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  • Now Is The Time To Buy Twitter [View article]
    Alex, a last random impression. Dorsey sounds like he knows what to do. He apparently thinks it will take quite a while to get it done. I don't think he sounded like he wanted to be the one to do it.
    Jul 29, 2015. 10:24 PM | Likes Like |Link to Comment
  • Now Is The Time To Buy Twitter [View article]
    I didn't see the Faber interview but Dorsey is obviously a fairly straight forward guy, pretty much says what he thinks at the time....maybe he slept on it and calmed down a bit, Happens to all of us. Nobody else seems to have figured out how to keep Twitter's momentum going. If you listen to or read enough of these calls, sometimes some exec blurts out the truth as he or she sees it. You want to know what you are actually investing in, A lot of the time you never know, like when Boeing bet the company on an aircraft years ago ,a do or die deal that was not presented as such.
    Jul 29, 2015. 10:16 PM | Likes Like |Link to Comment
  • Now Is The Time To Buy Twitter [View article]
    Management didn't botch the conference call. Dorsey was very candid about the situation. He didn't paper over anything. The clarity was very refreshing. now you know what you own, if you own it.
    Jul 29, 2015. 06:23 PM | 1 Like Like |Link to Comment
  • Netflix Surges: 5 Reasons To Consider Taking Some Profits [View article]
    Probably wouldn't move like this is it wasn't for all the shorts.
    Jul 16, 2015. 04:10 PM | Likes Like |Link to Comment
  • Watch The Euro [View article]
    Right to the heart of the matter as usual Mr. Ehrman. If I remember correctly when the Euro was formed it was called the "grand experiment". It still seems to be so. Maybe now's the time to address the problems that were inherent at it's birth.
    Jul 1, 2015. 08:29 PM | Likes Like |Link to Comment
  • Solar stocks hit hard amid market selloff [View news story]
    All the Mediterranean countries are drowning in debt and like Greece will likely default at some point. There is a lot of sun and a lot of solar business in these countries. Now you have some analysis.
    Jun 29, 2015. 12:57 PM | 1 Like Like |Link to Comment
  • Europe adds to gains as Draghi speaks [View news story]
    A strong core CPI....the EU does publish the stats.....the inflation is mostly in alcohol and tobacco, some in restaurants and hotels with a little healthcare inflation.....all this optimism because the prices of booze and cigarettes went up?
    Jun 4, 2015. 09:31 PM | Likes Like |Link to Comment
  • A New Reason To Avoid Golar LNG - Accounting Risks [View article]
    You'll have to do your own reading but the future of this company is based on their FLNG developments. Try the company presentations, and read the research from Citi, Merrill, Oppenheimer or Morgan Stanley. They all published recently.
    May 5, 2015. 08:16 PM | 2 Likes Like |Link to Comment
  • A New Reason To Avoid Golar LNG - Accounting Risks [View article]
    I don't think you actually understand this company at all.
    May 5, 2015. 06:28 PM | 1 Like Like |Link to Comment
  • GoPro VR-Camera Is An Important Milestone For The VR/AR Industry [View article]
    GoPro is for actual reality.
    May 4, 2015. 06:28 PM | 1 Like Like |Link to Comment
  • SolarEdge - Capitalizing On The Growth Of The High-Tech Solar Microinverter Market [View article]
    No reason not to own both stocks.
    May 1, 2015. 02:14 PM | 1 Like Like |Link to Comment
  • M/A-COM Tech beats by $0.02, beats on revenue [View news story]
    What's with the short position increase?
    Apr 30, 2015. 04:04 PM | Likes Like |Link to Comment
  • Western Digital down 3.5% on FQ3 miss, soft FQ4 guidance [View news story]
    Why would well documented PC weakness be a surprise to anyone, including analysts and management?
    Apr 28, 2015. 08:58 PM | Likes Like |Link to Comment
  • Yahoo! Is Giving Itself Away [View article]
    Question for us retail investors. Other than Yahoo finance does anyone use Yahoo? I've tried but half of the "news" isn't and I can't figure out what to do with all those other categories. They don't seem to have anything useful.
    Apr 28, 2015. 08:45 PM | 2 Likes Like |Link to Comment
  • Silicon Motion buying Chinese SSD/storage vendor; shares -5.8% [View news story]
    If you look at the WSJ most advanced/declined etc. site it reports that Lazard downgrades SIMO on 4/ Sunday?.....I don't know if Lazard even covers SIMO but this is a mistake on the WSJ site.....and maybe why the stock is down.....
    Apr 24, 2015. 11:18 AM | Likes Like |Link to Comment