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  • Zynga CEO on the hot seat [View news story]
    I appreciate your perspective Sir. However, in my opinion, A man whether rich or poor should live as lavishly as he chooses. This should not reflect the skills a person has in his profession. In Don Mattrick's case, once again in my opinion. When a new leader enters any job, whether it be a corporation, Sports team, etc...People are replaced, new direction is given, business plans change. Naturally people do not like change, it is a great fear for many. Unfortunately, patience is an attribute that many people lack. People tend to put timetables on events or tasks, give ultimatums etc...Once again in my opinion, Zynga is taking steps in the right direction. It is an investment for me and investments require patience.
    Feb 13, 2015. 01:55 PM | 1 Like Like |Link to Comment
  • Zynga CEO on the hot seat [View news story]
    I am Long Zynga. I disagree that we need a new CEO. I think Don Mattrick is capable. In my opinion Don Mattrick is proven in the gaming industry. He inherited a very much hated Zynga with a failing business model. I understand that Wall Street is impatient. Turnarounds take time and any investor should be aware of that. Wall Street spins the mobile gaming industry as a hits driven industry. I see Don Mattrick as making games with staying power as he has done at EA Sports in the past.

    I am not making any comparisons. However, when Steve Jobs returned to Apple, the company had losses of one billion dollars. The company was going downhill, failing to deliver new products on time and lagging behind in software development. Apple Stock fell into the low teens the following year after Steve Jobs return.

    Apple leadership made improvements to the business model, took risks, made mistakes and learned. They had a plan and were not very transparent. Apple of course succeeded. I see similar traits here. Zynga leadership is improving the business model, taking risks, making mistakes and are learning. Zynga is also not very transparent.

    Results take time. Don Mattrick had to learn the mobile gaming business as he admitted on a past conference call. I believe he has a handle on it now. I am excited about the upcoming releases this year. I do understand that Zynga wants to differentiate themselves from the competition by releasing better quality games, rather than quick to market games just to satisfy Wall Street.

    Zynga has over a billion dollars on the balance sheet. No debt. Don Mattrick has assembled an All-Star team of top talent from his days at EA Sports. The big gamers like Take-Two, Ubisoft, EA Sports to name a few create franchises not one hit wonders. This is what Don Mattrick and his team are creating a ZYNGA.

    I will add that in my research and contact with investor relations. I don't understand why Management does not buyback stock. They are acting like Apple was before Tim Cook took over. They want staying power. I believe at least a fifty million dollar share repurchase by Zynga would show Wall Street some faith.

    Good luck to my fellow Zynga shareholders.
    Feb 13, 2015. 01:07 PM | 3 Likes Like |Link to Comment
  • Nokia Set To Make Investors Very Happy [View article]
    Here maps is terrible! I was excited about the Lumia 920 launch last November. I own a Lumia 920 since the launch. I use Here maps to get around. The software is constantly trying to figure out a route. It took me to the wrong place a few times.It is very frustrating when I am driving and the Here maps is just as lost as I am. Also, I am disappointed with the Microsoft software as Microsoft is very slow to update these phones. I plan to go back to the latest Iphone release. Not saying Apple maps is any better. I will hope to use Google Maps as I never had such an issue with Google Maps. I hope Nokia and Microsoft the best of luck with their ambition to increase market share. My patience has worn thin. Good Luck to all....
    Aug 18, 2013. 12:16 PM | 2 Likes Like |Link to Comment
  • Report: 3 more Zynga execs head for exit [View news story]
    These departures may be a good thing. As reported, the sections of the business these people were in charge of are declining in revenue. This could be house cleaning. Mr. Mattrick has a good track record. Count me in. I plan on adding to my long position. Analysts and others said negative things about HPQ and drove the share price under $12 last November. I believed HPQ found the right person in Meg Whitman. I opened a large position in HPQ under $12 last November and took the contrarian view. You see what the share price is today. You have to be an independent thinker and not follow the sentiment. I believe Zynga has the right guy for the job. Sometimes all you need is a change in management. Good luck to all.
    Jul 29, 2013. 11:53 PM | 1 Like Like |Link to Comment
  • The fact Oracle's (ORCL) hardware product sales fell 23% Y/Y each of the last 2 quarters, and is expected to fall 13%-23% in this one, isn't stopping it from issuing a hype-filled PR to introduce its latest SPARC M5 and T5 servers. According to Oracle, the M5-32 is "up to 10x faster than previous generations," and the T5-8 offers "a 12x cost performance advantage" over IBM's Power 780 servers (Big Blue will undoubtedly differ). Though many of Oracle's engineered system lines (based on Intel Xeon CPUs) have shown decent growth, demand for SPARC systems (based on proprietary CPUs) has been nosediving. [View news story]
    Believe the hype...
    Mar 26, 2013. 06:19 PM | Likes Like |Link to Comment
  • "Our ambition is to be the primary technology provider to the telecommunications industry," said Larry Ellison during Oracle's (ORCL) FQ3 call. The remarks are fueling speculation Acme Packet is just the start of an M&A spree. Meanwhile, some on the Street are worried Oracle's software license woes could lead to pressure for its high-margin services business. Cowen: "For a long time they've held firm on pricing for maintenance ... Now that you have an ever-growing raft of [cloud] alternatives, more and more traditional customers are availing themselves." (previous[View news story]
    ORCL probably pushed back orders to Q4 purposely so that they could buy back back shares at lower levels. The earnings report was not that bad. The media makes it look worse than what is as they always do, people overreact as they always do and there you go...Management sounded very confident on the conference call...Lookout for a strong Q4...
    Mar 23, 2013. 12:10 PM | 1 Like Like |Link to Comment
  • More on Pac Crest's downgrade of Rackspace (RAX -1.1%): Analyst Michael Bowen gives shares a "fair value estimate" of $45, and thinks enterprise OpenStack cloud infrastructure clients "will demand price concessions for larger or longer commitments and compress margins." He also makes note of Rackspace's embrace of tiered pricing for OpenStack services, an element of its recent price cuts[View news story]
    The analyst is failing to mention that IBM is fully committed to open stack and Rackspace is in the pole position on the open stack platform. Sounds like Pac Crest wants your shares cheap before the next run. Notice his play on words $45 "fair value." Every quality stock trades at a premium to it's fair value eventually. He never mentions a target price. RAX will recover into the mid 60's next quarter.
    Mar 22, 2013. 07:40 PM | Likes Like |Link to Comment
  • Trying to gain a measure of independence from Facebook (FB), Zynga (ZNGA) will let users of Zynga.com create accounts that are separate from their Facebook accounts. All players can still connect via Facebook (chances are many will), but Zynga's move, which is made possible by its amended deal with Facebook, raises the possibility of virtual goods purchases that don't require a 30% cut be sent Facebook's way. Zynga has already launched the Facebook-independent Zynga with Friends network, and has added a handful of 3rd-party titles to Zynga.com. [View news story]
    Moving in the right direction. Independence is a beautiful thing! History has proven that...
    Mar 21, 2013. 06:55 PM | Likes Like |Link to Comment
  • Oracle's CEO Discusses F3Q13 Results - Earnings Call Transcript [View article]
    FCF at $13 billion. Operating cash flow at $13.7 billion. $33.4 billion in cash and securities. Deals being pushed to quarter 4. Increased sales force, repurchased 61.5 million shares during the quarter, strong product pipeline, increased win rate... ORCL is just fine...We will see a powerful quarter 4.
    Mar 21, 2013. 12:27 AM | Likes Like |Link to Comment
  • Oracle (ORCL) guides on its FQ3 call (webcast) for -1% to +4% Y/Y revenue growth in FQ4, and EPS of $0.85-$0.91. The former is below a consensus for 5.2% growth, while the latter is in-line with an $0.88 consensus. New software license/cloud subscription growth is expected to be in a range of 1%-11%, and hardware product sales are expected to fall 13%-23%. Oracle blames its FQ3 miss in part on deal push-outs and sales execution issues related to new hires. Oracle insists its win rate remains strong, and that the macro situation is unchanged. Shares -7% AH. [View news story]
    Complete overreaction in the AH trading. Brokerage houses love to buy shares from scared traders/investors on the cheap. ORCL did not miss by much on top-line. ORCL technically matched on bottom-line factoring in currency valuations. ORCL is setting up for a blow-out fourth quarter. ORCL is a good long buy and hold at these levels. Every good company hits a minor road block makes adjustments and blows through the fences. ORCL is one of those good companies...
    Mar 20, 2013. 05:49 PM | 1 Like Like |Link to Comment
  • Pandora, Groupon, Zynga And Mobivity: Hard Numbers Show They're Turning A Corner [View article]
    There is quite a bit of negativity to GRPN right now. The stock is holding above $5. The business is improving, The business is not dead. If the business model was so bad, why is Amazon continuing to pump money into Living Social and it is losing money? Why is Google continuing to pump money into Google Deals and it is losing money? Groupon needs an experienced CEO to "right the ship" so to speak. There are many ways to further grow this business. Groupon is still the leader in the daily deals business. I noticed most people who trade or invest are like cattle. Very few are independent thinkers. Once they hear things in the media, they all follow what is said. Not realizing that the media is controlled by the huge hedge funds and brokerage houses have their own agendas. At any rate, once Groupon missed on earnings. I went on to Yahoo and predicted the CEO would be fired and we would see a rebound in share price. This happened. I believe the next catalyst is the announcement of hiring an experienced CEO. If Lefkovsky stands back and allows the new CEO to "Right the ship" and further monetize the business. People will change their tune. We shall see further share price increase in GRPN. Once HPQ dropped to the $11.40 area due to all the bad press. I was a buyer. When GMCR tanked last year due to David Einhorn's agenda and questionable accounting, I was a buyer. They said that VMW stopped growing after last quarters report and will suffer this year. The stock tanked into the low $70's, I was a buyer. Just to name a few. I made tremendous profits on all. I am a buyer of Groupon at these levels. I am not touting or promoting my long. I am simply stating that I don't follow the cattle, the media or analysts and am an independent thinker. Psychology plays a huge role in trading. I heard this from a wealthy trader. He Said, There are guys that study charts all day. There are guys who listen to the financial channels. There are guys who read articles all day. By the time I made the decision to buy, sell and made my profits. They are still trying to figure it out...Hilarious!
    Mar 14, 2013. 02:49 PM | 1 Like Like |Link to Comment
  • Groupon's Management Presents at Deutsche Bank dbAccess Media & Telecom Conference (Transcript) [View article]
    No. Groupon is not a dead business. Unfortunately you are repeating what most are saying. Groupon will either turnaround or get bought out. It's that simple. Facebook is a suitor, Google and Amazon are suitors. Amazon and Google are pumping money into their own daily deals businesses not because they believe the business is bad. Like it or not, Groupon is the leader in the daily deals space and one of the above companies can benefit from purchasing Groupon if management does not turn it around.
    Mar 6, 2013. 04:25 PM | Likes Like |Link to Comment
  • Something Is Seriously Wrong With Salesforce [View article]
    If he is right or wrong it was a great plug...Mr. Benioff made an effective effort of his time on Mad Money yesterday evening...Full Disclosure, I have a long position in VMW...At any rate the stock move today in CRM is arguably justified and it will go higher. VMW will go higher as well. These productive conversations are what makes a market. I love this stuff!
    Mar 1, 2013. 11:58 AM | Likes Like |Link to Comment
  • Something Is Seriously Wrong With Salesforce [View article]
    At least CRM beat on top and bottom line earnings and are the first $3B cloud company, customer list increasing etc... AMZN missed on both top and bottom line earnings. The stock still took off after earnings. At least there is justification in CRM stock price increase. People continue to make excuses for AMZN...
    Mar 1, 2013. 10:37 AM | Likes Like |Link to Comment
  • Groupon (GRPN) CEO Andrew Mason is out, and the board has begun a search for a replacement. Executive chairman Eric Lefkofsky and vice chairman Ted Leonsis have been appointed to a newly-created Office of the Chief Executive. Shares +6.4% AH. (PR) (Groupon Q4[View news story]
    consider it.....
    Mar 1, 2013. 09:52 AM | Likes Like |Link to Comment
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