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HarryWanger

HarryWanger
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  • 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
  • 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 07:09 PM | 1 Like Like |Link to Comment
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