Frank Li's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/79942/comments http://seekingalpha.com/article/67733-8-market-trends-for-the-next-few-years?source=feed#comment-124359 124359
This, I think, is the most interesting of the 8. Will investors in emerging markets do well relative to the US, or are emerging markets a high beta version of US growth stocks? (Do a search for Geoff Considine on this site and see what he says.)

And will the dollar rebound, in which case foreign assets won't look so great.

And will the Chinese economy wilt under the total destruction they're doing to their environment and human capital?]]> Sun, 09 Mar 2008 16:42:17 -0400
This, I think, is the most interesting of the 8. Will investors in emerging markets do well relative to the US, or are emerging markets a high beta version of US growth stocks? (Do a search for Geoff Considine on this site and see what he says.)

And will the dollar rebound, in which case foreign assets won't look so great.

And will the Chinese economy wilt under the total destruction they're doing to their environment and human capital?]]> http://seekingalpha.com/article/31129-currency-etfs-and-etns?source=feed#comment-124152 124152 Sun, 09 Mar 2008 07:50:39 -0400 http://seekingalpha.com/article/67412-ian-mcavity-on-the-economy-and-gold?source=feed#comment-124027 124027 Sat, 08 Mar 2008 16:45:59 -0500 http://seekingalpha.com/article/67663-5-reasons-why-the-u-s-dollar-will-weaken-further?source=feed#comment-124022 124022 Sat, 08 Mar 2008 16:19:48 -0500 http://seekingalpha.com/article/67302-powershares-joins-the-india-etf-party?source=feed#comment-123353 123353
On the other hand... emerging markets have taken a hit along with the US markets recently.]]> Fri, 07 Mar 2008 01:54:38 -0500
On the other hand... emerging markets have taken a hit along with the US markets recently.]]> http://seekingalpha.com/article/65806-interactive-q-a-joe-cross-president-and-ceo-of-nanophase-technologies?source=feed#comment-121514 121514
"My first thought was, there was only 1 question from the call-ins. Looks like analysts have lost interest in NANX. Second, I'm glad they are going to be hiring a couple more sales people because income has always been the missing element. The effort to grow the company from 30+% per year to 50+% per year is laudable, but I think they are going to have to go after more companies that may ultimately compete with each other using NANX products. An example would be if BEHR paints were competing with Benjamin Moore for example. Other wise, they weren't real specific about where they are going to be selling NANX products to hit those growth numbers. Lastly, they mentined as much as a two year window from finding a customer to providing usable product for that customer. Since the sales force 2 years ago was pretty much what we have now, it looks like 2010 before we'll notice an expansion of product line sales. Thoughts and comments anyone....."

Would love to hear your thoughts on the issues raised here, Joe. Also, it would be helpful if your conference call transcript was available like so many others on this site.]]> Mon, 03 Mar 2008 10:58:56 -0500
"My first thought was, there was only 1 question from the call-ins. Looks like analysts have lost interest in NANX. Second, I'm glad they are going to be hiring a couple more sales people because income has always been the missing element. The effort to grow the company from 30+% per year to 50+% per year is laudable, but I think they are going to have to go after more companies that may ultimately compete with each other using NANX products. An example would be if BEHR paints were competing with Benjamin Moore for example. Other wise, they weren't real specific about where they are going to be selling NANX products to hit those growth numbers. Lastly, they mentined as much as a two year window from finding a customer to providing usable product for that customer. Since the sales force 2 years ago was pretty much what we have now, it looks like 2010 before we'll notice an expansion of product line sales. Thoughts and comments anyone....."

Would love to hear your thoughts on the issues raised here, Joe. Also, it would be helpful if your conference call transcript was available like so many others on this site.]]> http://seekingalpha.com/article/65939-thestreet-com-q4-2007-earnings-call-transcript?source=feed#comment-119394 119394
The good news from this call:
- RPM rose 31% to $25.59, ie. they're squeezing more money from the page views they're getting.
- Revenue per paying subscriber rose 1% year over year to $382.

The bad news:
- Subscription revenue was down 4% year over year.
- Paying subscribers fell 7% to 86,000.
- Page views were up only 9% year over year, ie. down 17% sequentially.

In other words, the fundamental drivers of the business -- the traffic to the site and the number of subscribers to the paid products -- were horrible.

That's why the stock got crushed.]]> Tue, 26 Feb 2008 16:19:45 -0500
The good news from this call:
- RPM rose 31% to $25.59, ie. they're squeezing more money from the page views they're getting.
- Revenue per paying subscriber rose 1% year over year to $382.

The bad news:
- Subscription revenue was down 4% year over year.
- Paying subscribers fell 7% to 86,000.
- Page views were up only 9% year over year, ie. down 17% sequentially.

In other words, the fundamental drivers of the business -- the traffic to the site and the number of subscribers to the paid products -- were horrible.

That's why the stock got crushed.]]> http://seekingalpha.com/article/65584-whats-up-with-thestreet-com?source=feed#comment-117778 117778 TSCM) said Tuesday that it extended the employment term of its co-founder Jim Cramer to April 15.

Cramer, host of CNBC's "Mad Money," will continue to receive a $1 million salary, according to a filing with the Securities and Exchange Commission.

Under the terms of a previous extension entered in December, Cramer's employment agreement with the financial news company was set to expire on Feb. 15.

Cramer serves the company as a commentator and as an adviser to Chief Executive Thomas J. Clarke Jr. He also serves on the company's board and is the company's largest shareholder."

Am I the only person wondering why the contract extension was for only 2 months, like last time?

Full disclosure: short TSCM.]]> Fri, 22 Feb 2008 06:20:15 -0500 TSCM) said Tuesday that it extended the employment term of its co-founder Jim Cramer to April 15.

Cramer, host of CNBC's "Mad Money," will continue to receive a $1 million salary, according to a filing with the Securities and Exchange Commission.

Under the terms of a previous extension entered in December, Cramer's employment agreement with the financial news company was set to expire on Feb. 15.

Cramer serves the company as a commentator and as an adviser to Chief Executive Thomas J. Clarke Jr. He also serves on the company's board and is the company's largest shareholder."

Am I the only person wondering why the contract extension was for only 2 months, like last time?

Full disclosure: short TSCM.]]> http://seekingalpha.com/article/62795-thestreet-com-redesign?source=feed#comment-117410 117410 TSCM) said Tuesday that it extended the employment term of its co-founder Jim Cramer to April 15.

Cramer, host of CNBC's "Mad Money," will continue to receive a $1 million salary, according to a filing with the Securities and Exchange Commission.

Under the terms of a previous extension entered in December, Cramer's employment agreement with the financial news company was set to expire on Feb. 15.

Cramer serves the company as a commentator and as an adviser to Chief Executive Thomas J. Clarke Jr. He also serves on the company's board and is the company's largest shareholder."

Am I the only person wondering why the contract extension was for only 2 months, like last time?

Full disclosure: short TSCM.]]> Wed, 20 Feb 2008 12:12:59 -0500 TSCM) said Tuesday that it extended the employment term of its co-founder Jim Cramer to April 15.

Cramer, host of CNBC's "Mad Money," will continue to receive a $1 million salary, according to a filing with the Securities and Exchange Commission.

Under the terms of a previous extension entered in December, Cramer's employment agreement with the financial news company was set to expire on Feb. 15.

Cramer serves the company as a commentator and as an adviser to Chief Executive Thomas J. Clarke Jr. He also serves on the company's board and is the company's largest shareholder."

Am I the only person wondering why the contract extension was for only 2 months, like last time?

Full disclosure: short TSCM.]]> http://seekingalpha.com/article/62795-thestreet-com-redesign?source=feed#comment-114391 114391
If you look at TSCM's new site, you'll see that Stockpickr seems to have almost disappeared.

Here's what I think is going on. According to Compete.com, Stockpickr's traffic has flat lined at 250k users per month, and is actually down from August. The chart is here:

siteanalytics.compete....

If TSCM has basically folded Stockpickr into its main site and downplayed it, that shows that TSCM isn't making headway with the next-gen platform that it spent a lot of time talking up on its calls, such as this one:

seekingalpha.com/artic...

I'm short the stock because:

1. I think TSCM will get hit hard in an ad downturn,
2. The stock has shown relative weakness,
3. TSCM seems to get most of its traffic from Yahoo Finance, which is risky in the long run
4. It's too dependent on Jim Cramer, whose stock picking record doesn't beat buying an index fund,
5. It's not having success in innovating, as Stockpickr shows. ]]> Mon, 04 Feb 2008 02:57:17 -0500
If you look at TSCM's new site, you'll see that Stockpickr seems to have almost disappeared.

Here's what I think is going on. According to Compete.com, Stockpickr's traffic has flat lined at 250k users per month, and is actually down from August. The chart is here:

siteanalytics.compete....

If TSCM has basically folded Stockpickr into its main site and downplayed it, that shows that TSCM isn't making headway with the next-gen platform that it spent a lot of time talking up on its calls, such as this one:

seekingalpha.com/artic...

I'm short the stock because:

1. I think TSCM will get hit hard in an ad downturn,
2. The stock has shown relative weakness,
3. TSCM seems to get most of its traffic from Yahoo Finance, which is risky in the long run
4. It's too dependent on Jim Cramer, whose stock picking record doesn't beat buying an index fund,
5. It's not having success in innovating, as Stockpickr shows. ]]> http://seekingalpha.com/article/62686-microsoft-yahoo-deal-should-go-through?source=feed#comment-114006 114006
Now that's an interesting idea. And Murdoch pays up.]]> Fri, 01 Feb 2008 08:18:15 -0500
Now that's an interesting idea. And Murdoch pays up.]]> http://seekingalpha.com/article/61657-under-the-radar-news-friday?source=feed#comment-112977 112977 Sat, 26 Jan 2008 17:05:11 -0500 http://seekingalpha.com/article/61590-murdoch-makes-his-first-digital-mistake?source=feed#comment-112975 112975
www.seekingalpha.com/a...
]]> Sat, 26 Jan 2008 16:57:44 -0500
www.seekingalpha.com/a...
]]> http://seekingalpha.com/article/60996-the-fed-capitulates-but-will-it-help?source=feed#comment-112126 112126 seekingalpha.com/artic...
]]> Tue, 22 Jan 2008 09:07:18 -0500 seekingalpha.com/artic...
]]> http://seekingalpha.com/article/60607-moving-beyond-the-hype-saas-stocks-soften?source=feed#comment-111170 111170
"SuccessFactors is perhaps somewhat early in going public, and thus, this period prior to profitability will be harder to withstand under public market scrutiny."

www.seekingalpha.com/a...
]]> Thu, 17 Jan 2008 15:27:03 -0500
"SuccessFactors is perhaps somewhat early in going public, and thus, this period prior to profitability will be harder to withstand under public market scrutiny."

www.seekingalpha.com/a...
]]> http://seekingalpha.com/article/60272-under-the-radar-news-tuesday?source=feed#comment-110718 110718 Wed, 16 Jan 2008 08:30:18 -0500 http://seekingalpha.com/article/59879-aol-money-finance-surpasses-yahoo-finance-msn-money-for-top-portal-spot?source=feed#comment-109989 109989
But the problem is that the "All" headlines box is full of so many headlines that most of them aren't important. Sure, you get to see what every trade pub has written about the company recently, but most of that isn't news that's important enough to impact the stock.

In other words, it does a good job of showing me everything I need to research to understand a stock, but doesn't help me understand what's important.

Just my 2c.
]]> Sun, 13 Jan 2008 15:00:44 -0500
But the problem is that the "All" headlines box is full of so many headlines that most of them aren't important. Sure, you get to see what every trade pub has written about the company recently, but most of that isn't news that's important enough to impact the stock.

In other words, it does a good job of showing me everything I need to research to understand a stock, but doesn't help me understand what's important.

Just my 2c.
]]> http://seekingalpha.com/article/59986-a-roundup-of-analysts-views-of-ces?source=feed#comment-109982 109982 Sun, 13 Jan 2008 13:59:41 -0500 http://seekingalpha.com/article/59986-a-roundup-of-analysts-views-of-ces?source=feed#comment-109981 109981 Sun, 13 Jan 2008 13:58:59 -0500 http://seekingalpha.com/article/59879-aol-money-finance-surpasses-yahoo-finance-msn-money-for-top-portal-spot?source=feed#comment-109887 109887 Sun, 13 Jan 2008 04:51:13 -0500 http://seekingalpha.com/article/55600-nintendo-wii-flying-off-shelves-facing-supply-shortages?source=feed#comment-103330 103330 Wed, 28 Nov 2007 16:31:12 -0500 http://seekingalpha.com/article/55576-cyber-monday-sets-new-single-day-online-shopping-record?source=feed#comment-103311 103311 Wed, 28 Nov 2007 13:08:41 -0500 http://seekingalpha.com/article/55337-yahoo-shopping-crashes-on-cyber-monday?source=feed#comment-103180 103180 Tue, 27 Nov 2007 10:45:58 -0500 http://seekingalpha.com/article/55397-google-readying-for-gdrive-launch-wsj?source=feed#comment-103173 103173 seekingalpha.com/artic... )
]]> Tue, 27 Nov 2007 10:10:42 -0500 seekingalpha.com/artic... )
]]> http://seekingalpha.com/article/55373-citigroup-receives-7-5-billion-capital-infusion-from-abu-dhabi?source=feed#comment-103172 103172 Tue, 27 Nov 2007 10:04:15 -0500 http://seekingalpha.com/article/55255-financial-times-on-oil-key-players-and-movements?source=feed#comment-103048 103048 Mon, 26 Nov 2007 11:17:43 -0500 http://seekingalpha.com/article/55226-how-a-u-s-downturn-may-affect-emerging-markets?source=feed#comment-103043 103043
Your analysis might be correct in the medium term, however. That means that a sharp sell-off in emerging markets might be a medium term buying opportunity.


]]> Mon, 26 Nov 2007 10:28:04 -0500
Your analysis might be correct in the medium term, however. That means that a sharp sell-off in emerging markets might be a medium term buying opportunity.


]]> http://seekingalpha.com/article/55041-google-friendly-pc-by-everex-for-198-no-microsoft-software?source=feed#comment-102978 102978 Sat, 24 Nov 2007 15:59:36 -0500 http://seekingalpha.com/article/55170-black-friday-watch?source=feed#comment-102969 102969 Sat, 24 Nov 2007 12:36:05 -0500 http://seekingalpha.com/article/55150-consumer-sentiment-sinks-in-november?source=feed#comment-102859 102859 Fri, 23 Nov 2007 07:42:57 -0500