MA seems to indicate that momentum funds came into the market for TSLA in a big way and --with a 3% gain-- those buyers could become sellers by 3PM. The 10Q was filled with facts that IMO should have driven the stock lower and may well come into play later in the week.
    May 12 12:25 PM | Likes Like |Link to Comment
  • Algorithmic Forecast Indicates Tesla Is A Buy [View article]
    Correction: "10K" should read 10Q (but see prior financial reporting for increase in options expense).
    May 12 09:47 AM | 1 Like Like |Link to Comment
  • Algorithmic Forecast Indicates Tesla Is A Buy [View article]
    Perhaps your 'ALGO' should account for the massive increase in options expense disclosed in the most recent 10K. Whatever happens to the stock price, management has just taken $2 Billion+ from shareholders. When traders begin to focus on on the facts --and tire of being 'diddled' with Musk's tall tales of the "Gigafactory" (or factories ...?)-- this stock could go much lower.
    May 12 01:49 AM | 1 Like Like |Link to Comment
  • 3D Systems Is Getting Stronger [View article]
    3D's 'entry' into an already fully served market for dental prosthetic products adds little or nothing to the future technology of 3D. In fact, even if they are generating revenue from these products in the near term (which I doubt) the only thing they will have accomplished is paying a high price for the right to compete in a business segment with declining margins.

    One wonders whether 3D's M&A process serves any purpose other than 'juicing' their rate of growth.
    Apr 3 11:37 AM | 1 Like Like |Link to Comment
  • 3D Systems: A Merger With Either Hewlett-Packard Or Epson Is Possible [View article]
    Exactly right. It takes a wonderful sense of humor to imagine that MW (or the HP board) would ever consider the purchase of DDD ... what would they call the transaction, 'Autonomy 2.0'? Informed traders will file this article under #Pipe Dream, #Fantasy and #Tax Loss ... LOL.
    Mar 20 06:46 PM | 1 Like Like |Link to Comment
  • Herbalife Is Dead Money, But Rivals Nu Skin And USANA May Be Ready To Rock [View article]
    The 10K is out and the news from China is not good. The regulatory action against NUS may result in a harsh fine and NUS has admitted that they have already been forced to change their business model and could face further regulatory restrictions. Wedbush (and others) were simply 'pumping' the stock when the speculated on a "favorable" Chinese outcome and --as I stated above-- you made the mistake of aiding their 'shoddy research' by republishing their unfounded comments. Rumor & unfounded speculation is an ugly stock market virus that spreads quickly and usually leaves the unsophisticated investor 'sick' with losses.

    NUS: "ready to rock" Indeed .... Next time question your sources and don't get played....
    Mar 18 06:09 PM | Likes Like |Link to Comment
  • 3 Reasons Why 3D Systems Is A Solid Buy Right Now [View article]
    I agree. It is also worth pointing out that the torrid pace of DDD's M&A (40 in 36 months) probably lowers the chance of successful integration. In fact, for a company the size of DDD, that pace of M&A is a red flag: it looks more like an effort to manage 'growth' numbers than a careful plan to value to DDD's business.
    Mar 17 09:32 AM | 1 Like Like |Link to Comment
COMMENTS STATS
315 Comments
266 Likes