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  • Green Mountain's Pop Will Fizzle Out [View article]
    In addition, using SODA's current market size as a reference for potential addressable market is by no means correct. It would be an insult to KO management's IQ. Do you think they laid out 1.5B to work with GMCR, just to go after the market of a small company? They are apparently after a much bigger opportunity.
    Feb 8, 2014. 12:55 AM | Likes Like |Link to Comment
  • Green Mountain's Pop Will Fizzle Out [View article]
    "Fair price" is the market price with a timestamp! That was without KO in the picture. The KO deal brings value to the table, so there is a new market price. Comparing KO's price with current price is comparing apple to orange. GMCR has buy back plan, but it does not mean they have to buy it right away. Wouldn't it be nice to use the extra income generated from KO deal to buy back the shares?
    Feb 8, 2014. 12:29 AM | 5 Likes Like |Link to Comment
  • K-Cup + Coke = Huge Green Mountain Potential -- Today's Rise Likely Just The First Step [View article]
    Your chart looked different than what Yahoo finance shows. Did you forget to adjust for splits? The stock never crashed in 2007. Its all time closing high is 107.99.
    Feb 8, 2014. 12:22 AM | Likes Like |Link to Comment
  • Green Mountain's Pop Will Fizzle Out [View article]
    A totally ignorant author ...
    KO was just paying at fair market price, which was the 50 day average before the annoucement. Of course there is a 10% dilution, but they also get the cash for investment for growth. late stage VCs routinely get their shares at 50% of potential IPO price, not considering any post-IPO pop. What's wrong with KO getting a fair price?
    Feb 7, 2014. 02:45 PM | 6 Likes Like |Link to Comment
  • Led By Mobile, Baidu Can Beat By More Than 40% [View article]
    Baidu can not release earnings due to SEC's decision to ban all big-4 auditors in China. Before they work it out, Baidu's earnings release seem to have to be postponed indefinitely. That's why the stock keeps falling. Nobody likes this uncertainty.
    Feb 3, 2014. 06:13 PM | Likes Like |Link to Comment
  • Veeva Systems: Digging Deeper Into The Madness [View article]
    It doesn't matter how much thoughts or time are put into the analysis, if it's wrong, it's still useless. This stock was hit hard after a great earnings report, and it's now coming back with a breakout. My bet is that it will return to 40+.
    Jan 5, 2014. 11:10 PM | 1 Like Like |Link to Comment
  • Veeva Systems: Digging Deeper Into The Madness [View article]
    Pathetic "analysis". The 8% rise at exactly the same day just blew right on your face.
    Jan 5, 2014. 01:42 AM | Likes Like |Link to Comment
  • Tech IPO Underwriting Is The New Subprime [View article]
    Good try but sorry, you're wrong. VEEV just handily beat estimates and the stock will be going up. They didn't even have the "non-GAAP" loss that most new IPO companies have.
    Dec 5, 2013. 10:04 PM | Likes Like |Link to Comment
  • Herbalife: Beware The White Knight [View article]
    Your article has no point! You don't even understand shareholders' interests are not the same as the employees'. If Icahn borrows and takes the company private, stock will rise, and shareholders make money. Who care what happens to the company after that? Shareholders don't buy the stock to look after the company and the employees, they buy stock to make money.
    Mar 20, 2013. 01:18 PM | 4 Likes Like |Link to Comment
  • Google's Battle With Samsung Will Reshape The Smart-Phone Market [View article]
    More lines of code does not mean it's slow. Need some computer science 101 here.
    Mar 17, 2013. 05:50 PM | 2 Likes Like |Link to Comment
  • Apple: This Was The Week I Was Waiting For (Part 3) [View article]
    A foolish "analysis" without even bothering to cite an EPS number. Just a quick check will tell u that AAPL and GOOG are both expected to make about $50 EPS in 2013. AAPL certainly is growing faster than GOOG but AAPL's risk is also higher. AAPL will almost surely lose its dominant postion earlier than GOOG will do in search. I can't be sure whether AAPL will go higher, but I think GOOG clearly is a better buy than AAPL.
    Sep 20, 2012. 06:42 PM | Likes Like |Link to Comment
  • iPad Pricing Will Burn Amazon [View article]
    What do dividend and buyback program have to do with products and services? You comment makes no sense.
    Mar 20, 2012. 03:21 PM | Likes Like |Link to Comment
  • How to Play Netflix Through Earnings [View article]
    There are so many good investments out there. Why bother short or long this complex story? I don't think anybody understands why the stock goes up or down these days.
    Jan 26, 2011. 11:00 PM | Likes Like |Link to Comment
  • Five Reasons to Short Netflix This Earnings Call [View article]
    The Market said that your were wrong. It's that simple.
    Jan 26, 2011. 10:54 PM | 1 Like Like |Link to Comment
  • 8 Cult Stocks to Avoid in 2011 [View article]
    I don't now about others, but I don't think BIDU and NFLX are good shorts. They could shoot up as fast as it may falls. Why bother? There are plenty of good shorts out there.
    Jan 23, 2011. 09:40 PM | 1 Like Like |Link to Comment