chanthirani

chanthirani
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  • 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 02:35 AM | 5 Likes Like |Link to Comment
  • Santa Delivers Cars For December  [View article]
    OK. That makes sense. Thank you for your reply.
    Jan 5, 2013. 09:44 AM | Likes Like |Link to Comment
  • Santa Delivers Cars For December  [View article]
    I followed most of your argument quite wellbut you lost me at the end. Why Ford?

    If we were to look at year-on-year changes, there are other comapnies that are doing better e.g. Chrysler, Honda, Porsche among others. So why do you believe that Ford has the most upside?
    Jan 5, 2013. 09:05 AM | Likes Like |Link to Comment
  • A Portfolio Strategy For Long-Term Success: Selling Puts  [View article]
    @convoluted,

    Rolls on floor laughing.

    Thank you. You just made my day.

    (I especially like reason b)
    Jan 5, 2013. 07:51 AM | 1 Like Like |Link to Comment
  • Did Vringo Traders Overreact To Google's Flip Flop?  [View article]
    @modernist,

    Thank you for this info.
    Jan 5, 2013. 07:13 AM | Likes Like |Link to Comment
  • Did Vringo Traders Overreact To Google's Flip Flop?  [View article]
    @modernist,

    a (causal?) correlation between call options expiry and Steve Kim articles??

    Please check your facts. Steve Kim has written 17 articles on SA, all on the subject of VRNG. The dates of his articles are:
    Oct 1,2,4,5,5,9,9,13,16, 24, 26, 29, 30
    Nov 1, 12, 12
    Dec 6th.

    You are just plain wrong on this. It is my opinion that you are attempting to deflect criticism of Ravicher by attempting to discredit other authors of SA. However your attempt fails as your facts are wrong as I have just shown.
    Jan 5, 2013. 06:57 AM | 2 Likes Like |Link to Comment
  • Did Vringo Traders Overreact To Google's Flip Flop?  [View article]
    I refer to your statement:
    "Now back to the statement by Google; ask yourself, what did Vringo respond with about whether Google had attempted any settlement discussions? Zippo."

    Actually, in his article yesterday, Dan said:
    "On New Year's Eve, Vringo filed its opposition to Google's postponement request, saying in pertinent part,

    Defendants' claim that a delay is necessary for the parties to negotiate post-judgment royalties themselves is disingenuous. Defendants have not contacted I/P Engine at all since the jury's verdict to convene any such negotiations. "
    Jan 5, 2013. 06:27 AM | 1 Like Like |Link to Comment
  • Google Flip Flops, Concedes Vringo Entitled To Ongoing Royalties  [View article]
    OK guys. The name calling has come back again. Let's keep this civil. I have been to Yahoo Message Board and I have been to Seeking Alpha. The level of discussion here is much higher. Let's keep up the standard and not let it degenerate.
    Jan 5, 2013. 05:54 AM | Likes Like |Link to Comment
COMMENTS STATS
466 Comments
380 Likes