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SimpleStuff

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  • Intel, Google Admit The OEM System Has Broken Down [View article]
    Thanks for this timely and meaty article; I have been too narrowly focused on the superiority of the technology these giants produce. I guess I was also locked into the "old" supplier->oem paradigm. I thought INTC was "safe" [hold value] to buy several months ago and did. My disappointment in it's weakness to-date, and your new paradigm was a wake-up call. I love the new technology coming and thought that would be enough to support the stock nearer my purchase price. Heck no! Down a total of $5/shr today, I read your article and liquidated. I captured the dividend. Now I'll rethink the market's reaction and go forward. Happily, MSFT is holding well. Long MSFT. Thanks Dana! Keep them coming!
    Aug 19, 2015. 12:20 PM | Likes Like |Link to Comment
  • Sentiment Aiding Euro Strength [View article]
    I really appreciate all your articles on the currencies, as I am day trading the currency futures. There is a lot of volatility in these, so it is often hard to see a trend or influences. Today, the resistance on the @EC contract was clearly 1.1209 [the last hour before the European close] and yet there was significant strength in the up-moves. Thanks for the clear picture. It does explain the micro-trends I was seeing. I read all your currency articles. They are invaluable and very well done.
    Jun 23, 2015. 12:03 PM | Likes Like |Link to Comment
  • Intel And Micron: The Purple Swan [View article]
    Whooosh! Well done! Well said. I guess I have to add Micron to my INTC and MSFT holdings. You know of course Wall Street does not understand technology--which helps it love Apple and underestimate all the other tech giants-in-their-fields. This is a brave article, for that reason. A few of us techies can appreciate it. Pretty soon, data centers connecting all of us together will no longer have any problems handling the load; in-memory processing will become the routine, and not the expensive exception. Thank you for your research and hard work writing this and bringing it to SA. The future is full of promise.
    Jun 11, 2015. 10:26 PM | 15 Likes Like |Link to Comment
  • 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'...it'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.

    http://bit.ly/1Mbukin
    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 http://bit.ly/1wJLW1i. 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
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