NoMoreShort’s Activity

Today

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NoMoreShort replied to the Last RoundUp board. 34 minutes ago

Re: qcom comment

i know someone on this board will club me to death. hopefully he hasn't found this board yet.

i don't care. the market doesn't care, so i don't. maybe it is why tech gets a lower headline multiple.

mentally i have a rough idea of [more]

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NoMoreShort replied to the Deranged Monkey Criticism board. 41 minutes ago

Re: Poll: Would it annoy you

DTB, i love your MSFT blurb. same exact thoughts.

i remember we both owned WMT last year. I bailed quickly -- ever noticing i have a buyer remorse problem and quick trigger, compounded by my heavy price anchor problem.

i used to [more]

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NoMoreShort replied to the Deranged Monkey Criticism board. 47 minutes ago

Re: Poll: Would it annoy you

guys, i think you are splitting hair and don't really disagree that much.

trades, ideas, to me they are the same thing. most people here will write a short blurb of why they did the trades. we don't have the "buying on a 5 min chart [more]

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NoMoreShort replied to the Last RoundUp board. 52 minutes ago

Re: I added to CHKP today

fair points. SIAL was a long time favorite of an old buddy of mine. his entire space was pure gold. great great companies. and they always get taken out. i bought one of his favorite BRKR at $3 in depth of '08, sold it at $5 two months later thinking [more]

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NoMoreShort replied to the Last RoundUp board. 1 hour ago

Re: Sold 1/4 GOOG at $537.22

thanks for the reply.

IBM: what makes you say their software is not strategic? clearly numbers are bad, and a big chunk of the profit must be from mainframe stuff. there is too little disclosure. still, this is software we are talking [more]

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NoMoreShort replied to the Last RoundUp board. 1 hour ago

Re: I added to CHKP today

i kinda smiled when i saw "This is a stock you can hold for a long while." exactly what i wrote down at $56. sold at $65 six months later for no reason other than "reducing net exposure".

that said, this is a stock I [more]

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NoMoreShort replied to the Last RoundUp board. 1 hour ago

Re: Sold 1/4 GOOG at $537.22

i used to be much better at this game.

my guess is there are tons of people just like me. either waiting on sidelines or even shorted the stock in anticipation of worse numbers. the # is ok, but not as bad as feared, so boom. [more]

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NoMoreShort replied to the Last RoundUp board. 2 hours ago

Re: Sold 1/4 GOOG at $537.22

i got too cute on GOOG. i keep hoping for $450. for a while after market yesterday, i thought i may get my wish.

on TECH in general, i was staring at a comp sheet for big cap tech names. maybe the number is not accurate as it involves 2015 [more]

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NoMoreShort posted to the Deranged Monkey Criticism board. 2 hours ago

QCOM

ok, random thoughts.

their moat is just huge. a few years ago, the stupid part of me was wondering whether they would lose share/revenue during migration to 4G from 3G? haha, joke is on me.

Now people are worried about China NDRC [more]

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NoMoreShort replied to the Deranged Monkey Criticism board. 3 hours ago

Re: Poll: Would it annoy you

personally i find it hard to believe there will be people opposing to posting ideas. isn't that why we come here in the first place?

i thought the # of idea posts here have come down last year, with the exception of Naj, which sucked. [more]

Tue Jan 6

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NoMoreShort replied to the Deranged Monkey Criticism board. 4:31 PM

Re: Google

again, we probably agree more than disagree. i do think you are playing the numbers a bit loose as DTM suggested, but it doesn't change the argument.

just curious, since you use TA quite a bit, doesn't that chart just look horrible -- [more]

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NoMoreShort replied to the Deranged Monkey Criticism board. 3:57 PM

Re: Google

i am not disagreeing with any of those numbers. all i am saying is we all went through this same exercise with MSFT, which I contend should have never traded at less than mkt multiple. but it did, and for a long time significantly more so. [more]

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NoMoreShort replied to the Deranged Monkey Criticism board. 1:37 PM

Re: Google

Some random thoughts on GOOG. don't own it at the moment. No special insights as usual.

Near term the biggest wildcard is obviously the potential loss of iPhone search. i have seen various analyst discuss potential loss of revenue to the [more]

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NoMoreShort replied to the Deranged Monkey Criticism board. 10:55 AM

Re: Pershing Square

AAPL to spite Icahn more? :)

Wed Dec 17

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NoMoreShort replied to the Deranged Monkey Criticism board. 11:24 AM

Re: Russia

thanks again. it makes a lot of sense.

yeah, i would love to see a bounce in oil price and/or Putin backing down in Ukraine.

maybe it is just me growing up in a non-democratic country. I don't have as big a problem with [more]

Tue Dec 16

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NoMoreShort replied to the Deranged Monkey Criticism board. 9:38 PM

Re: Russia

HR, thanks for the reply. your theory is quite interesting, but it is also way beyond my pay grade (not much these days).

but i do think you raised an interesting point along with GM/IT's complaint of few compelling ideas in US. [more]

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NoMoreShort replied to the Deranged Monkey Criticism board. 9:25 PM

Re: Russia

itconsultant, i own that media stock you mentioned, and even talked into a couple of other people buying it. imagine my sorrow. btw, maybe you know this already, but the control Russian shareholder is supposedly the personal banker of Putin and among [more]

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NoMoreShort replied to the Deranged Monkey Criticism board. 9:04 PM

Re: Russia

Than Putin? Does Kim Jong-Un run a pink sheets company? How many shares did you buy?

How many companies/equity has Putin (or his cronies) personally extracted from international minority equity holders?

Contrast to company [more]

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NoMoreShort replied to the Deranged Monkey Criticism board. 5:12 PM

Re: Russia

Turkey was under severe stress early in the year with currency depreciating significantly. Then the central bank came out with a bazooka and essentially doubled the interest rate. At the time, I thought it would wreak the domestic economy and thus [more]

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NoMoreShort posted to the Deranged Monkey Criticism board. 3:54 PM

Russia

So anyone has any thoughts?

i find it somewhat amusing that Rouble went down hard last week because the market thought the central bank didn't raise enough, and went down hard again today because they thought the central bank did too much. [more]

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Big red star, 1000 posts Feste Award Nominee! Old School Fool
Board Posts 2398
Recs Received 6486
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Recs to Posts Ratio (last 30 days) 2.30
Threads Started 366
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Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Top price for MO (7/7/2002)
Percentage of Posts Rec'd 64.93 %
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