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Stocks 2/2/2015 - 2/6/2015

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Archive through February 05, 2015New_user200  02-06-15  04:19 pmMahesh_fan
Archive through February 03, 2015Ustad200  02-05-15  10:27 amPipeline
Archive through February 01, 2015Vja2va200  02-03-15  03:19 pmJalsa
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Ustad
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Username: Ustad

Post Number: 22760
Registered: 07-2008
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Posted on Sunday, February 08, 2015 - 05:20 pm:       


Maserati:

it's a big pain in the butt with the battery


Nick answered this Q on conf. call. They are making improvements in this area.
Strength is the product of struggle, you must do what others don't to achieve what others won't - Henry Rollins
 

Maserati
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Username: Maserati

Post Number: 9
Registered: 02-2015
Posted From: 68.147.231.162

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Posted on Sunday, February 08, 2015 - 05:17 pm:       


Ustad:


naa opinion on gopro device. While it's fun using it for first half a dozen times, it's a big pain in the butt with the battery especially when you are controlling with an app on iPhone. They need to address the battery issue very quickly. NA varaku market saturation ki daggarlo vundemo ani naako doubt.
 

Ustad
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Username: Ustad

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Posted on Sunday, February 08, 2015 - 05:12 pm:       


Chiru_fan:

"Of course, I would be remiss not to mention that GoPro's lockup expiration date is February 17, at which tens of millions of new shares will flood the market. GoPro's current float is 55 million shares. This is very likely to exert a serious downward pressure on GoPro's stock price, especially given this most recent quarter."

"The lockup expiration could act as a potential catalyst for Ambarella, but there is also a risk that it will fall with GoPro. On the other hand, GoPro is extremely likely to drop significantly, and will almost certainly not rise."



I added some more GPRO because of it's attractive valuation and future potential. Along with the sales of cameras and accessories, founder and CEO Nick Woodman is creating an ecosystem to make it extremely sticky. They are generating lot of content and if all goes well monetizing the same will generate more profits (GPRO channel will be available on ROKU in the next few months and youtube channel is generating lot of buzz).

Now coming to the article, all they are saying is it might go down in the short term due to lockup expiry (which might happen). In the long run earnings pressure will ensure GPRO will get it's due recognition.

Now, let's talk about AMBA. On the surface it looks cheaper. However, if you scratch the surface and see projected growth GPRO will outperform AMBA. As per mgmt guidance, I think GPRO will give better returns then AMBA in the long run.

Bottom line, it's a risky bet and I will abandon the ship as soon as I sense a slowdown in growth or content monetization is not viable.

My 2 paisa
Strength is the product of struggle, you must do what others don't to achieve what others won't - Henry Rollins
 

Mahesh_fan
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Username: Mahesh_fan

Post Number: 18452
Registered: 09-2010
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Posted on Sunday, February 08, 2015 - 04:12 pm:       


Mahesh_fan:



afcd ko options cheap ga unnayi 2% move money lo untayi
pk kummesthunadu abba... If PK Win's it for TDP or not .. i will be officially PK fan from now...
 

Mahesh_fan
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Username: Mahesh_fan

Post Number: 18451
Registered: 09-2010
Posted From: 71.207.47.48

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Posted on Sunday, February 08, 2015 - 04:11 pm:       


Chiru_fan:



lockup expire inapudu reverse lo pergavachu...recent ga koni stocks ala nay perigayi..
pk kummesthunadu abba... If PK Win's it for TDP or not .. i will be officially PK fan from now...
 

New_user
Comedian
Username: New_user

Post Number: 1437
Registered: 10-2014
Posted From: 173.27.141.54

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Posted on Sunday, February 08, 2015 - 03:25 pm:       

Chirufan

That might be the reason for fall. Thanks for this. Monday I ll buyback my puts.
 

Chiru_fan
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Username: Chiru_fan

Post Number: 21865
Registered: 04-2008
Posted From: 72.81.129.167

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Posted on Sunday, February 08, 2015 - 03:17 pm:       

Ustad bhai/N_U doctor garu...

ee article choosaaraa? you both added stocks (Ustad bhai) & options (doctor garu)....I just wanted to get your perspective about GPRO and the article mentioned below.....

Buy Ambarella And Avoid GoPro


http://seekingalpha.com/article/2893646-buy-ambarella-and-av oid-gopro?source=marketwatch


"Of course, I would be remiss not to mention that GoPro's lockup expiration date is February 17, at which tens of millions of new shares will flood the market. GoPro's current float is 55 million shares. This is very likely to exert a serious downward pressure on GoPro's stock price, especially given this most recent quarter."

"The lockup expiration could act as a potential catalyst for Ambarella, but there is also a risk that it will fall with GoPro. On the other hand, GoPro is extremely likely to drop significantly, and will almost certainly not rise."
CHIRU - SACHIN - FEDERER
 

Ustad
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Username: Ustad

Post Number: 22758
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Posted on Sunday, February 08, 2015 - 12:58 pm:       


All_day:

GILD meedha ee blind love entii janalaki?


Love emi kadu...decent valuation, good potential, excellent mgmt ani chaala mandi invest chesaru.
Strength is the product of struggle, you must do what others don't to achieve what others won't - Henry Rollins
 

All_day
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Username: All_day

Post Number: 2825
Registered: 06-2012
Posted From: 67.189.216.35

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Posted on Sunday, February 08, 2015 - 12:32 pm:       

GILD meedha ee blind love entii janalaki?
The Only Thing We Have to Fear Is Fear Itself - FDR
 

Vja2va
Comedian
Username: Vja2va

Post Number: 1057
Registered: 11-2014
Posted From: 68.100.237.194

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Posted on Sunday, February 08, 2015 - 12:18 pm:       


Chiru_fan:

GILD ni kaastha naddi meeda thanni munduku thoyyandi......




Yeah.. Ee week Feb 20 calls konni toseyagaligite better..
 

Chiru_fan
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Username: Chiru_fan

Post Number: 21858
Registered: 04-2008
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Posted on Sunday, February 08, 2015 - 11:52 am:       


Asdf:

can i



SimhaM brother.....back vaachhavaa lekaa inkaa desham loo nee vunnavaa? nuvvu yesthee rakhapaatha shrushtistaavu.....mari DB peddala anumathi theesukoni veyyali....
CHIRU - SACHIN - FEDERER
 

Chiru_fan
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Username: Chiru_fan

Post Number: 21857
Registered: 04-2008
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Posted on Sunday, February 08, 2015 - 11:51 am:       

Inthakee next week OM yevaru raasthunnaru?


GILD ni kaastha naddi meeda thanni munduku thoyyandi......
CHIRU - SACHIN - FEDERER
 

Chiru_fan
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Username: Chiru_fan

Post Number: 21854
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Posted on Sunday, February 08, 2015 - 10:04 am:       


Mahesh_fan:

ee weak koncham recover ithay bagundu ...



+100
CHIRU - SACHIN - FEDERER
 

Vja2va
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Username: Vja2va

Post Number: 1043
Registered: 11-2014
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Posted on Sunday, February 08, 2015 - 10:01 am:       


Maserati:




Welcome Pipeline Brother in the new name..

 

Maserati
Junior Artist
Username: Maserati

Post Number: 1
Registered: 02-2015
Posted From: 68.147.231.162

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Posted on Sunday, February 08, 2015 - 08:37 am:       


Asdf:


what is your track record?
 

Asdf
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Username: Asdf

Post Number: 1979
Registered: 12-2014
Posted From: 117.221.70.131

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Posted on Saturday, February 07, 2015 - 11:00 pm:       


Jalsa:

Meerey veyandi. Let's see if that helps me




can i
 

Mahesh_fan
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Username: Mahesh_fan

Post Number: 18449
Registered: 09-2010
Posted From: 71.207.47.48

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Posted on Saturday, February 07, 2015 - 10:21 pm:       


Ustad:

GILD 105+




ee weak koncham recover ithay bagundu ...
pk kummesthunadu abba... If PK Win's it for TDP or not .. i will be officially PK fan from now...
 

Pipeline
Hero
Username: Pipeline

Post Number: 14559
Registered: 05-2009
Posted From: 68.147.231.162

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Posted on Saturday, February 07, 2015 - 08:09 pm:       


Jalsa:


I am busy tomorrow, full day skiing. Too late by the time I come back home. So nuvvu kaanicheyyi ee week. Next week nenu estha promise...
 

Ustad
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Username: Ustad

Post Number: 22757
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Posted From: 76.169.161.29

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Posted on Saturday, February 07, 2015 - 08:08 pm:       


Jalsa:

positive movement naaku thappa andhariki help avuthundhi.


Enduku bhaiyya...AMBA 60+, GILD 105+ velte neeku kuda plus ee kada.
Strength is the product of struggle, you must do what others don't to achieve what others won't - Henry Rollins
 

Ustad
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Username: Ustad

Post Number: 22756
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Posted on Saturday, February 07, 2015 - 08:07 pm:       


Pipeline:

I like you and you got such a power to move market in positive direction.



Strength is the product of struggle, you must do what others don't to achieve what others won't - Henry Rollins
 

Jalsa
Legend
Username: Jalsa

Post Number: 30066
Registered: 02-2008
Posted From: 107.77.76.114

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Posted on Saturday, February 07, 2015 - 08:07 pm:       


Pipeline:

No, I like you and you got such a power to move market in positive direction. I need it for another week



lol, positive movement naaku thappa andhariki help avuthundhi. Meerey veyandi. Let's see if that helps me
 

Pipeline
Hero
Username: Pipeline

Post Number: 14557
Registered: 05-2009
Posted From: 68.147.231.162

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Posted on Saturday, February 07, 2015 - 07:18 pm:       


2009:


yes, same guy..
 

2009
Side Hero
Username: 2009

Post Number: 2250
Registered: 07-2008
Posted From: 72.24.251.127

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Posted on Saturday, February 07, 2015 - 07:14 pm:       


Pipeline:

pakkana oka thread vundi choodu, new to db ani. Ignore ani chepthunna, beware..




aa kurrodi posts BTDB lo konnella kkritham choosinattu gurthu.on options
 

Pipeline
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Username: Pipeline

Post Number: 14555
Registered: 05-2009
Posted From: 68.147.231.162

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Posted on Saturday, February 07, 2015 - 07:01 pm:       


Jalsa:


No, I like you and you got such a power to move market in positive direction. I need it for another week
 

Jalsa
Legend
Username: Jalsa

Post Number: 30063
Registered: 02-2008
Posted From: 69.126.211.48

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Posted on Saturday, February 07, 2015 - 05:47 pm:       


Ustad:

Next week kuda nuvve thread open cheyyi.



ee saariki pipeline or simha veyaali :D
 

Ustad
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Username: Ustad

Post Number: 22755
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Posted From: 76.169.161.29

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Posted on Saturday, February 07, 2015 - 05:22 pm:       


Pipeline:

pakkana oka thread vundi choodu, new to db ani. Ignore ani chepthunna, beware..


gawt it.
Strength is the product of struggle, you must do what others don't to achieve what others won't - Henry Rollins
 

Pipeline
Hero
Username: Pipeline

Post Number: 14552
Registered: 05-2009
Posted From: 68.147.231.162

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Posted on Saturday, February 07, 2015 - 03:55 pm:       


Ustad:


pakkana oka thread vundi choodu, new to db ani. Ignore ani chepthunna, beware..
 

Ustad
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Username: Ustad

Post Number: 22753
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Posted on Saturday, February 07, 2015 - 03:47 pm:       


Pipeline:

kotha shop open cheyataniki try chethunnad, ignore..


???
Strength is the product of struggle, you must do what others don't to achieve what others won't - Henry Rollins
 

Pipeline
Hero
Username: Pipeline

Post Number: 14549
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Posted on Saturday, February 07, 2015 - 03:29 pm:       


Ustad:


yes. I agree. Btw, kotha shop open cheyataniki try chethunnad, ignore..
 

Ustad
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Username: Ustad

Post Number: 22747
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Posted on Saturday, February 07, 2015 - 03:26 pm:       

Good job Jalsa. S&P is up 3% this week.

Next week kuda nuvve thread open cheyyi.
Strength is the product of struggle, you must do what others don't to achieve what others won't - Henry Rollins
 

Ruj
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Username: Ruj

Post Number: 16075
Registered: 03-2007
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Posted on Friday, February 06, 2015 - 04:25 pm:       

@ACF thanks bro.

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