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klgmdc

klgmdc
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  • 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 | 1 Like 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
  • Tesla's Planned Domination Of Planet Earth Continues On Or Ahead Of Schedule [View article]
    QTR: thanks for the update on the supercharger stations. You provided these stats: "More than 11 million kilometers have been charged by Tesla Superchargers and nearly 1.13 million liters of gas have been offset."

    I think it would be interesting to track this metric on a monthly basis, across all locations. I looked for it on Tesla Motors website but perhaps didn't dig deep enough to find it.
    Jan 22 03:27 PM | Likes Like |Link to Comment
  • Make Way For Russia's Impending Shale Oil Boom [View article]
    There's another way to invest in this potential "boom" and that's by buying a Russian ETF. I'm invested in ERUS, waiting for my little Russian ship to come in, so to speak. The top holding in ERUS is Gazprom at 19.23% of assets, and Rosneft at 4.65%.
    Jan 21 03:16 PM | Likes Like |Link to Comment
  • Diamond Foods' Change In Estimate: Accounting Red Flag? [View article]
    Ex5, that's a good question. I heard a report on NPR about the condition of agriculture in California, re: this prolonged drought. California farmers and growers are apparently investing more acreage in fruit and nut trees, than into combustibles like lettuce. The thinking is that a fruit/nut-bearing tree takes 6-7 years to mature to production age, requires less water than 7 years of lettuce... and by then.... the drought will be resolved. Fingers crossed, and not just selfishly for Diamond, but for all the geographies and societies in the world that are experiencing dramatic climate change.
    http://n.pr/1aIH9N5
    Jan 21 02:51 PM | 1 Like Like |Link to Comment
  • Diamond Foods' Change In Estimate: Accounting Red Flag? [View article]
    I'm disappointed by this article. All your information and references are old news. The company has made significant progress in cleaning up a whole host of problems that became known in 2011. The 2013 year end financial report discusses at great length the potential risks going forward, including the possibility of ongoing weakness in internal controls. The company seems to have a very good handle on its screw-ups, heads have rolled, and new management is working hard to re-establish fractured relationships with growers and shareholders.

    Everyone expects estimates to be impacted by ongoing litigation and settlement payments. I would have liked this article to drill down into future estimates for Diamond, in a good/bad/ugly type of scenario. That is what I'm having trouble trying to figure out for myself. I hang in there as an investor because the nut and healthier snack business is growing and because I believe Diamond is getting back on track.
    Jan 20 12:32 PM | 3 Likes Like |Link to Comment
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