From: "Ahunawar Chhapgar" Date: Sun Feb 26, 2006 3:40 pm Subject: Blockbuster (BBI): Might be way undervalued
Carl Icahn bought BBI in the 8 to 10 dollars range. Carl Icahn is a
billionaire investor who buys companies when he thinks that he can run them
operationally and likes to break down companies after buying into them or as
in this case, try to replace management that pays themselves too well after
doing a shoddy job of running the company.
Some fundamental analysis on the stock:
1. Revenues: around 6 Bil / year; Market cap: 719 Mil. This should
definitely catch anyone's attention. Of course this means that they are a
loss making company which is why this discrepancy.
2. Total liabilities = 2.56 Bil and Total Assets = 3.03 Bil (they own their
stores). The difference in this has gone down since the previous quarter but
you still have about a +$500 Mil difference. In the meantime the stock is
down by about a third in value.
3. Their online rentals have not picked up like Netflix. Round 1 goes to
Netflix. BBI took the beating of it's life to get to $3.75 from the 10 to 11
dollars range. Having said that, BBI has more distribution centers than
Netflix and if they can do a half decent job of trying to run the business,
they would be much more successful with Blockbuster Online.
What is Icahn doing to turnaround business.
1. Classify stores as profitable or loss making and close down the loss
making stores. BBI has thousands of stores in the country.
2. Use the extra time he had over the last 18 months to develop a good
Inventory management system and make BBI online successful.
Five years from now DVD's will probably be replaced. Don't be so sure though
cause studios are making a lot of money via DVDs and unless they find an
alternate source of the same revenue, they are surely creating DVDs.
One very interesting observation is that there are 81000 $5 calls open for
April. How big is the anomaly? Get this. Every call / put for all the months
has an open interest in between 500 - 2000. This means some one is betting
8.1 million shares on the fact that BBI will cross $5 by April options
expiry. The option is at 10 cents and a pretty good bet in my opinion.
The recovery might take longer than one would like. So you could still see a
March 9 earnings report that is not good enough but hey this one is quite
undervalued
Cheers,
Ahu
Sunday, April 02, 2006
PLAY
From: "harish rao" Date: Wed Feb 1, 2006 7:00 am Subject: RE: [stock_sharks] CKCM, AMD, GOOG, OVTI
Ahu,
I would check out Play(Portal Player). They are the primary provider of soc chips for Mp3 players, the market for which is growing at 40%. They are providing chips to sndk, aapl and have a design win with philips.
Also, there are is a talk that they are coming with up PMD devices and a tie up with microsoft. They have 6+$ cash for every share, no debt and a very low forward looking PE.
Thanks
Harish
Ahu,
I would check out Play(Portal Player). They are the primary provider of soc chips for Mp3 players, the market for which is growing at 40%. They are providing chips to sndk, aapl and have a design win with philips.
Also, there are is a talk that they are coming with up PMD devices and a tie up with microsoft. They have 6+$ cash for every share, no debt and a very low forward looking PE.
Thanks
Harish
AMD might be the next AAPL
From: "Ahunawar Chhapgar" Date: Tue Jan 31, 2006 10:21 am Subject: CKCM, AMD, GOOG, OVTI
AMD: might be the next AAPL or SNDK in terms of a run up. it is not seasonal
for this company. If Intel can't do anything spectacular, and these guys can
perform over the next 12 months, Intel will have a serious competitor. There
is just too much market share AMD can gain over the next few years.
CKCM: I have been telling everyone I meet that this stock is undervalued by
20 bucks atleast (when it was at 24) and I know some of you have bought into
this one. This one will easily be in the 40's at the least in my opinion.
OVTI: I know this one has gone from 12 to 25 now but you can expect strength
going into earnings. If they can sustain their Growth and their margins,
this one is going way higher.
GOOG: their earnings are very important to all the lofty evaluations in the
internet sector. They need to show 1. they have gained market share and 2.
the search market is still unbelievably hot. Anyone who bought options when
it hit 400 is taking a risk going into their earnings tonight.
I am on the search of undervalued / growth companies and so if you find
some, do let me know
Cheers,
Ahu
AMD: might be the next AAPL or SNDK in terms of a run up. it is not seasonal
for this company. If Intel can't do anything spectacular, and these guys can
perform over the next 12 months, Intel will have a serious competitor. There
is just too much market share AMD can gain over the next few years.
CKCM: I have been telling everyone I meet that this stock is undervalued by
20 bucks atleast (when it was at 24) and I know some of you have bought into
this one. This one will easily be in the 40's at the least in my opinion.
OVTI: I know this one has gone from 12 to 25 now but you can expect strength
going into earnings. If they can sustain their Growth and their margins,
this one is going way higher.
GOOG: their earnings are very important to all the lofty evaluations in the
internet sector. They need to show 1. they have gained market share and 2.
the search market is still unbelievably hot. Anyone who bought options when
it hit 400 is taking a risk going into their earnings tonight.
I am on the search of undervalued / growth companies and so if you find
some, do let me know
Cheers,
Ahu
JNPR might be oversold at 17.07
From: "Ahunawar Chhapgar" Date: Thu Jan 26, 2006 8:21 am Subject: JNPR might be over sold
JNPR might be oversold at $17.07
earnings actually matched estimates. a lot of selling must be stops being
triggered as JNPR already was at around 52 week lows before the plunge.
JNPR might be oversold at $17.07
earnings actually matched estimates. a lot of selling must be stops being
triggered as JNPR already was at around 52 week lows before the plunge.
Will GOOG hit $450 before earnings
From: "Ahunawar Chhapgar" Date: Mon Jan 23, 2006 9:28 am Subject: Options strategy: Will GOOG hit $450 before earnings
Options strategy based on "How sure are you that GOOG will hit $450".
Continuing on the previous options email on GOOG........
Let's consider this trading scenario only for the next 4 to 5 days because
if we consider a longer trading scenario, other factors play in. I am
talking Feb calls in the scenario discussed below.
Say the stock is at $400 when you bought the option of 400 and 410. These
options will have a higher premium than the rest because it is so close to
the money. Now if the stock reached 420, the premium for $400 call will not
be much (because chances of stock reaching 400 becomes low). This means you
are not seeing a dollar to dollar direct increase in your options value wrt
the stock value. At this point (V imp point: you should feel strongly it
will reach 450) the $420 calls will be priced to move. Therefore, sell the
400 calls and buy the 420. That way you maximise your profit potential by
holding an option (though with a higher premium) that will reap you a
greater percentage profit than a 400 call.
An obvious retort to that logic is "if I was so sure that it is going to 450
then I'll buy the 450 call directly". The higher strike price calls are
extremely well priced and secondly you lower the risk by owning lower strike
prices. Post earnings, the premiums will be lower.
Options strategy based on "How sure are you that GOOG will hit $450".
Continuing on the previous options email on GOOG........
Let's consider this trading scenario only for the next 4 to 5 days because
if we consider a longer trading scenario, other factors play in. I am
talking Feb calls in the scenario discussed below.
Say the stock is at $400 when you bought the option of 400 and 410. These
options will have a higher premium than the rest because it is so close to
the money. Now if the stock reached 420, the premium for $400 call will not
be much (because chances of stock reaching 400 becomes low). This means you
are not seeing a dollar to dollar direct increase in your options value wrt
the stock value. At this point (V imp point: you should feel strongly it
will reach 450) the $420 calls will be priced to move. Therefore, sell the
400 calls and buy the 420. That way you maximise your profit potential by
holding an option (though with a higher premium) that will reap you a
greater percentage profit than a 400 call.
An obvious retort to that logic is "if I was so sure that it is going to 450
then I'll buy the 450 call directly". The higher strike price calls are
extremely well priced and secondly you lower the risk by owning lower strike
prices. Post earnings, the premiums will be lower.
GOOG down 30 bucks
From: "Ahunawar Chhapgar" Date: Fri Jan 20, 2006 12:27 pm Subject: GOOG down 30 bucks
Folks GOOG is down 30 bucks. I don't think it is justified based purely on
the reason that has come out. If you still believe in what the company and
stock are doing buy the Feb $400 Feb calls although they are a little
expensive.
The Jan 400, 410, 420, 430 puts are more than 2 to 2.5 times the calls for
these dates. I think this is the reason that the subpoena is only being used
as an excuse to push the stock down to make a huge profit on all these Puts.
Which gives us an opportunity to buy calls / stocks now.
Folks GOOG is down 30 bucks. I don't think it is justified based purely on
the reason that has come out. If you still believe in what the company and
stock are doing buy the Feb $400 Feb calls although they are a little
expensive.
The Jan 400, 410, 420, 430 puts are more than 2 to 2.5 times the calls for
these dates. I think this is the reason that the subpoena is only being used
as an excuse to push the stock down to make a huge profit on all these Puts.
Which gives us an opportunity to buy calls / stocks now.
Hi Ashutosh,
I think S&P ratings and Morning star are possibly some of the better reportsto look at for sure. I used to follow CECO, COCO and APOL a year back. Ithink the growth they have experienced over the last 5 years is phenomenalbut not sure if they can sustain it. There is no serious sign of a slow downthough.They seem to have strong Nov and May quarters. Their last Feb quarter hadlow revenue. They are not expensive right now but might be in a free fall asthey have broken through all support levels built over a year. Seeing CECO'sfall some time back I can tell you these companies can serious lose value.Let's see where it consolidates. Might be a good buy!
Ahu
From: Ashutosh Thakur Subject: [stock_sharks] apol>Date: Fri, 13 Jan 2006 22:04:35 -0800>>Hi,>S&P 500 , 2006 edition suggests Apollo as a strong buy, so does>morningstar.>I read the analyst report by mstar and it looks strong.Cash in teh bank,>less debts, plus Apollo's widely recognized University of Phoenix is the>leader in online education and the largest private university in the>country, with more than 300,000 students.>>The stock fell 9% cos the CEO left, which i feel is temporary since he was>replaced by a veteran of 19 yrs with the company.>I would say buy at 57 , S&P gave target price as 92$ whereas mstar give a>fair value estimate of $82
I think S&P ratings and Morning star are possibly some of the better reportsto look at for sure. I used to follow CECO, COCO and APOL a year back. Ithink the growth they have experienced over the last 5 years is phenomenalbut not sure if they can sustain it. There is no serious sign of a slow downthough.They seem to have strong Nov and May quarters. Their last Feb quarter hadlow revenue. They are not expensive right now but might be in a free fall asthey have broken through all support levels built over a year. Seeing CECO'sfall some time back I can tell you these companies can serious lose value.Let's see where it consolidates. Might be a good buy!
Ahu
From: Ashutosh Thakur Subject: [stock_sharks] apol>Date: Fri, 13 Jan 2006 22:04:35 -0800>>Hi,>S&P 500 , 2006 edition suggests Apollo as a strong buy, so does>morningstar.>I read the analyst report by mstar and it looks strong.Cash in teh bank,>less debts, plus Apollo's widely recognized University of Phoenix is the>leader in online education and the largest private university in the>country, with more than 300,000 students.>>The stock fell 9% cos the CEO left, which i feel is temporary since he was>replaced by a veteran of 19 yrs with the company.>I would say buy at 57 , S&P gave target price as 92$ whereas mstar give a>fair value estimate of $82
OVTI, CKCM, CVH, TASR
From: "Ahunawar Chhapgar" Date: Tue Jan 10, 2006 9:34 am Subject: OVTI, CKCM, TASR, CVH
Where is the joy I need to see on this board with OVTI on 24 :)
My suggestion would be to sell OVTi before earnings if it reached 27 - 30
(based on market index etc factors). That is a good return on where we
invested (12 to 15 bucks). It has excellent momentum and can easily hit 30
if market doesn't fall back. It should really be valued at around 40 in my
opinion. Again, if they guide higher next quarter it is a different story
all together.
TASR is the other stock that has a lot of suspense. I wrote about it last
week and it has seen some 33% up since. If you got in then this piece is for
you. Unfortunately there is no affirmation in terms of earnings but more in
terms of court cases being dismissed and just the huge potential these guys
have. TASR makes the Taser guns that cops use. For those who don't know,
TASR is the single most phenomenal growth story in a year in 2003 - 2004.
Well actually it was the single most manipulated, overpriced stock then that
just flew on short covering (1000% up). The stock is purely moving on
momentum now and a lot of day trading volume (or of course on news that is
not out yet). The options which is all I trade these days are surprisingly
priced without a premium which is a drawback on this stock. There has also
been a huge closing of the 7.5 calls for Jan yesterday, another possible
negative (need not be). The options trading volume yesterday for 7.5 Jan was
at 7500 though the open interest went down by 3000. Aha! New interest in the
stock for sure and since it is trading without a premium, people might
prefer exercising the option and holding it (another potentail reason of Jan
option interest going down). One thing I can tell you is that do not
underestimate the momentum of this stock simply because it is the one that
attracts maximum day traders. This stock showed up on several BUY trading
alerts screen based on the fact that it broke through all moving averages
resistance over the last few days. Trade this one with stop markets though.
Momentum traders will dump if if they have sure proof of it's reversal. If
you are the long term investor kind of guy then hold on to it as it really
does have potential.
CKCM: Still very underpriced in my opinion.
You must think that I seem to be only covering some 5 stocks of late. I have
dozens of stocks that I am looking at for short and long plays and these did
seem the best ones. I haven't researched other stocks in as much detail if
it fails some of my criteria but I do cover another say 150 stocks and then
the stocks that show up on my screens on a day to day basis.
CVH: Is a short to 50 bucks easily but you can wait for a good time to
short.
Where is the joy I need to see on this board with OVTI on 24 :)
My suggestion would be to sell OVTi before earnings if it reached 27 - 30
(based on market index etc factors). That is a good return on where we
invested (12 to 15 bucks). It has excellent momentum and can easily hit 30
if market doesn't fall back. It should really be valued at around 40 in my
opinion. Again, if they guide higher next quarter it is a different story
all together.
TASR is the other stock that has a lot of suspense. I wrote about it last
week and it has seen some 33% up since. If you got in then this piece is for
you. Unfortunately there is no affirmation in terms of earnings but more in
terms of court cases being dismissed and just the huge potential these guys
have. TASR makes the Taser guns that cops use. For those who don't know,
TASR is the single most phenomenal growth story in a year in 2003 - 2004.
Well actually it was the single most manipulated, overpriced stock then that
just flew on short covering (1000% up). The stock is purely moving on
momentum now and a lot of day trading volume (or of course on news that is
not out yet). The options which is all I trade these days are surprisingly
priced without a premium which is a drawback on this stock. There has also
been a huge closing of the 7.5 calls for Jan yesterday, another possible
negative (need not be). The options trading volume yesterday for 7.5 Jan was
at 7500 though the open interest went down by 3000. Aha! New interest in the
stock for sure and since it is trading without a premium, people might
prefer exercising the option and holding it (another potentail reason of Jan
option interest going down). One thing I can tell you is that do not
underestimate the momentum of this stock simply because it is the one that
attracts maximum day traders. This stock showed up on several BUY trading
alerts screen based on the fact that it broke through all moving averages
resistance over the last few days. Trade this one with stop markets though.
Momentum traders will dump if if they have sure proof of it's reversal. If
you are the long term investor kind of guy then hold on to it as it really
does have potential.
CKCM: Still very underpriced in my opinion.
You must think that I seem to be only covering some 5 stocks of late. I have
dozens of stocks that I am looking at for short and long plays and these did
seem the best ones. I haven't researched other stocks in as much detail if
it fails some of my criteria but I do cover another say 150 stocks and then
the stocks that show up on my screens on a day to day basis.
CVH: Is a short to 50 bucks easily but you can wait for a good time to
short.
Market direction - Shouldn't be ever predicting this one
Market direction - Shouldn't be ever predicting this one. I have a poor understanding of economic forecasting. I shouldn't delve into that and instead focus on my strengths in investing.
- Ahu
From: "Ahunawar Chhapgar" Date: Fri Jan 6, 2006 8:33 am Subject: Re: [stock_sharks] Market direction
good point Ameez there "might be a slowing of the hike" is the correct way
to put it.
Folks by the way: Ameez is a very old friend and works with Freddie Mac in
the fixed income markets.
Prateek: CRM though seeming overly priced got an upgrade this morning and
might make a SNDK like move before earnings. Their new target is a
outrageously high $50 and I won't be surprised if it gets to 45 bucks in no
time.
>From: A Nanjee >
>Subject: Re: [stock_sharks] Market direction
>Date: Thu, 5 Jan 2006 21:32:42 -0500
>
>Just a clarification: Fed minutes, which were recently released, suggested
>there might be a slow down in hike. One of the many factors for this
>announcement could be because in March Greenspan retires. They may want to
>give the new chairman, Bernanke, the freedom to choose the direction he
>wants to take. But this does not necessarily indicate a sure stop in the
>rate hikes. Having said that, the Fixed Income side of the street did
>indeed
>lower the probability of a rate hike from 75 to 50%.
>
>Finally, the inverted curve is only between the 2 and 3 year point. All
>projections are suggesting a steepning within 6 months, either Bearish or
>Bullish.
>
>Ameez
>
- Ahu
From: "Ahunawar Chhapgar" Date: Fri Jan 6, 2006 8:33 am Subject: Re: [stock_sharks] Market direction
good point Ameez there "might be a slowing of the hike" is the correct way
to put it.
Folks by the way: Ameez is a very old friend and works with Freddie Mac in
the fixed income markets.
Prateek: CRM though seeming overly priced got an upgrade this morning and
might make a SNDK like move before earnings. Their new target is a
outrageously high $50 and I won't be surprised if it gets to 45 bucks in no
time.
>From: A Nanjee >
>Subject: Re: [stock_sharks] Market direction
>Date: Thu, 5 Jan 2006 21:32:42 -0500
>
>Just a clarification: Fed minutes, which were recently released, suggested
>there might be a slow down in hike. One of the many factors for this
>announcement could be because in March Greenspan retires. They may want to
>give the new chairman, Bernanke, the freedom to choose the direction he
>wants to take. But this does not necessarily indicate a sure stop in the
>rate hikes. Having said that, the Fixed Income side of the street did
>indeed
>lower the probability of a rate hike from 75 to 50%.
>
>Finally, the inverted curve is only between the 2 and 3 year point. All
>projections are suggesting a steepning within 6 months, either Bearish or
>Bullish.
>
>Ameez
>
OVTI and CKCM
From: "Ahunawar Chhapgar"
Date: Thu Jan 5, 2006 1:59 pm Subject: RE: [stock_sharks] Market direction
Hoping OVTI goes down again :) Trading calls is working very well with OVTI.
still long on CKCM and OVTI. CKCM feels like the best undiscovered company
right now. Feel very positive about CKCM long term and OVTI as well.
CRM has really gone high man. Might buy some puts if it goes any higher for
a short term correction.
Regards,
Ahu
Date: Thu Jan 5, 2006 1:59 pm Subject: RE: [stock_sharks] Market direction
Hoping OVTI goes down again :) Trading calls is working very well with OVTI.
still long on CKCM and OVTI. CKCM feels like the best undiscovered company
right now. Feel very positive about CKCM long term and OVTI as well.
CRM has really gone high man. Might buy some puts if it goes any higher for
a short term correction.
Regards,
Ahu
OSTK
From: "Ahunawar Chhapgar" Date: Thu Dec 22, 2005 10:49 pm Subject: OSTK
I did recommend Overstock a few months back. Haven't researched it lately
but if you are holding on to it please do put stop limits. The company had a
bad earnings report and since we are in holiday season it might hold current
price levels but put stops at 6% in my opinion.
I did recommend Overstock a few months back. Haven't researched it lately
but if you are holding on to it please do put stop limits. The company had a
bad earnings report and since we are in holiday season it might hold current
price levels but put stops at 6% in my opinion.
Vishal's 2 cents...
From: "Vishal Kumar" Date: Thu Dec 22, 2005 1:23 pm Subject: RE: [stock_sharks] MSFT is an excellent long term buy
My $0.02
IMO there are 3 possible catalysts for MS this year
- XBOX 360 - If MS makes large improvements in market share
- Search - This is a biggie. MS is behind the curve and needs to do
more. Expect GOOG to see slower growth as well.
The third one is the release of the new MS pipeline
- Windows Vista /Office all ship next yr. While I don't think anything
will impact the number of client licenses we sell there is a reasonable
revenue uptick associated with a new release since corporates will
upgrade .
Basically you can expect the stock to hit 29-30 (and that is a
conservative estimate if MS hits even some of its goals in this space.)
Off course I don't buy MS stock in the open market.. im inadvertently
invested in it through multiple avenues .. but im planning on holding
onto the stock this year.
Bottom line - will MS return 10% this year - my answer is a confident
yes
Will it outperform the S&P - probably
Is there any chance the stock will jump > 15% - very unlikely
My $0.02
IMO there are 3 possible catalysts for MS this year
- XBOX 360 - If MS makes large improvements in market share
- Search - This is a biggie. MS is behind the curve and needs to do
more. Expect GOOG to see slower growth as well.
The third one is the release of the new MS pipeline
- Windows Vista /Office all ship next yr. While I don't think anything
will impact the number of client licenses we sell there is a reasonable
revenue uptick associated with a new release since corporates will
upgrade .
Basically you can expect the stock to hit 29-30 (and that is a
conservative estimate if MS hits even some of its goals in this space.)
Off course I don't buy MS stock in the open market.. im inadvertently
invested in it through multiple avenues .. but im planning on holding
onto the stock this year.
Bottom line - will MS return 10% this year - my answer is a confident
yes
Will it outperform the S&P - probably
Is there any chance the stock will jump > 15% - very unlikely
MSFT as a long term buy
From: "Ahunawar Chhapgar" Date: Thu Dec 22, 2005 7:13 am Subject: MSFT is an excellent long term buy
The more I study Microsoft and its balance sheet the more I realise that
there is no other company around that is remotely as healthy. 6 years of no
growth but I strongly feel it will jump into its next growth phase soon.
XBOX has not done that well and the stock is under pressure. In my opinion
its a stong LT buy any where close to 26. If I am not mistaken their
dividend itself is 36 cents a year. It is pressured again this morning and
so take advantage of a strong drop if any.
Good stock for any portfolio. Dividend paying, 3 bil a quarter profit making
stock that your mom will be proud of when she sees it in your portfolio with
all the other aggressive stocks ;-)
The more I study Microsoft and its balance sheet the more I realise that
there is no other company around that is remotely as healthy. 6 years of no
growth but I strongly feel it will jump into its next growth phase soon.
XBOX has not done that well and the stock is under pressure. In my opinion
its a stong LT buy any where close to 26. If I am not mistaken their
dividend itself is 36 cents a year. It is pressured again this morning and
so take advantage of a strong drop if any.
Good stock for any portfolio. Dividend paying, 3 bil a quarter profit making
stock that your mom will be proud of when she sees it in your portfolio with
all the other aggressive stocks ;-)
TASRE calls
From: "Ahunawar Chhapgar" Date: Thu Dec 22, 2005 7:07 am Subject: tasre
Taser is a buy based on open interest for 7.5 call options. I should have
emailed this one a couple of days back as it has had quite a run.
Taser is a buy based on open interest for 7.5 call options. I should have
emailed this one a couple of days back as it has had quite a run.
OVTI strength and CVH
From: "Ahunawar Chhapgar"
Date: Thu Dec 22, 2005 7:05 am Subject: OVTI still a good buy
Showing excellent strength this morning and recovered from the technical
damage in no time and with high volume. Micron reported yesterday and is
down after earnings.
There is a healthcare company called CVH. I haven't researched it much but
saw a couple of basics failing the main one being growth. It's doing okay
due to a fairly good market but in my opinion is a short close to 60. Buy
Feb puts on this one.
Date: Thu Dec 22, 2005 7:05 am Subject: OVTI still a good buy
Showing excellent strength this morning and recovered from the technical
damage in no time and with high volume. Micron reported yesterday and is
down after earnings.
There is a healthcare company called CVH. I haven't researched it much but
saw a couple of basics failing the main one being growth. It's doing okay
due to a fairly good market but in my opinion is a short close to 60. Buy
Feb puts on this one.
OVTI's big pain: Jefferies
From: "Ahunawar Chhapgar"
Date: Wed Dec 7, 2005 10:26 pm Subject: OVTI's big pain: Jefferies
Pixelplus Co., a Korean fabless semiconductor co that makes CMOS sensors,
filed last Monday with the SEC for an IPO.
Jefferries are the underwriter!
So much for the perpetual Sell rating that Jefferies always had on OVTI.
Date: Wed Dec 7, 2005 10:26 pm Subject: OVTI's big pain: Jefferies
Pixelplus Co., a Korean fabless semiconductor co that makes CMOS sensors,
filed last Monday with the SEC for an IPO.
Jefferries are the underwriter!
So much for the perpetual Sell rating that Jefferies always had on OVTI.
OVTI comes through
From: "Ahunawar Chhapgar" Date: Thu Dec 1, 2005 2:16 pm Subject: OVTI Earnings
Greetings from Chennai again :)
Did anyone see OVTI's earnings?
I hope you guys are still in OVTI. Last I knew a lot of you were still in.
Anyway, it just makes me wonder why no one was willing to buy this stock for
12 bucks a month back after all the trashing by Greenberg, Rocker and
Tristan Gerra. The amount of manipulation and lies on the stock was just
unbelievable. Guess the bottomline is fundamentals always win in the end.
Congratulations all!
Greetings from Chennai again :)
Did anyone see OVTI's earnings?
I hope you guys are still in OVTI. Last I knew a lot of you were still in.
Anyway, it just makes me wonder why no one was willing to buy this stock for
12 bucks a month back after all the trashing by Greenberg, Rocker and
Tristan Gerra. The amount of manipulation and lies on the stock was just
unbelievable. Guess the bottomline is fundamentals always win in the end.
Congratulations all!
LGF Post
Hey Jamshid,
I have always thought LGF is a good stock to buy under 10. These guys makephenomenal low budget blockbusters that get high critical acclaim. They madeCrash and they made Michael Moore's second movie amongst others.
Cheers,
Ahu>
From: Jamshid Kekobad
Subject: [stock_sharks] LGF>Date: Wed, 23 Nov 2005 07:50:32 -0800 (PST)>>Hey Ahunawar,>> What do you think of LGF ? i am thinking of buying it today....>> the usher movie is opening tomorrow and we might see a spike in the>share price on monday...same as what happened with saw II>> jamshid
I have always thought LGF is a good stock to buy under 10. These guys makephenomenal low budget blockbusters that get high critical acclaim. They madeCrash and they made Michael Moore's second movie amongst others.
Cheers,
Ahu>
From: Jamshid Kekobad
Subject: [stock_sharks] LGF>Date: Wed, 23 Nov 2005 07:50:32 -0800 (PST)>>Hey Ahunawar,>> What do you think of LGF ? i am thinking of buying it today....>> the usher movie is opening tomorrow and we might see a spike in the>share price on monday...same as what happened with saw II>> jamshid
Increased Open Interest
From: "Bhanu Sharma" Date: Sun Nov 13, 2005 12:23 am Subject: Re: [stock_sharks] Increased open interest
The iPod and the Xbox might compete a little for the same holiday shopping dollars, but I don't see the overlap of the target segment to be significant enough to impact iPod sales.
An MP3 music player is a far more generic holiday gift, than a video game console, since most folks won't consider gifting the Xbox 360 to their grandparents, aunts and uncles etc. and also, if you look at a typical household, there might be one Xbox for the whole family, with still an iPod for each family member.
With hordes of high school kids earning bragging rights by showing off their newest Nano's and iPod 5G's in school, commuters, fitness freaks etc. buying iPods, I clearly see the iPod as a very strong holiday contender.
For those interested in the iPod related economy, PLAY and AAPL both are going up around 15% by Jan, 06, IMHO.
I've been holding to my Apple stock, because I don't know of another "to die for" gadget in the market, this holiday season.
Still a good time to consider investing a little in these companies.(and buying yourself the latest Video iPod or Nano)
Bhanu
----- Original Message -----
To: stock_sharks@yahoogroups.com
Sent: Friday, November 11, 2005 7:29 PM
Subject: RE: [stock_sharks] Increased open interest
I wouldnt bank too much on IPOD sales going too high this holiday season as they will be splitting sales with the XBOX360. They are both the same price range (almost)harish rao
Ahu,
Good to hear from you. Getting to the point, I think PortalPlayer(PLAY)looks good for a quick trade, they make memory chips being used in IPODs, and they were down 24% from the time they announced their secondary offering. Now they have yanked their offering, and look good to meet their new EPS(up from 37 cents a share to 47 cents) especially after the strong holiday season that IPOD's expect to have.
Moreever they have a P/E of 13.1 which I think is pretty low for this stock. The stock did go up 14% EOD today, but I think it is definitely worth a 10% up trade in near future.
Let me know your thoughts.
Harish
From: "Ahunawar Chhapgar"
Increased open interestDate: Wed, 09 Nov 2005 10:09:45 -0800>>The $15 calls for November are showing a large increase in the open>interest. Meaning, a lotof people are buying the calls for 15 cents betting>that it will go above $15 by Nov 19. Only 7 business days more excluding>today. Tough shot but if it comes through your investment multiplies.>>Cheers,>Ahu>>http://stocksharks.blogspot.com/>
The iPod and the Xbox might compete a little for the same holiday shopping dollars, but I don't see the overlap of the target segment to be significant enough to impact iPod sales.
An MP3 music player is a far more generic holiday gift, than a video game console, since most folks won't consider gifting the Xbox 360 to their grandparents, aunts and uncles etc. and also, if you look at a typical household, there might be one Xbox for the whole family, with still an iPod for each family member.
With hordes of high school kids earning bragging rights by showing off their newest Nano's and iPod 5G's in school, commuters, fitness freaks etc. buying iPods, I clearly see the iPod as a very strong holiday contender.
For those interested in the iPod related economy, PLAY and AAPL both are going up around 15% by Jan, 06, IMHO.
I've been holding to my Apple stock, because I don't know of another "to die for" gadget in the market, this holiday season.
Still a good time to consider investing a little in these companies.(and buying yourself the latest Video iPod or Nano)
Bhanu
----- Original Message -----
To: stock_sharks@yahoogroups.com
Sent: Friday, November 11, 2005 7:29 PM
Subject: RE: [stock_sharks] Increased open interest
I wouldnt bank too much on IPOD sales going too high this holiday season as they will be splitting sales with the XBOX360. They are both the same price range (almost)harish rao
Ahu,
Good to hear from you. Getting to the point, I think PortalPlayer(PLAY)looks good for a quick trade, they make memory chips being used in IPODs, and they were down 24% from the time they announced their secondary offering. Now they have yanked their offering, and look good to meet their new EPS(up from 37 cents a share to 47 cents) especially after the strong holiday season that IPOD's expect to have.
Moreever they have a P/E of 13.1 which I think is pretty low for this stock. The stock did go up 14% EOD today, but I think it is definitely worth a 10% up trade in near future.
Let me know your thoughts.
Harish
From: "Ahunawar Chhapgar"
Increased open interestDate: Wed, 09 Nov 2005 10:09:45 -0800>>The $15 calls for November are showing a large increase in the open>interest. Meaning, a lotof people are buying the calls for 15 cents betting>that it will go above $15 by Nov 19. Only 7 business days more excluding>today. Tough shot but if it comes through your investment multiplies.>>Cheers,>Ahu>>http://stocksharks.blogspot.com/>
Nov $15 calls for OVTI
From: "Ahunawar Chhapgar"
Date: Wed Nov 9, 2005 10:09 am Subject: Increased open interest
The $15 calls for November are showing a large increase in the open
interest. Meaning, a lotof people are buying the calls for 15 cents betting
that it will go above $15 by Nov 19. Only 7 business days more excluding
today. Tough shot but if it comes through your investment multiplies.
Cheers,
Ahu
Date: Wed Nov 9, 2005 10:09 am Subject: Increased open interest
The $15 calls for November are showing a large increase in the open
interest. Meaning, a lotof people are buying the calls for 15 cents betting
that it will go above $15 by Nov 19. Only 7 business days more excluding
today. Tough shot but if it comes through your investment multiplies.
Cheers,
Ahu
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