Seeking Alpha

techwonk

techwonk
Send Message
View as an RSS Feed
View techwonk's Comments BY TICKER:
Latest  |  Highest rated
  • Annual shareholder meeting headaches: An increasing trend at this year's round of shareholder meeting for major companies is a rash of negative publicity from loud activist shareholders looking to score points on political issues. McDonald's (MCD) had to engage in spirited debate and a shareholder vote on childhood obesity - while CBS (CBS) had its meeting nearly taken over by a pro-Israel group. During the Q&A session of Time Warner's (TWX) meeting, CEO Jeff Bewkes was bombarded with complaints over CNN's coverage on major issues. Though the companies won all the important shareholder votes, execs appeared a little more bedraggled than normal. [View news story]
    I have never understood why uncaffeinated unsugared seltzer costs more per liter than colas. Not suprising to me that Sodastream has become a fad stock.
    May 24 06:38 PM | Likes Like |Link to Comment
  • Google just released a new tool under Google Trends to rank the highest search terms per category. Though it's not quite actionable advice quite yet, a lot of scientific abstracts have been making a solid case that in some industries a correlation between Google searches and stock prices exists. The trick is separating negative searches from positive ones. The most searched fashion brands on Google: 1) Forever 21 2) American Eagle Outfitters (AEO +2.3%) 3) Hennes & Mauritz (HMRZF.PK) 4) Tiffany (TIF +0.2%) 5) Hollister (ANF +1.2%). [View news story]
    That would be quite a trick, since most searchers don't use the format "company name + positive".
    May 22 05:26 PM | Likes Like |Link to Comment
  • Should You Follow Gabelli In Terms Of Utility Sector Buys And Sells? [View article]
    Good point.

    I don't know how many new investors are really aware that you can read a fund's reports to shareholders going back several quarters just as you can read a company's reports to shareholders.

    These will usually provide the fund's buy and sell decisions. There are of course websites that provide changes in holdings, but they have limited usefulness.
    May 22 04:45 PM | Likes Like |Link to Comment
  • Tesla-Learning From History [View article]
    Value Horizon, this is rude. If you doubt the author the "Report Problem" button is there for you to use. As for me Dwi's answer to wiesge in her BBRY article is convincing enough.
    May 21 09:51 PM | 1 Like Like |Link to Comment
  • Should You Follow Gabelli In Terms Of Utility Sector Buys And Sells? [View article]
    I don't think you should copy the trades of any value fund unless you're prepared to copy their holding period.

    There really aren't any shortcuts in investing. You either watch your own stocks or you watch your fund manager's stocks. It's work either way.
    May 21 04:06 PM | 2 Likes Like |Link to Comment
  • Tesla-Learning From History [View article]
    http://bit.ly/12qjBbU

    Here's some background on Ballard for readers unfamiliar with the company.
    May 20 09:07 PM | 2 Likes Like |Link to Comment
  • Tesla-Learning From History [View article]

    Walmart bubble? See chart:

    http://yhoo.it/12HPf6n;c=
    Dwi, growth stock charts often show parabolic curves in the early years. If revenues keep pace, the valuation eventually catches up. Notice how many times WMT used splits to bring the price down!

    If revenues don't keep pace then you do have a bubble, but it can be difficult to predict which way the chart will go in 10 years. That's what makes growth stocks so fun, and so risky.

    The biggest differences between your two examples is that Tesla already has a product on the market, and they are not a supplier. The stock may still be considered speculative, but Ballard is arguably not the best comparison for these reasons.
    May 20 08:17 PM | 1 Like Like |Link to Comment
  • Your iPad, iPhone Are Owned By Google Now [View article]
    Funny thing. I had to explain DRM to the salesclerk who sold me my last tablet.

    The number of naive users out there is astonishing to me.

    Count me as a fan, Matt. Following.
    May 16 05:43 PM | 3 Likes Like |Link to Comment
  • Playing Momentum With Insiders [View article]
    Insider trading has always seemed like a lumpy-data indicator to me. I'll take a look at your screener; thanks for the link.
    May 16 04:08 PM | Likes Like |Link to Comment
  • Being On The Frontier Of Marijuana Prohibition Is Tough Business [View article]
    Hmm.

    The financials are fair game, the company is publicly traded.

    Be careful suggesting intent.
    May 15 07:27 PM | Likes Like |Link to Comment
  • The 'Safe 8' Dividend Stocks To Hold The Rest Of Your Life [View article]
    Maybe I've missed the obvious, but...ASBFY and DANOY are on the diagram, but you're not recommending them as buys?

    Berkshire owns I think half of Wrigley....no, I'm checking that now, they have a large stake but not nearly half.
    May 15 03:08 PM | Likes Like |Link to Comment
  • Barnes & Noble's Google Play Puts The Ball In Microsoft's Court [View article]
    Exactly. With the talk of taking the retail portion private, you have to wonder at some point what value remains in spinning off the e-reader business if B&N retail retains the reader app and the ebook catalog.

    I mean, it's a nice little device, but it could wind up isolated in the marketplace. Is it really robust enough to go it alone against companies with several tiers in their product lines?
    May 13 06:04 PM | Likes Like |Link to Comment
  • Barnes & Noble's Google Play Puts The Ball In Microsoft's Court [View article]
    You're missing the point. Consumers don't like to throw good money after bad, unlike stock investors. At least with stocks a double-down might get you back to even. Supporting the app store doesn't remedy the service and trade-in part of the business model.
    May 13 04:44 PM | Likes Like |Link to Comment
  • Hudson Bay's Inflection Point Trading System [View article]
    I'm not sure what you're saying, Greg.

    Are they making intelligent investment selections based on company prospects, or are they taking an activist role and causing the inflection points to happen?
    May 13 04:31 PM | 1 Like Like |Link to Comment
  • Being On The Frontier Of Marijuana Prohibition Is Tough Business [View article]
    @DeepBlueSea - for some reason my reply posted above your question...
    May 13 04:02 PM | 1 Like Like |Link to Comment
COMMENTS STATS
285 Comments
98 Likes