MsInformed

MEF

Joined Jan 09, 2012

michellefenton
$FB finishes flat. Is anyone shocked? A bajillion "likes" can't justify that valuation.

May. 18 at 4:11 PM

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1

michellefenton
$FB - 25+ bankers on the deal? Only people getting rich off FB are bankers and FB employees. "unlike"

May. 15 at 12:26 PM

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michellefenton
$AMX - my new favorite mobile play. Latin American exposure and opp to increase ARPU = interesting LT hold

May. 15 at 12:13 PM

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MsInformed
$MSFT - check out one of the first cool apps to be built on Azure. glassboard.com

May. 15 at 10:01 AM
michellefenton
$YHOO - Good luck Mr. Loeb. U might know how to manage $, but I doubt you know anything about resuscitating a tech co.

May. 14 at 10:33 AM

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michellefenton
$CSCO 35% of its stock price = net cash. Net of cash it is trading at a 6X P/E. Seems overdone to me.

May. 10 at 3:25 PM

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michellefenton
$CSCO - did they just ring the bell on the tech bull market? Stock is cheap but Europe is an issue.

May. 10 at 11:14 AM

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michellefenton
$NOK $MSFT Nokia quietly establishes U.S. beachhead at T-Mobile http://t.co/RB91FmUL via @CNET

Mar. 22 at 10:28 AM

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michellefenton
$ZNGA - 2ndary by existing hlders b/c of float? Really? Vol > than $ATVI, $EA Why do they want out? Hmmm...

Mar. 14 at 11:12 AM

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michellefenton
$BAC, $KBE - banks unloved/underowned. majority just passed stress tests...still room to go

Mar. 14 at 11:04 AM

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michellefenton
$SVU - worth a look. Lots of debt but solid cf to buy down. Stock has been crushed.

Mar. 13 at 10:14 AM

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michellefenton
$HHC - Anyone listening?!

Mar. 12 at 10:10 PM

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michellefenton
Attn: Dividend stock owners - Obama's latest tax plan will crush you! Enough. http://t.co/XQUaK3xi $MSFT, $GE

Feb. 22 at 11:24 AM

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michellefenton
Urge Congress to vote "NOPA" on #SOPA. $GOOG

Jan. 17 at 10:15 PM

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MsInformed
$HHC - interesting real estate play. Good mgmt. Asset value > than EV.

Jan. 9 at 2:29 PM