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  • Yahoo: Why The Market Has Got It All Wrong And Why I'm Doubling Down Into The Alibaba IPO  [View article]
    Can someone explain to me why YHOO has to pay 38% tax on a capital gain? Who gets the money - China or U.S.?
    Jul 17, 2014. 11:19 AM | Likes Like |Link to Comment
  • Yahoo Offers A Great Trading Opportunity Over The Alibaba IPO  [View article]
    Yahoo has agreed to sell 40% of its Alibaba holdings (22.6%) at the initial public offering. Part of these proceeds will be subject to capital gains taxes.
    Yahoo would retain a 13.56 % interest in Alibaba after the IPO.
    May 7, 2014. 02:40 PM | Likes Like |Link to Comment
  • Lighting Sales Drive Cree's Growth, But Lower Gross Margins  [View article]
    This article, while informative, reads like it was written by a Cree public relations director.
    Apr 25, 2014. 12:39 PM | 2 Likes Like |Link to Comment
  • Insiders Are Selling Cognizant Technology Solutions  [View article]
    Markus, you should get another job. You're going to hurt someone or yourself. Stock price up 5.3% day after your article.
    Oct 11, 2013. 06:58 PM | 1 Like Like |Link to Comment
  • Salesforce.com Might Be Riskier Than It Seems  [View article]
    Salesforce.com should change its name to Shortsales.com. It definitely reminds me of Enron. Pump and dump.
    Oct 11, 2013. 12:52 PM | 1 Like Like |Link to Comment
  • Why Yahoo Has Upside Potential To The Mid-$30s  [View article]
    This whole article is BS. The future of the company lies in Mayer's ability to increase profits from operations. Apparently, Yahoo has increased visitors to its sites. She fired their Director of Sales. Hopefully, someone at the company can figure out how to better monetize its audience.
    Sep 12, 2013. 05:45 PM | 2 Likes Like |Link to Comment
  • Apple Is Worth $265  [View article]
    Maybe the fact that it went up 600% in the last 4 years.
    Mar 6, 2013. 08:41 PM | 1 Like Like |Link to Comment
  • The Mysterious Case of Apple's Missing Growth  [View article]
    I think that this a very good article. It has a lot of information about various accounting items that I have not seen discussed elsewhere. Bravo!
    Jan 25, 2013. 10:57 PM | Likes Like |Link to Comment
  • Why Teva's Shares Are Cheap, Nearly Topping Our Scale  [View article]
    I don't know where the numbers in the financial summary come from, but they are very different than those published in the Value Line Investment Survey.
    Dec 7, 2012. 02:51 PM | Likes Like |Link to Comment
  • Google Near All-Time Highs Ahead Of 3Q 2012 Earnings; Sentiment Too  [View article]
    Looks like all the quoted analysts were wrong. Also Vrnga patent trial started 10/16. No settlement before trial. They are asking for a big license % for both the past and future use of their patents. Or Apple might buy Vrgna just for revenge against Android.
    Oct 19, 2012. 09:24 PM | Likes Like |Link to Comment
  • Why I'll Never Short Salesforce.com  [View article]
    What about multiple expansion? Oh wait, CRM doesn't have any earnings! Maybe next year. Maybe not.
    Oct 19, 2012. 09:10 PM | 1 Like Like |Link to Comment
  • Yahoo: Buy While Price Multiples Are Attractive  [View article]
    Your pen name is apt.
    Oct 7, 2012. 10:55 PM | Likes Like |Link to Comment
  • Who Else Is Concerned About Baidu?  [View article]
    Apple announced they would use Baidu as their search engine in China for the IPad. We haven't seen what impact this will have on Baidu yet. My guess is that the impact will be positive.
    Sep 26, 2012. 09:04 PM | Likes Like |Link to Comment
  • Salesforce.com: Not So 'Amazing, Great, Incredible'  [View article]
    If CRM's revenues were to double to $6 billion and their net profit margin was 7% (which is the highest rate they have ever had) their net income would be $420 million. At their current price, that would result in a PE ratio of 48.8. That's a pretty high valuation for a company that is currently losing money at an increasing rate.
    Aug 25, 2012. 04:49 PM | 2 Likes Like |Link to Comment
  • Why Warren Buffett Bought National Oilwell Varco  [View article]
    Moat not mote.
    Aug 16, 2012. 05:03 PM | Likes Like |Link to Comment