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  • Not Your Father's Microsoft [View article]
    I bought my house with my IBM profits as a down payment--profits from buying IBM the last time it was bashed unmercifully. It went to $42. I sold it when it was over 3 times that much. :) Probably like those folks who made a bundle on Apple. I'm just sayin''s not so crazy.

    Great article Dana; you are right on point.
    May 5, 2015. 10:20 PM | Likes Like |Link to Comment
  • Why I Am Finally Bullish On Zynga [View article]
    Nope vik.. what Zynga is trying to do is very, very hard work. I listened to Mattrick's presentation earlier this month. He has the right vision. Gaming is only going to get bigger and bigger. All ages are getting involved. The market will grow to be huge--beyond kids and hardcore. Gaming is even promoted for senior brain health. I am in for the long long long term. Good article. Thanks.
    Mar 17, 2015. 11:31 PM | 2 Likes Like |Link to Comment
  • Don't Go Bottom-Fishing With Zynga [View article]
    This just out. Might have affected stock price also. Release date not known.
    Mar 5, 2015. 03:35 PM | Likes Like |Link to Comment
  • Don't Go Bottom-Fishing With Zynga [View article]
    Maybe the conference [below] went well for the big money guys. :)

    "Chief Executive Officer Don Mattrick will be presenting at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on Thursday, March 5, 2015. The presentation is scheduled to start at 9:55 a.m. Pacific Standard Time and will be available through a webcast, available on the Zynga Investor Relations website at A replay will also be obtainable on Zynga’s Investor Relations website following the event."
    Mar 5, 2015. 01:33 PM | 1 Like Like |Link to Comment
  • Don't Go Bottom-Fishing With Zynga [View article]
    Keep it up please - ZNGA up tremendously today after your article released. Now 2.43. Hoorah. May be temporary, but that's the way it goes.
    Mar 5, 2015. 01:22 PM | Likes Like |Link to Comment
  • Economic Transformations Are Taking Place: Looking At The New Paradigm [View article]
    Very well done. Thank you for adding this well-thought-out perspective to SA's stable of articles. Possibly explains also why equity values can continue to rise in the face of these transitions. Perhaps we need new interpretations of "old school" economic data and indicators so they make more sense, and don't sound as if "slowdown" is predicting gloom.
    Nov 28, 2014. 05:11 PM | Likes Like |Link to Comment
  • U.S. Sees Record Foreign Inflows As Economic Indicators Reach Decade Highs [View article]
    Breathtakingly superb! I have had only a "hunch" foreign investment must be providing capital to keep U.S markets aloft. Finally, well defined data to show it is so. Thank you! Clearly, a lot of effort went into your article. I am a very grateful reader.
    Nov 23, 2014. 08:46 AM | 1 Like Like |Link to Comment
  • Zynga: Should Value Investors Buy? [View article]
    Today hit $2.85; fell back to $2.80 by the close. However, I suspect a jagged amount of selling pressure will ensue on the way up while those who have been holding through the drops unload at breakeven, tired of holding a beleaguered stock. I think the earnings was good news and new product pipelines as well as shift to higher share of earnings from mobile points in a sustainable direction. This is not a doomed company. Of course, perspective is what makes a market.
    Nov 13, 2014. 03:37 AM | Likes Like |Link to Comment
  • Zynga: Should Value Investors Buy? [View article]
    Did anyone else see the two upgrades to Buy for ZNGA? Now $2.75, about +0.45 since these comments written. One of the analysts said he would "officially" designate New Words with Friends as a "Hit" game -- it has remained in the Top Ten downloads for Apple mobile devices. I am smiling tonight.
    Nov 11, 2014. 06:34 PM | Likes Like |Link to Comment
  • Zynga: Should Value Investors Buy? [View article]
    Don Mattrick is extremely capable as a game development leader, witness the ascendance of Xbox and lasting, quality Microsoft games he drove. Z has just launched its own community gaming site, where mobile gamers can interact and play incredibly popular Z poker and new words with friends. This is a massively positive substitute for Facebook -- and opens wide the gates to huge mobile audiences worldwide. Long ZNGA.
    Nov 2, 2014. 11:02 AM | 1 Like Like |Link to Comment
  • Zynga: Time To Load Up At 52-Week Lows [View article]
    Thanks as always to commenters as well as the author for game info. It is so hard to find good info on what Zynga might be close to releasing that news postedhere is very reassuring. very long ZNGA.
    Oct 24, 2014. 06:06 AM | 4 Likes Like |Link to Comment
  • Russell 2000: Due For A Bounce? [View instapost]
    I am so glad I found this posting, Mr. Mosgovoy. I did not know about it until I started searching for information, after the market close today, for anything on the IWM. I sensed a huge decline coming in the Russell 2000 a few days ago and got into the TZA. The bouncing around since then has been unnerving - though we almost got through 108-109 in the Russell today before heading back to 111. I love this post. I will keep my TZA and my nerve. In a webinar today, another analyst suggested smart money is buying the Russell and selling its large caps--because it has some valuation upside left. Based on some other Seeking Alpha information, I don't see how that could be.
    Thank you for this--very much!
    Aug 5, 2014. 09:18 PM | Likes Like |Link to Comment
  • Why Microsoft Is Back On The Offensive [View article]
    Really good article! Kudos to the nod you gave to MSFT's financial successes so your piece rises above fan status. IMHO, MSFT has a very bright future. I am building a core position of it's stock in my IRA. I no longer own IBM.
    In the '90's, MSFT was beaten up mercilessly for it's 'bully' posture. It actually became gun-shy -- again in my opinion -- and I believe that is the source of its missteps. I like their newfound sense of self-confidence. Who knows, maybe a little corporate confidence and vision will be all that's needed to fire up their execution engine again in a sustainable way. Success is all about doing what you think is best, and doing that well, not pleasing other folks. I think they have a shot to innovate again to all of our benefit.
    Aug 5, 2014. 07:57 AM | Likes Like |Link to Comment
  • Why Zynga's Earnings Are A Non-Event [View article]
    Thank you for this article as well as the links to the others. I am printing a couple to read when I get particularly nervous over ZNGA price gyrations - especially today. I liked your article on theStreet that you linked. It had several reasons for liking this stock that synched up with mine; I bought my first position on learning this Spring that Don Mattrick was heading up the turnaround effort. The games put out under his leadership at Microsoft were incredible. I have also read of the incredible game development talent he has recruited, and the reputation of these folks was truly inspiring. I also feel good about their cash position, and Facebook plus new mobile efforts are a plus. It is truly hard to find out any information about them, so your research here is welcome. Thanks for sharing it. Long ZNGA for as long as it takes. :) [I know a lot of gamers - it is as good as any addiction you can think of; China opportunity sounds great.]
    Jul 29, 2014. 06:22 PM | 5 Likes Like |Link to Comment
  • Microsoft And Intel Are Putting The 'Win' Back In Wintel [View article]
    Congrats on nailing it, Mr. Blair. I too suffered through the naysayers' comments, and your articles always cheered me up. I tried several times to hold onto the stocks over the years. I have made my fair share of dividend income from them. But I have stayed shorter and shorter time frames with them, and taken mostly swing-trading profits over the last year. Your sentiment to stay in cash now agrees with my own. I also want to wait and see if the 'goofballs' who deride and short 'Wintel' come back and restart their vindictiveness.
    Thank you for the numbers. As a programmer myself (both Linux and Windows), I admit a bias to the Wintel products because they are, frankly, just 'Elegant' from this software engineer's perspective. Kudos to you for helping those of us out here in the wilderness keep the faith in these two grand companies.
    Jul 17, 2014. 08:06 AM | 4 Likes Like |Link to Comment