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jpmarketer 164 posts  |  Last Activity: Aug 31, 2014 8:24 PM Member since: Jan 16, 2008
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  • This guy pumped RVLT and CREE mercilessly fo ryears. Each of them has slid, with CREE now just having been knocked off its growth horse.

    without a doubt, SILLY SALLY'S PUMPING OF CREE AND RVLT, AND THEIR SUBSEQUENT, STUNNING DECLINES (Cree alone -40% this year, and now dead in the water) -- MAKE FOR THE MOST PROLIFIC FACE PLANT IN THE HISTORY OF THIS MESSAGE BOARD.

    CONGRATULATIONS TO SILLY SALLY! 100% DISCREDITED, LOST ALL HIS MONEY, AND NOW FACE DOWN IN THE YAHOO GUTTER, LIMP, MIND GONE, MONEY GONE. IT'S ALL GONE FOR THIS MAN, WHO MUST FACE HIS PAIN NOW EVERY TIME HE HEARS THE WORD CREE. CREEEEEEEEEEEEEEE

    -JPMARKETER

  • jpmarketer jpmarketer Aug 14, 2014 9:36 AM Flag

    The old boy lost his shirt on CREE. He lost all his money, after years of pumping. The company was just stopped dead in its growth tracks, for all the reasons I and others said it would be. Let him tell you othwerwise. He led you down a path of destruction. Everything Silly Sally ever told you about CREE is wrong. I can't wait to go through the report and cmpare the real results 1:1 with what Silly Sally told you was going to happen. WRONG, WRONG, WRONG. sILLY sally WAS WRONG ABOUT EVERYTHING. HOW CAN HE SAY ANTHING DIFFERENT? CALLINE ME NAMES WONT' CHANGE IT. THE GUY JUST LOSE EVERYTHING.

    All the rest is subterfuge.

  • Reply to

    every one who wanted to sell ...

    by kathlenebradshaw Aug 13, 2014 4:47 PM
    jpmarketer jpmarketer Aug 14, 2014 7:29 AM Flag

    That's not what it is. This poster is an effusive pumper. Could very well be Silly Sally morphing because he cannot show his face here again after the consistently wrong calls on CREE and the merciless pumping for, how many years? and EVERYTHING SILLY SALLY TOLD EVERYONE WAS WRONG. ALL OF IT.

  • Every single thing this poster has pumped about CREE has been WRONG. This poster has, for years now, intentionally tried to mislead, purported to have inside information, and pumped mercilessly. Everything he said was going to happen, the opposite happened. There is not a single ounce of credibility left with this poster, not now, and not for ever. How can this guy ever show his face here again, after the lies, deception, pumping, and look at the results? Silly Sally is a fraud and proven t obe so, now, over and over again -- RVLT, here, just look at the history. A FAUX INVESTOR who populates this board as a troll,and may very well be compensated for his posts. They have all been false, misleading, and wrong. EVERY SINGLE THING SILLY SALLY HAS SAID HAS BEEN PROVEN TO BE WRONG.

  • jpmarketer jpmarketer Aug 14, 2014 6:28 AM Flag

    Incredibly (or not so), Silly Sally lost everying on CREE as well. Everything this poster ever told yo uabout CREE was wrong. Look what just happened. Remember he told you about all the inside info he has, and how CREE margins are going to expand this guy has been wrong about everything he ever said on this board. Every single Thing.

  • Reply to

    Bottom Line They Made $

    by jt87ohmy Aug 12, 2014 6:58 PM
    jpmarketer jpmarketer Aug 12, 2014 7:03 PM Flag

    But not up enough to justify the share price, so down it goes. Sorry. Their Consumer Sales Head has no Consumer experience. Their other Sales Head has no Sales experience at all. They don't get it.

    Messaging-wise, they blew the opportunity to make CREE synonomous with LED lighting. Their copy and creative were cute, but non-compelling.

    Their in-store strategies with Home Depot, and no broader retail distribution was telling.

  • Two Sales Heads with No Relevant Experience. Told ya.

  • There has been spirited debate about the margins, the hope of the Lighting Division, and whether the Fixture Business and the consumer bulbs will blow out the volume so much, as to more than offset any margin decline.

    In my view, either the margins have to stabilize with decent volume, or the volume has to spike and more than offset the margin decline, dropping to the bottom line. It has to happen, and be shown to continue happening in a way that will sustain earnings growth.

    It's true that lower margins affect all kinds of financial efficiencies, investment attractiveness, everything. But I also believe, as many posters have said, that the volume potential - given the explosive conversion that is going on now and CREE's strong marketplace position -- could carry the day.

    I feel confident that -- unlike what Silly Sally forecast months ago -- "margin expansion is occurring" -- the margins will be flat to down, given the ferocious competition.

    I have no position in CREE now, either short or long term. Good luck to those who do. A win for the company tonight and all those who have stood by it would be wonderful thing.

  • You have to go over there and take a look. It's hysterical what this hyena just did to himself. Never have I seen a bigger fool, who leads with his face, and then gets it crushed, over and over again, only to re-emerge as if it didn't happen!

    Yesterday at 4:08pm, Enernoc announced a stock buyback. Silly was so beside himself, he jumped right onto the Enernoc board and told everyone what an idiot I am because I trade ENERNOC, versus being a "long-term" holder like him. He waxed on about how ENOC holders had caught a break, and how short term traders like me were "FAUX TRADERS" and all his nonsense.

    Only thing is, the old boy didn't stop long enough to look at the $130 million in debt that was being issued, in part to fund the buyback. Enernoc has some problems and they are financially re-engineering to shore up the P&L in the absence of needed top and bottom line growth. This baboon completely missed that, tried to rip me a new one, and now, is not only standing in pools of his own flop sweat, but has a spotlight of the ages trained on him for everyone to see how petty, ignorant and manipulative this washed up, forgetful, limp slob really is. Just go over to ENOC and see for yourself. The stock is down 1% so far today coming off the announcement.

    NOW WE HAVE A PROVEN LOSER - SILLY SALLY - WHO CAN NEVER LIVE DOWN THE IDIOCY HE AGAIN JUST DEMONSTRATED. This, besides being a demonstrated chatboard manipulator who purports to have inside information to influence shareholder sentiment. DONT TAKE INVESTMENT ADVICE FROM THIS GUY!

  • Sorry to other posters for this diversion/waste of time on such an important day --

    This poster Silly Sally has been stalking me for months. I quickly identified him -- like I did Launcelot on this board a few years ago -- as a chatboard manipulator who purports to use inside information to influence shareholder sentiment on the Yahoo boards. Launcelot was removed, as the old timers may remember.

    Now, "Silly Sally" thought the buyback was big news, and used it to pounce on me again. Unfortunately, this poster lacks any kind of investment knowledge (probably a nickel a post employee), completely misread the Equity/debt swap, and went to town. He is a bona fide fool, in addition to being a prolific chatboard manipulator who all would be well served to avoid. DON'T TAKE INVESTMENT ADVICE FROM THIS CHATBOARD MANIPULATOR. Here you go.....

    jpmarketer • Jul 7, 2014 9:14 PM Remove

    Anatomy of a Chatboard Manipulator - Sal. Look at this.....

    Here is a post from Silly Sally 2938 on March 5, 2014, pumping RVLT. He purports to have inside information that the stock price will rise. At the time of the post, RVLT was in the low 3's, and with days, this poster Sal and his buddies pumped it to 4. It has slowly slid back now to the low/mid 2's.

    Those are just facts. Look at this post, go back and see it before Sal erases it (will be gone within minutes, like all of them are), and then look at the chart for RVLT and the dates I'm telling you.

    Just got an email from an old friend.
    sillysally2938 by sillysally2938 • Mar 5, 2014 11:13 AM Flag
    Said she thinks RVLT's about to ride much higher. eom
    Sentiment: Strong Buy

  • Reply to

    Buyback Announced After the Close

    by citamar Aug 11, 2014 7:02 PM
    jpmarketer jpmarketer Aug 12, 2014 10:16 AM Flag

    I still have to listen to call and read report, but it looks like swapping out equity for debt. Sure it will boost the pps dynamics in the short run. But my concerns is, are they financially engineering because anticipated top and bottom line growth will not support the current PEG. This could be somewhat ominous, but needs some study. Any opinions welcome -- can't focus on this, in the middle of a project, but really interesting development.

  • jpmarketer by jpmarketer Aug 11, 2014 12:14 PM Flag

    Puzzled by something.

    Helsinki closed up 1.75%. Add in the currency fluctuation -- the USD/EUR +0.2%

    So the increase in the US today should be 1.95%, theoretically, right?

    Closed Friday at $7.65. Add on the 1.95% or 15 cents, should be at $7.80.

    But as I write this, with Europe closed, the US PPS is hovering around $7.70/$7.71.

    Is the relationship not such a close in one (they line up over time, not necessarily daily), driven by other factors, including US market conditions, option plays, all sorts of things? Is this the way to look at it?

  • Brands are incredibly valuable assets, and the Nokia Brand is like gold, in terms of consumer perception and Brand equity.

    I don't understand how Nokia could be allowing Microsoft to market Nokia handsets under the Nokia name like this. Of course, that's the whole value of the acquisition for Microsoft. I'm not saying that the acquisition could have ever happened without the Nokia name. But to allow your brand -- and the flagship product with which it is most identified, to be marketed by another company - wow.

    Just look at the launch this morning of that piece of #$%$ $25 phone branded Nokia for emerging markets. Sorry, but a brand's equity is MOST impacted by consumer products like this, it bleeds into the commercial and industrial sectors, and this low end phone is the first shot at a negative brand image for golden Nokia?

  • jpmarketer jpmarketer Aug 11, 2014 10:47 AM Flag

    Don't know if "deliver" means, necessarily, a top or bottom line beat. Instead, it's today's relationship between gross margins (especially for the Lighting Division) and volume? One of you made this point a ways back. If the margins are still light, but the volume is blowout and drops to the bottom line, then the model will show itself to be effective, even if driven by the incredible Category size, and just capturing a respectable share.

    So what I'll be looking for is the relationship between volume and margins -- what their outlook is for this relationship going forward, and whether the resulting earnings growth may justify a PEG that says the share prices should be higher.

    There's going to be a good deal of volatility before that place gets reached, probably over a day or two. Good luck to all of those who have held so long, and to all Longs. Well maybe except for one.

  • August 5, 2014

    We has earlier reported about “Nokia planning many consumer devices and that it may actively seek acquisitions for its new products”. Many new Nokia job openings mostly located in “Sunnyvale” confirm what we reported and the excitement amongst the Tech media has made Nokia to admit that they are indeed hiring for consumer product businesses.

    SVP of Strategy at Nokia, Sebastian Nyström has tweeted,
    Excitement about Nokia products in the blogosphere! We are indeed hiring for new products businesses.

    If you follow the link in the tweet and check any of the job openings, you can understand that exciting times are ahead for sure!! Read some of the details below from two of the job postings,

    Nokia is establishing a new businesses built on Nokia innovation, focusing on physical and digital products and services for consumers directly or through other customer companies. We have already identified a number of product opportunities where we can make a difference in the market in areas aligned with our vision and where our brand makes a difference, and we continue to look for new opportunities where we can win.

    - Lead the product management activities for a new category of device products, including defining the product proposition and business opportunity. Your strong leadership and contribution is instrumental in making our products competitive leading to the commercial and business success we expect from them.

    - Cover all global product management activities from concepting through the product development and in-market phase, including both the physical device and the software that goes with it. You will be responsible for translating consumer needs and customer requirements into world-class competitive product concepts, do the actual concepting work together with product development and oversee that products are implemented as planned.

  • Reply to

    Earnings - Quick Analysis

    by jpmarketer Aug 7, 2014 4:19 PM
    jpmarketer jpmarketer Aug 9, 2014 12:28 PM Flag

    Great take. May have more thoughs after I listen to/read call. Wondering if anyone has, and if any notable new news, positive or negative --

  • GAAP Earnings this quarter -.96 vs. -1.24 analyst consensus, good
    GAAP Earnings next quarter 3.27 - 3.33 vs. 3.50, bad. Revenue also on target, possibly light at 313-323, vs estimate of 318.04.

    Guidance for full year earnings is .47-.55 which is higher than the .46 consensus, good.

    Sales volume guidance for full year is 450-465 vs. estimate of 457.75, eh.

    There are no notable updates on international (no mention I saw in a quick scan), and very milktoast commentary in initial PR. No disasters, relatively on target, but whole thing seems blah, milktoast. No disasters but no catalysts, is initial impression.

  • Since I sold my position, there is an EXCELLENT chance that ENOC will rocket upon earnings!

  • It's been relatively very quiet in this period leading to earnings. I'm continuing to see the insider selling, even down at these prices, and don't know if it's Management deservedly converting some stock into cash, or an exodus because they know this thing has run its course.

    I'm watching trends in distributed energy, and the natural efficiencies being gained through technology.

    You know, here in NY, one may remember the power lines and transformers were exploding during the Summer a few years ago. Not a peep now, and I don't know if it's because of infrastructure improvements, or because peak demand has come down with everything from appliances to lighting (ie LED) being MUCH more efficient. LED lighting alone -- 75% average drop LED vs, incandescent, or something like that?

    Why aren't we hearing anything about Europe, or Japan. I pointed out there was a lot of competition in Japan.

    Enernoc has always had an expensive organization. It was needed to develop this business. But it also makes the business very sensitive to sales volume and/or margin shortfalls, with a big potential impact on earnings and PPS.

    Then there is all the FERC stuff.

    For these reasons, I've liquidated my position accumulated over the past weeks. I'm not going to be holding going into earnings, and for those who are, I wish you well.

    I've followed this stock for a long time. They've always had headwinds, but I wonder now if the world is changing too fast for them, if the peak demand addressed by Demand Respose is quickly becoming a 20th century phenomenon, and whether distributed energy will change the whole landscape.

    Or, none of this applies and they're going to have blowout earnings. No crystal ball, but it feels different this time. Like grand expectations unrealized.

  • Reply to

    Nokia Peg

    by swoope2001 Aug 1, 2014 12:56 PM
    jpmarketer jpmarketer Aug 2, 2014 11:20 AM Flag

    Leg of pirate

TM
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