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klgmdc

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  • Hain Celestial Is Due A Stellar But Unsurprising Quarter [View article]
    Thanks, Dana, great response from both sides of the coin. I think your assessment of an acquisition is spot on. CEO Irwin Simon seems to be having too much fun to relinquish control. He's a man with a mission. A takeover / buyout would benefit a company like GIS that has missed the natural/organic boat, but it would look like a mercenary act from the Hain viewpoint, or perhaps more charitably: a marriage of convenience. I remember when Cascadia sold to Kellogg, and when Dagoba sold to Hershey. They were both growth constrained by being small regionals. Hain has a large footprint that personally I hope gives them a safety zone in which to continue to operate independently. I'm a bit of a rebel. I'm cheerleading for the natural organic industry to become a leading sector in the major food groups....
    Aug 20 07:00 PM | Likes Like |Link to Comment
  • Hain Celestial Is Due A Stellar But Unsurprising Quarter [View article]
    Thanks for the good charts. You highlighted some interesting comparisons that I don't tend to track.

    What chance do you think there is that Hain will be acquired by an old school packaged food company like General Mills?
    Aug 17 11:57 AM | Likes Like |Link to Comment
  • Facebook Has Become The Ultimate Fanboy Stock [View article]
    This author has done several things that give me no confidence in his professionalism and assure I will not read his articles in the future. He dismisses, as a group, a stable of other SA authors. Not cool. He suggests that a qualification for writing about a stock is that one have an active position in it. That's just silly. He doesn't do his homework and puts forth inaccurate information. That's a penalty flag.

    I've traded in and out of FB since spring of 2013 when the stock was at $26. I'll see the author to my $70 Jan '15 calls and raise him to my price target of $90. But I'm humble. I'll stop out with gains if the trade goes against me. We're all right and we're all wrong at some point in this game.
    Aug 4 06:57 PM | 3 Likes Like |Link to Comment
  • Angie's List: The End May Be Nigh [View article]
    Gosh, if I'd known what a crummy company it is, I might not have become a member: it could fold and then my $5.59 membership would be for naught! (wink)

    The $9.95 basic membership was discounted 30% for the year, plus another 20% off for using PayPal. Total hit to my wallet: $5.59. It did seem to smack of desperation on the part of the company. I just signed up last week! I've already gotten what I went there to find, and am pleased with the results. It's a cheap date so far... I've set a reminder to cancel the membership before it auto renews in a year. Thanks for a well developed article.
    Aug 4 03:46 PM | 1 Like Like |Link to Comment
  • Tesla Could Be Back At $260 In No Time [View article]
    LOL. How refreshing.
    Aug 1 12:58 PM | Likes Like |Link to Comment
  • Why I Bought Amazon.com After It Dropped 10% [View article]
    Amazon, the company, is disrespectful to its investors. The last conference call was even more appalling than usual for its "go away, we don't need you and we don't care about you" attitude. Sure, go ahead and put your hard-earned money into this shell game. There's evidence mounting that the investment community has lost patience with Amazon's style of growing revenue at any cost, and now growing losses at a faster pace. Many people have made fortunes from AMZN stock. Congratulations to them. I'm personally disgusted by Amazon's lack of respect for its fiduciary responsibility to disclose concrete information in its quarterly filings. Long Live the King (Bezos), I guess....
    Jul 27 11:23 AM | 10 Likes Like |Link to Comment
  • Why I Believe An Alibaba Deal To Buy Yahoo Is Becoming More Likely [View article]
    It's apparent that no one owns YHOO stock for Yahoo the company anymore. First everyone piled into YHOO for the promise of Alibaba. Yesterday the stampede surged on whiff of a nifty buyout concept. I own stock and long calls out to October. I bought YHOO when it seemed like the company might be turning itself around. Now I don't know why I own it anymore, except that I think Marissa has a long term vision that requires time to achieve. I just hope I get out with a nice profit because I don't like owning a company that has become a football on a crowded field of speculation.
    Jul 24 08:20 PM | 1 Like Like |Link to Comment
  • Is Yahoo's Turnaround Destined To Fail? [View article]
    Marissa Mayer stepped into a broken company. Do you think we're expecting too much too soon? The company's acquisitions seem to point to a consolidating vision of the future. I'm wondering if our patience as investors will eventually pay off. Your thoughts?
    Jul 22 03:16 PM | 4 Likes Like |Link to Comment
  • This Is Amazon.com's D-Day And The Alibaba Troops Are Disembarking [View article]
    Hi Paulo. Can you address another argument re: Amazon vs. Alibaba? I've heard that because Alibaba is profitable and Amazon is not, institutions and hedge funds will sell AMZN to raise cash in order to get into the Alibaba IPO. What's your opinion? Is this an apples to apples kind of argument? Thanks. (Glad to see you back on the trail.)
    Jun 11 02:52 PM | 1 Like Like |Link to Comment
  • Dolby: You Can't Argue With 90% Margins [View article]
    Dolby has always been an interesting tech company, producing some great innovations. But the stock has no following, and I don't understand why this is. Trading volumes are consistently low. I got into DLB in 2012 and made a little bit, thankfully getting out before this last quarter's report sank it (for no good reason, as the author points out). I'm tempted to get back in because I like the company, but the stock seems to march to its own drummer, a drummer that doesn't seem to be in step with the underlying fundamentals. Perhaps if a greater number of analysts got interested in covering it, there would be more promise. Yahoo Finance records just 3 analysts following. Anyway, great article, thanks; I'll keep DLB on my radar screen.
    May 5 03:38 PM | Likes Like |Link to Comment
  • Can New Jersey Harsh Tesla's Mellow? [View article]
    Noel: for sure. Look at Texas. Big oil state. Also banned direct Tesla sales. Texans import the Tesla S through 3rd party dealers. Makes it a little more expensive due to shipping costs, but there are a lot of Tesla Model S's on the road in the Lone Star State.
    Mar 12 01:06 PM | 2 Likes Like |Link to Comment
  • Diamond Foods' Change In Estimate: Accounting Red Flag? [View article]
    Analytics: Thank you for the clarification. I re-read the article, keeping in mind the explanation you presented in your comment reply. As an editorial suggestion, I think the information in your comment reply could have been posted right up front in the article. It would have made your intent much more clear, at least to me.

    But now I get it: read company disclosures much more carefully! Thank you.
    Jan 24 04:00 PM | Likes Like |Link to Comment
  • Why Apple's China Mobile Launch Was A Flop [View article]
    GotLife: :-) Me and the Aflac duck.
    http://bit.ly/1dBpA1q
    Jan 24 01:25 PM | Likes Like |Link to Comment
  • Why Apple's China Mobile Launch Was A Flop [View article]
    Michael Blair. Persistent purveyor of headline rumors. Why does such a smart guy write such stupid stuff and why am I still clicking on it. It's gone beyond perverse pleasure. I'm an idiot.

    Why would ANYONE want a great company like Apple to fail?
    What has Apple ever done except to create great products that people love.
    Bashing Apple is like bashing motherhood and apple pie.
    Critically considered ideas are welcome. Blatantly false propaganda is irresponsible journalism.

    I am officially done reading anything by this author. I promise.
    Jan 23 03:11 PM | 7 Likes Like |Link to Comment
  • CombiMatrix: A Turnaround Story For 2014 [View article]
    Why the rush for SQNM to buy CBMX? I'd like to see what Mark McDonough can do at CombiMatrix. I've been watching Sequenom for over 10 years. The company is working on important cutting edge technology, but I remain unimpressed with management and financials. They also have an unfortunate past incident of reporting amazing trial result findings, only to throw those in the garbage when it was discovered that tampering (or maybe it was loose internal controls) had produced those great results. This was a long time ago, so maybe I need to "update my hard drive" with more current info on SQNM. But I need more proof that SQNM is on the right trail. Let's see what the new CEO brings to the game before we put up the For Sale sign.
    Jan 22 03:51 PM | 1 Like Like |Link to Comment
COMMENTS STATS
201 Comments
285 Likes