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  • The One Sector You Must Own for the Next 10 Years  [View article]
    Totally agree. While you are at it buy some SODA, the fastest growing company on planet Earth. Its easy.
    Mar 4, 2011. 07:16 PM | Likes Like |Link to Comment
  • The rapid drop in the unemployment rate, now below 9%, has some thinking that the Fed may be closer to starting tighter monetary policy. But if the lower rate is based on a shrinking labor force - at a 27-year low - are things really any better?   [View news story]
    DOW 20k, but flash crash II first. Seek alpha not meaningless economic numbers/noise.
    All you permabears switch teams and try not to miss this next correction, again.
    Find fast growing companies that are cranking out sales EVERYWHERE, like SODA.
    Mar 4, 2011. 07:11 PM | 13 Likes Like |Link to Comment
  • Paul Vigna skewers Jim Cramer as an "insufferable jackass": "He’ll never be honest with his viewers, because being honest apparently isn’t how you get viewers on CNBC... He knows stocks are overvalued. He knows stocks are rigged. But he still tells people to buy them."   [View news story]
    Cramer is a good guy, he just needed to do something after he blew up his "hedge fund". When CRM goes to 20 people are going to be ticked off at him though.
    Mar 3, 2011. 07:20 PM | 2 Likes Like |Link to Comment
  • Whitney Tilson: Why We're Short Netflix  [View article]
    AAPL for NFLX.....here it comes....AMZN forcing Jobs hand, watch out above,

    Story already spreding all over wall street blogs.
    Feb 22, 2011. 08:38 PM | 1 Like Like |Link to Comment
  • Whitney Tilson: Why We're Short Netflix  [View article]
    Kwonski....totally agree it will be down 50 one day, someday, but not today, and not tommorrow....could be coming soon if AAPL keeps cratering, but I will not bet on this, nor will anyone else, including Whitney "I ride waves" Tilson. Do yourself a favor and cover your NFLX short and buy RIMM on the Playbook being more popular than the Ipad for the med-to low end consumer--story of 2011, stealing serius share with ADBE flash inside.

    We can always revisit the NFLX short thesis at 275-300 in the fall.
    Feb 19, 2011. 12:45 AM | Likes Like |Link to Comment
  • Nokia (NOK) will get 'billions of dollars' in financial support from Microsoft (MSFT), says Nokia CEO Stephen Elop. The money, which will be handed over in the early years of their partnership, is meant to help Nokia market and develop phones using Microsoft's Windows Phone operating system.   [View news story]
    If you are investing your own money and you own MSFT you are simply lazy and following herd mentality. If anything trade the range but dont tell me you want to own it for the long haul, PLEASE stop saying that!!! If you have 1/4 of a brain you can find better growth stories in the peripherals of tech that trump owning MSFT so hard it hurts my head to think that people actually "believe" and "care" about MSFT as a growth play. If you want to get paid 1% on your money and hope to make 10-20 percent on the stock go right ahead. It will take the SPX up huge over the next two years and MSFT actually executing(no f-ups reall no f-ups, they are one falst move from getting seriously punished by the shorts) against massive competition on all fronts and maybe another special dividend that shareholders are praying for. So what so MAYBE you get it and get lucky.
    Net net, if the SPX is up 20% this year and another 10-15 the next, you want to own ANY other good tech story, not MSFT. Basically this is a defensive position, so own it if you are looking for a flat to down mkt, where you will lose money in it most likely anyway. If you want to be defensive DONT BY THE STOCK guy! STAY IN CASH!!!!
    So sick of hearing people talk about this company. Wall Street is literally lauging its arse off with this NOK move. Company is one of the worst managed ever. They will probably bid for yahoo next week or launch a line of donot shops to diversify the biz line a bit more. Stupidheads.
    They are simply payign their cashflow to Insitutions that own stock and debt.
    Put the MSFT down and take two steps back..................
    Feb 14, 2011. 01:44 AM | 1 Like Like |Link to Comment
  • Nokia (NOK) will get 'billions of dollars' in financial support from Microsoft (MSFT), says Nokia CEO Stephen Elop. The money, which will be handed over in the early years of their partnership, is meant to help Nokia market and develop phones using Microsoft's Windows Phone operating system.   [View news story]
    When two pigs marry, you short both.

    I was in the mall today and there were 350 people swarming at the AAPL store.

    I went to the Microsoft/Nokia store a few doors down, but it did not exist.
    Feb 13, 2011. 06:38 PM | 1 Like Like |Link to Comment
  • Whitney Tilson: Why We're Short Netflix  [View article]
    Long NFLX--- again. Forced by ins thanks in part to WT covering(probably only (15-20k shares) his entire position have lanched her to new highs. I am sure a few other hedge funds are throwing in the towel and buying themselves in, and anyone following Jesse Livermore strategy of buying more of your winning positions and long hedge funds buying and squeezing the last put holders to zero. The interest shorts are paying to borrow this stock is increasing by the minute with clearing firms streetwide. Not "unborrowable" but it will feel like it if you are dumb/short for more than a trading day.

    Kwon watch out, you are most likely reading short interest reports that are a month old. Using month old data in this game can cost you a bit of cash. They beat one more q and this stock is up 50 in a day. Risk reward is not there for shorts, yet.

    The trend is your friend.
    Feb 13, 2011. 06:26 PM | 1 Like Like |Link to Comment
  • Whitney Tilson: Why We're Short Netflix  [View article]
    Kwon You are right. SHORT NFLX! She is breaking down today in heavy trading.
    Feb 1, 2011. 12:57 PM | Likes Like |Link to Comment
  • As rumored, Alpha Natural Resources (ANR) moves ahead with a $7.1B, $69.33/share purchase of Massey Energy (MEE). Alpha CEO Kevin Crutchfield says the 21% premium is well worth it and that Massey has been at the top of the company's acquisition list for some time. (PR)   [View news story]
    Agree. buying this DIP in ANR.
    Jan 31, 2011. 01:26 PM | Likes Like |Link to Comment
  • Microsoft Bears Underestimate the 'Enterprise Moat'  [View article]
    Radamus

    I agree.
    And those earnings were paid out to shareholders in the form of a dividend as I stated above, not in appreciateion of the equity.

    Please lay out your thesis on AAPL's bankrupcy, I am all ears!
    Jan 30, 2011. 11:30 PM | 2 Likes Like |Link to Comment
  • Microsoft Bears Underestimate the 'Enterprise Moat'  [View article]
    MSFT has been lying about a corporate refresh cycle for 3 years now on conference calls, yeah I said it. Please go back and listen for yourself as this is only one mans interpretation.

    Down goes Frasier.

    You dont have to be short MSFT, but please dont be dumb enough to think you can be long and this stock hoping it will ever break out. The only reason you may get lucky is another special dividend. This stock is strickly for large institutions to own, sucking out the dividend and trading the range, until it bursts.
    Jan 30, 2011. 09:27 PM | 3 Likes Like |Link to Comment
  • Whitney Tilson: Why We're Short Netflix  [View article]
    You will hear of "buy-in's" in netflix in the coming weeks. I.E. if you borrowed stock like a moron and decided to ride out the short as you didnt have to pay any dividend interest you will be forced from Goldman, Credit Suisse, Morgan Stanley clearning firms to buy in your short. The move from 200 to 220 in a downturn in the market is clear evidence of scrambling shorts and clearing firms buying people in.

    These postions make some hedge funds and break others. Some analysts will be fired over NFLX some will be promoted to PM.
    Jan 30, 2011. 12:39 PM | 1 Like Like |Link to Comment
  • Whitney Tilson: Why We're Short Netflix  [View article]
    NFLX is a sub growth story. Straight shot to 250 til' the next quarter. NFLX racks up subs like T and VZ with no churn.

    Weak shorts covering will get it to new highs alone. Tilson will not cover ever, he has enough capital to keep shorting until 300, but we will talk about that in 2H11.

    I have checked with 20 of my hedge fund friends that cover tech, media, telco. No one is short this name. NO ONE!!! You can borrow all the stock you want Whitney, go for it....

    Mark is the axe in this space and Whitney will tell you this if you ask him...

    Citigroup analyst Mark Mahaney said in a research note that the company’s record-high gross subscriber additions were “greater than expected.” He did note, though, that Netflix’s margins were soft, and cited “streaming content costs [as] likely the biggest factor.” But he believes the investment will pay off in more new subscribers, he said, generating more cash and the ability to spend on more content acquisitions.

    MSFT for NFLX? anyone?
    Jan 26, 2011. 07:29 PM | 1 Like Like |Link to Comment
  • Whitney Tilson: Why We're Short Netflix  [View article]
    I would simply like to point out that anyone who decided to follow Tilson and short NFLX in the last month after this article was written lost money. Please see my remarks above warning unsuspecting investors of listening to hedge fund managers trapped in a name.

    Tilson should apologize for misleading seeking alpha readers with his dangerous and asinine statements, luring in unsuspecting mom and pop investors. Keep your BS comments about individual stocks, especially shorts in RIDICULOUSLY HIGH BETA names to yourself Whitney, you are only causing problems for retail investors trying to scratch out a living and some of us KNEW it, now everyone knows it.

    Whitney Tilson remarks from here on out = NOISE.
    Jan 26, 2011. 04:33 PM | 3 Likes Like |Link to Comment
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