Chris Lau's Comments

Chris Lau's Comments Chris Lau's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/71188/comments BOND's 10% Annual Return Without Any Increased Risk: Will The Good Times Last? http://seekingalpha.com/article/1456661/comments?source=feed#comment-19168201 19168201 BOND) go up?]]> Thu, 23 May 2013 12:47:31 -0400 BOND) go up?]]> Why Opening Up BBM Is The Right Move For BlackBerry http://seekingalpha.com/article/1447651/comments?source=feed#comment-19099161 19099161 Tue, 21 May 2013 21:56:44 -0400 Why Opening Up BBM Is The Right Move For BlackBerry http://seekingalpha.com/article/1447651/comments?source=feed#comment-19099151 19099151 Tue, 21 May 2013 21:55:37 -0400 Why Opening Up BBM Is The Right Move For BlackBerry http://seekingalpha.com/article/1447651/comments?source=feed#comment-19099071 19099071 Tue, 21 May 2013 21:54:47 -0400 Why Opening Up BBM Is The Right Move For BlackBerry http://seekingalpha.com/article/1447651/comments?source=feed#comment-19098951 19098951
Am assuming BBM's contact add will be GREATLY facilitated. PIN #'s and Q-Code. Still?]]> Tue, 21 May 2013 21:53:26 -0400
Am assuming BBM's contact add will be GREATLY facilitated. PIN #'s and Q-Code. Still?]]> Why Opening Up BBM Is The Right Move For BlackBerry http://seekingalpha.com/article/1447651/comments?source=feed#comment-19098871 19098871
So BBM's security might trump all of those features.]]> Tue, 21 May 2013 21:51:51 -0400
So BBM's security might trump all of those features.]]> Why Opening Up BBM Is The Right Move For BlackBerry http://seekingalpha.com/article/1447651/comments?source=feed#comment-19098811 19098811 Tue, 21 May 2013 21:50:14 -0400 Why Opening Up BBM Is The Right Move For BlackBerry http://seekingalpha.com/article/1447651/comments?source=feed#comment-19098721 19098721
The timing of BBM opening, and Q10, isn't accidental. ]]> Tue, 21 May 2013 21:48:08 -0400
The timing of BBM opening, and Q10, isn't accidental. ]]> Why Opening Up BBM Is The Right Move For BlackBerry http://seekingalpha.com/article/1447651/comments?source=feed#comment-19098441 19098441 Tue, 21 May 2013 21:42:02 -0400 More on Yahoo/Tumblr: Kara Swisher reports Tumblr founder/CEO David Karp "will stay at Yahoo for four years at least and retain much control over the service." There are concerns about how Yahoo will deal with Tumblr's mountains of adult content without alienating either users or advertisers; Peter Kafka argues they're overblown, since marketers decide which blogs to advertise on. Discussing comparisons between Tumblr and Yahoo's failed 1999 acquisition of Geocities, Tristan Louis notes Tumblr has seen top execs jump ship. But he adds Geocities faltered in part because a flood of ads drove users away; Tumblr seems to be avoiding that pitfall. http://seekingalpha.com/currents/post/1034061?source=feed#comment-19015921 19015921 Mon, 20 May 2013 00:02:20 -0400 The Billion Dollar COPD Deal: Who Gains The Most? http://seekingalpha.com/article/1443651/comments?source=feed#comment-18980551 18980551 THRX) shares have mostly priced in the upside for the full year, so look for shares to correct steadily over the next 3 months.

Great for those who still hold shares. Note that mighty Seth Klarman owns a big position in THRX and entered a new position in Elan in Q1 (Jan/Mar 2013). The Elan long is probably a double-long on the deal.]]> Sat, 18 May 2013 10:46:33 -0400 THRX) shares have mostly priced in the upside for the full year, so look for shares to correct steadily over the next 3 months.

Great for those who still hold shares. Note that mighty Seth Klarman owns a big position in THRX and entered a new position in Elan in Q1 (Jan/Mar 2013). The Elan long is probably a double-long on the deal.]]> 3D Systems Is Still A Buy http://seekingalpha.com/article/1429791/comments?source=feed#comment-18879641 18879641 SSYS) was not as thoroughly covered compared to (DDD). They just had a conference call on May 13. Will go through it, and may write a focus piece on it.

Subscribe to get the update! (Trick - see "about" to be sure to get an email alert when the publication is accepted by SA).]]> Wed, 15 May 2013 22:28:15 -0400 SSYS) was not as thoroughly covered compared to (DDD). They just had a conference call on May 13. Will go through it, and may write a focus piece on it.

Subscribe to get the update! (Trick - see "about" to be sure to get an email alert when the publication is accepted by SA).]]> 3D Systems Is Still A Buy http://seekingalpha.com/article/1429791/comments?source=feed#comment-18879591 18879591 DDD) raising even more shares to grow its business. They count on scrutiny over growth by acquisition as the reason for having such a high short-sale. The macro picture is too positive: the markets are frothing up every day, which makes short-selling a favourite, especially 3D printing, dangerous.]]> Wed, 15 May 2013 22:26:30 -0400 DDD) raising even more shares to grow its business. They count on scrutiny over growth by acquisition as the reason for having such a high short-sale. The macro picture is too positive: the markets are frothing up every day, which makes short-selling a favourite, especially 3D printing, dangerous.]]> Blackberry (BBRY) is downgraded to Hold by Bernstein's Pierre Ferragu, who lowers his price target to $15 from $22. "We dislike the risk/reward of our BB10 trade," he writes. "With Blackberry Live behind us, we see few additional positive catalysts coming through in the next 6 months." Shares -2.3% premarket. http://seekingalpha.com/currents/post/1025991?source=feed#comment-18850341 18850341
I just got BB10, and set up the Enterprise Server 10. It makes competitors look very obsolete, even though the competition is not Android/Apple (which owns nearly 90% of the market).

Will write-up an in-depth article on this experience and post it shortly.]]> Wed, 15 May 2013 11:03:04 -0400
I just got BB10, and set up the Enterprise Server 10. It makes competitors look very obsolete, even though the competition is not Android/Apple (which owns nearly 90% of the market).

Will write-up an in-depth article on this experience and post it shortly.]]> Seth Klarman's Worst Performing Stock Picks Year-To-Date http://seekingalpha.com/article/1430141/comments?source=feed#comment-18790681 18790681 THRX)]]> Mon, 13 May 2013 21:04:30 -0400 THRX)]]> PDL BioPharma CEO Discuses Q1 2013 Results - Earnings Call Transcript http://seekingalpha.com/article/1421991/comments?source=feed#comment-18655751 18655751 Thu, 09 May 2013 21:24:18 -0400 AMD (AMD +9.7%) just won't take a breather. Share are now up 42% on the week even though the chipmaker hasn't seen any major news and has been hit with a downgrade. Bernstein speculates enthusiasm about AMD's next-gen console design wins is responsible, but they've been well-known for some time. Is a major short-seller or two covering? Is an activist investor moving in? Regardless, shares are up 57% YTD in spite of a pretty ugly Q1 for PC sales. http://seekingalpha.com/currents/post/998161?source=feed#comment-18417191 18417191 AMD) on Apr 22 (on an article publication) when it was $2.60 or so. Stock is probably trading ahead of all the news. Look for profit-taking if the news gets announced.]]> Fri, 03 May 2013 15:23:00 -0400 AMD) on Apr 22 (on an article publication) when it was $2.60 or so. Stock is probably trading ahead of all the news. Look for profit-taking if the news gets announced.]]> 4 Reasons Cliffs Natural Resources Could Be Bottoming http://seekingalpha.com/article/1345831/comments?source=feed#comment-18111801 18111801
The results are being reviewed right now - look out for a follow-up article by me in the future ("follow" me to get an email alert - instructions on email alert is posted on the profile page)]]> Thu, 25 Apr 2013 21:53:45 -0400
The results are being reviewed right now - look out for a follow-up article by me in the future ("follow" me to get an email alert - instructions on email alert is posted on the profile page)]]> 4 Reasons Cliffs Natural Resources Could Be Bottoming http://seekingalpha.com/article/1345831/comments?source=feed#comment-18111701 18111701
Authors, wherever the site may be, have varying reasons to write about companies they do not own. As per my profile, not losing money is the first goal, so many ideas are shared first as part of the testing and analysis. The goal is to cut your losers and let your winners run.]]> Thu, 25 Apr 2013 21:49:50 -0400
Authors, wherever the site may be, have varying reasons to write about companies they do not own. As per my profile, not losing money is the first goal, so many ideas are shared first as part of the testing and analysis. The goal is to cut your losers and let your winners run.]]> 4 Reasons Cliffs Natural Resources Could Be Bottoming http://seekingalpha.com/article/1345831/comments?source=feed#comment-18111601 18111601 Thu, 25 Apr 2013 21:46:06 -0400 The next Xbox will be unveiled at a May 21 event, Microsoft (MSFT +3.5%) all but states in an invite sent out today - The Verge reported as much earlier this month. The rumor mill suggests the console, expected to be called the Xbox 720, will have an 8-core AMD CPU (similar to the one in the PS4), a Blu-ray player, and a refreshed Kinect, and (in what could be particularly important, given Microsoft's living room ambitions) might also be accompanied by an inexpensive Xbox set-top focused on casual gaming and media consumption. http://seekingalpha.com/currents/post/964791?source=feed#comment-18045591 18045591 Wed, 24 Apr 2013 15:55:39 -0400 2 Cash Rich $4 Stocks For Aggressive Investors http://seekingalpha.com/article/1356801/comments?source=feed#comment-17928161 17928161 PWER) - your call was spot on. Consolidating in solar will continue - are you watching other solar plays?]]> Mon, 22 Apr 2013 09:25:47 -0400 PWER) - your call was spot on. Consolidating in solar will continue - are you watching other solar plays?]]> 4 Considerations As Bears Attack BlackBerry Shares http://seekingalpha.com/article/1342361/comments?source=feed#comment-17728291 17728291
Remember that everyone on social media calls themselves an "expert," so it will be a plus if sales generated are anywhere close to actual.]]> Wed, 17 Apr 2013 08:42:10 -0400
Remember that everyone on social media calls themselves an "expert," so it will be a plus if sales generated are anywhere close to actual.]]> iPad Mini shipments are expected to drop 20-30% in Q2 as consumers wait for the release of the next-generation iPad, reports Digitimes. LG Display (LPL) expects combined (iPad and iPad Mini) panel shipments of 3.5M in April and 3M in May and June, down from 5M in March. AAPL -1.1% premarket. http://seekingalpha.com/currents/post/947701?source=feed#comment-17727951 17727951 Wed, 17 Apr 2013 08:33:41 -0400 4 Reasons To Like Freeport-McMoRan Again http://seekingalpha.com/article/1299681/comments?source=feed#comment-17635161 17635161 Gold down 6.7% to $1,400 for first time since March 2011
Copper down 3.4% to $3.23.
Oil down $2.70 at $88.59 a barrel.]]> Mon, 15 Apr 2013 08:28:15 -0400 Gold down 6.7% to $1,400 for first time since March 2011
Copper down 3.4% to $3.23.
Oil down $2.70 at $88.59 a barrel.]]> Samsung (SSNLF.PK) sold 68M-70M smartphones in Q1, up from an estimated 63M in Q4, according to 5 analysts polled by Reuters. Though the Galaxy S III/IV and Note II receive far more ink, much of this growth is fueled by low-end/mid-range Android models such as the Galaxy Young and Galaxy Fame. These phones, along with Samsung's Rex feature phone line, are adding to the pressure placed on Nokia's (NOK) feature phone ops. Earlier this week, Bernstein reported the S IV's production rate is around 10M units/month. (Samsung Q1 results) http://seekingalpha.com/currents/post/929301?source=feed#comment-17287361 17287361 Dell: 800
Apple: 1000
HP: 1000
Microsoft: 1600
Coca Cola: 3342
Samsung Electronics: 4335
source: @asymco ]]> Fri, 05 Apr 2013 18:38:09 -0400 Dell: 800
Apple: 1000
HP: 1000
Microsoft: 1600
Coca Cola: 3342
Samsung Electronics: 4335
source: @asymco ]]> 5 Reasons To Buy 3D Systems After Sell Off http://seekingalpha.com/article/1312191/comments?source=feed#comment-17196881 17196881 * Customized Nokia phone case (though quality is an issue - they crack)
* Potential for consumer product companies to support 3D schematics, which consumers can print out.]]> Wed, 03 Apr 2013 23:31:38 -0400 * Customized Nokia phone case (though quality is an issue - they crack)
* Potential for consumer product companies to support 3D schematics, which consumers can print out.]]> 5 Reasons To Buy 3D Systems After Sell Off http://seekingalpha.com/article/1312191/comments?source=feed#comment-17196871 17196871 Wed, 03 Apr 2013 23:30:36 -0400 5 Reasons To Buy 3D Systems After Sell Off http://seekingalpha.com/article/1312191/comments?source=feed#comment-17196861 17196861 Wed, 03 Apr 2013 23:29:52 -0400 5 Reasons To Buy 3D Systems After Sell Off http://seekingalpha.com/article/1312191/comments?source=feed#comment-17196831 17196831 Wed, 03 Apr 2013 23:28:25 -0400