MKArch’s Activity

Thu Jun 13

CAPS Underperform Pitch Reply

MKArch commented on MKArch's pitch for NFLX. 11:54 AM

I don't watch much sitcom tv and don't know much about their "original content" except it sounds like mostly retreads of series that didn't fare well enough on regular tv to last long. I also think the ability of subs to watch all new [more]

Thu Jun 6

Article Comment

MKArch commented on an article. 12:41 PM

Has Elon Musk Finally Gone Too Far?
peterwoo,
I'm personally sick of paying $60 to fill up my car and would love to see this technology replace ICE. When it comes to investing though I don't invest with my heart I invest with my head and from my
[more]

Wed Jun 5

Article Comment

MKArch commented on an article. 11:29 AM

AIG Slams Bank of America at Settlement Hearing
I'm not a lawyer Amanda but from what I understand BONY just has to prove that based on what they knew at the time they negotiated, they made reasonable decisions. Arguing that as facts changed years later and scenarios seem less
[more]

Sun Jun 2

Article Comment

MKArch commented on an article. 3:04 PM

Has Elon Musk Finally Gone Too Far?
Dealing with a bulky extension cord outdoors is not the same thing as a tiny phone charger cord that, as you point out can be left by your bed side and plugged in while you're in your pajamas as you turn out the lights. I'm sure
[more]

CAPS Outperform Pitch

MKArch wrote about Ultratech, Inc. (UTEK) . 8:52 AM

UTEK Outperform
Niche semiconductor equipment company with advanced technology that reminds me a lot of an old favorite TMF H.G. Formfactor (FORM). One of the lessons I learned from following FORM is that no matter how much I read up on these companies I'll never be [more]

Caps Pick

MKArch made a pick in CAPS. 7:44 AM

Ultratech, Inc. (UTEK) will Outperform the S&P 500

Sat Jun 1

Article Comment

MKArch commented on an article. 6:22 PM

Has Elon Musk Finally Gone Too Far?
ck,
Most people make trips over 200 miles once in a while. I'm not sure if the plug in connection is water proof but it it isn't this will be a problem for anyone without a garage. Even if it is,it's a nuisance
[more]

Article Comment

MKArch commented on an article. 12:08 PM

Has Elon Musk Finally Gone Too Far?
I'm not an expert on battery technology or hard drives but in general I know the chip industry followed Moore's law by a steady process of shrinking parts to get more on less area. Assuming what worked for one product works for
[more]

Article Comment

MKArch commented on an article. 11:38 AM

Has Elon Musk Finally Gone Too Far?
Even the super charger takes 30 minutes. How many people you think are willing to wait 30 minutes to recharge when they could be on their way in a couple of minutes fueling up a regular car. This is assuming there's a super charger
[more]

Mon May 27

CAPS Underperform Pitch Reply

MKArch commented on MKArch's pitch for TSLA. 8:23 AM

I'm sure the people who own a Tesla are happy and it is a good fit for some people but I just think most people are lazy and don't want a car that needs to be planned around and constantly maintained. Obviously there is some market for the car but I [more]

Thu May 23

CAPS Underperform Pitch

MKArch wrote about Tesla Motors (TSLA) . 11:32 PM

TSLA Underperform
Charging time and range make this an impractical car for most people and at $11B market cap and 10X revenues there is a ton of growth and optimism already priced in. It's also had a rocket ship ride recently, fueled by the momo's no doubt. I'm [more]

Caps Pick

MKArch made a pick in CAPS. 11:03 AM

Tesla Motors (TSLA) will Underperform the S&P 500

Wed May 15

CAPS Underperform Pitch

MKArch wrote about Netflix (NFLX) . 7:41 PM

NFLX Underperform
I scored a lot of points red thumbing the first NFLX bubble and plan score plenty more on NFLX bubble 2.0. Thanks to a knowledgeable person on S.A. I have a better understanding of the movie to the home market this time around and while this has me a [more]

Caps Pick

MKArch made a pick in CAPS. 12:59 PM

Netflix (NFLX) will Underperform the S&P 500

Sat Apr 27

Article Comment

MKArch commented on an article. 12:17 PM

Why Netflix Stock Is Cheap Despite a 700 P/E Ratio
Anders,
I have been a long time NFLX bear and had an eye opener exchange with someone on S.A. explaining how the movie to the home industry works, that I'm convinced knew what he was talking about as he was too
[more]

Fri Apr 26

CAPS Underperform Pitch Reply

MKArch commented on Googlespooch's pitch for JCP. 9:08 AM

<<<No one goes to JCPenney's to be trendy. Sorry, Johnson, that's just not JCPenney's market.>>> -------------------------------------------------------------- The results from the boutique stores so far, say differently. They're [more]

Sun Apr 21

CAPS Outperform Pitch

MKArch wrote about InterMune (ITMN) . 10:00 AM

ITMN Outperform
One Pipeline drug; binary proposition, that I'm taking a shot on based on M* analysis. Don't bet anything you can't afford to lose on this one.

Wed Apr 17

Caps Pick

MKArch made a pick in CAPS. 8:45 PM

InterMune (ITMN) will Outperform the S&P 500

Wed Apr 10

CAPS Outperform Pitch Reply

MKArch commented on MKArch's pitch for JCP. 1:07 PM

Holding my position and would probably start a new one if I didn't already have a position. With a $2B untapped LOC the hysteria about BK is nonsense. Their CAPEX for 2013 was front loaded so that the new boutique stores would be open for spring, [more]

Tue Apr 9

CAPS Outperform Pitch Reply

MKArch commented on MKArch's pitch for JCP. 7:19 PM

Evidently I didn't write enough to keep you from replying. I'll be sure to check with you on my next pitch to see if it meets with your approval. BTW in case you didn't notice my rec is still open, IE I haven't given up on this one yet.

Show More Activity ...


CAPS Player Rating	99.65
Player Rank	263 out of 75075
Score	7328.71
Score Change Today	-193.53
Accuracy	66.59%
Active Picks	199
Total Picks	457
Best Pick	HOG (+383.57)
Worst Pick	ARBA (-326.00)
Average Score per Pick	16.04
Charms Earned	12
Highest Rated Favorite	TMFEldrehad


Board Posts	1143
Recs Received	2498
People who have rec'd these posts	654
Recs to Posts Ratio (last 30 days)	N/A
Threads Started	287
Threads Started Percentage	25.11 %
Most Frequent Board	Hidden Gems
Very First Post	A HGS: FormFactor post. (12/5/2004)
Percentage of Posts Rec'd	51.53 %

MKArch