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erblackiv

erblackiv
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  • Is It Time To Bail On Sony? [View article]
    Support is at 12.75, which corresponds roughly to completion of wave 2. And represents a great entry for 1-3 year hold. 17.25 is too early (or too late).
    Nov 1 08:43 AM | 1 Like Like |Link to Comment
  • CLSA: Smartphones could be Sony's "dark horse" [View news story]
    I would love to see a resurgence of SNE's tech design prowess. But making the world best tv is a small wonder if it costs $30K. The xperia smart phones and pads are VERY promising. But the two things they had to get right, were battery life and price point. Without those you take almost nothing away from Samsung. Also promising, if about 5 years too late, is the move into on-line entertainment. All these weaknesses can be overcome.....should be overcome. It's just not likely that SNE has the speed, agility and drive to do it. It's an ocean liner, and, should be broken up into to smaller more agile pieces. With the right moves SNE is a $200 company. Without them....enjoy the trading range. 35 is possible, but I wouldn't linger there.
    Aug 28 08:53 AM | 1 Like Like |Link to Comment
  • Reports: Sony launching new flagship phone, giant lens attachments [View news story]
    Cool that they're waterproof. Damning that they have short battery life.
    Aug 26 09:21 PM | Likes Like |Link to Comment
  • CLSA: Smartphones could be Sony's "dark horse" [View news story]
    SNE is currently offering a very expensive smart phone with short battery life. Good that's waterproof. If only it was flushable.
    Aug 26 09:18 PM | Likes Like |Link to Comment
  • Sony takes big step in developing online TV service [View news story]
    And the market said pffffftttt. This current downtrend ends at....18, 16, 14 or...the bottom. Big and mostly clueless and anything could still happen. Eventually going to 35, mostly on continued Yen weakness, not because they're doing that much right.
    Aug 15 04:43 PM | Likes Like |Link to Comment
  • Encana: A Potential Low-Risk Double With A 4.7% Yield [View article]
    humble, By far my biggest money maker for 2013 was SNE from 11 to 23. Imagine how many people said to me re SNE "This stock has been a dud for at least the past 10 years." Bottom picking isn't for everyone, but when it works, the gains off the bottom are the biggest and the fastest. ECA has SNE written all over it.
    Jun 27 09:51 AM | 6 Likes Like |Link to Comment
  • The Paradigm Shift Has Begun - This Isn't Going To Be Pretty [View article]
    Monetary stimulus won't be withdrawn until deflationary cooling is what's called for. You're all as right as you can be while still laboring under the assumption that Fed policy is a ticking time bomb. The bomb has been diffused. The market will see healthy corrections (10-20%) and then keep on chugging. All we're seeing now is a buyer strike from an overbought market. And the Chicken Littles are starting to clear their throats. IF you're swayed by this kind of column (weak hands)--just wait a couple of weeks. You'll sell all your decent stocks and buy guns and canned meat.
    Jun 11 03:30 PM | 1 Like Like |Link to Comment
  • The Paradigm Shift Has Begun - This Isn't Going To Be Pretty [View article]
    $spx to 1500 and then steady (up) as she goes. Don't fight the Fed.
    Jun 11 03:30 PM | 4 Likes Like |Link to Comment
  • Intel (INTC) might be a double in the next five years, writes Jack Hough in Barron's, as the company racks up market-share gains in tablet and smartphone chips, sees big demand for lucrative server chips, and PC sales stabilize. Then there's the company's capital spending-spree - it should cut manufacturing costs and allow more wins in high-end foundry contracts, including from Apple which has been forced to use Samsung for the work. [View news story]
    INTC double in 12 months or less. Everything going its way and we're in the early stages of tech bubble II.
    Jun 1 12:12 PM | 1 Like Like |Link to Comment
  • Shares of Sony (SNE +8.5%) move higher amid ongoing chatter that the company is considering peeling off its entertainment arm in a spinoff a la Dan Loeb's suggestion. What to watch: Most analysts and traders seem to like the idea of a Sony business split, meaning if CEO Kazuo Hirai reiterates next week during a scheduled presentation that he supports the company staying together as one then shares could see a rapid-fire drop. [View news story]
    Shares went up 8.5% midday amid "ongoing chatter"? setting shares up for a rapid fire drop next week. Does....not.....add......
    May 21 02:55 PM | 1 Like Like |Link to Comment
  • Sony Cannot Make Believe With Its Investors [View article]
    "What is Sony'worth? Sony can be worth between $40 and $50 per share or over 3 times its current valuation levels in a few years. According to Interbrand, Sony's brand alone is worth $9.9 billion. As with every valuation, Interbrand's study should be taken with a grain of salt. In 2008, it valued Merrill Lynch's brand at $11.4 billion, only to completely drop the brand from the list in 2009."

    Long and strong. I'll take $35/share on continued yen play and entertainment segment value.
    May 17 09:11 AM | Likes Like |Link to Comment
  • Danger Zone For This Week: Apple [View article]
    AAPL will spend about week in the 420 area, and then chug slowly up to around 550. And that will be the trading range for years to come.
    May 15 03:21 PM | 4 Likes Like |Link to Comment
  • NCI (NCIT): Q1 EPS of $0.15 beats by $0.07. Revenue of $91.5M beats by $9.58M. (PR[View news story]
    I own this have suffered through sequestration blues. I little pop here for a very solid and undertraded company would be greatly appreciated.
    May 1 09:31 PM | Likes Like |Link to Comment
  • Will D-Wave Render Intel Obsolete? [View article]
    Those interested in investing in D-Wave can buy shares of Harris and Harris group (TINY).
    Mar 28 02:31 AM | Likes Like |Link to Comment
  • Nvidia's Upcoming Catalysts To Trade [View article]
    Long NVDA also, and not quite as rosy on the technical picture. Digging out the 150 ma to show a positive cross is, well, digging deep. Especially since a golden cross (50/200) has so little -- or reverse! -- influence on further price appreciation these days. The short term technical picture is a bearish top marked by the tweezers at 13. The longer view is bullish with a more powerful rounding bottom. If the tweezers win out big the rounding bottom becomes a failed pattern. My hope is that the tweezers lead to a small correction and the 3 month arc in the making springs up from there to 15, 26 and beyond. Just it's hard to think clearly when you own the stock. A close below 12.25 would be a big red flag, and below 12 a loud get-out-of-Dodge.

    And, if you want to be bullish--don't even look at how volume is not confirming the last two weeks of gains. "up on declining volume" is not what you want to hear.
    Mar 9 01:32 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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