Wednesday, October 24, 2012

The water is safe, I would buy Facebook!!!

The water is safe, I would buy Facebook!!!

Monday, August 20, 2012

Peter Thiel Sells More than 20M Facebook Shares

This is good news, Mr. Thiel owns shares as does his fund at a very low cost basis. Now that getting this sell is out of the way the market is going to feel a little lighter. Today's price action is a good sign and will help the stock build a new base. I would mark this day as a good first step to rebuilding a base. Milton Todd Ault III

Friday, August 17, 2012

IKEA stills sells hot dogs for $.50 no kidding.

My wife love this place still, I guess a ton of other people do too! Milton Todd Ault III

Thursday, August 16, 2012

Facebook's first investor ever can sell more shares.

Facebook's share price is under attack and there seems to be no let up the selling pressure. I would keep a eye on the stock as it's a massive deal. Look for a bottom on heavy volume. Milton Todd Ault III

Tuesday, August 7, 2012

Tuesday, July 31, 2012

Bill Gross is wrong.

Bill Gross calling the death of stocks. Heard this before. Sorry Bill but on this I call "Bullshit". There are countless examples of people calling the death of equities and over and over again their timing is always the best time to be long. There are many reason to be scared right now, but over time you will get paid to be long the best companies in America. Sorry Bill but your wrong. http://video.cnbc.com/gallery/?video=3000106446 My thoughts Todd

Thursday, July 26, 2012

Dead MONEY Facebook!!!.

All I can say is thank god for stops. As you know we stopped out of Facebook at $29.00 and thank god. The earnings story and the market are killing it in the after market. I see it at $24.00 after hours. Based on what I see FB will be sub $20 bucks soon. Dead money for now. LOVE it at the right price. Stay away!!! More later Todd

Cash on the books of Zynga

There is $1.6 billion in cash on the balance sheet, plus a $200 building owned by Zynga. The market cap is about $2.3 billion. This a yet another example of the market providing you a nice pitch down the middle. Swing only when you get the best pitch. I see this as a lay up!!! Todd
This is a BUY!!! $3.12

Buy Zynga now!!!

This is a Buy in my opinion. Market cap is $2.3 Billion, still has 240 million active month users. Buy at $3.12 and sell over $5. This is a easy trade. My Thoughts Todd

Sunday, July 22, 2012

Facebook earnings this week.

Well as I said on June 18th if Facebook closes below $29 I would sell. I am out and the trade is over. Lets see what happens this week. Todd

Wednesday, July 4, 2012

July 4th Facebook

The Facebook plan is on track. Today there were reports that Gm will be back buying advertising from Facebook. This story is so far from done. Lots more to come. Todd

Wednesday, June 27, 2012

Wall Street never learns. (Facebook)

I have made tons of mistakes in my career. Wall Street never learns. Today all the underwriters of the Facebook IPO issued their reports on the company. They must wait 30 days after the IPO to do this. Now 30 days later many of them have 12 month price targets under the IPO price less the 30 plus days ago. What a JOKE. See the link below. http://www.bloomberg.com/video/facebook-analyst-reports-target-return-to-ipo-price-9xA1N1gRRJO1XGMMxisRrg.html

Saturday, June 23, 2012

Friday, June 22, 2012

The Wall Street press is Starting to LOVE Facebook!!!

What a change one week later as Facebook shares moves higher. This morning I watch CNBC and Bloomberg report the wonderful performance of Facebook and they brought people on to interview who are buying Facebook shares. Stay long folks. This is so predictable. Todd

Monday, June 18, 2012

Facebook Hits $32 today

Sometimes things go well when trading stocks and when they do be happy. As you have been reading I said on the way down more and more press would pile on to the decline in Facebook's share price and when they do Buy it. Well it work out wonderfully well. As of today I am no longer a buyer, I am a holder. If Facebook closes below $29 I am selling.(CLOSES don't forget) I would hold it now that you bought down here. You should start seeing press and news from Facebook that will help it trade better. We could not have asked for a better trade. When I first started in the Business some 22 years ago my manager told me the following. "Even a blind robin gets a worm once and a while" Now that Facebook is a winner for us hang on. Todd

Wednesday, June 6, 2012

Airtime.com and Facebook.

If your on Facebook go to Airtime.com and join.. This kicks ass. Another reason why Facebook rocks. WWW.Airtime.com

AOL and Facebook.

OK do you remember I said Facebook was like AOL. Here is one reason I said that. In 2000 we woke up to a AOL, Time Warner merger. The world was thrilled and I knew at that moment we were dead. I said before the Facebook IPO that you should remember AOL. Now a few days later I said the press would being to beating up on Facebook. This video is why I think you can buy and add to your Facebook holdings now. Jim kicks Facebook into the ground. Facebook is a way of life and at the right price its a steal, if you think it will grow. The point is the press loves it first and then hates it. Buy when there is blood in the streets and over time you can win big. This is blood. When the world likes something so much it's likely to be the worst time to buy. Facebook is in the dog house for now, but every dog has its day. Just my thoughts, Todd

Tuesday, June 5, 2012

A must watch on Facebook.

I am very excited about the market giving you a deal on the price. Very good for the people who have the time to wait. Still a buy (FB) Todd

Friday, June 1, 2012

Things Will Clam down for FACEBOOK

The ride is not fun, but that means a great chance to buy here. FACEBOOK will have to calm down here price wise and once it does I see see it a great place to buy. I am sure ZUCK and his team will have PR to help beat back all the bad press. Stay tuned!!! Todd

Wednesday, May 23, 2012

Why Facebook could be worth $200 Billion or more.


This is the bull case for Facebook being worth more the $80 a share. 901 million users. 500 million plus daily active users. Now every user gives their personal information over to Facebook for free. What's info on 901 million people worth? Cable companies pay more then $4000 per user. I know Facebook is free and cable companies get paid monthly. So can Facebook use its network (you must admit it is a network) to build it's cash and earnings. My bet is that Facebook will grow it's user base to over 1.5 billion people. 901 million users at $110 bucks per user is about $100 billion worth or about $38 bucks a share. If they can add users and monetize each user, I see their annual revenue at about $20 billion in less then 5 years.

Cable users about $4,000 per user. when sold

Facebook about $110 per user. (they get for free)

Folks Facebook has one ace in the hole. http://developers.facebook.com/blog/post/108/

Facebook Connect is the key here. Facebook Connect is on thousands of websites and growing.

Facebook is a network and you are a subscriber and that's worth Billions

Wall Street is worried about the next Quarter. Facebook gets you connected.

$80 bucks in 5 years is my target and one more thing, if they get mobile right its even higher price.

These are my thoughts for what it's worth.

Todd

Amazon, Facebook and why you should not over think the news on the IPO of Facebook


I found this and thought it would provide some prospective!!!

Facebook isn't the first Internet giant to "break" its IPO price.

FORTUNE -- In all the hubbub over Facebook (FB) shares falling below their $38 IPO price, venture capitalist Bill Gurley reminds us that such a "break" does not necessarily mean that the stock is a long-term dud. From a tweet late Friday:
Like Facebook, Amazon's (AMZN) underwriters had raised the offering range prior to IPO, ultimately pricing at $18 per share. It then "broke" on its fourth day of trading, closing down at $17.12 per share. The following day was even worse, closing at $16.75 per share. In fact, Amazon shares closed below their offering price for 5 of its first 13 days of trading.
And, to Gurley's point, it closed below the closing price on its first day of trading ($20.75) for two months.
But none of that doomed Amazon stock to a lifetime of mediocrity. As of last check, the company's stock was trading at around $219. So take comfort Facebook fans, not all is (necessarily) lost...
Sign up for Dan's daily email newsletter on deals and deal-makers: GetTermSheet.com

Tuesday, May 22, 2012

Facebook closed around $31

Faster then I could have hoped. Facebook is sucking gutter water. Now I would be looking close. The time to trade is soon. I see a great trade from here. I see a bad opening in the morning (23rd of May) then I would buy baby. I would let it open for the first 30 mins and then a trade to $36.5, let's keep an eye on it. Wait for the pitch down the middle.

Just my thoughts.

Todd

Monday, May 21, 2012

Facebook and the mess. Where to Buy?

Here is my simple answer for everyone who cares. By the number of text messages and calls I can see Facebook is on your mind. Like I said before do you remember AOL?? I know you do. Facebook is not AOL yet. Here is the trade. Buy Facebook below $29 if you get the chance. Then watch as the Wall Street pros work their magic on the reasons why you can't buy when it's $29 or lower and then you will know you should buy it. Buy it and wait. With 901 million users they will figure it out. They will grow. Morgan Stanley priced the IPO to high. $32 and it would have kick butt. $38 and they were pigs and you know what happens to pigs.

I like FACEBOOK TO $50 AND HIGHER. When you see growth it will take off, the key is growth in earnings and Mobile. They will figure it out.

Just my thoughts,

Todd

Sunday, May 20, 2012

JP Morgan $2 Billion in trading loses

Let's cut through the news about JP Morgan losing on a trade. It means nothing. Why do you ask?? Banks take risk all the time $2 billion on JP's balance sheet is almost a none event. People, the media and the United states congress want to have a target, they want to blame someone for the crappy job they have done managing the USA's own balance sheet. Risk is part of life and bankers are paid to take it. When banks lose on a trade the cowards in congress want to blame someone, they can't except that's the market and that the market has risk. I suggest they focus on their own failed trades and the fact that they risk our tax dollars and are never held  accountable. They piss away money and trade out our future with reckless disregard for all of us.

Shame on the NEWS media as they just try to make all of us scared and sell news because it sells.

20/20 hide sight vision, only the news media and Congress has it.

read between the lines folks!!!

Todd

Saturday, May 19, 2012

Bono, Facebook and Media Bullshit!!!

I was driving to LA today and I heard Tammy on 93.1 Jack FM doing the news report. What do I hear? Bono  from U2 is a Billionaire now because of the facebook IPO. So I called bullshit. Over and over I see the media blast news and its flat out crap. I started to check the web and I find this bullshit all over the web. Real mainstream media reporting this complete crap. Below is a link to MTV news reporting the same crap.

http://www.mtv.com/news/articles/1685361/bono-facebook-stake-richest-rocker.jhtml

For the record this is complete Bullshit. IT takes TMZ to set the record straight

http://www.tmz.com/2012/05/18/bono-facebook-paul-mccartney/

Now I did some research and the most he is likely to make is around $24 million. Its still great money but NOT $1.4 billion

The media does not care the crap they put out. I miss you Dan Rather.

Does anyone want to report the truth. I know first hand they don't.

Thanks TMZ

Todd

Thursday, May 17, 2012

Facebook.

My thoughts don't matter about Facebook and the coming IPO. Wow have I been questioned to death about this deal. So here goes. It's changed the world. That said you may see $75 to $100 of the next 3 years. Facebook is a platform and they rule the world in social but the main issue is that Tech changes and it changes like mad and with speed. Buy it, own it and hold on because its not going away. Remember AOL oh you don't, Well you should.

Enjoy the ride.

Todd

Monday, May 14, 2012

After hours Trading on Groupon


11.73 
+1.84 (18.54%)
After Hours: 13.84 +2.11 (17.94%)
May 14, 7:59PM EDT  

Well are we lucky or what???

Well last night I told everyone I would cover the Groupon short and today Groupon rocketed higher and is now above $13.50 a share. This leads me to me point my old manager told me once. "Even a blind robin gets a worm once and a while". I will let you know when I have another short or long. In the mean time stay well.

Todd

 http://www.reuters.com/article/2012/05/14/us-groupon-idUSBRE84D16H20120514?feedType=RSS&feedName=topNews&rpc=71

Groupon trade worked.

Well Groupon has reached the level in which the risk of being short is pointless. I think below $10 is a fine place to cover your short. I still would avoid owning this company until they get a few quarters of normal reporting under their belt. This trade work out very nicely. I will update you the next time we get a pitch right down the middle. You must wait for the right pitch, on wall street you never have to swing until your ready. 

Todd 

Monday, April 2, 2012

Groupon, Inc. (GRPN)

I have seen this over and over again, when there are accounting issues you should sell. I see Groupon much lower, $8 bucks is very likely in the short run. On wall street we call it the cockroach theory, if you see one the are hundreds more you can't see. The business is a cool idea and has changed they do things in retail but the street is full of companies that have blown up over accounting issue. I know this first hand. I would run.

This is just my opinion.

The stock was $20 now its $16  and getting killed. 




Todd

Wednesday, March 28, 2012

Mead

I like Meade Instruments Corp. (MEAD). 


The company is debt free and has finally got it's business under control. $3.70 a share is a good price and the small float sets the stage for a nice run to $6.50. 
Do you own homework before buying. The company is on the NASDAQ. 


This is not a solicitation to buy or sell. 


Please see link below


http://seekingalpha.com/article/313610-does-meade-deserve-its-valuation-value-investors-consider-the-upside?source=yahoo

Thanks

Todd

'If it's in writing it must be true. Right?

At no time in the past more then right now are the words we write written in ink. There is a line in The Social Network that goes "the Internet is written in pen not pencil". While I agree there is little truth in everything, its the details that matter. I personal have my life to show as an example. Over a 22 year career I have had a 2 year period where everything lined up to become a mess. Oh course the choices that follow the mess where the biggest mistakes. Here is one lesson of many to be shared by me. By the way if you don't care stop reading. I could care less if you think I know what I am doing, I have more then enough war stories to know when I am right.

Once a company starts fail you likely cannot fix it. Wall Street is full if turn around stories you say. I would agree but they ones that fail don't get the press. Apple was on the verge of bankruptcy and would have gone there if it was not for Steve Jobs. We all know this story but what the lesson is here is that a tech turn around are rare and hardly ever happen. I ran a small Tech company building a trading platform and when things went south my over sized ego thought I could fix it. I was advise by smart people to enter bankruptcy with the company. I knew better and did not. I did not want to admit I hired the wrong people and trusted them. I wanted to fix it and made choices that made matters worse. In the end I was blamed for everything, sued by my partners that help cause the problem and my employee left me once the money ran out. I failed to make choices that were business decisions. Let your ego go. Live to fight another day. Not all businesses can be saved.

So the lesson here is when you have a business that's failing maybe it should fail. Now whats in writing is all that words blaming me and attacking me. Saying what the want in ink not pencil.

Todd