Seeking Alpha

jdawg888

jdawg888
Send Message
View as an RSS Feed
View jdawg888's Comments BY TICKER:
Latest  |  Highest rated
  • MiX Telematics: My Best Contrarian Pick, Now With A Near-Term Catalyst [View article]
    It's possible, but companies with low valuations tend be the acquiree rather than the acquirer. From the 2/23/15 CC you quoted, Mr. Joselowitz did say "I am now focused on organic," therefore I think the probability is low that only 10 days later on 3/5/15 MIXT found an acquisition target. More likely is that an acquirer was already looking at MIXT's low valuation, then 2/16/15 surpassing the 500,000 subscriber milestone, deciding to buy them. So, based on valuation, comments, and the time sequence of events, MIXT being acquired is much more probable, imho, than them being an acquirer.
    May 25, 2015. 01:56 AM | 2 Likes Like |Link to Comment
  • Google Ought To Work With Carriers To Slow Down The Growth Of Adblock Browser For Android [View article]
    In the modern internet, most advertising should be a relic of a past era. We now rely more than ever on reviews, whether it's reviews on Yelp, Amazon, or others to confirm that we are getting good value and quality for the product or service we want to purchase. I'm simply not making impulsive buying decisions from any advertisement I hear or see. Even before seeing a movie I will always check out reviews on Rotten Tomatos, as does everyone else I'm sure. If the reviews are bad, then 99% of the time the movie is automatically dropped from my watchlist.

    Nowadays, at best, what companies can do with ads is to raise awareness of their product or service, but ads by themselves cannot get internet review savvy consumers to buy.
    May 24, 2015. 03:26 PM | Likes Like |Link to Comment
  • Google Ought To Work With Carriers To Slow Down The Growth Of Adblock Browser For Android [View article]
    Me too. In fact, I have two ad blockers installed. I hate the ads that are particularly annoying, such as those that keep on flashing to get your attention. Then there's the issue of accidentally clicking on the ads that take you to the website you didn't want to go to, then you having to close the new window or browse back. Some ads you plain don't want to see or find offensive.
    May 23, 2015. 05:43 PM | 5 Likes Like |Link to Comment
  • Carl Icahn Is Wrong, Apple Is Not Worth $240 Today [View article]
    How about go with the successful internet writer?
    May 22, 2015. 04:21 PM | Likes Like |Link to Comment
  • Carl Icahn Is Wrong, Apple Is Not Worth $240 Today [View article]
    Sure he'd talk his book. Every 10 cent rise in Apple is an extra $5 million in his pocket!!!
    May 22, 2015. 03:36 PM | Likes Like |Link to Comment
  • Carl Icahn Is Wrong, Apple Is Not Worth $240 Today [View article]
    Btw, this comment was a joke. In the long term, cell phones will be a commodity business like personal computers, and Apple's profitability and valuation will come down.
    May 22, 2015. 11:58 AM | Likes Like |Link to Comment
  • Whole Foods Headed To $50+, Why The Story Has Not Changed [View article]
    40 before 50+.
    May 22, 2015. 12:31 AM | 2 Likes Like |Link to Comment
  • Analysts defend LinkedIn amid plunge, argue non-ad issues are temporary [View news story]
    Online resume verification, and a social ladder comparison website that has a lot of stickiness where seemingly everyone you know has a profile.
    May 21, 2015. 05:33 PM | Likes Like |Link to Comment
  • MiX Telematics: My Best Contrarian Pick, Now With A Near-Term Catalyst [View article]
    Since the NYSE listing on Aug 2013, this is the first time that MIXT has issued cautionary announcements despite MIXT's acquisitions/dispoals along the way (Mobitech buyout in Feb 2014, TrakBak sale to Concirrus on Mar 2014, Compass FM acquisition Nov 2014).

    Pursuing strategic alternatives doesn't necessarily lead to a buyout or an immediate rise in the stock price (see CafePress), but when a buyout occurs, it could happen within several months. Most recent examples include PetSmart seeking strategic alternative on 8/19/2014, then 4 months later on 12/14/14 a buyout announcement, and Procera Networks sought an investment banker on 1/23/15, then 3 months later on 4/22/15 a buyout announcement occurred. Note that the PetSmart deal took a little longer perhaps because it takes more due diligence time for a multi-billion dollar acquisition.

    During the last conference call MIXT's Stefan Joselowitz said: "Yes, so two parts to that question. Of course, there is a lot of activity in our space, which is – which is not surprising, it’s – as you pointed out, it’s a highly fragmented space with – with very few players building out anything of reasonable scale. So, if we talk about 0.5 million plus, you are talking about a globally, particularly players that have booked up global operations, it’s a pretty risk-based scenario. There is maybe a dozen around that, players that can post that kind of scale and so it’s a pretty risk-based and of course the industry has some attractive characteristics. So, you are aware I am sure of all of the moves that have been made from players that have not traditionally been in our space. And many of them are not private equity players they are strategic buyers who are moving a position in a space that they fund extremely attractive. So, that’s been clear.

    And the second part of your question is have we been approached? Of course, we have booked great assets and it’s an asset that I am pretty proud of and we are getting done interest on an ongoing basis and have already for many years. So, I guess that will continue."
    May 21, 2015. 12:12 AM | 2 Likes Like |Link to Comment
  • Carl Icahn Is Wrong, Apple Is Not Worth $240 Today [View article]
    Icahn is wrong. Not worth $240, but worth $300 in a couple of years.

    I am dawg, the stock hunter.
    May 19, 2015. 02:06 PM | 1 Like Like |Link to Comment
  • Wells Fargo sued by Los Angeles [View news story]
    In Wells Fargo's defense, I should say that I never saw an account opened where a customer was not aware of, which is what happened in the lawsuit. I'm merely saying that there is pressure to constantly sell more and more products/services, sometimes even asking for donations to worthy causes.

    Personally, I don't like feeling pressured or having my time wasted. For example, not too long ago I was waiting for the teller at a Chase Branch when a financial services representative told me she can help me. However, before helping me she wanted me to confirm my work, address, and other personal information, then asked me about setting up direct deposit, opening another account, etc. All I wanted to do was make a simple transaction that should have taken a few minutes, but an additional 10 minutes of my time was wasted.

    I think I'm tired of these big, publicly traded banks that keep on pushing their associates to generate an infinite amount of sales. My advice is to avoid walking into a branch altogether. Do all your banking on the internet or ATM machine. If you absolutely need to walk into a branch, do so by opening an account at a credit union or non-publicly traded bank that doesn't have high sales pressure.
    May 13, 2015. 04:59 PM | Likes Like |Link to Comment
  • Bill in Congress aims for online gaming ban [View news story]
    Goodbye FanDuel.
    May 12, 2015. 01:15 PM | Likes Like |Link to Comment
  • Elizabeth Arden: The Business Could Be Bottoming, But Will It Ever Bounce? [View article]
    You said RDEN has a "real demand problem, of a real lack of brand value in the market place." I would agree. My impression is that Bobbi Brown (owned by Estee Lauder) has taken off over the past 5-7 years as an affordable, good quality cosmetics line. No surprise that Estee Lauder's stock is at all-time highs. While in Asia, the Korean and Japanese brands dominate cosmetics. IMHO, there is no way RDEN can win against them in Asia since the Korean and Japanese cosmetics companies have a combination of brand strength, continual innovation, and success breeding success has giving them more money for celebrity endorsements. I read somewhere that it's common for Korean dramas to have direct ties to Korean cosmetic lines. As you may know, K-dramas are popular throughout Asia.

    Maybe margins are on the downward spiral at RDEN due to the cosmetics counter ladies having to continually give away freebies to entice business?
    May 12, 2015. 11:58 AM | Likes Like |Link to Comment
  • Silver Wheaton Reports Record Production, But Weak Earnings - Is It Time To Sell? [View article]
    I agree that SLW will bottom at the "point of maximum pessimism," but it's difficult to ascertain when that will be. My guess is that precious metals' cyclical decline in it's secular bull market still has a ways to go. It's certainly possible for SLW to lose another -50% in value should silver go down another 30 to 50%. Doesn't help that they're carrying a billion in debt.
    May 9, 2015. 08:33 PM | Likes Like |Link to Comment
  • Where Food Comes From Will Help Save McDonald's [View article]
    Trace My Fries
    http://bit.ly/1IVP3qj
    May 8, 2015. 12:02 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
176 Comments
173 Likes