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abragman

abragman
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  • Medallion Financial's Recovery No Surprise, A Sign Of Positive Long-Term Prospects [View article]
    Obviously Lyft is desperate. BECAUSE OF UBER.

    But keep attacking Lyft, that will keep taxi medallion prices sky-high and justify your non-reality-based opinions.
    Feb 27, 2015. 05:38 PM | Likes Like |Link to Comment
  • These 3 Numbers Give Investors A Peek Into Chipotle's Future [View article]
    I am long CMG, and I'm not going to say I "agree" with anything you said, but I will say I disagree with people who contend the stock is massively overpriced due to quick and easy earnings multiples that fail to account for its phenomenal, persistent growth over the recent quarters (and years).

    But with all due respect, there is nothing to be gained from reading this article. To clarify--does "generating X% locations growth" mean simply "opened X% new restaurants?" (A) Why present it as some technical metric? (B) You're comparing apples to oranges, as the companies are in different phases of growth and (C) Even if you were comparing apples/apples, this isn't a statistic that matters. No analyst is going to value a company higher than another simply because it built more locations over a period or plans to in the future.

    And your pricing comparison is basically comparing apples to cucumbers to picture frames--comparing the price of one menu item to another when it's an easy comparison (like Big Mac-to-Whopper) is one thing--but arbitrarily deciding what menu items to compare isn't helpful. Either you're using your family's orders (or some other arbitrary estimation that has little analytical value) as a basis for comparison, or you're just trying to make Chipotle's pricing look good relative to the others. It doesn't seem to be intentionally misleading, it's just not useful because the baskets of goods are not comparable.

    Again, I'm on board with CMG, I just don't see the analytical value of any of this.
    Feb 27, 2015. 05:27 PM | 2 Likes Like |Link to Comment
  • Medallion Financial's Recovery No Surprise, A Sign Of Positive Long-Term Prospects [View article]
    There are a lot of good pro and con points being made for/against TAXI. The article is good--clearly the author isn't "neutral" here, but few analysts are, and some good points were made. I sold all my TAXI a few weeks ago, but am still curious to see how everything works out.

    It just significantly reduces your credibility when you are pro-TAXI (or any company) but cannot even acknowledge potential imperfections in the company, and this applies to everyone commenting here not the author. This guy (gordongossage) is literally copy/pasting data, quotes and FACTS from credible sources, only to have his points minimized by people who are so blindly in support of this stock. (TAXI isn't the only stock on SA with very defensive supporters; the BBRY people are 3000X worse.)

    If you just turn your brain to ON, you can deduce that Uber (and it's comparables) are going to eat at least SOME of TAXI's lunch. Does that mean 10 years from now TAXI will be a $50 stock when it otherwise could have been a $100 stock without Uber? Maybe. Maybe it will be a $95 stock instead of a $100 stock and the Uber effect will turn out to be minimal--either way, if you're lying to yourself and trying to say Uber will have (or has had) NO effect on TAXI and the cab industry, you're suffering from "anchoring." You had a certain view of TAXI, new facts have been introduced that should [somewhere between minorly and greatly] diminish your long-term view, but you staunchly believe NOTHING has changed.

    To make a sports analogy out of it--some of you are Chicago Bulls fans with Derrick Rose. 4 years ago Derrick Rose was electric, amazing, unbelievable. Won the NBA MVP--he just LOOKED faster and more athletic than everyone else. And "everyone else" in this instance refers to some of the best athletes in the world.
    [2011 playoffs--Boom, ACL tear. Misses an entire year. Last season looked average then got hurt again. This season looked average, hurt again recently. As sad as it is to say, anyone with 2 eyes and 1 brain knows the dominance is OVER.]
    So Rose hasn't been dominant for LITERALLY 4 years, but I was in Chicago 2 months ago listening to INTELLIGENT basketball fans tell me Rose is still great, "still recovering" and that there isn't that much of a difference between 2011 Derrick Rose and 2015 Derrick Rose. Just like you TAXI fans--smart investors, just like the Bulls fans are smart. You've just anchored your viewpoints to the past and are unwilling to make even minor concessions/adjustments to these views. You can admit there are potential long-term problems and still be long a stock, just be honest. No need to attack people and dismiss counterpoints simply because you own the stock and want to see it do well.
    (For the record, Rose is effectively done being a dominant player. I'm not saying TAXI is "done," I'm just pointing out the inability to mentally adjust a point of view when material facts change over time.)
    Feb 27, 2015. 02:42 PM | 1 Like Like |Link to Comment
  • BlackBerry CES Announcements Add To Positive Momentum [View article]
    You're the voice of reason in a loud echo chamber my friend......
    Jan 9, 2015. 03:21 PM | 2 Likes Like |Link to Comment
  • BlackBerry CES Announcements Add To Positive Momentum [View article]
    Hahaha. The English isn't perfect, but the message is on point. Especially in this context.
    Jan 9, 2015. 03:19 PM | 3 Likes Like |Link to Comment
  • BlackBerry CES Announcements Add To Positive Momentum [View article]
    I tend to agree here. This author clearly knows his stuff about BBRY products, he's just writing articles meant for a tech forum and not an investing site. It may also be a bit questionable that he pulls revenue, earnings and other hard numbers out of thin air--naturally, always far more bullish than any other BBRY analyst on the planet--but yeah I don't understand BBRY cheerleaders.

    It's like you've already been burned so hard watching the company crumble over the past few years that you now resort to concerning yourselves with the minutia of hardware features, and using this as a basis to be long the company's stock. Denial mechanism anyone....?
    Jan 9, 2015. 03:19 PM | 2 Likes Like |Link to Comment
  • WWE And The Three Stooges [View article]
    This is nothing more than an emotional appeal to why wrestling SHOULD be popular. But unfortunately this is an investing site and not a wrestling forum..........
    Jan 6, 2015. 04:43 PM | 4 Likes Like |Link to Comment
  • BlackBerry Estimates Decline As Earnings Approach [View article]
    A canned expression to entice people to generate transaction fees for him.....genius.
    Dec 18, 2014. 03:31 PM | 2 Likes Like |Link to Comment
  • BlackBerry Estimates Decline As Earnings Approach [View article]
    I love BBRY homers--any article about BBRY that isn't glowingly positive gets BASHED. The author took the time to put together pro forma estimates, technical analysis, and a lot of other information, and he hasn't really inserted much "opinion" into the article.

    How does everyone respond? By telling him he's CRAZY because Chen is a GENIUS and ALL THE SHORTS ARE GONNA GET KILLED!

    So basically--save your facts and useful information. Either tell everyone how wonderful BBRY is or prepare for a s**tstorm of uneducated idiots who blindly believe in BBRY telling you how wrong you are.
    Dec 17, 2014. 06:01 PM | 6 Likes Like |Link to Comment
  • Are BlackBerry Shorts Getting Too Cocky? [View article]
    Right......people shorting the has-been smartphone-turned-soft... company should take a good look at what happened to investors who shorted the massively overvalued, super hot electric car company.

    That's certainly not an apples-to-apples comparison. It's probably not even apples to oranges......it's almost like apples to chairs. Totally unrelated entities.
    Nov 17, 2014. 05:08 PM | 6 Likes Like |Link to Comment
  • WWE Network's Temporary Free Price Is A Last Ditch Effort To Grow Closer To Netflix [View article]
    Great stuff. They are fuuuu....in trouble.
    Nov 14, 2014. 01:18 PM | 1 Like Like |Link to Comment
  • BlackBerry Shorts Getting Cooked [View article]
    This comment reads like disagreement, but then you went on to reiterate my original point.
    Nov 14, 2014. 01:09 PM | 1 Like Like |Link to Comment
  • BlackBerry Shorts Getting Cooked [View article]
    Are you really comparing one of the world's largest, most successful tech companies (not my opinion, just facts) to a company that was a major player in the smartphone space-turned-software/... company because their smartphone position got destroyed? And in the process the latter company's stock has tanked from over $65 to $12 in less than four years?

    C'mon now.......I'll buy a turnaround story, but you're just drinking kool aid....
    Nov 13, 2014. 02:05 PM | 1 Like Like |Link to Comment
  • BlackBerry Shorts Getting Cooked [View article]
    I was merely agreeing with Aristotle5 and giving my POV on that whole situation. My comments had nothing to do with your article.

    But, for what it's worth, you didn't say anything about how much money you've made trading BBRY so what I said wouldn't have applied to you anyways.
    Nov 13, 2014. 02:00 PM | 1 Like Like |Link to Comment
  • Strong Passport Sales Suggest BlackBerry Will Show Black Ink This Quarter [View article]
    So he took the upside number, increased it by 150% and used that as the basis for his projections. What's so wrong with that? (Sarcasm)
    Nov 12, 2014. 02:35 PM | Likes Like |Link to Comment
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