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  • CommVault's Earnings Will Move The Shares [View article]
    LA, may I know what is your target price now? Do you think it is good to take profit now?
    Aug 2 08:25 PM | Likes Like |Link to Comment
  • Buy S&P 500, Avoid Nasdaq [View article]
    There were no doubts! They clearly stated their projected margin. With that margin, the stock was overvalued at 4.6. Don't get in love with an equity.

    If you think the margin will improve over time, go ahead and buy it, but the earning report says something else. Unless, you think that they have low-balled it, which is in my opinion unlikely.
    Jul 21 08:12 PM | Likes Like |Link to Comment
  • Akram's Razor: Short CommVault Now [View article]
    hmm, what's your price target?
    May 7 04:15 PM | Likes Like |Link to Comment
  • Cirrus Logic: Overwhelmingly Undervalued [View article]
    You got your response in after hours. 10% more down! Thank god, I didn't have any position this time.
    Apr 16 09:42 PM | Likes Like |Link to Comment
  • Reflections On The Current State Of Apple [View article]
    What are you talking about? Only 2% of float is short, it is nothing. I bet a good portion of them is coming from derivative market makers, trying to hedge their option selling. You won't get a short squeeze from 2%.
    Apr 11 07:06 PM | Likes Like |Link to Comment
  • Today's Rally Seems Pre-Planned [View instapost]
    Paulo, what do you think of shorting European ETFs now that have spiked down? Is there more downside in coming days?
    Mar 25 12:41 PM | Likes Like |Link to Comment
  • Cyprus Will Bring The Red With It [View article]
    Paulo, what are you going to do if the gap happens? Buy it?
    Mar 17 07:34 PM | Likes Like |Link to Comment
  • Something Is Seriously Wrong With Salesforce [View article]
    Why not looking at it this way: instead of borrowing from banks, CRM is issuing stocks. So, the public can lend money to CRM and get a little bit of CRM instead. It works if the public believes that CRM has an excellent business model that would accelerate exponentially in future. The validity of this belief is another issue....

    Having said that, I don't think going long or short un-hedged is wise. They are going to split the stock, so we have even more risk.

    Anyways, Paulo, would you please let us know when you go short? Do you have any specific top value in mind?
    Mar 3 10:18 PM | Likes Like |Link to Comment
  • More on AIG Q4 earnings: Book value/share (excluding AOCI) of $57.87, +15.5% Y/Y. P&C division loss of $945M thanks to $2B Sandy hit - the company posted an operating profit of $290M even with that. Premiums written of $7.8B, flat Y/Y. Life and Retirement income of $1.1B vs. $912M a year ago. Conference call at 8 ET tomorrow. Shares +3.7% AH. (PR) [View news story]
    Philip, The number of shares had changed a lot.
    Feb 21 09:45 PM | Likes Like |Link to Comment
  • Trulia (TRLA -2.6%) and ValueClick (VCLK +2%) head in opposite directions after Goldman starts the former at Neutral, and the latter at Buy. Goldman sees Trulia benefiting from the housing recovery, strong online real estate ad uptake, and growing mobile activity, but is worried about competition and a steep valuation (20x 2014E EV/EBITDA). ValueClick, meanwhile, is seen as the "purest play" in the online ad tech space (ad tech ops make up 60% of sales). [View news story]
    Another win for the analysts of GS. NOT!
    Feb 13 02:10 AM | Likes Like |Link to Comment
  • Market recap: Stocks erased early losses to finish flat in choppy trading, but gains were limited by declines in energy and techs and maybe a sense that the market run-up needs time to consolidate. Investors may be starting to book profits after the market's 6% jump in one month. So far, 301 S&P 500 firms have reported this quarter, with 69% topping EPS estimates and 66% beating on revenues. [View news story]
    to be sure, is it a sarcasm?
    Feb 7 12:28 AM | Likes Like |Link to Comment
  • More on Amazon's (AMZN) Q4: The company swung back from its Q3 loss as North America sales rose 23% Y/Y to $12.175B and International sales gained 21% to reach $9.093B. Growth in the company's Electronics segment outpaced Media segment sales. Free cash flow decreased 81% to $395M for the trailing twelve month period compared to a year ago with real estate outlays factoring in. For Q1, the company sees $15.0B-$16.6B in revenue and expects profit to fall in a range of -$285M to $65M. A conference call is scheduled for 5:00 EST. AMZN changes direction, now  +3.2% AH. (PR[View news story]
    FWIW, The short interest is just 2%.
    Jan 29 07:34 PM | Likes Like |Link to Comment
  • Ford: Don't Pull The Trigger Until Earnings Are Released [View article]
    Doolan, there is a difference between AAPL and F. It seems that options for F are much cheaper for Ford than apple before their earning report. You can thank the speculative herd that Apple has!

    Protect your position with puts and sleep tight at night of the report.

    I am considering going long with puts too.
    Jan 27 11:10 PM | Likes Like |Link to Comment
  • Off another 1.8% today Apple has dropped below Exxon as the world's most valuable company. Apple is also in the red on a Y/Y basis for the first time in, well, a long time. [View news story]
    Margin calls from brokers?
    Jan 25 12:01 PM | Likes Like |Link to Comment
  • Netflix (NFLX) roars to a 12% gain as the dreamy week for investors roars on. That makes for a 79% YTD return for a company that made just $8M in profits during its last quarter while Apple raked in a cool $13B to fall 12%. Money manager Ivanhoff capital sums up the action: "Expectations matter." [View news story] gives the short interest only biweekly. I don't think you can get the info freely from anywhere else faster than

    If I am wrong, please somebody correct me here!
    Jan 25 11:04 AM | Likes Like |Link to Comment