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HarryWanger

HarryWanger
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  • Esperion's cholesterol fighter ETC-1002 successful in mid-stage study [View news story]
    Do you mean ESPR not EXPR?
    Jul 28, 2015. 12:07 PM | 3 Likes Like |Link to Comment
  • Some Color On Geron's Presentation At The BIO Conference [View article]
    I agree. Everyone seems to assume IMET will be a raging success and this thing will soar. It's refreshing to read your viewpoint. I feel the same way, it could just as easily shutter its doors and not "soar" as almost everyone here seems to think.
    Feb 11, 2015. 06:25 PM | 2 Likes Like |Link to Comment
  • GoPro: Apple Is Not The Threat [View article]
    Why does Apple sell the GoPro at their stores?? Seems like they are almost "partnering" with them in a sense. With a relationship, obviously in place, why not just buy GoPro?? Put an apple on it and sell five times as many.
    Feb 11, 2015. 06:19 PM | 2 Likes Like |Link to Comment
  • GoPro: Apple Is Not The Threat [View article]
    It wasn't just Flip but you can see a huge range of HD pocket cams from Kodak to Sony for a very brief moment in time. It was just before smartphones made them obsolete by putting better cameras in their phones. Poof! went the pocket HD cams.

    I believe last Q was as good as it gets for GoPro. They will be forced to lower prices from a ton of competitors. Unlike the pocket HD cams though the category probably isn't going to be destroyed by a smartphone. A separate device, like a GoPro, for strapping on a surfboard will always be better than losing your iPhone.

    I also believe GoPro will be valuable to someone else at some point. Just by the amount of interest in their YouTube channel, a much bigger player who either is a social media player or has a social media arm, will want to grab this hardware and its cache. However, it may be at a much, much lower price than $45.00. We will see.
    Feb 10, 2015. 07:26 PM | 1 Like Like |Link to Comment
  • Cook: Apple planning $850M solar farm, Apple Pay outperforming [View news story]
    I guess he forgot to mention they were buying GPRO? They'll need cameras to watch over those solar farms.
    Feb 10, 2015. 04:19 PM | 3 Likes Like |Link to Comment
  • Tekmira Pharmaceuticals' Ebola Run-Up Isn't In Touch With Reality [View article]
    Seems like a pretty dangerous short right here in light of the positive news and the fact that it is on MSM sites now and CNN earlier. These stories can take on a crazy life of their own.

    I have no idea if it will go much higher or if you are just playing for a quick 2-3% pullback but from a day and swing trader, like myself, risk/reward does not seem to favor the short side at all here. Just my two cents.
    Sep 22, 2014. 07:29 PM | 3 Likes Like |Link to Comment
  • Tesla Motors vs. Toyota: The gloves are off [View news story]
    Difference is, and maybe I'm wrong, you never had "something" between you and Megan Fox. Toyota and Tesla had a pretty bad experience together with some insulting comments by Musk regarding Toyota and Toyota about Tesla. The comment and timing by Musk is suspicious.

    However, if you did have "something" between you and Megan Fox - congratulations!
    Sep 11, 2014. 04:32 PM | 5 Likes Like |Link to Comment
  • Tesla Motors vs. Toyota: The gloves are off [View news story]
    People saying this is "Seeking Alpha click bait", it's a WSJ article: http://on.wsj.com/1lYAh9q

    Musk had to say something positive after the slip up on "stock price too high" comment. Also, it was a day before NV tries to rush through the gigafactory legislation. Seems a bit disingenuous at best.
    Sep 11, 2014. 04:26 PM | 4 Likes Like |Link to Comment
  • Icahn reports 8.48% stake in Hertz; seeks talks with management [View news story]
    After comments from company AH yesterday, it's going to take an awful lot of work.
    Aug 20, 2014. 04:21 PM | 1 Like Like |Link to Comment
  • 4 Takeaways From Micron Technology's Quarter [View article]
    And to add to why the price should continue its decline, please read this excellent article posted today. http://seekingalpha.co...
    Apr 13, 2014. 01:27 PM | 4 Likes Like |Link to Comment
  • Micron Technology: Towards $30 We Will March [View article]
    Well, it's Monday and it's down another 4%. NAZ down 1.2%.
    Again, it's not the overall market taking this along for the ride. Institutions aren't so convinced that NAND prices won't keep trending down. That's what's bringing this down.
    BTW $30 is now 37.5% above today's close. Major technical damage done as well. Ugly chart and technicals matter.
    Apr 7, 2014. 07:09 PM | 2 Likes Like |Link to Comment
  • Micron Technology: Towards $30 We Will March [View article]
    $30 is +33% from its current price.
    Everyone who is bullish seems to conveniently overlook the fact that NAND prices fell another 18%. That's frightening and that's what spooked investors who actually took the time to sift through the call.
    Yes, overall mkt was down, SPX 1.15% NAZ 2.6%, but if ER was so strong and promising there is no way this thing would have fallen 6% today.
    Never fall in love with a stock or position when the market tells you something else.
    Apr 4, 2014. 06:43 PM | 3 Likes Like |Link to Comment
  • I Will Short Pandora Furiously Until The Letter 'P' Key Falls Off My Keyboard [View article]
    There are about a gazillion Samsung phones out there and they also are in the game now with Milk. Pandora won't be able to compete.

    But...until the "investor" world is convinced P will not be bought out, it can stay elevated for a bit longer.
    Mar 23, 2014. 10:53 PM | 2 Likes Like |Link to Comment
  • Quick Analysis Of Pandora's Performance In 2014 So Far [View article]
    Competition growing fast and strong. Samsung's entry with no ads on their devices for free is another chunk of the market potentially moving toward other platforms. While a post above addressed Spotify, Beats Music, iTunes Radio, I believe Milk will be their biggest competitor yet. Each new entry makes it that much more difficult for Pandora.
    Mar 10, 2014. 06:23 PM | 4 Likes Like |Link to Comment
  • 4 Fundamental Reasons To Short Yelp [View article]
    New all time closing high. If you shorted when this article came out, you're on the wrong side of the trade once again. Unless the mkt pulls back hard, this should run up into ER in early Feb. Never short stocks like this with such strong momo and technically trading perfectly.
    Jan 17, 2014. 04:35 PM | Likes Like |Link to Comment
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189 Comments
214 Likes