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Dantes_Will

Dantes_Will
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  • Why Does BlackBerry Even Bother With Hardware? [View article]
    The author misses the mark completely on the key value of BBRY controlling their own manufacturing: Security.

    BBRY is the only major device maker that:
    1) Fully controls their own R&D, Quality, Security, and Operating System.
    2) Is non Chinese or American - a major selling point for the paranoid world market.
    3) Has the ability to customize security features for government & enterprise customers on a hardware level.

    Since John Chen hitched BBRY's future to Security, controlling their own hardware should be viewed as a value added differentiator and sales driver.
    Aug 18 11:57 AM | 19 Likes Like |Link to Comment
  • Report: Facebook talking with Hollywood about Oculus deals [View news story]
    Sarcasm aside, VR headsets will see mass market adoption much sooner than some of the way far out moonshot projects like driverless cars, drone delivery, and WISP through space balloons.

    And there is definitely revenue synergy with Facebook's core business. Facebook is a virtual social network after all. What gets more 'virtually social' than live interactions via VR.

    Or maybe I've seen too much ghost in the shell.
    Aug 9 12:59 PM | Likes Like |Link to Comment
  • Kandi files to sell shares on behalf of funds [View news story]
    "it is interesting they filed to sell 94% of their stake in KNDI. Certainly an optimistic sign when KNDI is just getting started..."

    Lots of funds sell some early for a quick profit, but dumping 94% this early is a major red flag.

    Hudson Bay has intimate inside knowledge of KNDI's finances. Maybe they don't want to gamble on the chances of another Chinese 'hype' company being audited in the next year or two.
    Aug 8 09:38 PM | 1 Like Like |Link to Comment
  • I Feel Like A Thief Buying IBM At Today's Low Valuation [View article]
    "Buybacks are very much sustainable to the extent that they are funded by free cash flow."

    That makes for a poor reason for a long term investment thesis. IBM's free cash flow yield has stalled since 2009, and is slightly trending downwards. Granted, IBM can keep up the financial engineering for another year or two, but they will need innovation to keep up their revenues. That means spending money on R&D & acquisitions instead of massive stock buybacks.

    I can see why Buffet broke his rule and bought IBM. He's not buying into a "technology" company. He doesn't care if IBM is falling behind the innovation curve to smaller, more nimble competitors.

    In this sense, Buffet is almost acting like a corporate raider. He's pushing IBM to forgo long term investments in acquisitions, infrastructure, & R&D to make a quick buck through buybacks. Eventually IBM will not be the cash machine it was, and Buffet will have gotten out with a nice profit.
    Aug 8 08:57 PM | 4 Likes Like |Link to Comment
  • Ubiquiti +4.3% AH on FQ4 beat, guidance, enterprise growth [View news story]
    UBNT is trading at an extremely cheap current and forward earnings multiples compared to its peer class of fast growth companies.

    And unlike their peers, UBNT is profitable and generating very healthy cash flow. UBNT generated 56MM this quarter to add to their 350MM cash pile.

    There is zero risk of an additional stock offering and dilution as with other fast growth, cash starved companies. Quite the opposite, UBNT is one of the few hyper growth companies that can afford to increase their stock buybacks.
    Aug 7 06:36 PM | Likes Like |Link to Comment
  • Russia bans food imports in response to Western sanctions [View news story]
    Are you a Russian citizen?

    I'd be careful posting anti-Putin messages from an IP inside Russia. People inside Russia who have a public history of speaking out on the internet are guaranteed to get a visit from the information department goons sooner or later.
    Aug 7 10:34 AM | 1 Like Like |Link to Comment
  • Russia bans food imports in response to Western sanctions [View news story]
    "I wouldn't be surprised to find out that he's rounding up anyone within Russia who opposes him."

    Haven't been following Putin long? That's pretty much his MO. The only country with more secret political prisoners is China, and that's only because they have drastically larger population. Not to mention the outright assassination of political figures too pubic to be hidden and jailed. Do a search for "radiation poisoning, putin". Thats just one of many... who know's the total number of people Putin has imprisoned or have killed.

    The guy is living in the 80s thinking he's the next coming of Stalin. Delusional and dangerous.
    Aug 7 09:51 AM | 1 Like Like |Link to Comment
  • FireEye Announces Advanced Risk Assessment Services for Insurance Industry [View article]
    "The CREATE program... services to help insurance brokers and underwriters assess organizations' cyber defense postures against today's threats."

    "This relationship with FireEye is a game-changer because clients will be able to proactively address threats and subsequently respond appropriately to events, ultimately lowering their risk profile."

    ----------------------...

    I have been saying for a long time that the insurance industry is completely fractured and undefined in terms of assessing and analyzing the threats and costs of cyber security.

    As Target demonstrated, a high profile cyber attack can cost a large corporation Billions in revenue over time. And as the Target insurance payout was also high profile, insurers are starting to understand that in the next century, cyber security and crime will be extremely costly and difficult to evaluate.

    If FEYE can establish themselves as the pioneer/leader market maker for cyber security insurance, they will have created an additional services business with revenue potential as large as their core security revenue.

    Not to mention the huge potential for cross-sales. Many insurers will lower rates based on conditions to reduce risk.

    Example: insurer A will lower an assessed premium if company B uses FireEye security platform and services.

    Investors looking for "Industry disruption" need to take a good hard look at the huge $$$ potential and synergies in the Security/Insurance market.
    Aug 6 10:05 AM | Likes Like |Link to Comment
  • FireEye beats by $0.05, beats on revenue [View news story]
    Not at all. Very healthy bump in guidance:

    "For 2014, the company currently expects total revenue in the range of $423 to $430 million, compared to the prior guidance range of $405 to $415 million."

    I believe the concern is in the high cost of sales and R&D. They will need to eventually bring those down to sustainable levels. But at their current growth rate of 180%, they will need to and should, spend heavily to maintain momentum.
    Aug 5 04:39 PM | Likes Like |Link to Comment
  • FireEye beats by $0.05, beats on revenue [View news story]
    Rev growth +184.5% Y/Y is insane. Plus a very healthy bump in forward guidance. I think Joe Investor forgot how to value hyper growth companies with his "doom and gloom makes me looks smart" mentality.

    Aug 5 04:25 PM | Likes Like |Link to Comment
  • Target cuts Q2 profit guidance [View news story]
    "Data-breach costs of $148M will be partially offset by $38M in insurance payments covering the incident."

    Looks to me like that data breach fiasco is costing Target a hellova lot more than 148M.

    Companies need to wake up and start actually protecting their data and networks with security that works. Symantech, McAfee are basically selling snake oil to corporations. My old fortune 500 company used both, and viruses were so common that we didn't even take them seriously.

    Americans scare easily. An incident like Target's can damage a brand to the tune of Billions in revenue over years. American corporations are quickly waking up to the fact that old security models just doesn't work. They need next-gen 'cloud' security like FEYE and PANW.
    Aug 5 11:17 AM | 3 Likes Like |Link to Comment
  • 2 Big Elephants Afraid Of A Mouse: What Apple Is Not Telling You About BlackBerry [View article]
    Blackberry has an advantage in enterprise/government security over Apple/IBM in international markets simply by being Canadian.

    These "NSA Spying" headlines all over the news every day is just free advertisement for Blackberry.
    Jul 29 06:30 PM | 10 Likes Like |Link to Comment
  • Amazon: The Perma Bears Will Cost You Money If You Listen To Them [View article]
    Way to attempt to deflect... the Boomerang of Stupid Statements cares not for who traded what on AMZN. The Boomerang only returns dumb statements to their sender.
    Jul 28 11:15 AM | 3 Likes Like |Link to Comment
  • Amazon: The Perma Bears Will Cost You Money If You Listen To Them [View article]
    Always amusing when an Author writes something he thought was clever only to have it boomerang back and smack him upside the head.
    Jul 28 09:39 AM | 8 Likes Like |Link to Comment
  • Samsung delays Tizen launch in Russia [View news story]
    A Samsung spokesman further clarified today that "further enhance the Tizen ecosystem" actually means that the Samsung 'engineers' were not yet able to fully copy the Android code and UI; and that further reverse engineering will be required.

    Samsung apologizes for the delay in Tizen, and blames Google as the culprit because of their "difficult to read Android source code."
    Jul 28 08:43 AM | 4 Likes Like |Link to Comment
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