alphalfuh

Alpha Sprouts

Joined Sep 01, 2009

Long/Short Equity Manager focused mostly on Tech & Healthcare

Alphal_pha
$CSCO going to be more active in M&A in coming quarters...now back to the usual suspects of who they might buy.

Feb. 8 at 5:00 PM

from Twitter
Alphal_pha
Damn...they got John Chambers on TV 45 seconds after the press release went out. $CSCO

Feb. 8 at 4:08 PM

from Twitter
Alphal_pha
Let me repeat....Looks like those $CSTR calls I bought 2 weeks ago might work out huh? http://t.co/gSsgvVRw

Feb. 6 at 4:22 PM

from Twitter
Alphal_pha
Can any 2 guys and a PDF writer issue stock research these days? I haven't heard of a bunch of these people messing w/ my stocks today. $$

Feb. 6 at 1:39 PM

from Twitter
Alphal_pha
Looks like those $CSTR calls I bought 2 weeks ago might work out huh? http://t.co/gSsgvVRw

Feb. 6 at 9:01 AM

from Twitter
Alphal_pha
I know several PMs that blew out of $GILD on the Pharmasset deal. Seemed logical to a degree but wow..they must be ready to puke now.

Feb. 3 at 10:03 AM

from Twitter
Alphal_pha
CamI will never sell another share of $GILD again for the rest of my career.

Feb. 3 at 9:47 AM

from Twitter
Alphal_pha
After missing last qtr, reaffirming estimates a mo. ago & then lowering today, does $ANF mgt have any credibility left? Quite a "situation"

Feb. 2 at 9:09 AM

from Twitter
Alphal_pha
$GMCR is having the type of call (and stock reaction) they were SUPPOSED to have last quarter.

Feb. 1 at 6:00 PM

from Twitter
Alphal_pha
$AMZN - seems like a coin flip to me. Revenues, margins, kindle unit sales. I see little conviction from anybody on any of these estimates

Jan. 31 at 2:01 PM

from Twitter
Alphal_pha
What a wild ride on $LXK thus far this morning. Down 2% pre-market, up abt 7-8% in first 10 minutes, and now red again.

Jan. 31 at 9:47 AM

from Twitter
Alphal_pha
$LXK - very low quality beat on NON-GAAP numbers...(higher restructuring charges, share buybacks, etc..)...cutting outlook for Q1 earnings.

Jan. 31 at 8:00 AM

from Twitter
Alphal_pha
I think it wouldn't take much to see a big short squeeze in $CSTR.

Jan. 27 at 3:33 PM

from Twitter
Alphal_pha
Indeed, I'm seeing about 70 published estimates RT @djacome: $AAPL analyst I met says "that stock is virtually impossible to add value on"

Jan. 27 at 2:23 PM

from Twitter
Alphal_pha
Jon Rubinstein & his "commitment" to $HPQ reminds me of Red leaving Shawshank. "Not a day goes by I don't feel regret" http://t.co/rOUidArg

Jan. 27 at 12:52 PM

from Twitter
Alphal_pha
How many times a month does $AOL's Tim Armstrong go on TV? Do they have "Patch" in Davos?

Jan. 27 at 7:49 AM

from Twitter

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Assets Traded: Equities, Options
Approach: Fundamental
Risk Profile: Growth
Holding Period: Day Trader

alphalfuh

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