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  • El Pollo Loco Is Trading Like Chipotle [View article]
    This is not done going up yet. They will take this up to 60-70 range. 2400 restaurants will give this stock earnings of around $6/sh.
    Aug 4 07:44 PM | Likes Like |Link to Comment
  • Why I Believe An Alibaba Deal To Buy Yahoo Is Becoming More Likely [View article]
    AB is going IPO why would buying Yahoo make sense? Yhoo owns 22% of AB. it is like buying back your own shares.
    Jul 24 01:35 PM | Likes Like |Link to Comment
  • Violin Memory announces job cuts, exploring options for flash module ops [View news story]
    PCIe cards alone is a $1B biz. All flash accelerators is anoter $2B biz.
    Feb 23 03:05 PM | Likes Like |Link to Comment
  • I Bought Cisco On Its Earnings [View article]
    If they can manage to keep the PPS in 22-25 range, the 3.5% yield makes this stock a good bond alternative.
    Feb 13 11:21 AM | Likes Like |Link to Comment
  • Nimble Storage Validates Hybrid Storage Array Concept - What Are The Upside Limitations? [View article]
    This read more like a whitepaper from a tech company than an investment analysis. It is however well written.
    Jan 27 09:50 AM | 1 Like Like |Link to Comment
  • Intel Is Betting On Infiniband [View article]
    Majority of the supercomputers on the Top500 supercomputer lists use GbE.

    Putting HCA on the chip is waste of chip area. Adding more cores will drive margins higher. Intra core interconnect is faster than any interconnect.

    I think you are pitching MLNX as an investment and not INTC.
    Aug 12 07:11 PM | Likes Like |Link to Comment
  • Gold Funds Have Lost Their Glitter [View article]
    It may have bottomed (double) today. There are may be 20-30 S&P points upside and more than 200 points downside. Looks like folks are getting into safer trades.
    May 20 01:15 PM | Likes Like |Link to Comment
  • VXX: Wall Street's One Click Bandit [View article]
    someone bought weekly call on vxx 30. 10K of them. Last year at this time we experienced a spike.
    May 17 01:52 PM | Likes Like |Link to Comment
  • Stocks At All-Time Highs - What Now? [View article]
    Profit margin is at an all time high. These levels of margins are not sustainable. Dollar is going up, better to stay in cash.
    May 6 12:38 PM | Likes Like |Link to Comment
  • Massive Volume In VIX Fund, But Contango Persists [View article]
    Unless the market thinks that 1600 on spx is where we will be all year, the vix is wrong.
    May 6 12:35 PM | Likes Like |Link to Comment
  • Cisco: Buy This Underpriced Tech Giant While You Still Have The Chance [View article]
    Then why is the head of sales selling half his stock holdings at small gain. Also heard quarter not looking as good.
    Mar 26 08:51 PM | Likes Like |Link to Comment
  • Ignore Cyprus: Stock Market All-Time Highs Imminent [View article]
    During the asian financial crisis that began in july 1997 in thailand and spread across much of asia, brazil, russia and US, the fed lowered rates to the precendented levels and the market shot up with DJIA reaching 11K for the first time in May 1999. We all know what happened in 2000.

    The asian governments blamed one person for triggering their crisis because of speculative trading: Soros - a greek/cypriot.
    Mar 24 02:54 PM | 2 Likes Like |Link to Comment
  • VXX Nearly Reaches 52-Week Low, Buy As Protection [View article]
    VIX term structure is flawed in that VIX moves on events and not processes (like OIL). A large spike in VIX can shift contango to backwardation in matter on minutes. When the market is up 150% from mar, 09 lows, it is stupid to not buy protection.
    Mar 21 01:04 PM | Likes Like |Link to Comment
  • J.C. Penney: Is The End Near? [View article]
    It is the most shorted stock in R1K. Any event that changes paints a better story will cause a short squeeze on the stock and take it into low 20s.
    Mar 12 12:16 PM | Likes Like |Link to Comment
  • It's Time For Investors To 'Like' Facebook Stock [View article]
    The new web design is too rich for most mobiles. Adding adverts will make it heavier. It suitable for a desktop with broadband
    Mar 7 03:26 PM | Likes Like |Link to Comment