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  • Netflix: The Case For $1500 By 2020  [View article]
    NFLX needs to buy AAPL!
    May 27, 2015. 12:20 PM | 12 Likes Like |Link to Comment
  • Who Cares If $50 Oil Is Here To Stay? Atlas Is Being Acquired  [View article]
    Thanks for the article. I thought that I was missing something when examining ATLS for value.
    Jan 12, 2015. 04:19 PM | Likes Like |Link to Comment
  • Offshore Drillers: Is History A Guide?  [View article]
    Thanks for the excellent read.
    Dec 3, 2014. 10:55 AM | 3 Likes Like |Link to Comment
  • Update: Paragon Offshore's Fleet Status Report Shows A Management Willing To Fight For Every Day And Dollar  [View article]
    I thought that a bounce would be in store with the dividend announcement. Since the yield is not superb, and since the $80-90mm capital return would not be fulfilled by the dividend, can we expect an announcement of a buyback soon? I agree with an above poster that dividend + stock buyback would be win-win.
    Sep 19, 2014. 10:43 AM | Likes Like |Link to Comment
  • D-Day For Twitter  [View article]
    What's happening on the 29th??

    If Z and TRLA are worth a combined 8-9 billion, then TWTR IS worth a comparative 20 billion - given the monopoly money flowing from the spigots and central banks today. I'm afraid to short any tweets or retweets in this manipulated market. Perhaps CYNK will buy TWTR for 50 billion.
    Jul 25, 2014. 10:25 PM | Likes Like |Link to Comment
  • Sodastream off highs as analyst says LBO "highly improbable to impossible"  [View news story]
    So SODA can't be bought out at 800mm, but it's totally plausible that Z could buy TRLA at 2 billion? OK....
    Jul 25, 2014. 09:19 AM | Likes Like |Link to Comment
  • Molycorp rocked again, -18% as J.P. Morgan piles on with downgrade  [View news story]
    Are the problems management-related or fundamental to the industry? Any chance that this becomes a takeover target by NEM/FCX or other mining company? Market cap is about 750mm. REs are still in demand.
    May 10, 2014. 09:26 AM | 1 Like Like |Link to Comment
  • Sears to spin off Lands' End in early April  [View news story]
    How does this affect pricing on SHLD options such as LEAPS? Will the strike price be adjusted?
    Mar 16, 2014. 06:38 PM | Likes Like |Link to Comment
  • Facebook: Do You 'Like' The Risk/Reward Ratio?  [View article]
    FB denies advertisers the right to audit who is clicking through to their ads. It's in the fine print. Click farms, whether to gain likes or fake the impression that an ad is working, are fraudulent and deceptive to the advertiser/customer. How much of FBs revenue and earnings are due to such clandestine activities?
    Mar 6, 2014. 09:25 AM | 1 Like Like |Link to Comment
  • Facebook: Becoming The World's Connection Company  [View article]
    I'd love to know how much of FB's revenue and earnings are based on charging advertisers for fake clicks...aka click farms. This should have been a bigger story.
    Mar 5, 2014. 01:08 PM | Likes Like |Link to Comment
  • Facebook rallies on Stifel PT hike  [View news story]
    Agreed. Media buries and ignores stories about click farms, targeting teen girls...the former just might be a class action lawsuit one day when companies find that x% of their paid clicks are fake. See SF Gate / Business Insider recent article below...amazing what people ignore until it can't be pushed under the rug anymore. Like Enron. With WhatsApp purchase, market cap over 200 billion dollars.
    Mar 5, 2014. 01:00 PM | 4 Likes Like |Link to Comment
  • Inside The Netflix / Comcast Deal And What The Media Is Getting Very Wrong  [View article]
    If it were such a positive development for NFLX, we would hear about how the company is saving money. The company won't even elucidate the approximate cost of the deal, and is now having to deal with VZN, AT&T, etc. Goodbye whatever margins or free cash flow existed...or will this get pushed off balance sheet too?

    As a Comcast subscriber, I've already noticed a significant improvement in streaming quality...from unwatchable to decent. However, I'm not sure whether additional subs will accrue from this move, or whether or not the arrangement will support 4k or 3D streaming within the next couple of years...putting us back at last week's awful performance.
    Feb 24, 2014. 07:52 PM | 1 Like Like |Link to Comment
  • Investors size up Netflix-Comcast deal  [View news story]
    You/we simply do not know the costs. To doubt whether or not they are prohibitive turns a NFLX investment into a riverboat gamble. Based on the FCF over the last few quarters, the company can't absorb very many additional variable or fixed costs.

    The CEO was dismissive about net neutrality at the earnings conference call last month, yet the press releases over the weekend state that Comcast and Netflix had been negotiating this for months. Was Mr. Hastings lying? If these costs are material, have shareholders who bought after the earnings conference call been deluded?
    Feb 24, 2014. 08:23 AM | 2 Likes Like |Link to Comment
  • Investors size up Netflix-Comcast deal  [View news story]
    Sell side analysts are falling over themselves and spinning the headlines: 'Netflix Customers to Get Better Streaming Service on Comcast' instead of 'Netflix Pays Comcast Toll for Streaming.' The fact that no financial terms were announced is always concerning. How can anyone weigh in on the news without the terms? Analysts' EPS models will have to be adjusted downward most likely.
    Feb 24, 2014. 08:00 AM | 1 Like Like |Link to Comment
  • Network traceroute points to Netlfix/Comcast peering deal  [View news story]

    Puts are looking good now. They paid to free up the bandwidth....and the PE ratio should also compress nicely down the drain.
    Feb 23, 2014. 03:08 PM | Likes Like |Link to Comment