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Qlik Technologies, Inc. Message Board

weilllin 13 posts  |  Last Activity: Sep 15, 2014 2:00 PM Member since: Jun 19, 2003
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  • It seems shorts still well control the price. The volume has been low and NSR has down for 6 days. This is quite typical pattern around a co with uncertainty. However it would be very strange if FCC can award this contract to Telcordia at this point of time based on the facts of national security (Telcordia doesn't even know the security requirements), unclarified neutrality, tight timelines, etc. It is just too risky and a government agent would normally take that approach for just saving some money. Telcordia just wanted to get the contract with exceptional low bit but everyone knows the trick. If it can make money it won't do its job and NSR can definitely get back using the same way for next contract renewal. This disruption to this industry and currently well managed portibility would be another big risk FCC should consider. So longs sit tight for potenial big rewards.

  • Reply to

    what is up?

    by anitawhowho Aug 22, 2014 1:57 PM
    weilllin weilllin Aug 22, 2014 3:08 PM Flag

    Shorts may not give up right away but this is just beginning...there will be lots of fun.

  • Full article:

  • Reply to

    An Good Analyst Article on NSR

    by weilllin Aug 6, 2014 3:32 PM
    weilllin weilllin Aug 11, 2014 7:51 PM Flag

    Lawmakers got involved and the comment period has been extended to 8/22.

  • Summary
    NeuStar is still controversial and the fate of the NPAC contract remains up in the air.
    As a result, the stock has been crushed and short interest is tremendous.
    Despite this, NeuStar's other businesses have a lot of value and the stock is a good long-term buy.
    Relatively few stocks have engendered the kind of controversy in the last six months that NeuStar (NYSE:NSR) has. For more details on the situation, readers should take a look at my last two articles, but in short I was originally concerned about the NPAC contract and felt the stock's price was too optimistic. Then when I last wrote about the company and carefully reviewed the situation, I felt the stock offered long-term investors an attractive entry point. In the last few months, the stock has moved up and down a little bit, but mostly stayed where it was.
    However, two things have become much more clear regarding the company. First, my initial concern over the fate of NSR's handling of the NPAC contract was justified, and second that NSR will be a viable, fast-growing, and profitable company even without the NPAC contract. Given these two issues and the additional insight granted by the company's latest earnings call, I am confident that NSR should trade somewhere around $35 a share. In the high $20s where it is now then, I think NeuStar is a good investment, but only for long-run investors who can stomach uncertainty.

    Here is the link for the full article:

  • Reply to


    by jedi6986 Jul 19, 2014 1:01 PM
    weilllin weilllin Jul 19, 2014 8:51 PM Flag

    NSR is finacially strong at least prior to July 2015 even though there is no NPAC contract. But who knows what will happen to NPAC...

  • Reply to

    To All Equity Analysts

    by alublm Jul 15, 2014 9:42 AM
    weilllin weilllin Jul 15, 2014 11:03 AM Flag

    I believe it just a matter of timing. Jerry has more than 1.4 m shares so he should care about share price. The warning is not severe. In fact the margin is getting better. The deferred revnue will be recognized in 2nd half. Meanwhile they may sit down to work out a buyout. It is worth owning this stock from risk reward perspective.

  • weilllin weilllin Jul 14, 2014 5:04 PM Flag

    Actually they just need to sit down and talk, and now it is about time. Hopefully a solutiion can be worked out soon.

  • Reply to

    Any kind of half decent news

    by mchlr963 Jul 10, 2014 11:39 AM
    weilllin weilllin Jul 10, 2014 4:59 PM Flag

    The tone for Q2 sounds quite positive. the co is expecting similar results as Q2 last year with better margin. Analysts are expecting EPS $.06 for next Q, but if we have similar results with better margins, the EPS will be greater than $.20. Hopefully "we have every reason to believe sell-in at retail will be strong as we load-in products for the all-important holiday season" will be true for Q2.

  • Reply to

    YOY metrics will be good tomorrow

    by djhmk2 Jul 9, 2014 9:17 AM
    weilllin weilllin Jul 9, 2014 4:13 PM Flag

    what is the reason for today's big drop? is that due to metrics?

  • Reply to

    Vaule here unbelievable...

    by johnlaw0077 Jun 27, 2014 4:23 PM
    weilllin weilllin Jun 27, 2014 5:58 PM Flag

    Since we are close to the the end of 2nd quarter... i would think so too. The selloff at lose is due to window dressing.

  • weilllin weilllin Jun 27, 2014 2:37 PM Flag

    I couldn't find the detailed info for this downgrade from Google, so wondering the reasoning too. It is a bit weird to downgrade GGB at this level when many believe this stock is undervalued. Volume is generally normal today.

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