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SteveWa

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  • Facebook Is About To Step On Google's Toes [View article]
    plus facebook uses only 1 color in their logo (blue), and google uses multiple colors, so facebook's cost of doing business is lower.
    Jul 8, 2014. 04:05 PM | 7 Likes Like |Link to Comment
  • Tidbits from PepsiCo CEO Indra Nooyi [View news story]
    pls explain? a giant like pepsi officially launching their own at home soda maker in competition with $Soda, and its bullish for $soda? or did i miss something?
    May 19, 2014. 10:40 AM | 5 Likes Like |Link to Comment
  • Plug Power: Risks Still Remain With The Shorts [View article]
    heard about Walmart squeezing their suppliers until they go out of business? it's the major strategy of WM.
    Mar 14, 2014. 11:14 AM | 5 Likes Like |Link to Comment
  • Plug Power: Risks Still Remain With The Shorts [View article]
    jeez, don't get fundamental on us, we only want this stock to go to $500.00, and if you are focusing on reality, that might distract some of us dreamers...
    I guess Jason Bond gets excited when a CEO talks in an excited upbeat tone, as if the CEO is trying to sell refrigerators to Eskimos. Meanwhile, respectable CEO's in it for the long run know no one can predict the future and therefore are more careful and reserved when making forward looking statements, in case things do go south, they don't lose all credibility with seasoned investors. BUt this is not long term. This is grab the cash during the mania, and hope you don't get caught holding the bag.
    Mar 14, 2014. 11:12 AM | 5 Likes Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    advertisers deciding to continue advertising on twitter will come from the effectiveness of the advertising, not necessarily the engagement of growth of users.

    do you have stats that show the returning number of advertisers, i.e. is advertising thru twitter working or do advertisers drop off after testing the platform?

    is ad per unit prices rising or falling?

    are the companies using advertising the big brand names, or a larger number of smaller companies? (all eggs in one basket is very risky)

    advertising on twitter is an interruption from the user's intended task. therefore most ads are going to be annoying interruptions, especially since they are placed in the same spot as the stream content, and not off to the side like on facebook, where you can easily ignore them without getting upset at the interruption. furthermore, i believe if the advertising is annoying, the user is going to have negative feelings about the advertiser, which will affect buying habits and recommendations / word of mouth.

    i have several small business clients who get nothing out of twitter (no engagement, no advertising results) because twitter's users are there for entertainment, not to look at advertising. therefore i think twitter's current business model is flawed, and I don't think the acquisition of GNIP will help neither. an old saw in marketing research is "watch what people do, not what they say they will do". I agree that most twitter users are either fake accounts or users who spread fake content. if twitter charged a monthly access fee to the platform, i would erase all those fake accounts overnight. then there would be value.
    Apr 16, 2014. 11:29 AM | 3 Likes Like |Link to Comment
  • It's open season on the trading positions at JPMorgan's (JPM) Chief Investment Office, and the $2B loss disclosed 4 days ago has grown to $3B, according to sources. Markets will fluctuate and today's loss could be tomorrow's gain, but this is a bank - holding government-insured deposits and with access to near-free capital from the Fed - not a hedge fund.  [View news story]
    Uncle Billy was a fool who didn't guard the cash well enough while it was outside of his safe. A fool and his money are soon parted.
    May 17, 2012. 09:19 AM | 3 Likes Like |Link to Comment
  • Tidbits from PepsiCo CEO Indra Nooyi [View news story]
    desparate, and grasping for straws (pun intended)
    May 19, 2014. 10:33 AM | 2 Likes Like |Link to Comment
  • For True Long-Term Value Investors, JPMorgan's Fall Presents A Buying Opportunity [View article]
    JPM lost 800 million after rebounding from a 2 billion loss, but their stock only fell 10%. The tells me the majority of investors & traders understand the highly manipulated sector of bank stocks, therefore they believe the price won't fall much, so it will never really become a low price stock that will double.

    If JMP fell to $20 after this news, then that would be a desirable buy-in point in the belief that it would climb back to the $40 level.

    JPM has hovered around the $40 range since 2003, and the only value this stock has is its dividend payout.

    If you expected $FAS to continue to fall on Friday after this news, then you're not paying attention to how manipulated it is. $FAS opened at $90 on Friday and climbed up $4 by 11:30 am.
    Of course the inverse is true for $FAZ, it opened $1 higher, but was quickly brought down to only $0.50 above Thursday's close. WHen it's a question over $FAS versus $FAZ, $FAS always wins.

    The lesson I've learned is never bet against the banks in this environment.
    May 13, 2012. 10:02 AM | 2 Likes Like |Link to Comment
  • Cel-Sci Shares Still Undervalued: How Does This Make Sense? [View article]
    somebody explain if this means they are raising more money without diluting existing stockholders?

    Shareholder meeting May 18th 10:30 am EDT,
    Voting Item 6:
    To amend the Company's Articles of Incorporation such that the Company would be authorized to issue 600,000,000 shares of common stock.

    Also, does this "incentive" mean they are issuing more stock for staff as incentive? Does it dilute existing shares?
    http://bit.ly/JjB7Ed

    And Apr 3 they filed 4 docs that shows insider buying:
    http://bit.ly/JjB9vM
    Apr 19, 2012. 03:49 PM | 2 Likes Like |Link to Comment
  • $100K ETF & ETN Challenge: Daily Log/Updates [View instapost]
    i was wondering what you would say about today, how your attitude and outlook would be, and I see it is still positive and full of confidence.

    now I want to learn where does this confidence come from, is it simply your willpower, a belief in your ability to conquer the market no matter what happens?

    do you ignore any thoughts of panic, or do you not even have those thoughts? if not, why? have you trained and disciplined yourself for many years to focus on positive thoughts?

    thank you.
    Feb 21, 2012. 07:56 PM | 2 Likes Like |Link to Comment
  • BioMed News: Antigenics, Shire, King Pharma, Delcath Systems [View article]
    Everyone take some valium and chill out. Now there's a drug that works!
    Oct 22, 2009. 06:35 PM | 2 Likes Like |Link to Comment
  • LinkedIn: Speculative And Dangerous For Both Sides [View article]
    i think your first paragraph was unnecessary.

    If you don't know who LinkedIn is, you won't be on SeekingAlpha.com
    May 4, 2014. 10:03 AM | 1 Like Like |Link to Comment
  • Will Twitter Go To $34 Or $49 After Earnings? Doesn't Matter To Me [View article]
    interesting points. twtr as a fast news outlet, but also as a source of rumors, ie $IACI, $SODA, so be careful etc.

    2nd, do you ever pay attention to ads on twitter, do you use their webpage, or a 3rd party app like hootsuite etc? do you find the ads just get in your way? i can't imagine ad buying continuing after a brief experiment, i don't think twtr is used by serious shoppers in the way GOOGL is used by shoppers who will click on an ad, and reinforce the value of advertising on the network. and market leader GOOGL shows CPC is declining, leading to revenue decline, so how can twtr ever hope to win in that space?
    Apr 27, 2014. 11:27 PM | 1 Like Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    Thanks for your feedback.

    IMO there are two ways to charge for access to the platform:

    1: charge users to use the platform. if it is a valuable medium to them, they will pay for it, the same way people pay for iPhones / devices, because it is useful. This would mostly be a small revenue source and not much growth, but a stable source of income, similar to web hosting service (but I am not advocating that race to the bottom).

    2: charge businesses for access to users of the platform. this would be in the form of advertising opportunities, brand name exposure recognition mind share, analytics, user surveys / feedback on products advertising, and even quick customer service, i.e. the way XBOX uses twitter.

    If TWTR could delivery a reliable and interested source of prospects, where the advertising dollars spent had measurable impact and resulted in an entrance into their conversion funnel, TWTR could then charge a premium for access to their network, because they could claim it is worth the investment.

    Maybe I'm too old fashioned, but when I'm opening an app on my phone, I don't want to be bothered with an intrusive advertisement to download something else. I barely have time to do the task involving the current app, so I'm not going to risk failure by going off on a tangent to download something else.
    Apr 18, 2014. 10:38 AM | 1 Like Like |Link to Comment
  • The Equivocal Hostile Takeover Of Central European Distribution Company [View article]
    You're right, I missed the $1.00 and only saw it at $0.58, it fell so fast!
    Feb 25, 2013. 01:29 PM | 1 Like Like |Link to Comment
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