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  • Yelp: 3 Questions Investors Must Ask [View article]
    No way.. google will not touch Yelp.. Google & Facebook can generate more realistic reviews than some paid reviews by Yelp.. and the way Yelp hides good reviews by real users way under the "Filtered Reviews" hard to find and one has to work real hard to see these "good" reviews. I have first hand information on bullying tactics used by Yelp to sell annual dues running into over $1700/yr.. imagine how it hurts small businesses by these deceptive tactics used by Yelp marketing.. a good project was started on Kickstarter.. pls. review and also support if possible
    Mar 19, 2015. 05:14 PM | 2 Likes Like |Link to Comment
  • DynaVax Technologies: The Small Cap Gem Focus Stock Of The Week [View article]
    Thanks Brett J for your perspective on this spec. buy. I value your opinion. Do we have similar HepB vaccines in market now ? or DVAX is the pioneer to address this market. Also do you see potential for this to become a mandatory vaccine for all kids.. like so many other vaccinations we are required to give to kids.
    Mar 5, 2015. 03:19 PM | Likes Like |Link to Comment
  • The Idiocy Of Gilead's Undervaluation [View article]
    I would like to believe that Gilead is a great buy based upon the past. The real question is how long can they maintain this asinine margins.. may be couple of yrs. max. Can someone write about their pipeline and the real chance of some being big blockbusters like those for HepC.
    I haven't done due diligence yet on their pipeline. I'm not a long yet but inclined to be so. This seems like a buy but then I see a bunch of form-4's filed by Gilead C-level staff (may be a pre-arranged sale). Does anyone know if this is a pre-arranged sale and if so can one stop a pre-arranged sale if the price is a great bargain.. I'm not very sure of this form-4 selling rules. It will be good to know that.. I would liked to see some big buys from management at this time to support the conviction so many users here have.

    Following are form-4 sales by C-level staff at Gilead.
    Feb 5, 2015. 12:23 PM | 1 Like Like |Link to Comment
  • InvenSense Q3 FY15 Earnings Preview [View article]
    @Esekla - Thanks for your contributions. Street obviously thinks that earnings and guidance is going to stink as demonstrated by high short interest going into the quarterly results. Usually my experience tells me that GM improvements take several quarters especially if they are coming from changes internal to the company. Apple doesn't give any leeway to increase INVN GM. Add to that strong dollar and slowdown in China and Europe will all give lukewarm future at best. I think we need to wait for another quarter or two before real changes take place that could improve GM's. I'm eager to hear the real story after market close today.
    Jan 29, 2015. 01:47 PM | 1 Like Like |Link to Comment
  • LeapFrog Is Selling Below Its Liquidation Value [View article]
    We need to know current cash levels and also the burn rate. Discount cash by 2 or 3 Qtrs before coming up with liquidation value as the company is currently not for sale. I do think leapfrog brand has some resonance with families and bigger companies can leverage the brand. I guess there will be restructuring charges (Inventory write downs, re-orgs etc.) as apparantly the current organizational structure is not scaling w.r.t costs. I may own this stock but need to do further analysis.
    Jan 23, 2015. 04:08 PM | 1 Like Like |Link to Comment
  • Molycorp's Convertible Notes Are Worth From 3 - 5 Cents On The Dollar [View article]
    Can anyone tell me where to find the different bond tiers on Moly. I'm an equity investor (though not MCP) and I'm currently interested in taking a small position in Moly bonds.
    Jan 9, 2015. 04:35 PM | Likes Like |Link to Comment
  • Is Apple Becoming The Next IBM? [View article]
    Not by a mile.
    Jan 8, 2015. 03:16 PM | Likes Like |Link to Comment
  • Down The Rabbit Hole With NQ Mobile [View article]
    With today's announcement NQ is making fools of themselves having contradicted their statements from recent NQ cc. This makes me think that Omar is just a figure head and he cannot control the actions of the chinese CEO / board decisions. I have never come across a company with so many twists and turns by management.. it's not worth ones time / money with investing in this company.
    Dec 23, 2014. 02:14 PM | 4 Likes Like |Link to Comment
  • Xiaomi Raises $1 Billion, Threatens Apple's Ecosystem [View article]
    I still favor Apple for 2015. Low/Mid end android eco-system players should be more worried about Xiaomi as their users are platform agnostic (cost/feature centric subscribers/users). I believe Chinese society values Brand as much as any society (probably more) and as their GDP grows, Brands such as Apple will continue to thrive (as long as innovation remains soul of Apple).
    Dec 23, 2014. 02:13 AM | 1 Like Like |Link to Comment
  • 3 Reasons Zynga Deserves A Sell Rating [View article]
    I like ZNGA right here. Excellent time to get in ahead of 2015 run.
    Dec 18, 2014. 06:48 PM | 3 Likes Like |Link to Comment
  • A Safer Way To Play The Ruble Crisis [View article]
    India needs lots of gas as her economy is growing and stable central govt. provides necessary policy support. Some news channels have predicted they can do a direct pipeline deal with Russia to import much needed natural gas & petrolium. Putin is in India now.. so a deal may be announced this week.
    Dec 11, 2014. 03:19 PM | Likes Like |Link to Comment
  • Do Not Short Twitter Stock [View article]
    FB is making oodles of money. So go with the winner for now. TWTR will be dead money for a while as bulls/bears beat it out..
    Nov 18, 2014. 12:53 PM | Likes Like |Link to Comment
  • Court ruling permits Yelp to manipulate ratings [View news story]
    I personally know that Yelp used strong arm techniques at our family restaurants. Once we used Yelp for marketing but following year when we didn't renew as our business was running well.. yelp pursued us for couple of months and tried to force us renew and when we didn't they conveniently hid the +ve reviews at the bottom under the "select +more reviews" button (and some manufactured -ve reviews to the top) just to force us to buy into their marketing. If one wants to see all reviews one has to go to the bottom of the page and expand the reviews view. Ofcourse these reviews shown are not in time based or in any order.. they pick what suits their marketing needs. Well we found out that it was not worth the cost.. ultimately people value quality of food, ambience etc. I'm sure we are not alone in this situation. This situation happened couple of years back and since then I stopped paying attention to their reviews!
    Sep 5, 2014. 10:15 AM | 1 Like Like |Link to Comment
  • Gold smuggling on the rise in India [View news story]
    New trend has started where lots of people are preferring "Artificial Jewellery" as the quality is as good and sometimes better than real gold jewellery and folks can buy new designs often and need not worry about being lost.. if it's lost people can replace them easily..I'm noticing a huge demand for artifical jewellery over the past few years and it's increasing.. this also tells that new generation is not all enamoured on Gold but Style at a reasonable price.
    Sep 4, 2014. 03:40 AM | 1 Like Like |Link to Comment
  • Apple: Finally A Buyable Dip [View article]
    I'm long apple but apple (and Samsung) is going to have lot of competition in the smart phone market globally.. just look in Asia there are atleast 10 other top quality andriod smart phone companies with top quality. Worth noting Google is trying out AndroidOne first in India.. to get standards into android eco-system.. if AndroidOne clicks then it will be a threat to Samsung (from mkt share perspective) and longer term to iOS. Waiting for Sept. 9th event to make a decision if to add and/or reduce my position in Apple. Right now.. I'm in the long camp and will hold tight.
    Sep 4, 2014. 03:21 AM | 3 Likes Like |Link to Comment