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happyshorter

happyshorter
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  • Apple Hit By Ongoing Disaster At Sharp [View article]
    "When we talk about Japanese disaster stocks we might turn to Sony (NYSE:SNE)."

    What a terrible and uninformed comparison!

    And if Apple cannot choose its suppliers correctly, no one else then Apple should be held at fault.
    May 15, 2015. 05:56 PM | 1 Like Like |Link to Comment
  • Approach Resources misses by $0.01, misses on revenue [View news story]
    I expected worst.
    Although I've made a lot of money with this stock in the past months (bought it at 6.95$)
    Traded in and out.

    I might get back in soon.
    May 6, 2015. 05:37 PM | Likes Like |Link to Comment
  • Micron Technology: Given Future Potential, Patience Is A Virtue [View article]
    My thoughts is that it is not too good for Micron.
    May 2, 2015. 11:35 AM | Likes Like |Link to Comment
  • Micron Technology: Given Future Potential, Patience Is A Virtue [View article]
    Thank you for this explanation: I had read this text too, and I was wondering if this was part of the reason of the big dip of yesterday.
    What do you think?

    I had made a nice profit on my initial buying of Micron, and was lucky that I had cashed it before the dip.
    But I was hesitating about coming back in again.
    I'll wait to see Monday.
    May 1, 2015. 05:12 PM | 1 Like Like |Link to Comment
  • Sony Q4 Earnings Preview - What Investors Should Look For [View article]
    Thank you for this reply.
    I think that t could be wise to reconsider your position if you think it is to big a part of your portfolio, but I think that there is upside, maybe only short term.
    It might not be justified, but the fact that Sony has 2 cameras in each sold iPhone has struck people, and this will give it some potential, especially if the Yen goes down.

    I keep my own position that I would have liked to increase after the report, but it is only 10% of my portfolio, and it is "hedged" by a short on ATVI that tends to move in the same direction (even if SONY has had a much better ride in the past year).
    I think that SONY has more upside potential then ATVI.
    I have owned SONY at the beginning of 2015, and, as always, I regret that I did not hold long enough.
    May 1, 2015. 04:31 AM | Likes Like |Link to Comment
  • Sony Q4 Earnings Preview - What Investors Should Look For [View article]
    Just found the results:

    http://bit.ly/1AjxQzQ

    Some segments as a matter of fact have done poorly, (All others: PC business) but as I said, no big surprise there. but on the whole, I find the different segments have done pretty well.
    But I don't know how the WSJ can title:
    "Sony Expects Profits to Surge This Fiscal Year"

    From what I read, the forecast for 2016 doesn't seem that rosy!
    Very few segments are seen as probable improvement, most others will be lower or flat.

    What do you think?
    Anyway, the market reactions to results always puzzles me.
    Apr 30, 2015. 03:51 AM | Likes Like |Link to Comment
  • Sony Q4 Earnings Preview - What Investors Should Look For [View article]
    Thanks for this article.
    This was "before".
    Now the report is out, but difficult to find.

    I found only 2 articles, that sound very different: one somewhat pessimitic:
    Sony Forecast Misses Estimates on Mobile, Home Entertainment
    http://bloom.bg/1JCrtjv

    and one very positive:
    Sony Expects Profits to Surge This Fiscal Year
    http://on.wsj.com/1JCrtjA

    Is it the half-empty half-full glass?
    Disappointing Mobile segment is not a surprise.
    What about the other segments?

    Where could we find a detailed report?
    "Sony said it will restore its dividend ": this can be an hint to the confidence Mr Yoshida has in the future.
    Could this be a new Blackberry?

    To keep an eye on the price is not too difficult, (down 1.25% at the time of writing, which might not be that bad, considering the Nikkei 225 down 2.29%!).
    But it is hard to find a good report.
    When we see how Apple reported, and the price that has gone down since, what can we expect from Sony's price?
    The USD/YEN doesn't help much, neither does the BOJ.

    I really hope that you will give us your opinion, and tell us if you found the answers to the questions you asked in this article.

    Thanks in advance!
    Apr 30, 2015. 03:26 AM | Likes Like |Link to Comment
  • Micron Technology: Given Future Potential, Patience Is A Virtue [View article]
    Thank you for his very instructive article, even if I was already convinced that Micron was a good investment, (and with a more then 7% short float, it could make a nice short squeeze).

    For me this article is not only about Micron, but about the whole sector that is not always easy to understand.

    I really like authors who consider diverging opinions.

    I think that the $40.00 target might be a little high, but it is in line with Reuter's mean 12 months target, so it is not day dreaming. But "only "$33.00 would also be OK for me.

    Thank you very much.
    Apr 29, 2015. 02:56 AM | 2 Likes Like |Link to Comment
  • Say Goodbye To Your Margins: What Google Fi Means For Verizon [View article]
    You are talking about something that I find important, and since I do not live in the US, I don't know much: service.
    Here in Canada, I know (including my-self) so many people who are ready to change (and did change) - and even pay little more- if service was not good.

    If you need any information, how do all these companies compare?
    Do you get fast to someone who knows, or do you keep hearing: "Your call is important to us", and being transferred to one and another person, because you are never talking the right department?

    Apr 29, 2015. 02:23 AM | Likes Like |Link to Comment
  • Strong dollar headwinds hit AmEx, suggest trouble for Mastercard and Visa [View news story]
    The opening to China markets is a nice opportunity, and a very bad news for AliPay.
    Will the move continue past today?
    Apr 22, 2015. 01:13 PM | Likes Like |Link to Comment
  • Commodities Today: Oil Mergers And Acquisitions Take Center Stage, Metals Mining News [View article]
    Can anyone explain why MUX went up 5% After Hours?
    The only news that I can read is:
    McEwen Mining (T.MUX) gold refinery in Mexico hit by $8.5 million armed robbery
    Read more at http://bit.ly/1Ocz0Wg
    Apr 9, 2015. 04:11 AM | Likes Like |Link to Comment
  • GLD Gains From Weak Labor Market [View article]
    "It's hard to deny a correlation"

    No to it not.

    Lots of things a correlated:

    Have look at this, it is really funny.

    http://bit.ly/1hTBB5x

    So when you read a lower than expected rise in employment, your first move is to go and buy gold?

    Most investors will think to buy stocks form companies that even the unemployed must buy from.
    There are plenty.
    Apr 9, 2015. 03:44 AM | Likes Like |Link to Comment
  • 2 Companies To Hold For The Next 25 Years [View article]
    1. I hate this kind of eye catching title: your are really scratching your head to find the way to get lots of clicks.

    2. 25 years!
    Why not be more modest, and see how batteries evolve in the next 2-3 years. All are looking to replace lithium, from the big jets constructors to the small phones producers, the electric cars.
    If not the next Nobel price, at least the big money will go to whoever finds "THE" battery, and it could well be nuclear.

    But on a smaller time scale, you have good arguments, although I cannot speak from a specialist standpoint.
    Apr 9, 2015. 03:36 AM | 2 Likes Like |Link to Comment
  • Micron: Q2 And The Road Ahead [View article]
    At then I did go long this morning on MU.
    I thought I had enough shorts to protect me.
    As soon as I saw the market was not crashing at all, and Micron was staying above $27, I set my price at $27.01 and did not move, and I got it!

    Tomorrow is another day, I held to my short.
    Apr 6, 2015. 07:24 PM | 2 Likes Like |Link to Comment
  • GLD Gains From Weak Labor Market [View article]
    When I read the title, I thought : This author must have convincing arguments!

    I won't deny that gold went up.

    But the arguments don't convince me as to a cause-effect relationship.
    One must be very careful with "correlations".
    Entering number in a spreadsheet is a little bit too easy.

    Is a weaker labor market also causing the increase in the price of oil?

    The dollar goes down, basic materials are beaten up, are helped by the weaker dollar, investor jump to beaten up sectors.

    It will last what it will last.
    Apr 6, 2015. 06:54 PM | Likes Like |Link to Comment
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