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TMTanalyst

Joined Jul 07, 2011

TMTanalyst
Woman who shop at QVC over-index w/ $SKS, Bloomingdales and Neiman Marcus, $WMT not so much $LINTA - also they love to shop

May. 24 at 10:28 AM

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TMTanalyst
and if you buy 4 items on QVC then 95% you buy 5 items - thats a ton of TV shopping $LINTA

May. 24 at 10:19 AM

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TMTanalyst
I always love slide 36 in the $LINTA slide deck if you buy 1 item 63% buy 2 items, if you buy 2 73% you buy 3, if you buy 3 81% you buy 4

May. 24 at 10:19 AM

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TMTanalyst
oh yeah and 40% Europe exposure for you to in $HPQ

May. 24 at 9:39 AM

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TMTanalyst
Personally I think you want to short $HPQ on this pop - PCs and printing are SECULAR decliners!! - annual restructures are not 1X

May. 24 at 9:38 AM

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TMTanalyst
At $LINTA dinner last night of course $SIRI came up. $LMCA holds all the cards & no need to pay premium to gain control

May. 24 at 8:33 AM

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TMTanalyst
$OCZ is also at the Sterne Agee conf this am in about 5minutes

May. 24 at 8:25 AM

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TMTanalyst
$SBAC upgraded at Macquarie and $OCZ initiated outperform at CS

May. 24 at 8:19 AM

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TMTanalyst
$LINTA analyst day today - QVC is the focus - doubt you hear much about deal making at $LMCA

May. 24 at 7:59 AM

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TMTanalyst
Not sure which I hate more political BS on CNBC or the never ending $FB coverage #shootme

May. 24 at 7:44 AM

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TMTanalyst
wow - $NTAP is a freakin train wreck and a half

May. 23 at 4:38 PM

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TMTanalyst
$PVH w/ tons of Euro exposure beats and guides to high end of range #shocked

May. 23 at 4:13 PM

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TMTanalyst
I told the guy TOO MUCH EURO EXPOSURE $NTAP

May. 23 at 4:06 PM

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TMTanalyst
I told the guy TOO MUCH EURO EXPSOURE $NTAP

May. 23 at 4:05 PM

from Twitter
TMTanalyst
That dudes long $NTAP call sell the 35 puts to finance the 40/45 call spread - not looking to good right now - OUCH!!!

May. 23 at 4:04 PM

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Assets Traded: Equities
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