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chanthirani

chanthirani
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  • Google Request To Postpone Vringo Ongoing Royalty Motion Ignored [View article]
    @suoerdaemon,

    Yep, I agree with you. This is definitely one of DR's better articles.
    Jan 23 11:36 PM | 1 Like Like |Link to Comment
  • 3D Systems: A Sobering Reality [View article]
    Thank you. I will definitely check out your web site.
    Jan 19 10:42 PM | Likes Like |Link to Comment
  • Vringo Vs. Google: Google Did Not 'Flip-Flop' Or Concede To Ongoing Royalties [View article]
    Thanks Alan. You just made my day with that comment.
    Jan 18 11:38 AM | 2 Likes Like |Link to Comment
  • How To Beat The Guy Who Beats The Market [View article]
    @modernist,

    Sorry. Don't understand your comment. Simple folk like me prefer simple comments. Could you please elaborate?
    Jan 17 07:39 PM | Likes Like |Link to Comment
  • Gold Breakout In Process, Thanks To Germany [View article]
    @mrfisher111,

    Not so sure that I agree with you. The gold miners face increasing costs to get the gold out of the ground. The easy pickings have already been taken. Why not just go for the physical metal as the miners have the extra burden of increasing mining costs?
    Jan 17 07:35 PM | Likes Like |Link to Comment
  • How To Beat The Guy Who Beats The Market [View article]
    Nice article. I especially liked the discussion on taxes(something that is usually missing in these articles) and the comments on re-balancing.
    Jan 17 07:27 PM | Likes Like |Link to Comment
  • The Invidious Reach Of Personal-Finance Snake Oil [View article]
    Actually it's all a balance. One SHOULD not go and spend all one's money. Saving some is a good idea.At the same time, one SHOULD not just scrimp and save. One SHOULD also have some fun.

    I have capitalized the "shoulds" because what one should do and what one actually does are 2 different things. That's how the economy works. There are savers and there are spenders. The trick is balancing the 2.
    Jan 14 09:36 PM | 4 Likes Like |Link to Comment
  • Insider Laugh Money: Altucher's Picks [View article]
    "What you say is generally true of appeals however context matters."

    Sorry, I don't understand this. Could you clarify what you mean by "however context matters"?

    Thank you very much.
    Jan 14 08:32 AM | Likes Like |Link to Comment
  • How Apple Gets To $400 A Share [View article]
    "It's worth pointing out that investors can use options to guarantee a $400 entry point; the January 2014 435 put is currently bid at $34.75, offering an 8.7% return, while the January 2015 490 put is bid at $90.25, offering a 22.5% return (10.7% annualized). But those strategies would miss out on any upside moves from current levels. Investors would be better off taking the risk, because right now it is clearly outweighed by the rewards."

    Actually this is a very good strategy if you are bullish on AAPL. You sell the put option, wait for the share price to go up, then buy it back at a cheaper price. You will not own any AAPL shares but you will get a decent return on your investment.
    Jan 14 07:45 AM | Likes Like |Link to Comment
  • 5 Buyout Candidates In Mobile After Epocrates [View article]
    @thestockbroker,

    Thank you for your replies. Very informative. I learnt quite a bit from them.
    Jan 14 06:04 AM | Likes Like |Link to Comment
  • Stop Paying Me A Dividend And Start Buying Back Shares [View article]
    Nice. I learnt a lot both from the article and from the comments.
    Jan 12 05:58 AM | Likes Like |Link to Comment
  • Vringo Vs. Google: Google Did Not 'Flip-Flop' Or Concede To Ongoing Royalties [View article]
    Their expenses are very small and they have about $45mm in their war chest from their secondary offering in late October/early November.
    Jan 11 03:41 AM | 1 Like Like |Link to Comment
  • Calumet Offers A 7.8% Yield And Is On Sale [View article]
    Nice article. You mention that CLMT is a Master Limited Partnership (MLP). What are the tax implications of holding the stock in:
    a. a normal account
    b. an IRA account?

    Thank you very much.
    Jan 10 10:32 PM | Likes Like |Link to Comment
  • 5 Buyout Candidates In Mobile After Epocrates [View article]
    The ring tone business is actually a very small part of the business of Vriingo. I would estimate that if one were to value VRNG's ring tone business, it would contribute about $1 of the share price of VRNG now i.e. about 30% of the present share price. The value of VRNG lies in its treasure chest of intellectual property a.k.a. patents.
    Jan 10 12:10 PM | 1 Like Like |Link to Comment
  • Vringo Vs. Google: Google Did Not 'Flip-Flop' Or Concede To Ongoing Royalties [View article]
    I liked this article for the following reasons:

    a. He states his purpose clearly. "I intend to write a series of articles, each addressing a specific issue that I believe affects the value of VRNG." In my opinion, the point of this article was to rebut Ravicher's earlier article. He then addresses this specific issue.

    b. He gives all 3 reasons as propounded by Google for a delay. He does not cherry pick. He states that he thinks that Ravicher's argument that the judge will not grant a delay is wrong and proceeds to say why he thinks the judge will grant a delay.

    In my opinion, what he is basically saying, in plain language for traders is, "Do not trade February options. Either go long the stock or the warrants. Yes, options can give you more bang for your buck but they can also fizzle out."

    c. In line with my point a, he also destroys Ravicher's article by stating that Google has not conceded anything and gives specific docket numbers as to which areas they are still fighting, which is basically everything.

    d. He also basically states that one should be cautious when trading this stock. This is actually sound advice when trading any stock. DO NOT RISK IT ALL ON ONE STOCK.


    @those commenters who are bashing him
    Please re-read the article again. Remember, he is not pumping the stock up. Neither is he bashing it. This article is just to address one issue that is of timing.

    Also, look to those who are long.
    SteveKimLaw is long but he has stated in one of his first articles, "This is a bet."
    Kevin Porter who is also long has practiced sound money management. His position in VRNG is less than 10% of his total portfolio.
    In my opinion, the odds of a win for VRNG are very good but even a 90% chance of winning includes a 10% chance of losing. So take care.
    As James mentions, The risk reward at this stage is still in favour of VRNG but do not throw everything at it yet.

    Be safe and sleep soundly.
    Jan 9 02:35 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
465 Comments
369 Likes