Seeking Alpha

dgulick

dgulick
Send Message
View dgulick's StockTalks BY TICKER:
  • dgulick
    SunTrust initiates coverage of $P at $34 (+34% upside from current share price) http://bit.ly/1eFb4aS
    Mon, 12:06 PM
    Reply (12)
  • View all 12 replies
    • dgulick: -- good EPS even from unrelated sectors could result in a relief rally in small cap/nasdaq/tech)
      Mon, 3:41 PM
    • J. Woods: Agree, it's pretty volatile right now, and I don't know which way it will go near-term. I'm holding for ~$20 to unload though.
      Mon, 4:18 PM
      • dgulick
        Why $P Is Poised to Bounce Back http://bit.ly/1hxnZeZ "short-term risk/reward trade-off is pretty attractive"
        Apr 7, 11:37 AM
        Reply
          • dgulick
            Here's Fire TV's Real Winner http://bit.ly/1dWcEu4 "could be the application $NUAN needs to hit an inflection point in adoption."
            Apr 3, 6:17 PM
            Reply
              • dgulick
                Let The Music Play $P $AAPL http://bit.ly/PmhiGi "evidence revealed Sony, UMPG, and ASCAP coordination--a core antitrust concern"
                Apr 2, 10:09 PM
                Reply
                  • dgulick
                    Pandora's Improved Algorithms Yield More Listening Hours $P http://on.wsj.com/1jCKFzo
                    Apr 2, 9:36 PM
                    Reply
                      • dgulick
                        Samsung Spills The Milk With Its New Streaming Service http://onforb.es/1h3ahGd "you have to wonder - why?" $P $AAPL $SSNLF
                        Apr 2, 12:32 PM
                        Reply
                          • dgulick
                            iTunes Radio: Poor reception http://bit.ly/1ouKvJY $P, $AAPL (the fact that this is in MacWorld is very telling)
                            Apr 1, 2:44 PM
                            Reply (7)
                          • View all 7 replies
                            • Pimust: Try Nokia MixRadio. I don't mind if there's an out-of-style song once in a while as I can easily skip it.
                              Apr 2, 6:28 AM
                            • Pimust: On the positive side you can find some totally new favorites that way.
                              Apr 2, 6:28 AM
                              • dgulick
                                RBC maintains "outperform" on $P http://bit.ly/1gb1ps9 "$P has...pricing power...churn will be modest"
                                Mar 29, 4:44 PM
                                Reply (1)
                                • Andrei Volgin: They will cut it to "sell" after the stock drops below $20. They are always too late.
                                  Mar 29, 9:12 PM
                                  • dgulick
                                    Look for $P to continue to OUTPERFORM. http://bit.ly/1dlWiei
                                    Mar 22, 8:31 PM
                                    Reply (1)
                                    • Pimust: Oh is it, really? Breaking the $30 soon on it's way down could have fooled me.
                                      Mar 25, 11:48 AM
                                      • dgulick
                                        It Looks Like $P Has Actually Stolen Business From iTunes http://yhoo.it/1kM7dxn
                                        Mar 20, 11:54 AM
                                        Reply (6)
                                      • View all 6 replies
                                        • Pimust: I'm talking about the big picture. Buying songs or other media files is giving way to the streaming services
                                          Mar 22, 1:01 PM
                                        • dgulick: Agreed. But it's interesting that the total industry seems to have found a floor at $7B and streaming is taking up the slack.
                                          Mar 22, 6:38 PM
                                          • dgulick
                                            Music Sales Fell in 2013, Even as Streaming Revenue Increased http://nyti.ms/1qR9pav "[streamer] sales +51% exceeds $1B" $P
                                            Mar 18, 4:39 PM
                                            Reply
                                              • dgulick
                                                Susquehanna: $P favorable court ruling over royalty costs could be a positive catalyst for the stock: http://bit.ly/1qMllKP
                                                Mar 17, 2:30 PM
                                                Reply (2)
                                                • Andrei Volgin: $P sued and was denied. Where is the positive part? That they did not lose even more? It's never good when a company sues its only suppliers
                                                  Mar 17, 2:54 PM
                                                • Andrei Volgin: Publishers and labels will find a way to take their revenge.
                                                  Mar 17, 2:55 PM
                                                  • dgulick
                                                    Thumbs Up for $P on CBS This Morning http://bit.ly/1kmHlI8
                                                    Mar 13, 12:26 PM
                                                    Reply
                                                      • dgulick
                                                        Sonos ($P partner since 2007) says revenue doubled to $535 million in 2013: http://yhoo.it/N6pR6I
                                                        Mar 12, 11:03 AM
                                                        Reply
                                                          • dgulick
                                                            $P, with a 31% market share, still dominates Internet music streaming: http://bit.ly/1cxGPXI
                                                            Mar 12, 10:55 AM
                                                            Reply (11)
                                                          • View all 11 replies
                                                            • Andrei Volgin: Pandora has 71m free users out of 75m. Spotify added app. 5-6m users in the U.S. in the first year, and 9-10m in the second year.
                                                              Mar 13, 1:19 AM
                                                            • dgulick: Source?
                                                              Mar 13, 12:01 PM
                                                              • dgulick
                                                                Geico commercial touting voice app powered by $NUAN http://bit.ly/1lt64gC
                                                                Mar 2, 1:06 PM
                                                                Reply (1)
                                                                • dgulick: market expected to double by 2017 http://bit.ly/1dbT4r5
                                                                  Mar 2, 1:06 PM
                                                                  • dgulick
                                                                    For Its Next Tune, $P Will Change The Music Industry http://bit.ly/1ccGd9Y
                                                                    Feb 27, 1:06 PM
                                                                    Reply (10)
                                                                  • View all 10 replies
                                                                    • Pimust: I'd rather enjoy the selection of 26 million songs available thru MixRadio on my Lumia 1020 that the sub 1 million songs in Pandora.
                                                                      Mar 4, 6:50 AM
                                                                    • Pimust: With $4 a month MixRadio+ subscription you'll get ad free unlimited offline playlists and skips in 31 countries.
                                                                      Mar 4, 6:52 AM
                                                                      • dgulick
                                                                        Is $P planning international expansion? "CSO Clemens will lead ... international expansion efforts." http://bit.ly/1fxJHml;highlight=
                                                                        Feb 24, 11:52 AM
                                                                        Reply (4)
                                                                      • View all 4 replies
                                                                        • Andrei Volgin: And this quarter it will be zero growth or less compared to the previous one.
                                                                          Feb 24, 2:29 PM
                                                                        • dgulick: I don't think so, and already off to a great start: Jan metrics matched Dec's record of 1.58B hrs streamed, 8.6% of US radio listening.
                                                                          Feb 24, 2:45 PM
                                                                          • dgulick
                                                                            Pacific Crest raises $P target to $45 from $32 (+41% upside), also call options spike on post earnings slide http://bit.ly/MvSKJy
                                                                            Feb 6, 6:36 PM
                                                                            Reply
                                                                              • dgulick
                                                                                $P price target raised to $43 from $35 at Canaccord, +20% upside potential, earnings tomorrow after the close http://bit.ly/1cQWT58
                                                                                Feb 4, 10:58 AM
                                                                                Reply (1)
                                                                                • New Bee: you called it !!
                                                                                  Feb 4, 3:45 PM