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Zynga, Inc. Message Board

odonnellm66 404 posts  |  Last Activity: 3 hours ago Member since: Jan 17, 2012
  • odonnellm66 odonnellm66 3 hours ago Flag

    Yes, exactly. Right now a paradigm shift is occurring away from momentum trading, which has dominated the markets since 2009, back to fundamentals. When interest rates finally rise, likely in reaction to a loss of faith in the dollar, the demand for fundamentals will become even stronger. P/E ratios of 500 will for the most part disappear, and the resulting carnage will shock all but a few. Hype stocks like ZNGA which can't even list a P/E are in for an especially rude awakening. A select few companies merit extremely high P/E ratios, and I am referring to those outfits on the very edge of transformational technology. Maybe a Tesla. Energy production not based on fossil fuels. Most definitely biotechnology. But not a ZNGA. What is earth shattering about ZNGA? Asinine games, time wasters, for those without an original though in their cranium. The Kim Khardashian generation.

    Sentiment: Strong Sell

  • The average American already owns too many things. Cruise through a well to do neighborhood on "junk" day when they put all their discards at the curb. It's astounding what is being tossed as rubbish--a dream for most of the world's population. The storage business is booming because we have too much. The aging baby boomers, who control the largest percentage of the nation's disposable income, are downsizing. Their demand for more stuff is dropping at a rapid clip. Subsequent generations may desire more consumer items, but they are already financially leveraged, and for some it is a challenge to just put gas in the car they are making payments on. Consumer demand is already weak, and it will grow weaker. This occurring while the major stock averages are at all time highs. What happens when the S&P 500 is shaved 30 to 40%?

    Sentiment: Strong Sell

  • And then we have ZNGA on August 7. All three of these companies are being run as non-profit organizations, altruistic in their service to the improvement of humanity. Carefully observe the huge burst in AMZN volume today. We will see much the same in the trading of ZNGA after the lack of earnings report. You can expect a 70 to 100 million share session. Yes, the ZNGA Brain Trust must somehow temper the blow with the application of hot air. What, move to Disney World in Orlando? That's a laughable proposition. Why not Bangladesh? Why is ZNGA's P/E ratio listed as not available?

    I am the eggman. See how they run like pigs from a gun, see how they fly.
    I'm laughing.

    Sentiment: Strong Sell

  • odonnellm66 odonnellm66 4 hours ago Flag

    But you see, you have not entirely ignored me, otherwise you would not have mentioned my name. Pay me a visit when this garbage is at $2-. Meanwhile, thanks for the free publicity.

    Sentiment: Strong Sell

  • odonnellm66 by odonnellm66 4 hours ago Flag

    Have you seen the little piggies
    Crawling in the dirt?
    And for all the little piggies
    Life is getting worse
    Always having dirt to play around in

    In their styles with all their backing
    They don't care what goes on around
    In their eyes there's something lacking
    What they need's a damn good whacking

    --John Lennon

  • odonnellm66 odonnellm66 18 hours ago Flag

    There are actually many moderate Jewish voices within Israel, but they are not in the Likud Party, and we seldom hear from them. They are not at the centers of power among that war monger and murderer, Benjamin Netanyahu. Try reading the writings of Moshe Dayan's widow. She is on the right track. Try listening to Rabbi Weiss on youtube. There are many other reasonable voices in the Jewish community. The charge of anti-Semitism is all too convenient, a common smear tactic used by the Zionists if you object to their history of confiscation. Zionism is nothing more than a political and economic philosophy based on thievery.

  • Almost all the Israeli deaths were soldiers. 80% of the Palestinian deaths were civilians, including many women and children. Today Israel shelled a UN school--15 dead and 200 seriously injured. Watch for this violence to now spread to the West Bank.

    Summary: The world, both Arab and non-Arab, is growing tired of the land grabbing tactics of the fascist Zionists whose supreme goal is extermination of the Palestinian people. Gaza is nothing more than a Warsaw ghetto imposed by Tel Aviv by way of economic blockade from land, sea, and air.. Israel wins the battle, but loses the war. We are becoming Israel's last "friend" in the world, and that is only true because Tel Aviv (AIPAC) has a stranglehold on our political process. Strong sell on both ZNGA and Israel.

    Sentiment: Strong Sell

  • It's a very simple math proposition. For both ZNGA and AMZN, the cost of operations exceeds incoming revenue. Neither company is able to post profits. Amazon shareholders have been willing to overlook this "minor" shortcoming for years based on the misguided notion that AMZN (PE--560) continues to increase market share after driving any number of small businesses under, especially in light of the sales tax advantage. Now we are entering a new environment where profits do indeed matter, and I suspect AMZN will be hammered tomorrow. Here's the critical difference between AMZN and ZNGA. While AMZN can at least claim to be increasing market share, this is by no means true of ZNGA. Quite the opposite. Active ZNGA users are dropping like flies and competition from smaller outfits in the field of social gaming grows ever fiercer. By the way, there is no brand loyalty among the gaming addicts. They will shift like the wind. Farmville one day, Kim K. the next.

    Sentiment: Strong Sell

  • It comes likely enough on the very day--August 7 (?)--that ZNGA posts more losses.
    Something must be done by management to temper that blow.
    What will it be? How to put a round peg in a square hole?
    I am open to all ideas. It's not another acquisition.
    It's not a buyout from the likes of Google, Microsoft, or Yahoo.
    So, shed some light on this intriguing question.
    1000 employees axed?

    Sentiment: Strong Sell

  • Alas, those days are gone, yet ZNGA still remains dependent on FB for a large part of its dwindling revenue. Take a quick look at Twitter. Even that troubled company is up today in FB sympathy.

    Summary: Don't pray for miracles with this rabid dog. Put it down.

    Sentiment: Strong Sell

  • Reply to

    ZNGA Longs: This is like churning rancid butter.

    by odonnellm66 Jul 24, 2014 11:35 AM
    odonnellm66 odonnellm66 Jul 24, 2014 11:37 AM Flag

    Censorship once again?

  • Team, all together now: "Stroke! Stroke! Stroke!"
    When we break critical support at $3-, please pick up the tempo to triple time.
    This is how actual value is created.

    Sentiment: Strong Sell

  • I can only quote JR directly from today's email:

    Mike, you are fully immersed in the heart of darkness while the fanfare of Facebook, GLUU, and ZNGA leaves you behind in the dust. Your negative view of the world and that blue chip paper issued by the ZNGA Brain Trust is wearing thin. This emotional imbalance clearly stems from your beaten inner child, and I will be adjusting your Xanax prescription accordingly. You are a textbook case of melancholia. In addition, I want you to play a minimum of three hours of Farmville Version 2 each day for the therapeutic value, since you are chronically unemployed and in dire need of a country escape. Stop and smell the virtual roses on your farm. You must also post a selfie once a week on Facebook, register no dislikes of people, places, and things, and do so on the rare occasions when you are sober. Lastly, I insist that you achieve level 5 on Kim Khardashian's Hollywood where the voluptuous femme fatale drops her brassiere and prepares for Kayne West's full fat bottom assault. The ZNGA message board is sick and tired of your incessant cynicism and frankly, so am I. Follow my instructions to the word or our doctor patient relationship will be terminated. I have one final point. You must go long ZNGA common stock on full margin at tomorrow's open. ZNGA is the major growth story of this decade. It only lacks one minor attribute, namely profit.
    Dr.JR Silverstein

  • odonnellm66 odonnellm66 Jul 23, 2014 5:49 PM Flag

    I only suggest a temporary 30% rise in ZNGA shares as a possibility, not one I would bet on. The company has been news, not earnings driven since its very inception. Here are some of the news events which drove the stock up, and ultimately amounted to nothing.
    1. The mania surrounding the Facebook IPO.
    2. The BWIN partnership and the innuendo of real money gambling.
    3. ZNGA will purchase an Atlantic City casino.
    4. Yahoo (insert company of your choice) will buy ZNGA.
    5. Federal online gambling legislation will be passed any day.
    6. ZNGA purchases Draw Something.
    7. ZNGA selects Don Mattrick as the new CEO.
    8. ZNGA purchases Natural Motion.
    9. Steve Wynn will partner with ZNGA.

    The above is not an exhaustive list. What's the next news event? 1-9 above failed to save the stock over the long haul. All were hot air bubbles, worth trading only with a very brief time horizon.

    Sentiment: Strong Sell

  • The stock was all over the map today as a result of a bear raid, which for the most part failed in light of the dramatic recovery off the low. With the parameters of $6.67 to $7.35, I would say that is the definition of volatility, and it occurred on four times average daily volume. There's a huge amount of speculative fervor in GLUU, and the stock is a leveraged microcosm of what is going on in the major averages, and that's why GLUU merits close attention. ZNGA is a relative bore in comparison. I suggest to you that GLUU could again be a $6- stock, or lower, in a heartbeat. Blow off tops are very dangerous because the commitment of these traders is measured in minutes. Carry on Kim Khardashian.

    Sentiment: Strong Sell

  • odonnellm66 odonnellm66 Jul 23, 2014 4:51 PM Flag

    I have no position in GLUU, but I will readily admit the Kim Khardashian effect is remarkable. She will be the one laughing all the way to the bank, but I suspect the shareholders will not fare quite so well over the long haul. Let us see where GLUU trades at the end of October. I say it is down substantially below these price levels. For the moment GLUU is the litlle darling of social byte.

    Sentiment: Strong Sell

  • Reply to


    by bauherk Jul 23, 2014 4:20 PM
    odonnellm66 odonnellm66 Jul 23, 2014 4:43 PM Flag

    Institutions are wrong all the time, and many of them cannot even match the return on the S&P 500, so a dart player would fare just as well. They are paid to be fully invested, so they have to own stocks, not sitting on big cash reserves. Consider for a moment the billions of institutional money which was sitting on ZNGA at prices between $10 and $15-. We know how that turned out and who were the losers. Furthermore, I wouldn't trust any institution chasing a penny stock with no earnings on my personal bankroll. That's what ZNGA is. Here's the current uncertainty. ZNGA is going to issue some type of "major" announcement at the same time they reveal that the company continues to lose money. I'll bet my sweet bippy on that one, especially since earnings have been postponed to August 7. Will Wall Street and the institutions buy it? Let's wait and see. I'm not buying it, but I would be prepared for a possible 30% bounce, which later succumbs to the ongoing ZNGA death spiral.

    Sentiment: Strong Sell

  • We had 1 million shares cross the ZNGA tape in the last ten minutes of today's session. Ask yourself where those trades came from. Yes, it was Hal the computer, meaningless background noise, and not indicative of intrinsic demand for the common shares. This phenomenon is occurring across the board on almost every listed stock. Hal yields a sword which can and will cut in two directions, and that has been forgotten. You should prepare for a day when the algos and trading programs are not cooperative and become a primary impetus behind a cascade of selling. The public, the final bagholders as usual, then panics, and we have a crash on our hands. This occurs before the close of 2014. It could make 2008 look like a relative picnic, especially in combination with a dollar decline and a meltdown in derivitive contracts, because more loose money--quantitative easing-- would only accelerate the decline in our currency. You might call it a perfect storm, and the clouds are already on the horizon. ZNGA is already irrelevant, but then its irrelevance is reflected in price.

    Summary: The most logical, though least entertaining trade, is to short the SPY, turn the computer off for four months, and come back a much wealthier man. Volume precedes price, and SPY volume was also extremely weak.

    Sentiment: Strong Sell

  • I'm not a huge fan of Motley Fool articles, but today's posting merits close reading. The freemium business model is nothing more than bait and switch, and governments, ours and Europe's, are prepared to crack down on this questionable practice. Free is in reality not free, and the ethics involved are not that much different than your average used car lot, and especially suspect if they target youngsters, prime gaming demographics. Addiction is also a key component to the success of a company like ZNGA because anyone foolish enough to enter their credit or debit card number is nothing more than a virtual dope fiend. The apparent success of garbage like Kim Khardashian's Hollywood is a sad statement on the current state of mass culture, though it is just one more flash in the pan of human stupidity. Interestingly, the ZNGA Brain Trust, despite a bloated work force of 2000, was not able to come up with the asinine notion of Kim K, so I can only ask what those people do all day. Layoffs must eventually occur, because employee compensation is bleeding this company dry. Simple math dictates that the cost of operations exceeds revenue, and ZNGA will use every trick in the book, an act of desperation, to hook the small minority willing to toss real money at this rubbish.

    Sentiment: Strong Sell

  • We will be lucky to break above 10 million shares today. This stock is clearly not under accumulation on some pie in the sky notion of a takeover, and the volume speaks loud and clear on this point. We are only treading water. The longs are correct in this one sense. The only hope for this pathetic company is a takeover, but why would anyone pay a premium for a failed business model? The barriers of entry to this field of social gaming are minimal at best, and competition will only increase from outfits with between 100 and 500 employees, and they will slowly whittle away at a domain ZNGA once called its own. There is an assembly line at Tesla, and that's something not easily replicated. ZNGA only has rows of computers and button pushers.

    Summary: After the lack of earnings report, there will be a huge burst in volume above 100 million shares in a single session. It won't be pretty. There remains $1 billion of downside market cap risk.

    Sentiment: Strong Sell

3.02-0.02(-0.66%)2:46 PMEDT

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