Seeking Alpha

attunix

attunix
Send Message
View attunix's StockTalks BY TICKER:
  • attunix
    What was so bad about $BV earnings that they deserve to sell off at -16%? Looking at the figures and transcript and don't see the big deal.
    9/5/13
    Reply
      • attunix
        Almost as much $ANGI volume in first half hour of trading today as on a typical DAY. Somebody is dumping a lot of shares.
        8/21/13
        Reply (12)
      • View all 12 replies
        • attunix: Otherwise it sounds like a reasonable spread though. Have been thinking of rolling part of my position forward if there is a bounce.
          8/21/13
        • jd7: Oops I do mean Feb 2014. Part of the trade would target a "best case scenario" imminent dilution, the rest would be more conservative
          8/21/13
          • attunix
            $ALSK looking oversold again. Might add if pull back continues.
            8/19/13
            Reply (4)
          • View all 4 replies
            • attunix: The FCC approval of $100M cash + $190M preferred distributions is far from priced into their market cap of $160M, even without the revenue
              8/21/13
            • attunix: growth we've seen the last couple quarters, on top of improving earnings. The cash will also help them reduce their interest costs.
              8/21/13
              • attunix
                $ANGI bounces, but without volume (400k vs avg daily 1.8M). Looking like a potential entry point for a short.
                8/8/13
                Reply (4)
              • View all 4 replies
                • attunix: With high short interest and low volume there is too much squeeze potential in the short term, so would avoid shorting via the stock.
                  8/9/13
                • jd7: Those are sensible puts. I think it's very likely the stock will crash from dilution before then but not certain. I might try a put spread
                  8/9/13
                  • attunix
                    Jeff Bezos just took 1M $AMZN chips off the table for $300M in the last week. Bezos is a smart man.
                    8/7/13
                    Reply (7)
                  • View all 7 replies
                    • bd4uandu: Washington DC couldn't hurt.
                      8/7/13
                    • techwonk: I'll be interested to see how fast they lose subscribers over this. Even if he's a whiz at getting mobile ads, you gotta have readers
                      8/7/13
                      • attunix
                        $ANGI acquires BrightNest and its 100k users for $2.65M cash and $3.65M in stock options. Are they having a hard time growing membership?
                        8/5/13
                        Reply (2)
                        • John R. Conway: I believe they have a hard time keeping membership--I never was a big fan of ANGI--One of the few names I am bearish on in this bull market
                          8/5/13
                        • rarara512: That seems to be the case. They never disclose their churn rate and spend more on advertising to accquire each member than the member pays
                          8/6/13
                          • attunix
                            Taking some profits in financials today including $BK, $STT, $SCHW and $NTRS.
                            7/31/13
                            Reply
                              • attunix
                                Press release it out. $ALSK will be receiving $100M-$190M cash over the next couple of years, yet market cap is only up to $137M from $90M.
                                7/23/13
                                Reply (5)
                              • View all 5 replies
                                • lildimsum7: I'll sell it once it doubles again. plenty of comps to look at. Most recent one is LEAP, deal done >7x EV/EBITDA. even crappy ones are 5x
                                  7/24/13
                                • TBR1: Im holding as well. I expected a slight bump up today after yesterdays pullback but it is still early.
                                  7/24/13
                                  • attunix
                                    Anyone know why the difference between $LNKD's before- and after-tax income was much smaller last quarter than in previous quarters?
                                    7/18/13
                                    Reply (31)
                                  • View all 31 replies
                                    • Zeus2012: And most of the gain has come in the last 2 weeks - no news. Many of the other momo stocks like NFLX has exhibited similar actions.
                                      7/19/13
                                    • attunix: Thanks, this has been a good discussion.
                                      7/19/13
                                      • attunix
                                        Adding some Aug puts to my $ANGI short today while they're cheap. Earnings next week are going to be interesting one way or another.
                                        7/17/13
                                        Reply
                                          • attunix
                                            $BV moving more than usual past few days, but little volume and no news. Any ideas?
                                            7/16/13
                                            Reply (2)
                                            • attunix: They should have their DOJ case at some point (own some calls to leverage this event), but this seems too soon. Take 60% profit or hold? Hmm
                                              7/16/13
                                            • munsterisque: They were upgraded this week by TheStreet. That accounts for the move from $9.5 to $10.5. But the upgrade was from Sold to Hold...
                                              7/19/13
                                              • attunix
                                                Long $LINE at $22.51. Deeply in oversold territory.
                                                7/3/13
                                                Reply (3)
                                              • View all 3 replies
                                                • attunix: Will be adding until it bounces. 18-20 would be great. Dividend cut and SEC already priced in at this point. Good luck!
                                                  7/3/13
                                                • attunix: OK wow that was quicker than I expected. Were you able to pick some up on Friday? Did some profit taking today at $26.20.
                                                  7/8/13
                                                  • attunix
                                                    $ANGI down to ~$26.30, now let's see if the mystery $26.50 buyer returns. Wash trade? Might be buying some more puts while they're cheap.
                                                    6/27/13
                                                    Reply (1)
                                                    • attunix: Right on time... And here come the momentum suckers. Expect a drop in institution/insider ownership on Monday & crappy earnings 7/24.
                                                      6/27/13