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bilton

bilton
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  • bilton
    And another CFO bites the dust at $MSFT as Peter Klein departs after only 4 years in the position
    4/18/13
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      • bilton
        $NFLX CEO Reed Hastings gets pardoned by SEC for non-public disclosure & then uses his friends only non-public $FB page to do it again.
        4/11/13
        Reply (5)
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        • bilton: May be but it gives you an unfair advantage over other investors. There's no excuse for him not using public pages on Facebook
          4/11/13
        • bilton: And Lady Gaga, Eminem, Rhianna, Justin Bieber, and other musicians each have millions of FB friends. 250000 is not many for a public person.
          4/11/13
          • bilton
            1Q'13 PC Shipment fall worldwide as more people move to mobile devices: Gartner -11.2%, IDC -13.9%. $MSFT $INTC $AAPL $HPQ $DELL
            4/10/13
            Reply (6)
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            • bilton: These quarterly reports have been published for decades. They're not guesstimates. They're actual numbers from the quarter just ended.
              4/11/13
            • David Jackson: Wonder whether smartphones are cannibalizing PC sales.
              4/11/13
              • bilton
                Patent troll smackdown on $CSCO non-infringement decision. Hope is not a strategy. $VHC $VRNG.
                3/15/13
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                  • bilton
                    Trying to preempt USPTO real party of interest rules, $MSFT "promises to publish patent portfolio on web
                    2/21/13
                    Reply (2)
                    • bilton: This is as much an admission that its been using PIPE patent trolls to slow competitors for decades.
                      2/21/13
                    • bilton: These new real owner rules will help stem tide of portfolios being "sold" to PIPE trolls like $VRNG $VHC to divorce responsibility.
                      2/21/13
                      • bilton
                        $MSFT XBox co-creator Nat Brown: game over for big game consoles if iOS expands to $AAPL TV. Why? ISV ecosystem http://bit.ly/Z8uPEG
                        2/15/13
                        Reply (3)
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                        • Leont68: Great read, Seems to me Nat Brown is ranting a bit, maybe even a bit disgruntled. He does mention all the people he used to work with are no
                          2/15/13
                        • Leont68: longer with msft, Maybe he is trying to stay relevant
                          2/15/13
                          • bilton
                            Start of correction? Looks like there may be cracks showing in small caps today. $RUT $IWM
                            2/15/13
                            Reply (1)
                            • Skull & Bones: Doubt it.....just messing with Shortie before the long weekend.
                              2/15/13
                              • bilton
                                Despite $CSCO continuing macroeconomic issues it is still holding around that tough 21 level. Break & next resistance around 22.
                                2/15/13
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                                  • bilton
                                    $NOK 4Q'12 Top10 13F Holdings: #1 $GS 109.36M shares held, decrease 7.02M (-6%), #2 Dodge & Cox 98M shares held, increase 14.8M (17.8%)
                                    2/15/13
                                    Reply (11)
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                                    • bilton: $NOK 13Fs 1/2 off: Tradewinds Global 1.73M shares, decrease 1.91M (-52.5%), Ohio St Teachers Union 1.1M shares held, decrease 905K (-45.2%)
                                      2/15/13
                                    • Seppo Sahrakorpi: Interesting, DE Shaw has been shorting Nokia in Helsinki, but now below 0.5% threshold: http://bit.ly/WTyAMx
                                      2/15/13
                                      • bilton
                                        $NOK 4Q'12 13Fs trickling in: $BAC up 1.27M (28.3%), 5.77M shares held, Susquehanna down 1.23M (14.8%), 7.08M share held
                                        2/14/13
                                        Reply (25)
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                                        • ATfinancialcorp: bilton i feel the same way, i feel like i married this thing
                                          2/16/13
                                        • bilton: ATfin, all depends on if lifetime commitment or you have a profit target. Wipeout of monthly dividend yield changed rules. Now growth only.
                                          2/17/13
                                          • bilton
                                            Icahn takes his childish vendetta against Pershing Square's Ackman to extreme: buys 14 million $HLF shares. Now owns 12.98% of company.
                                            2/14/13
                                            Reply (13)
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                                            • zens78: booo yah! let the squeeze begin.
                                              2/14/13
                                            • pundr: Ackman told at the CNBC Interview in Front of Icahn that he hadnĀ“t cover his short position. That is very inteligient!! HLF Shortsqueeze!!!
                                              2/14/13
                                              • bilton
                                                Whitney Tilson on CNBC: Short $NOK waiting to go short $RIMM/$BBRY. Also trimming position in $NFLX
                                                2/14/13
                                                Reply (10)
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                                                • chattyintrovert: CNBC is the last place I would go for good advice on $BBRY, or any stock for that matter.
                                                  2/14/13
                                                • bilton: chatty, It was Tilson himself speaking. It was his words and it was much more than I have said here.
                                                  2/14/13
                                                  • bilton
                                                    Gartner 4Q Worldwide phone OS % share: $GOOG 69.7 (+18.4) $AAPL 20.9 (-2.7) $RIMM/$BBRY 3.5 (-5.3) $MSFT 3.0 (+1.2) $NOK Symbian 1.2 (-10.4)
                                                    2/13/13
                                                    Reply (59)
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                                                    • Charles Santerre: CE: go for it. And thank you very much.
                                                      2/15/13
                                                    • C.E.: Entered short NOK at 4.02 today.
                                                      2/15/13
                                                      • bilton
                                                        Dec Comscore Worldwide Search share: $GOOG 65.2% $BIDU 8.2% $YHOO 4.9% $YNDX 2.8% $MSFT 2.5%. Even Russia's Yandex passes Bing
                                                        2/11/13
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                                                          • bilton
                                                            $NCMI: 2/1/2013 Blackrock SC 13G/A filing: Took 8.9% ownership in 4Q'12. Now holding 4,655,396 shares. Increase of 1.65 million (35.4%) QoQ
                                                            2/10/13
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                                                              • bilton
                                                                So much for the enterprise: $HD dumping 10,000 store/district/corp management $BBRY phones for $AAPL iPhones http://dthin.gs/VNmMwa
                                                                2/9/13
                                                                Reply (4)
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                                                                • oneinfiniteloop: Very curious on why did it take so long for $HD to dump blackberry. These announcements seem to be well timed.
                                                                  2/10/13
                                                                • akoshi: i remember reading about HD contemplating moving to ios last year somewhere
                                                                  2/10/13
                                                                  • bilton
                                                                    Weak $RIMM/$BBRY shorts may want to move to the sideline and wait. T&S showed continuous institutional (big block) limit trades all day
                                                                    2/7/13
                                                                    Reply (3)
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                                                                    • bilton: lol! Have you turned into a pure investor, real? Regardless, this stock will run its momentum course and end like they all do: badly.
                                                                      2/7/13
                                                                    • realornot: I am just going in and out like the famous burgers. I love surges! Momentum is up so will go along. BB is a big buy all the way to summer.
                                                                      2/7/13
                                                                      • bilton
                                                                        Comscore US smartphone subscriber share QoQ Dec: $AAPL 36.3% (+2%), Samsung 21% (+2.3%), HTC 10.2% (-1.8%), $GOOG Motorola 9.1% (-0.7%)
                                                                        2/6/13
                                                                        Reply (1)
                                                                        • bilton: Dec Comscore US smartphone platform pct share: $GOOG Android 53.4 (+0.9), $AAPL iOs 36.3 (+2), $RIMM/$BBRY BB 6.4 (-2), $MSFT 2.9 (-0.7)
                                                                          2/6/13
                                                                          • bilton
                                                                            $GOOG wins again. Australia High Court says search ads didn't mislead, deceive as Consumer & Competition Commission claimed
                                                                            2/5/13
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                                                                              • bilton
                                                                                Thanks $HPQ shareholders for buying on the latest after hours "breakup" rumor. Gave a nice easy short scalp from above 18
                                                                                2/5/13
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