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Amazon.com Inc. Message Board

kathlenebradshaw 95 posts  |  Last Activity: 7 hours ago Member since: Apr 28, 2002
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  • Reply to

    lets have a nice lunch tomorrow...

    by kathlenebradshaw Aug 28, 2014 4:14 PM
    kathlenebradshaw kathlenebradshaw 7 hours ago Flag

    great lunch today! Looks like a lot of float has now gone into strong hands ... when the numbers come out next month, we may see that we are north of 90% in big-boys' hands... who patiently sit on it for multiple quarters... hence, heavy demand in this quarter with less supply of shares, may make the SPLK move parabolic-UP. All clear signals now! Perhaps on next Tuesday, some low-fry shorts can still cover below 57.5 or 60!

    Sentiment: Strong Buy

  • Reply to

    Splunk delivers big-time upside!!

    by sam.hasson 8 hours ago
    kathlenebradshaw kathlenebradshaw 8 hours ago Flag

    And I would also add that, most [almost 98%] of Splunk's customers are super-glued customers... they become married for good... its a very comprehensive, unique, highly-performing, most visually-stunning and extremely well designed technology for operational intelligence with them, from which no enterprise can easily part ways, once in ... the moat is second to none, and almost no chance that any of the biggies can design it now to grab any market-share from Splunk for a very long time, if at all. The best bet for them would be to take out Splunk north of 70 to 125 bucks... the more they wait, the more they'll have to pay ... as clear as that! This SPLK is modern-era's operational-GOLD kids! Believe it! May all grand-kids prosper!

    Sentiment: Strong Buy

  • For my retirement tranch, I'm not letting go a single share below 300 ... it may take 3 years ... but it will reach there... I'm so confident! There is a tremendous moat of established, revenue generating base... which will continue until infinity I feel. Big boys have 81% and growing float, which they may lock-up like this as well... and this then tells me that the SPLK-shorts will be like "fish taken out of water" for a long time to come here!

    Sentiment: Strong Buy

  • Reply to

    62.5

    by kathlenebradshaw Aug 28, 2014 4:05 PM
    kathlenebradshaw kathlenebradshaw 13 hours ago Flag

    Moving in the right direction as expected ... 62.5 is now just a step away ... then 74.5... and then 82 ... all achievable within a quarter ... big boys are piling-in it seems... and the trend will continue for a much longer timeframe now, than most here expect!

    Sentiment: Strong Buy

  • Reply to

    Best in Class always wins.

    by alphamojo Aug 26, 2014 8:30 PM
    kathlenebradshaw kathlenebradshaw Aug 28, 2014 5:45 PM Flag

    The earlier price target of 82 by the recent analyst is certainly achievable now in this quarter. But who cares to sell it at that price ... we are talking about multi-year TESLA-type run here in SPLK... btw: there is one lost soul here, who keeps on posting lies with my name in the Subject line... as mentioned multiple times to him, my avg. tranched price is less than 50... you may look up. He made up a line in his own mind that I bought at 100+... just to water-down my message I suppose. You be careful and draw your own conclusions, after your own DD. I'm keeping and adding on my tranches, as funds become available. This SPLK beauty is too cheap at these levels to ignore. May all grand-kids prosper!

    Sentiment: Strong Buy

  • Reply to

    62.5

    by kathlenebradshaw Aug 28, 2014 4:05 PM
    kathlenebradshaw kathlenebradshaw Aug 28, 2014 4:23 PM Flag

    Now IMHO: big boys and MFMs will pile-in first all the way to 62.5 and then next long wave of the upgrades! The earlier analyst upgrade and 82+ target was right on the money it seems!

    Sentiment: Strong Buy

  • kathlenebradshaw by kathlenebradshaw Aug 28, 2014 4:14 PM Flag

    of some spiced-out, well-fried and squeezed SPLK-shorts! There are tons of clueless shorts that have piled-up in this ... tomorrow is gonna be fun and the long-SPLK party will continue next month ... so much to catch-up! May all grand-kids prosper! This SPLK is a Gem and a keeper for multi-decades IMHO!

    Sentiment: Strong Buy

  • kathlenebradshaw by kathlenebradshaw Aug 28, 2014 4:05 PM Flag

    here we come!

    Sentiment: Strong Buy

  • Reply to

    Best in Class always wins.

    by alphamojo Aug 26, 2014 8:30 PM
    kathlenebradshaw kathlenebradshaw Aug 27, 2014 11:14 AM Flag

    look for the price target raise to 106 after earnings! Two year out ... SPLK is an easy $300 stock on its own! But knowing this, unfortunately, some biggie might take it out (like GOOG, IBM, ORCL, FB, AAPL, SAP etc.) around $75, if we get the bid right now. In one sense, strategically, it will be sad as such, because then we'll be leaving $225 on the table, for the bidder to enjoy! This is the new TESLA of BIG-DATA kids... believe it! No one comes close, no one!

    Sentiment: Strong Buy

  • kathlenebradshaw by kathlenebradshaw Aug 27, 2014 11:02 AM Flag

    now 5 looks extremely cheap; two-three months from now, 7-8-9 will look extremely cheap IMHO ... money flow very strong into MACK recently it seems!

    Sentiment: Strong Buy

  • kathlenebradshaw by kathlenebradshaw Aug 27, 2014 10:21 AM Flag

    If you are in red now, your first loss is your best loss... many more losses may come... who knows? this may be the first of the downgrades... no one knows... only lazy late-comers buy a paper after a rally from 18 to 75 over multi-month, at these bubble PE levels! Think about it! Be nimble... be smart ... prosper all grand kids!

    Sentiment: Strong Sell

  • Reply to

    Why it's a huge STRONG BUY?!

    by bryan_texas Aug 14, 2014 1:19 PM
    kathlenebradshaw kathlenebradshaw Aug 27, 2014 10:14 AM Flag

    If the BBY, MSFT, drone pad real-estate stations, high-speed battery charging stations, etc. etc. types of rumored deals pan out and it latches on to the growth again, I see no reason why RSH paper can not reach $5 levels by 2016 and double digits by 2018 at the latest.

    Sentiment: Strong Buy

  • kathlenebradshaw by kathlenebradshaw Aug 27, 2014 9:45 AM Flag

    What do folks here think of MRK and MACK? Can MRK (or any other big pharma for that matter) be interested in MACK at this point, to inject "growth" in their mature pipelines?

    Sentiment: Strong Buy

  • kathlenebradshaw kathlenebradshaw Aug 27, 2014 9:39 AM Flag

    A $20 stock at most in 2016... but thanks to the QE liquidity, we enjoyed the fluff rally in the FB paper for a while... it was good while it lasted for the "no homework, but piggyback rally riders" in 2013 and so far in 2014 ... well, everything comes to an end in the market and in life eventually, isn't it? May all grand-kids prosper!

    Sentiment: Strong Sell

  • kathlenebradshaw by kathlenebradshaw Aug 21, 2014 9:37 PM Flag

    A big block (~ 200) long Call contracts were bought today at the Ask for Jan'15 Strike-30... this tells me they are looking for SRPT pps to go north of 32.50 at least by Jan expiration! Can some one update me please of the possible events in the queue until then? Got some moola freed recently and would like to possibly go long in SRPT soon (rather aggressively... as 50% upside in mere 5 months and now the pps at support, seems very attractive combination).

  • Reply to

    getting ready for the baldy_n_beard show?

    by kathlenebradshaw Aug 21, 2014 5:35 PM
    kathlenebradshaw kathlenebradshaw Aug 21, 2014 9:04 PM Flag

    indexit Sir: Ever heard of Elliot Waves riding with related R/R management for limited capital? For that slice of funds, had to exit to camp out elsewhere, as simple as that. Yes, 63.46 may indeed be achievable here, over multi-day scenario, but then it comes with related mkt/etf exposure also. IOW: for the fourth-wave, easy moola has been made and as per the discipline and other opportunity dynamics, had to close out and be happy with mere 3.5 gains.
    And you keep mentioning I bought SPLK at 100... that is not true... I do not know where you got that idea. I have 3 entry points there between 28 and 53 and it is for LT, as I'm convinced it is too cheap now, and as per the recent analyst write-up also, 82 in 12 months is achievable there. In fact, I feel like getting Oct 55 calls now in SPLK, because it is offering an excellent entry point near multi-month support now... they have flushed out most of the weak hands there and business-moat is near the top in the big-data industry. I still maintain that, one of the biggies will take it out north of 70 in not too distant future, if it stays low and flat like this. Technically, its about to complete a double-bottom scenario for the multi-month ElliotW. Such opportunities are rare before October. SPLK is a no-brainer LT long imho. Of course, if the entire mkt undergoes a black-swan type event, then all bets are off, obviously! All the best to all players here!

  • kathlenebradshaw by kathlenebradshaw Aug 21, 2014 6:36 PM Flag

    looks like a ST bottom here and a nice entry point for aggressive long positions in MACK. Got some moola freed and I'm looking fwd to establish some long options tomorrow... double digits later in the year is a given for MACK imho!

  • Reply to

    Lovefest tonight

    by inbounds7 Aug 21, 2014 6:02 PM
    kathlenebradshaw kathlenebradshaw Aug 21, 2014 6:31 PM Flag

    I got my 3.50 in five days ... in on 52.60 and out on 56.10 in AH now... need to put these ST gains in some other place next. Good luck all!

  • Reply to

    Lovefest tonight

    by inbounds7 Aug 21, 2014 6:02 PM
    kathlenebradshaw kathlenebradshaw Aug 21, 2014 6:16 PM Flag

    Life is ultimately a game only friend, isn't it? ... just play on the side of the big boys, until the music stops... ride the waves in the correct direction! (some even say: Life is a game played by God on Humans ... often the rewards are totally disproportionate to work for many.. and then they attribute this to previous life's karma)!

  • Reply to

    Lovefest tonight

    by inbounds7 Aug 21, 2014 6:02 PM
    kathlenebradshaw kathlenebradshaw Aug 21, 2014 6:04 PM Flag

    I think it will; since the music is still intact!

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