The analyst doesn't "see" anything, the note on flyonthewall says this information is what management told them, so they're speculating about LG and AAPL, with total disregard for the patent loss.
Hey lady....you beat me to it.....I was going to make the same comment. Happy holidays!
On another note, I don't think they'll taper now, or even in the near term. They're so stuck, and any taper would raise interest rates, which is the one thing they're trying to prevent.
From the Barrons article, quoting the JMP analyst:
“If you think Samsung is the only customer Universal will have, then you don’t want to own this stock,” he says."
The Canaccord analyst doesn't even think Samsung will be a customer of OLED in the future. It may be clear to the market that JMP's note is based almost entirely on speculation, i.e. "if LG becomes a customer", and "if AAPL develops a watch, and uses OLED technology."
Sure, just continue to avoid any thesis or point that differs with yours. And do it in a way that contributes absolutely nothing to the discussion. That way, when traders who read these boards wonder whether to go short or long the stock, they read posts like yours.....Then they say, "well that was easy, most of the longs here have nothing to contribute to the discussion.....maybe they're just avoiding any argument that doesn't support their own agendas."
Thanks for reinforcing my side of the trade.
I see no reason why this is up this much today. The only debate is do I initiate a short position now, or wait until tomorrow?
I'm sure they'd want to acquire a company with a market cap of $4.5B, with $200M in sales and no profit. It makes no sense.
You're correct....there are many overvalued stocks, but YELP is certainly in the top 3. I'm still not sure why it's up this much today, other than a typical technical move to flush out some of the shorts.
I wish the Fed would surprise the markets and taper and tell the markets they'll be raising interest rates sooner rather than later.....That would tank the entire market, but of course the Fed will do nothing at all tomorrow.
The Fed has no exit strategy, and continues to pump up the market. On the other hand, YELP will be one of the first stocks to crash if the market falls.
What difference does it make? So it ends a bit red, or a bit in the black, so what? The conspiracy theories on this board are a joke. If the stock goes down, it's "criminal", "the shorts made it go down," Blame the bearish analysts, blame everyone else except those selling the stock.
My chart says YELP will probably close just below $65 tomorrow. You should have sold and gone short before the close.
Yesterday my chart said the stock would be up $2.66, and close at $66.80. Let's see if I can correctly call two days in a row tomorrow.
07:06 EDT DECK Deckers Outdoor checks on UGG positive, says Piper Jaffray
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What checks? What do they do, visit all the supply channels, something the average investor is not allowed to do? Or do they plant "women watchers" in the malls to see if they're wearing UGGs? As usual, the SEC will look the other way. Apparently analysts can do whatever they want to get information on sales, instead of waiting for the earnings reports like everyone else.
I'm long the stock, but I don't trust the analysts.
Is there an age limit for posting on Yahoo boards? And why would you care who he is? Why would you post his personal information on the message board? Would you like it if someone posted all your personal information on the boards?
09:40 EDT LNKD LinkedIn Q4 revenue estimate range lowered at ITG Research
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And it's taking down all the other high flyer momentum plays: YY, YELP, FB, TWTR
think again....It's the media who is obsessed over the taper noise, not the Fed. And I'm thinking the market will fall today, regardless of what the Fed says or does....