Uni-Pixel Is Still A Good Short Due To PC Industry Woes, And Probably Worth $8 Or Less [View article]
One of the poorest articles I've read on SA or anywhere else, for that matter. Unfortunately, it rivals Adam Gefvert's 3/28 effort. Utterly lacking in facts and concrete company developments.
Many inexperienced retail moms & pops got washed out today. A tough lesson to learn and a tough way to learn it. The big boys can play really dirty. In a year I believe that we'll look back on today as a tremendous buying opportunity. But hey, differing opinions are what makes a market, huh? It's just unfortunate that under-handed manipulation, misrepresentation, and distortion of the facts are part of it.
My Email To Barron's Regarding Uni-Pixel [View instapost]
Chris: Phenomenal job on this letter. Extremely well-written, clear, and concise. I have to believe that if anyone in a Barron's leadership/management position bothers to read both your and Al's correspondence, they will be compelled to address the blatant lies contained in Salzman's article. However, the fact that Barron's chose to publish this garbage in the first place, I have my doubts...
Thanks much for all of your work and for continuing to post it. It has been valuable to me!
Out Of His Depth: Salzman Article On UNXL Is A One-Sided, Inept, Hatchet Job [View instapost]
Al/Chris:
SYNA has been a holding in my Discounted Growth portfolio for 8 months. The original investment thesis/purchase had nothing to do with its UNXL working relationship. While I realize that UNXL is the pure play, can you guys envision any significant, positive impact on UNXL partner companies going forward? If so, which would you consider to have the most leverage to UNXL's success? It may be just too early to speculate, but I'd value your input.
I will evaluate Kodak following bankruptcy emergence. Hopefully all goes well with this relationship and UNXL can help Kodak get back on its feet.
An Open Letter To Barron's: Do The Right Thing [View instapost]
Al:
I really appreciate your hard work/defense of Uni-Pixel. My comments regarding your initial "Hatchet Job" Instablog may have been a bit too blunt for some of your readers. Sorry if they were...However, I was so pissed off after reading the Barron's garbage, that I needed to vent a bit to someone who would understand.
I would enjoy visiting UNXL's headquarters in the near future if they have any time for me. As I've become more comfortable with Uni-Pixel, Uniboss, and its realistic potential to capture share in a large & growing market segment, I've significantly increased clients' UNXL positions. As mentioned in my previous post, I have been transitioning from stock to Jan '14 & '15 calls. Thanks for your input regarding the case for options vs. stock. I also hold a sizable position in the Oct '13 calls. Hopefully there will be significant/positive developments before their expiration. We should at least have some further knowledge regarding production, revenue generation, etc.
I'd really enjoy talking with you sometime in the near future. Nothing critically important, but I'm sure that it would be valuable for me to do so. Lastly, have you ever done any work on NQ? I'd definitely be interested in your thoughts on the company.
Once again, your input and actions regarding the Barron's article are greatly appreciated. KP
Out Of His Depth: Salzman Article On UNXL Is A One-Sided, Inept, Hatchet Job [View instapost]
Barron's became an irrelevant joke 15 years ago. Definitely not surprising to me that Mukticat is a subscriber! Ha! Had to go down the street to buy a copy. Felt a bit dirty actually paying good, hard-earned $ for for the worthless rag. However, It may come in handy...am running low on tp! Absolutely one of the most poorly-written and worthless pieces of crap I have ever read. Al, thanks much for continuing to post your comments. Along w/Chris' & Scott's/GRA's, they have been very valuable to me. I have transitioned clients from stock to Jan 14 & 15 calls. Am really hoping that this article will act to temporarily depress UNXL's price this morning. If so, I'd be willing to bet that More than a few shorts will thank God for a chance to cover. Will be increasing our call positions into any significant price decline.
Here's a novel idea. How 'bout no intelligent commenter bother to lend any further legitimacy to Mukticat by no longer going to the trouble of responding to his/her incessant blather. It has gotten to the point of reminding me why intelligent adults choose to ignore a spoiled little brat having constant temper tantrums. Mukticat is a 1-trick pony & that 1 trick has gotten REALLY tiresome. Let Mukty be happy with his 100 shares short & be on his way...As GRA stated, "There will be blood". As far as I'm concerned, I can't wait for UNXL to begin trading today. A nice sell off will be regarded by me as Christmas...sorry Al...or Chanukah in May!!! Thanks again for your help.
Lastly, I think we need to do some real research (an utterly foreign concept to Avi Maria) & find out how much Avi was paid & by who, to write this garbage. In my mind, Barron's reached a new low by publishing it. Barron's has become the print/online version of MSNBC. Sorry Mukticat. I realize that you're an ardent Chris Matthews groupie!!! Hope my comments sent a thrill up your leg!
The Coming Bond Market Collapse: 3 Ways To Escape The Damage [View article]
Thanks for the article. I sold clients' 20+ year allocation (held in TLT) last Wednesday. TLT had rallied nicely since early March.
I replaced the TLT allocation with TTT. Thus far, it has worked out well. Just to reiterate some of the above comments. TTT is definitely meant as a short-term hedge or trading vehicle. The longer-term tracking error definitely becomes a problem the longer it is held. I'd recommend a holding period of no longer than 3 months.
If you are indeed an analyst at a large financial institution, as it states in your bio, you would not be free to trade and short in your personal account, unless you are doing it without disclosing this outside activity to your employer. I find this to be very curious....I'm sure that both FINRA, the SEC, and your employer would be quite interested in your activities.
Uni-Pixel Has Ballooned From Hype, Not A Better Technology [View article]
Adam:
I consider myself to be objective when it comes to UNXL. Have spent many, many hours studying every piece of relevant industry, analyst, and other research/commentary...... both the long and short sides.
I happen to be long UNXL in my clients' portfolios. However, I am certainly not betting the farm on UNXL or any other one company. I believe that this is contrary to many of those posting on SA. There is no lack of animosity between the longs and shorts regarding the stock (sorry for stating the obvious). For my clients and I, UNXL is one component within a moderately concentrated growth portfolio.
I do agree with you regarding taking management's comments with several grains of salt, especially the upbeat comments. Same goes for the analysts...
That being said, I wonder if you've read all of pertinent info available. Have you closely studied the analysts' in-depth reports? How about Green River Asset's and Chris Hoffmann's research? Do you have an idea of GRA's industry background and contacts? I realize that both are raging bulls on UNXL. However, have you objectively evaluated their research, reasoning, and conclusions? I'd be very interested in how you evaluate the thoroughness of their arguments and research...especially when comparing it to yours - represented by this posting.
Unfortunately, I found little value in this posting. I'm sorry to say that, in my humble opinion, it is lacking in factual info and is a very cursory and weak rebuttal of the long side of the argument.
I value everyone's input, including that of Ivan Jimenez. However, you state that you have interviewed "many" experts within the touchscreen market segment. If that is indeed the case, it would be extremely valuable to me if you would publish those "many" experts' opinions. I find it curious why you include only Mr. Jimenez' comments.
I am not "married" to UNXL. If I were to read a well thought out, valuable, and what I assess to be accurate short-side thesis, I'd be open to reconsidering my positive outlook. Thus far, the shorts' have made nothing short (or long) a pitiful case for themselves.
Furthermore, in my humble opinion, your research is severely lacking in industry expertise and plain old facts. I'm sorry to say it, but I honestly liken your work to a "3rd grade book report", vs. GRA's and CH's "MIT post-doctoral theses".
I noticed that you are a CFA. I would expect a greater deal of thoroughness from you. Once again, I'm sorry to say that I found this posting to be of little value, other than to reinforce my belief in UNXL's positive long-term prospects. Should you choose to post a follow-up, I'd appreciate it and evaluate it objectively.
Uni-Pixel Is Still A Good Short Due To PC Industry Woes, And Probably Worth $8 Or Less [View article]
Many inexperienced retail moms & pops got washed out today. A tough lesson to learn and a tough way to learn it. The big boys can play really dirty. In a year I believe that we'll look back on today as a tremendous buying opportunity. But hey, differing opinions are what makes a market, huh? It's just unfortunate that under-handed manipulation, misrepresentation, and distortion of the facts are part of it.
My Email To Barron's Regarding Uni-Pixel [View instapost]
Phenomenal job on this letter. Extremely well-written, clear, and concise. I have to believe that if anyone in a Barron's leadership/management position bothers to read both your and Al's correspondence, they will be compelled to address the blatant lies contained in Salzman's article. However, the fact that Barron's chose to publish this garbage in the first place, I have my doubts...
Thanks much for all of your work and for continuing to post it. It has been valuable to me!
An Open Letter To Barron's: Do The Right Thing [View instapost]
Out Of His Depth: Salzman Article On UNXL Is A One-Sided, Inept, Hatchet Job [View instapost]
SYNA has been a holding in my Discounted Growth portfolio for 8 months. The original investment thesis/purchase had nothing to do with its UNXL working relationship. While I realize that UNXL is the pure play, can you guys envision any significant, positive impact on UNXL partner companies going forward? If so, which would you consider to have the most leverage to UNXL's success? It may be just too early to speculate, but I'd value your input.
I will evaluate Kodak following bankruptcy emergence. Hopefully all goes well with this relationship and UNXL can help Kodak get back on its feet.
Thanks, guys.
An Open Letter To Barron's: Do The Right Thing [View instapost]
I really appreciate your hard work/defense of Uni-Pixel. My comments regarding your initial "Hatchet Job" Instablog may have been a bit too blunt for some of your readers. Sorry if they were...However, I was so pissed off after reading the Barron's garbage, that I needed to vent a bit to someone who would understand.
I would enjoy visiting UNXL's headquarters in the near future if they have any time for me. As I've become more comfortable with Uni-Pixel, Uniboss, and its realistic potential to capture share in a large & growing market segment, I've significantly increased clients' UNXL positions. As mentioned in my previous post, I have been transitioning from stock to Jan '14 & '15 calls. Thanks for your input regarding the case for options vs. stock. I also hold a sizable position in the Oct '13 calls. Hopefully there will be significant/positive developments before their expiration. We should at least have some further knowledge regarding production, revenue generation, etc.
I'd really enjoy talking with you sometime in the near future. Nothing critically important, but I'm sure that it would be valuable for me to do so. Lastly, have you ever done any work on NQ? I'd definitely be interested in your thoughts on the company.
Once again, your input and actions regarding the Barron's article are greatly appreciated. KP
Out Of His Depth: Salzman Article On UNXL Is A One-Sided, Inept, Hatchet Job [View instapost]
Here's a novel idea. How 'bout no intelligent commenter bother to lend any further legitimacy to Mukticat by no longer going to the trouble of responding to his/her incessant blather. It has gotten to the point of reminding me why intelligent adults choose to ignore a spoiled little brat having constant temper tantrums. Mukticat is a 1-trick pony & that 1 trick has gotten REALLY tiresome. Let Mukty be happy with his 100 shares short & be on his way...As GRA stated, "There will be blood". As far as I'm concerned, I can't wait for UNXL to begin trading today. A nice sell off will be regarded by me as Christmas...sorry Al...or Chanukah in May!!! Thanks again for your help.
Lastly, I think we need to do some real research (an utterly foreign concept to Avi Maria) & find out how much Avi was paid & by who, to write this garbage. In my mind, Barron's reached a new low by publishing it. Barron's has become the print/online version of MSNBC. Sorry Mukticat. I realize that you're an ardent Chris Matthews groupie!!! Hope my comments sent a thrill up your leg!
The Coming Bond Market Collapse: 3 Ways To Escape The Damage [View article]
I replaced the TLT allocation with TTT. Thus far, it has worked out well. Just to reiterate some of the above comments. TTT is definitely meant as a short-term hedge or trading vehicle. The longer-term tracking error definitely becomes a problem the longer it is held. I'd recommend a holding period of no longer than 3 months.
All Or Nothing: Playing Uni-Pixel Like Powerball [View article]
Uni-Pixel: Following The Money [View article]
Uni-Pixel Has Ballooned From Hype, Not A Better Technology [View article]
Great reply. Thanks so much for allowing us to access your phenomenal work. It's been extremely valuable to me.
Uni-Pixel Has Ballooned From Hype, Not A Better Technology [View article]
Uni-Pixel Has Ballooned From Hype, Not A Better Technology [View article]
Uni-Pixel Has Ballooned From Hype, Not A Better Technology [View article]
Uni-Pixel Has Ballooned From Hype, Not A Better Technology [View article]
Uni-Pixel Has Ballooned From Hype, Not A Better Technology [View article]
I consider myself to be objective when it comes to UNXL. Have spent many, many hours studying every piece of relevant industry, analyst, and other research/commentary...... both the long and short sides.
I happen to be long UNXL in my clients' portfolios. However, I am certainly not betting the farm on UNXL or any other one company. I believe that this is contrary to many of those posting on SA. There is no lack of animosity between the longs and shorts regarding the stock (sorry for stating the obvious). For my clients and I, UNXL is one component within a moderately concentrated growth portfolio.
I do agree with you regarding taking management's comments with several grains of salt, especially the upbeat comments. Same goes for the analysts...
That being said, I wonder if you've read all of pertinent info available. Have you closely studied the analysts' in-depth reports? How about Green River Asset's and Chris Hoffmann's research? Do you have an idea of GRA's industry background and contacts? I realize that both are raging bulls on UNXL. However, have you objectively evaluated their research, reasoning, and conclusions? I'd be very interested in how you evaluate the thoroughness of their arguments and research...especially when comparing it to yours - represented by this posting.
Unfortunately, I found little value in this posting. I'm sorry to say that, in my humble opinion, it is lacking in factual info and is a very cursory and weak rebuttal of the long side of the argument.
I value everyone's input, including that of Ivan Jimenez. However, you state that you have interviewed "many" experts within the touchscreen market segment. If that is indeed the case, it would be extremely valuable to me if you would publish those "many" experts' opinions. I find it curious why you include only Mr. Jimenez' comments.
I am not "married" to UNXL. If I were to read a well thought out, valuable, and what I assess to be accurate short-side thesis, I'd be open to reconsidering my positive outlook. Thus far, the shorts' have made nothing short (or long) a pitiful case for themselves.
Furthermore, in my humble opinion, your research is severely lacking in industry expertise and plain old facts. I'm sorry to say it, but I honestly liken your work to a "3rd grade book report", vs. GRA's and CH's "MIT post-doctoral theses".
I noticed that you are a CFA. I would expect a greater deal of thoroughness from you. Once again, I'm sorry to say that I found this posting to be of little value, other than to reinforce my belief in UNXL's positive long-term prospects. Should you choose to post a follow-up, I'd appreciate it and evaluate it objectively.