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HarryWanger

HarryWanger
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  • 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 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 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 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 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 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 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 04:35 PM | Likes Like |Link to Comment
  • Yelp Is Madly Overvalued Even After The Correction [View article]
    I really think YELP continues to stay up here is "hope" that someone will still come along and buy them out. Really the only logical reason it's not much, much lower. Regardless or any metric, that's the one that keeps this up.
    Dec 10 02:12 PM | Likes Like |Link to Comment
  • Amazon.com: The Lack Of Profitability Is Structural [View article]
    That's my point - they won't, or rather, can't panic. When you're all in it together, not in anyone's best interest to "panic" and sell. You really have to read between the lines with this thing.
    Oct 28 07:50 PM | 1 Like Like |Link to Comment
  • Amazon.com: The Lack Of Profitability Is Structural [View article]
    Institutional and insider ownership account for nearly 90% of the stock. They can twist this story in their favor for years to come and the price higher and higher.

    While your analysis is great, it really doesn't matter when this is "tightly controlled" if you get my drift. No big dumping while everyone's scrubbing each others' backs.
    Oct 28 06:46 PM | 5 Likes Like |Link to Comment
  • Is Amazon A $500 Stock? [View article]
    Doesn't really matter, does it?? Why would next year's plan of spending more but with increasing revenues change? It won't and that's all The Street cares about with AMZN.
    Oct 24 07:37 PM | Likes Like |Link to Comment
  • Accounting Change Stands To Inflate Amazon's Reported Revenues [View article]
    I would love to see this pull back to 350 in the next couple of days to load up. 400 is a given after today's ER. I know it's frustrating for bears and I've been burned in the past on the short side but learned to just go with the trend here. As long as the market doesn't crash, seems like it won't be long before AMZN sees 500/share.
    Oct 24 07:09 PM | 1 Like Like |Link to Comment
  • Is Amazon A $500 Stock? [View article]
    Good call on AMZN. Looks like $500 is now more attainable than ever after today's ER. Might dip back to $350 but that could be your last chance for entry on the flight to $400 then right on to $500.
    Oct 24 06:59 PM | 1 Like Like |Link to Comment
  • Multiple reports point to bigger iPhone; will there be more than one? [View news story]
    If you just released a phone that is crushing estimates in sales and buyers lining up for it, why would you need to make a bigger one? Demand for the current size is amazingly strong. Silly to keep this rumor alive.
    Oct 10 12:54 PM | 1 Like Like |Link to Comment
  • Danger Zone: Tesla Motors [View article]
    Seriously, it's a momo stock. Everyone gets it - it's overvalued, etc, etc. But that doesn't matter with momo stocks.
    And please, don't use the word "investor" in context to this or pretty much any stock. That doesn't exist any longer. Maybe once you realize that, this meteoric rise won't seem so crazy.
    Aug 16 02:25 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
181 Comments
190 Likes