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LongTerm Cap...
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05/07/15 3:27 PM |
TTWO
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Off
Topic |
I should emphasize that with this merger,
NOK-ALU basically owns the US market. Ericson is not as
strong a player as NOK-ALU will be, and Huaweii...
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LongTerm Cap...
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05/07/15 3:15 PM |
TTWO
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Off
Topic |
A 10K feet view of NOK and ALU: NOK
sold its handset division to MSFT a couple of years ago for ~$6B,
to the best of my knowledge they are no longer sel...
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LongTerm Cap...
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05/07/15 12:09 PM |
TTWO
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Off
Topic |
I am all in with the long position. I
believe it has a decent chance to rise to the $4 level in the next
couple of weeks. I believe the next cata...
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LongTerm Cap...
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05/07/15 8:24 AM |
TTWO
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Off
Topic |
Should be a very high volume day, hopefully
the market likes the earnings news enough to keep the stock
moving.
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LongTerm Cap...
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05/07/15 6:53 AM |
TTWO
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Off
Topic |
A pretty good quarter for ALU, exceeded
revenues and on track with its turn around plan.
bloomberg.com/ne...d=yhoo
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LongTerm Cap...
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05/06/15 9:16 AM |
TTWO
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Off
Topic |
ALU now trading marginally higher than the
offer. If ALU results are decent tomorrow morning (we should
know before market open since it is reported at...
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LongTerm Cap...
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05/05/15 5:10 PM |
TTWO
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Off
Topic |
For those who frequent this board that may
not have been regulars at the StockArena, my investment style is to
go for value plays. I do a lot of due di...
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1
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LongTerm Cap...
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05/05/15 4:41 PM |
TTWO
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Off
Topic |
I did too, I bought additional shares and
plan to continue to buy at current or lower levels. I have
done so for the same reasons as you, a hedge in ca...
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LongTerm Cap...
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05/05/15 4:38 PM |
TTWO
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Earnings |
I agree, EA is executing quite well.
Insiders will continue to lighten up as the company continues to
enjoy good earnings. Top line growth had be...
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LongTerm Cap...
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05/05/15 1:26 PM |
TTWO
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Off Topic |
It is undfortunately a hig
fee. I think the Spaniards do it too (I have seen that
with my Telefonica shares, but once a year only, I thought) The
...
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