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aseth

aseth
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  • Why The Shorts Are Wrong About Salesforce.com [View article]
    Renu,
    How about CRM issuing stock to employees who are dumping the stock. This helps them generate cash, what do u think of such a fraudulent accounting measures.
    May 22, 2014. 02:47 PM | 4 Likes Like |Link to Comment
  • Salesforce.com Remains My Favorite Short [View article]
    Dear Micheal,
    What an astute observation of the accounting gimmicks of CRM. I really enjoyed your breakdown.
    May 21, 2014. 08:59 PM | Likes Like |Link to Comment
  • RIM's Latest Endeavor Has Failure Written All Over It [View article]
    rocco, i hope you covered your jan 12 sp 15 puts on rimm and made a killing. I was thinking about rimm the other day and thought "Damn rocco must have made a killing in that trade" lol! should have joined you in the adventure. I think the earnings guidance will go down again in the next earnings call.
    Aug 20, 2011. 11:10 PM | Likes Like |Link to Comment
  • Time to Short Stocks? [View article]
    Yes, i couldn't agree with you more james. As the market tumble and to everyone's surprise after the downgrade the Treasuries have done relatively well. I think on dips buying TBT is a great play. Last week someone bought 10,000 jan 13 38 calls of TBT.
    Aug 14, 2011. 07:31 PM | Likes Like |Link to Comment
  • 8 Severely Overvalued Stocks to Consider Shorting [View article]
    I couldn't agree more that there is a bubble beginning in the tech industry, but it's primarily in fetus stages. One get a better price by shorting the technology index in about 6-7 months. Also, yes linkedin and facebook banksters just want their money back from the investment. Facebook about 6 million people from USA are closing their account every month consistently from past 4-6 months. Somebody reminded me the other day why facebook is no longer useful anymore. All we have are ex-girlfriends and don't really have time to keep contact wit 500 people.
    Jul 30, 2011. 04:08 PM | 2 Likes Like |Link to Comment
  • Netflix: What Gives Investors a Reason to Believe? [View article]
    Rocco always enjoy reading your articles. It's stocks like NFLX makes me believe jim rogers is right and there is a bubble about to begin in technology again. This stock is an anomaly to me, i would be looking to short this stock in about 4-6 months or if hits below $260 and will be using MACD and William %R to confirm my analysis.
    Jul 12, 2011. 03:57 AM | Likes Like |Link to Comment
  • Netflix: Blind Faith in the Story Can Get You Killed [View article]
    NFLX have some sort of partnership with starz where they get paid 25 millian a year from content usage. However, when negotiations come for next year they Starz are gonna get paid 250 million. Now tell how will this affect NFLX profitability.
    Jul 6, 2011. 12:33 AM | Likes Like |Link to Comment
  • RIM: The Analysts Were Right [View article]
    It's hard to argue with your analysis because everything i wanted to say in disagreement is stated in your last paragraph. Any company that will innovate itself and it's product will not only survive, it will thrive. However, Rimm is not doing that and the management structure is to blame and more specifically the co-CEO system. Immense amount of time is wasted in pleasing both CEO's (hence, lack of accountability) and the products are not in sync with consumer. Also Rimm has fantastic price advantage outside of north america, but Android systems made by cheap Chinese manufacturer's such as HTC Rimm doesn't have the advantage for long and it's easier to make "APPS" for other operating systems. Every person who is commenting that the price of share is manipulated is either enduring huge losses and refuse to believe that it's all happening or doesn't really know how the future growth is integrated into the price of the share.
    Jun 29, 2011. 12:29 AM | 1 Like Like |Link to Comment
  • RIM Earnings Call: That Wasn't So Good, Was It? [View article]
    It's funny that no more people who are long RIMM leaving any comments on this post. I was kinda looking forward to that.
    Jun 17, 2011. 10:14 AM | 3 Likes Like |Link to Comment
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