1 99 $MSFT acquiring $RIMM makes zero sense from a technological perspective. That doesn't mean it won't happen. Mon Feb 08 17:50:07 +0000 2010 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 8818043131 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> MSFT RIMM Nice quarter by $GMCR. The razor blade model marches on; market's reaction is of secondary importance. Wed Jan 27 21:08:29 +0000 2010 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 8294452348 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> GMCR $AAPL iPad for $499 --> BOOM Wed Jan 27 19:19:33 +0000 2010 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 8290456823 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> AAPL $MED getting crushed yet again. Schadenfreude++ Wed Jan 27 18:00:09 +0000 2010 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 8287783822 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> MED $AAPL = Wow -> Cha-ching! Just in time for the down payment on my new home! Mon Jan 25 21:28:34 +0000 2010 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 8207637160 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> AAPL $SAY has been quietly ramping up ever since 2010 arrived. Thu Jan 14 19:57:47 +0000 2010 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 7759362220 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> SAY $MED press release not so much a substantive defense" of its business than it is an attack on a single naysayer. Thu Jan 14 17:52:12 +0000 2010 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 7755651832 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> MED $AA halted, but $AWC is off 5%. Mon Jan 11 21:39:23 +0000 2010 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 7643924818 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> AA AWC Is the $MED pyramid finally starting to crumble, or is this just another purportedly "healthy" pullback? The music's gotta stop sometime... Mon Jan 11 17:03:32 +0000 2010 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 7635705218 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> MED Another $TWER spike, this time with a little more volume. Mon Dec 14 15:21:36 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 6664216369 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> TWER $TWER creeping up on low volume; speculation on stimulus grants? $T et al: $TWER proposals cover mkts w/ broadband already (fuzzy logic IMO) Fri Dec 11 20:22:15 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 6577604970 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> T TWER @WeeklyTA $CLWR Wed Dec 02 23:13:22 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 6284592981 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> CLWR Glad to see $BAC settling up with reality. Would be nice to see a fair valuation (~12-13) for the first time since early summer. Wed Dec 02 22:26:49 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 6283267907 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> BAC $CRM #df09 keynote is scaring the crap out of me. What good are these lofty aspirations if your users aren't happy with your core product? Wed Nov 18 19:29:26 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 5834809217 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> CRM Chuckling at SalesForce's presumption that their Chatter platform is the first of its kind. Hype and arrogance march on... $CRM Wed Nov 18 17:38:52 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 5832076072 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> CRM Regretting that I forgot to give George the finger while I was visiting Greece the other week. $DRYS Tue Nov 17 21:54:40 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 5807506738 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> DRYS $CRM = Wile E. Coyote looking down after realizing there's nothing under his feet Tue Nov 17 21:43:18 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 5807217244 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> CRM $TWER low-volume spike. How much longer under the radar? Thu Nov 12 19:56:23 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 5657923065 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> TWER $KFN: EPS $0.42, book value up to $7.01, looking to test 52-week high. Dividend announcement? We'll see... Thu Nov 05 22:04:12 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 5461334594 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> KFN No idea why $STEC is getting hit this hard after positive earnings & guidance. Were people expecting Jesus to show up or something? Tue Nov 03 21:35:18 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 5402322004 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> STEC Got back into $SAY and $YGE this morning. Opened a new position in $OTTR (wind power play + 5% div) and 1/2 position in $MTW, both likely LT Tue Oct 06 16:35:14 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 4658930421 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> MTW OTTR SAY YGE Speaking of $AONE fundamentals: http://bit.ly/3XhWhW. Valid argument, but $CRM's obscene 111 P/E tells me no one cares. Mon Oct 05 20:19:31 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 4636615544 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> AONE CRM Stopped out of $AONE (+25%) during today's carnage. A great run, but at some point, the fundamentals catch up. Mon Oct 05 20:10:03 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 4636404528 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> AONE Another day, another stop (or two): $NSTC and $GE. Will look to get back into these two rather quickly. Fri Oct 02 19:06:46 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 4560626629 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> GE NSTC Back into $CLWR @ 7.90 and $SWIR @ 9.49. Opened 1/2 position in $GIGM; earnings Tuesday. Considering adding to $HUN or opening $OTTR. Thu Oct 01 17:38:47 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 4530101250 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> CLWR GIGM HUN OTTR SWIR A good day to be in cash and $TIP... oh yes, and $AONE. Thu Oct 01 15:37:09 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 4527255410 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> AONE TIP Nibbled on $VG just in case something is indeed starting to happen behind the scenes. Not expecting instant (or any) gratification. Wed Sep 30 20:24:40 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 4506222208 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> VG @wsmco @l2trade09 $KFN too, but unlike $CODI, both $SFE and $KFN were up for most of the day. $CODI didn't seem like an EOD selloff. Weird. Tue Sep 29 20:52:12 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 4479626611 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> CODI KFN SFE An unexpected, precipitous selloff for $CODI in the final 15 minutes... What's up? Tue Sep 29 20:08:33 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 4478639978 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> CODI And just like that, $KFN is back at 5.00. Tue Sep 29 17:01:35 +0000 2009 LongHorizon http://a1.twimg.com/profile_images/328542534/CampsBaySunset_normal.jpg 4474497192 59539760 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> KFN