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  • New York Times beats by $0.07, beats on revenue  [View news story]
    $NYT FQ4 knocked it out of the park! The new social media juggernaut is not $TWTR $IACI or $YHOO it's The New York Times
    Feb 4, 2016. 09:49 AM | Likes Like |Link to Comment
  • Oracle's Cloud Prospects Look Positive  [View article]
    Let's keep it simple. Betting on ORCL is betting against evolution and efficiency. Betting on ORCL is betting on kickbacks, bribes, corruption, and ignorance of legacy CTO's (that's the real bullish argument in ORCL favor)
    Nov 11, 2015. 03:04 PM | 4 Likes Like |Link to Comment
  • Oracle's Cloud Prospects Look Positive  [View article]
    Deeply flawed article. The reason "Enterprise" is moving to the cloud is because it's 50%-80% cheaper then ORCL solutions. Oracle can't and won't compete with itself. Look at IBM trajectory to get the story straight.
    Nov 11, 2015. 10:39 AM | 1 Like Like |Link to Comment
  • Ballard Power Systems: No Dearth Of Opportunity  [View article]
    Nice overview of BLDP, however the author failed to look at a couple of other positive drivers for the company:

    1. Acquisition of Protonex and its share of portable FC market. In fact, BLDP could be now viewed as a play on emerging drone market since H2 Fuell Cell is far superior than Li battery in drone applications.

    2. New CEO is a young, energetic executive with a proven success record, and focus on maximizing shareholder value.
    Nov 6, 2015. 03:30 PM | 4 Likes Like |Link to Comment
  • Pharmacist at center of scandal accuses Valeant of "massive fraud"  [View news story]
    VRX has $30B of debt, besides debt it's been financing operations by issuing equity, about $2B a year worth, that window is now closed. Between operating expanses, debt service, and billions in fines, the equity value of Valeant is ZERO. I expect the debt holders will force VRX into bankruptcy in not so distant future.
    Nov 1, 2015. 10:46 PM | 4 Likes Like |Link to Comment
  • Pharmacist at center of scandal accuses Valeant of "massive fraud"  [View news story]
    Practice of kickbacks to doctors has been outlawed a while ago. Big pharma paid enormous fines, business model was broken and deep correction in stocks ensued. Patient's discounts will be banned and with it the pricing model will be broken, hence deep correction in pharma and biotech stocks. This is just the beginning of endless fraud discoveries, settlements, and new regulations.
    Nov 1, 2015. 05:45 PM | 1 Like Like |Link to Comment
  • Quality Systems, Inc. Announces Agreement to Acquire HealthFusion Holdings, Inc. 
    Great move! With acquisition of HealthFusion QSII positions itself to compete with ATHN Valuation metrics will have to catch up.
    Oct 30, 2015. 05:32 PM | Likes Like
  • The New York Times (NYT) Mark J. T. Thompson on Q3 2015 Results - Earnings Call Transcript  [View article]
    Strong Q3. Positive earnings call but based on Q&A the upside from Presidential Election ad spending is not priced in.
    Oct 29, 2015. 03:37 PM | Likes Like |Link to Comment
  • New York Times beats by $0.03, beats on revenue  [View news story]
    Impressive numbers from NYT.
    Oct 29, 2015. 08:35 AM | Likes Like |Link to Comment
  • SanDisk Desperate To Sell, Is Anybody Desperate Enough To Buy?  [View article]
    Excellent article, Anchorite! SNDK has fallen far behind on innovations, company is broken and deeply mismanaged. In fact SNDK has no value for any NAND player. A desperate investment banker must be leaking merger rumors to save his pathetic ass.
    Oct 20, 2015. 07:40 PM | 1 Like Like |Link to Comment
  • Intel plans major 3D NAND investment; Micron -10.1% (updated)  [View news story]
    Crooke's comment about getting into 3D NAND might as well imply acquisition of MU
    Oct 20, 2015. 02:52 PM | 6 Likes Like |Link to Comment
  • SanDisk/Western Digital talks reportedly advance; SNDK jumps, MU/WDC drop  [View news story]
    A real Halloween story SNDK + WDC - a merger of two cripples. SNDK has no value to offer, proving once again that Wall Street can sell snow to an Eskimo.
    Oct 19, 2015. 07:40 PM | 11 Likes Like |Link to Comment
  • Micron Earnings Call: Questions That Should Have Been Asked, But Were Not  [View article]
    Hey Anchorite, tell us something we don't know. At current price $MU is discounting the worst possible outcomes in its business. In fact, $IFNNY and $SNDK have no future in MU/INTC dominated world, yet their valuations are multiples of MU.
    Oct 12, 2015. 01:56 PM | 5 Likes Like |Link to Comment
  • iRobot Continues To Gain Steam  [View article]
    Paolo Pirjanian departure and the way it was handled was yet another demonstration of incompetence of iRobot CEO. iRobot is a story of missed opportunities, current management is incapable of changing that story. Employee's posts on social networks make it abundantly clear
    Aug 12, 2015. 10:11 AM | 1 Like Like |Link to Comment
  • Is Ballard Power Systems Still A Good Investment?  [View article]
    What a lame and useless "research". Complete lack of understanding of PLUG and BLDP business. ReliOn was a failed company, hence $4M price. PLUG was hoping that ReliOn acquisition will deliver much needed investment from ReliON multiple backers. That did not work out, that is why PLUG had to do public offering in the wake of acquisition. ReliON makes fuel cell modules but not their own PEM's like BLDP does. ReliOn was just an integrator but now has no capacity to produce anything. PLUG PR emphasized ReliON patent portfolio and sales people that would help to get into telecom backup space, nothing else. PLUG has no intention to switch from BLDP because there is no reason for that. BLDP is a proven and reliable supplier, any switch will require time and money for engineering and design work. PLUG can't afford neither of that. Even if PLUG really wanted to find new and cheaper supplier for PEM's it couldn't. 1. it does not exist; 2. BLDP has design patents on PEM's and fuel cells that it sells to PLUG. PLUG would have to redesign and re-engineer its systems from scratch to avoid patent conflicts in order to accommodate new supplier.

    IAEResearch, your ignorance on the subject you are writing about is amusing. Lucky for you, SA pays you by the number of words rather than their substance.
    May 1, 2014. 03:37 PM | 6 Likes Like |Link to Comment