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SirWallSt

SirWallSt
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  • The 'Can't Miss' Trade On Pandora [View article]
    Unless you're a high level Google executive or insider risking imprisonment with your comment, you're not "sure" of anything.

    BTW, great strategy Shock.
    Sir
    Jun 11, 2014. 09:24 PM | Likes Like |Link to Comment
  • The 'Can't Miss' Trade On Pandora [View article]
    Market share in and of itself commands a premium. Pandora is "best of breed" in its space. Period.

    Sir
    Jun 11, 2014. 09:24 PM | 1 Like Like |Link to Comment
  • The 'Can't Miss' Trade On Pandora [View article]
    People made the same "...hasn't turn a profit..." argument against Amazon a year or so ago, but now everyone has nothing but accolades for Bezo's brilliant "loss leader" vision. While Pandora and Amazon are not an apples to oranges comparison, I do believe it's short sighted to judge any company on its earnings only. There are two factors which make Pandora compelling to me:

    * Its market share, which in and of itself commands a premium.
    * Its active user/subscriber and revenue growth

    I wouldn't be surprised to see Samsung, Microsoft, Viacom or Yahoo expressing interest in not only the streaming music component but also its database, local advertising & automotive industry potential.


    Sir Wall St
    Jun 11, 2014. 09:23 PM | 1 Like Like |Link to Comment
  • The Young And Restless Portfolio: Waiting For BlackBerry To Explode! [View article]
    It can also go down 20% in the same period. After its recent run-up. it'll have to be one heck of a report and conference call to see any significant upward movement. Cyprus bank re-opening and a long holiday weekend may dampen investor reaction to even a decent report.

    Sir
    Mar 28, 2013. 02:17 AM | 1 Like Like |Link to Comment
  • Is The Herbalife Squeeze Coming? [View article]
    And judging by today's spike in volume (up 131% above daily average) & halt in trading for news pending during the (Bill's) short covering hour, I'd opine the Icahns's buying spree commenced today.

    Sir
    Mar 1, 2013. 06:23 AM | Likes Like |Link to Comment
  • After closing with a sub-1% loss yesterday in response to its Q4 report, Facebook (FB -2.7%) is seeing a bigger decline today. The company's aggressive 2013 spending plans have already led the 2013 EPS consensus to fall to $0.58 from $0.66, and the 2014 consensus to $0.80 from $0.86. That leaves shares trading at 52x 2013E EPS, and 38x 2014E EPS, even as growth concerns persist. [View news story]
    I'll take the other side of that trade...


    Sir
    Long 80,000
    Feb 4, 2013. 10:26 AM | Likes Like |Link to Comment
  • There's no dividend cut for American Capital Agency (AGNC), which holds its payout at $1.25/share. There's no special dividend either, meaning the company likely was able to buck up the regular payment by using capital gains from the sale of MBS. Shares +1.8% AH. (PR[View news story]
    Accuracy counts; ex-dividend day is Dec 24th.
    Dec 15, 2012. 10:25 PM | Likes Like |Link to Comment
  • There's no dividend cut for American Capital Agency (AGNC), which holds its payout at $1.25/share. There's no special dividend either, meaning the company likely was able to buck up the regular payment by using capital gains from the sale of MBS. Shares +1.8% AH. (PR[View news story]
    No special dividend was required for AGNC, as our dividend has ALWAYS been taxed at an ordinary income rate. Thus, the comment: "There's no special dividend either, meaning the company likely was able to buck up the regular payment by using capital gains from the sale of MBS." sounds somewhat uninformed.

    SirWallSt
    Long 81,000
    Dec 15, 2012. 04:41 AM | 1 Like Like |Link to Comment
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