Nom De Plum

Property Values Set to Fall 43% from Current Depressed Levels

The trend line for prices is not relevant unless you incorporate some metric for average interest rates. Price is a function of interest rates.

Weak Dollar Is the Price to Pay for Economic Growth

Manufacturing is not coming back to the US no matter where the dollar goes in the next five years. Building a plant and producing goods is a LONG-RUN investment. Managers would have to be convinced that dollar declines are in the cards for a decade or two before seriously committing major sums of capital to US manufacturing. The Chinese manipulated their currency, the US Govt is manipulating its interest rates right now. Government intervention in the private marketplace always has unintended consequences. Unfortunately, even if we elect Ron Paul for President, the US cannot control other sovereign entities like China.

Syniverse Acquires Verisign, Shareholders Celebrate

What type of research do you do before you post? VRSN has a much stronger balance sheet than SVR. FYI - You also might want to point out that SVR tends to react negatively whenever there is Telecom M&A. If an investor believes that wireless networks will continue to consolidate, then this is not a great long-term business.

Apple Has Plans to Bring CDN In-House; To What Extent Is Unknown

MikeSX....what does "$1.23" mean? How much equity value is that? How much debt does LVLT have? A stock price is only a placeholder for value. What return would AAPL extract from this acquisition in terms of reduced bandwidth costs? What would AAPL do with all of LVLT's other customers? Please stick to watching Cramer and Fast Money and not commenting on intelligent blog's such as Dan's.

The Case for Shorting Bank of America

Have you seen the yield curve??? You don't short bank stocks when the yield curve is this steep. It's like shorting a bookmaker during the superbowl. If I can borrow deposits at 0.5% and lend at many multiples higher than that, it's tough to short that kind of business. Banks won't be a short until the yield curve flattens....why do you think the subprime king Paulsen went long the sector?

Why I'm Restarting Blue Coat Systems

BCSI was down 10% becuase of the negative news out of SYMC. BCSI has two businesses WAN optimization and Enterprise Security.

Boone Pickens Seeks Investors for Hedge Funds

These guys make a mockery of the investment world and should be ashamed of the fees they have charged for merely leaching off short-term bubbles. However, if there are suckers willing to give these guys money and get ripped off on fees, more power to them. This is America.

Moore's Law for the Solar Market

I find it highly suspect that the author thinks that Applied Solar is connected to Applied Materials.

Why Netflix Is a Short

NFLX's competitve advantage was its low cost OFFLINE delivery model. This advantage disappears ONLINE. The key differentiation online will be user interface...so far MVSN and TIVO have a stronghold here.

Volt: An Employment Play

Ever heard of debt?....When a company liquidates it has to pay off creditors before shareholders. VOL definitely does not have $141M of net cash, it closer to $10M when you net out ($130M) of debt that needs to be repaid before a shareholder sees one cent. Also, book value consists of $100M of Goodwill and Intangibles, you don't get much for that in a liquidation scenario.

What You and I Can Learn from the Endowment Blowups

Risk premiums were overpriced in 2007 (too low) and underpriced in 2009 (too high). These funds should ABSOLUTELY increase risk exposure. The investment committees should look at 10-yr track records of delivering alpha and allocate more capital to those managers that should be able to identify undervalued securities (those with risk premiums that are too high).

Soros Fund Hikes Ownership Stake in Extreme Networks

It's pretty obvious their investment is EXTR is for the balance sheet and the lack of cash burn to maintian its balance sheet. Networking is a consolidating space right now as long-term growth expectations are coming down due to the maturity of the industry. The risk/reward is very favorable at these levels as soon as EXTR management wakes up and realizes that they don't have scale to compete anymore and the best option for shareholders is auction off the company to the highest bidder.

Rick's and Netflix: A Time to Buy, A Time to Short?

Been watching the "trends" at Rick's Cabaret...I'll bet you have been!

Callwave Management: Proposed Transaction Officially Makes Them Dirtbags

If they try to run the business by making investments than I think there is nothing wrong with their offer if investors are willing to sell them their shares. However, if they shut the business down and receive any residual value after taking the company private, than in my opinion it's a crime. The board and management have that option currently which could be a better deal. The one caveat is that you can't always assume that liquidation value is = negative enterprise value. There are all kinds of termination, severance, and legal expenses that are not reflected on the balance sheet in a liquidation scenario.

Potential Acquirers for Sun: Oracle or Cisco?

If you think ORCL would buy JAVA, then I have to question your credibility. Has ORCL ever in its multi-decade history purchased a low margin hardware vendor? It looks like you got caught playing the speculated arb spread in JAVA and hoping someone takes you out of your long position.