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HeartMan

HeartMan
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  • Will Ello Disrupt Facebook? [View article]
    This is the same genre of blather we heard when small search engines without user tracking popped up to challenge Google. Google has search locked up.
    Google took it's swing at FB with Google+, and they devoted more resources than any of these start-ups have. FB is entrenched. The hassle of switching from FB to another social network includes getting your friends and family to move with you and bring all their content. What about the ads? So we have ads. We always have ads. We ignore ads. The sidebars of Seeking Alpha are littered with ads. Where's the article that Seeking Alpha is finished because of ads?
    Oct 1 11:46 AM | 6 Likes Like |Link to Comment
  • EU: Apple Tax Deals Granted By Ireland Broke State Rules [View article]
    "Investors should avoid Apple due to a potential future tax liability or an increase in its effective tax rate going forward."

    What about the potential future business failure due to the comeback of Blackberry?
    Sep 30 03:19 PM | 1 Like Like |Link to Comment
  • The Lower-Spec Apple iPhone 6 Can Outperform Other Phones [View article]
    I would sit on my $700 iphone, that's why I bought the $900 128gb iphone so I would remember not to sit on it.
    Sep 25 02:33 AM | 2 Likes Like |Link to Comment
  • Apple Has Peaked: The Warning Signs Are Multiplying [View article]
    I chided the author when he correctly called a top that lasted for a bit shy of two years. He deserves props for a gutsy call when some analysts on the street were parading around $1000 price targets. Those who got flat or went short deltas did very well following David's analysis, at least down to the 400 level.
    I wish that instead of raising a white flag, he would have called the bottom!
    Aug 23 01:22 AM | 1 Like Like |Link to Comment
  • After An Interesting Quarter, Is Lions Gate Better Than Disney? [View article]
    Did you factor in that LGF is a pure content play? What would be a fair buyout bid be?
    Aug 11 02:52 AM | 2 Likes Like |Link to Comment
  • Walgreen - Brutal Sell-Off Offers An Attractive Entry For The Patient Long-Term Investor [View article]
    I'm long and will be selling puts to lower my cost basis and hopefully add to my position at even better prices.
    Aug 7 03:22 AM | Likes Like |Link to Comment
  • The Market Thinks Something Is Rotten In The State Of NQ Mobile [View article]
    Or the Chinese CEO is schooled in Sun Tzu and shorts will be destroyed by a coordinated mother of all short squeezes.
    Jun 27 06:53 PM | 1 Like Like |Link to Comment
  • Lowe's Vs Walgreen: Which Retailer Is Best For Shareholders? [View article]
    captusmc, instead of waiting around for the pullback, you could look at selling the july 60 puts, and collect .46 per share. if you get assigned, your cost basis would be 59.54. if you don't get assigned, you get to keep the money. selling puts to build long positions is efficient. semper fi!
    May 14 05:39 PM | Likes Like |Link to Comment
  • Google: Early Thoughts On The Split [View article]
    When the split was first announced, Google was sued. The lawsuit was settled with an agreement that class C shareholders will be compensated, according to a formula, depending on how much lower the Google Class C share price is compared to the Google Class A share price. When the author keeps saying "they will have to compensate C holders" he is referring to the lawsuit settlement.
    Apr 14 02:32 AM | 1 Like Like |Link to Comment
  • Google: Even Rock Stars Get Haircuts [View article]
    "When was the last time you heard an activist investor agitating on Google?"

    That's why there are two classes of stock A with one vote each, and B with ten votes each. The B shares are owned by Larry and Sergey (and maybe Eric has some left). They have an iron grip on the company. Larry is so intent on keeping his vice grip, he pushed through new Class C shares that have absolutely no voting rights. There have been plenty of question marks about Google, remember Motorola? Plenty of other questions about capex, hiring, and on and on. The only difference is analysts raise these questions because investors are muted from activism.
    Mar 11 10:07 PM | 1 Like Like |Link to Comment
  • Google's Out-Of-The-Box Stock Split, And More [View article]
    They have a right to convert them 1:1. I'm sure there is a transmittal form they must sign and send into the stock registrar to effect the change, which is done digitally.
    Mar 7 07:22 PM | Likes Like |Link to Comment
  • Google's Out-Of-The-Box Stock Split, And More [View article]
    This has nothing to do with giving investors a chance to get in at a better price. The explicit drive for this is that Larry is concerned that as more and more Class A shares get issued, his control of the company will be diluted. To stop this dilution, he's concocted a new class of non-voting shares.
    Mar 7 07:16 PM | 1 Like Like |Link to Comment
  • Google's Out-Of-The-Box Stock Split, And More [View article]
    Goog B shares are not publicly traded. The founders own them (and maybe Eric, but I'm not sure). B shares must be converted to A shares (on a 1:1 basis) before they can be sold.
    Mar 7 07:14 PM | Likes Like |Link to Comment
  • Google's Out-Of-The-Box Stock Split, And More [View article]
    Yes. This is explicitly stated. Employee stock compensation will be in C shares as well.
    Mar 7 09:29 AM | Likes Like |Link to Comment
  • Google's Out-Of-The-Box Stock Split, And More [View article]
    hbn, if you own 100 shares of current GOOG at 1200, you own $120,000 of Google stock.
    Right on the split, you will own 100 shares of GOOG at $600 ($60,000) and 100 shares of GOOGL at $600 ($60,000) for a total investment of $120,000 of Google stock.
    Mar 6 01:54 PM | Likes Like |Link to Comment
COMMENTS STATS
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