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LongTerm CapGains

05/04/15 at 12:38 PM CDT Earnings

I too decided to throw the towel on the EA short.  I agree.  Analysts have been giving insiders at all companies all kinds of cov...

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breinejm

05/04/15 at 10:45 AM CDT Earnings

<p>I covered my EA short position. Even though they manufacture earnings, the hedge funds and analysts have bought into it. I expect ...

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LongTerm CapGains

05/03/15 at 9:14 AM CDT Off Topic

The article also mentions the fact that 50B devces will be connected to the internet over time.  As I have stated multiple times, the...

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LongTerm CapGains

05/03/15 at 6:18 AM CDT Off Topic

"Experts normally try to describe 5G with reference to speed in terms of gigabits per second. Scientists talk about “peak” dat...

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LongTerm CapGains

05/02/15 at 6:39 AM CDT Off Topic

A few snippets from article:   At least one analyst thinks the punishment meted out to Nokia was unwarranted. In a research note sent...

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breinejm

05/01/15 at 9:16 AM CDT Off Topic

I have no CIEN. I bought and held it for the option premiums (selling calls)  mostly. Over 20, it did not seem like as great of an id...

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breinejm

05/01/15 at 9:13 AM CDT Off Topic

You are too kind. Remember I bought shares for my kids at 4.02 (if memory serves) and bought a bunch more in high 3's. Maybe it will work ...

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Jam ok

04/30/15 at 1:35 PM CDT Off Topic

<p>Can't cut and paste the link - but INFN reported yesterday, and at barrons.com is a very good article of an interview with Fallon...

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LongTerm CapGains

04/30/15 at 12:23 PM CDT Off Topic

First let me state that if ALU craps the bed next Tuesday, the pressure from ALU investors to NOK will more than likely subside.  How...

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Jam ok

04/30/15 at 12:11 PM CDT Off Topic

OT - ALU/NOK HB - I had thought from the article yesterday - about the no. 2 ALU shareholder finding the deal unacceptable - said that the...

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LongTerm CapGains

04/30/15 at 9:42 AM CDT Off Topic

By Tiernan Ray Shares of Nokia (NOK) are down 70 cents, over 9%, at $6.80, after the company this morning reported Q1 revenue that topped ...

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LongTerm CapGains

04/30/15 at 7:24 AM CDT Off Topic

<p>I dcided I am willing to take the risk at current price, I believe NOK will stick with the deal.  Worse case ALU earnings ar...

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LongTerm CapGains

04/30/15 at 6:36 AM CDT Off Topic

<p>Other major ALU investors are quite likely to revolt and ask for better terms.  I sense a wave of pressure will mount and NO...

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LongTerm CapGains

04/30/15 at 6:18 AM CDT Off Topic

OT - Terms of the deal are being questioned, if ALU posts decent earnings the deal may be sweetened, IMO. That said, I still believe ALU w...

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Jam ok

04/29/15 at 2:28 PM CDT Off Topic

OT - SNDK -  Kip - thanks for the reply. Yes, the boom/bust on all memory, not only flash, is just about impossible to time. I'm thin...

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LongTerm CapGains

04/29/15 at 2:19 PM CDT Off Topic

I read this statement in the article as saying that Odey Asset Management believe the offer is too low: "Odey Asset Management, the i...

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Jam ok

04/29/15 at 2:09 PM CDT Off Topic

OT - ALU - eh - saw ALU rising, jumped and doubled my (small) stake @$3.84, figuring I might add after earnings if it drops more. Very str...

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breinejm

04/29/15 at 2:02 PM CDT

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I bought some TTWO today. i expect decent earnings, good guidance, etc. I see it moving to higher 20's from here. just feel the risk reward is good...

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Jam ok

04/29/15 at 1:15 PM CDT Off Topic

<p><img src= "  OT">ft.com/cm...bsp;OT - ALU/NOK - G'dmitt - cannot copy and paste anything - except it let me paste the yahoo ...

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Kip K

04/29/15 at 1:12 PM CDT Off Topic

I agree that flash is a growth sector.  However, I think that the way flash is made tends to lead to boom/bust cycles and boom/bust p...

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