<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/">
  <channel>
    <title>Bill Maurer - Seeking Alpha</title>
    <description>© seekingalpha.com. Use of this feed is limited to personal, non-commercial use and is governed by Seeking Alpha's Terms of Use (http://seekingalpha.com/page/terms-of-use). Publishing this feed for public or commercial use and/or misrepresentation by a third party is prohibited.</description>
    <author>
      <name>SeekingAlpha.com</name>
    </author>
    <link>http://seekingalpha.com/author/bill-maurer</link>
    <item>
      <title>Dendreon Analysts Getting Very Skeptical</title>
      <link>http://seekingalpha.com/article/1452961-dendreon-analysts-getting-very-skeptical?source=feed</link>
      <guid isPermaLink="false">1452961</guid>
      <content>
        <![CDATA[<p>It's been a couple of weeks now since Dendreon (<a href='http://seekingalpha.com/symbol/dndn' title='Dendreon Corporation'>DNDN</a>) reported an <a href="http://seekingalpha.com/article/1422951-is-dendreon-done-after-q1-train-wreck">absolute train wreck first quarter</a>. Revenues plunged, cash burn was extreme, and doubts over the company's future increased. Now that we've had some time to fully digest the results, I'm here today to discuss what the analyst community has said about Dendreon recently. One thing is certain. Analysts are becoming very skeptical, and that could pose some serious questions about this company's future.</p><p>
  <strong>A recap of Q1 results:</strong>
</p><p>Dendreon reported a revenue drop of more than 17.5% for the quarter, coming in at $67.6 million. This number missed even the most bearish of estimates, and the consensus called for $80.15 million. Dendreon blamed the poor number on increased competition. Additionally, gross margins declined a little from Q4 levels. GAAP gross margins were under 36%, but the company has reiterated its stance that restructuring efforts will get them</p>]]>
      </content>
      <pubDate>Wed, 22 May 2013 08:49:45 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>It's been a couple of weeks now since Dendreon (<a href='http://seekingalpha.com/symbol/dndn' title='Dendreon Corporation'>DNDN</a>) reported an <a href="http://seekingalpha.com/article/1422951-is-dendreon-done-after-q1-train-wreck">absolute train wreck first quarter</a>. Revenues plunged, cash burn was extreme, and doubts over the company's future increased. Now that we've had some time to fully digest the results, I'm here today to discuss what the analyst community has said about Dendreon recently. One thing is certain. Analysts are becoming very skeptical, and that could pose some serious questions about this company's future.</p><p>
  <strong>A recap of Q1 results:</strong>
</p><p>Dendreon reported a revenue drop of more than 17.5% for the quarter, coming in at $67.6 million. This number missed even the most bearish of estimates, and the consensus called for $80.15 million. Dendreon blamed the poor number on increased competition. Additionally, gross margins declined a little from Q4 levels. GAAP gross margins were under 36%, but the company has reiterated its stance that restructuring efforts will get them</p><br/><a href='http://seekingalpha.com/article/1452961-dendreon-analysts-getting-very-skeptical?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/dndn">DNDN</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>For Apple, This Is Not Business As Usual</title>
      <link>http://seekingalpha.com/article/1449141-for-apple-this-is-not-business-as-usual?source=feed</link>
      <guid isPermaLink="false">1449141</guid>
      <content>
        <![CDATA[<p>It's been nearly a month now since Apple (<a href='http://seekingalpha.com/symbol/aapl' title='Apple Inc.'>AAPL</a>) reported <a href="http://seekingalpha.com/article/1365531-apple-kitchen-sinks-q3-but-announces-huge-cash-plans">its quarterly results</a>. While the numbers beat and guidance was low, investors seemed to be more focused on the dividend raise and huge stock buyback increase. Shares of the company, which hit a low of about $385 and were trading around $405 into and after earnings, rallied strongly over the next week or two. When Apple broke $460, <a href="http://seekingalpha.com/article/1408501-apple-too-far-too-fast">I stated that a pullback was coming</a>, and we've lost $20 since the recent highs, only after a $10 rally on Monday. We were a bit lower recently.</p><p>One of the thoughts being kicked around prior to earnings was that a huge dividend raise would ease investors' minds about the recent fall in Apple shares. Apple had not launched any new products in a number of months, causing estimates to be cut as it appeared that new products would be</p>]]>
      </content>
      <pubDate>Tue, 21 May 2013 06:36:37 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>It's been nearly a month now since Apple (<a href='http://seekingalpha.com/symbol/aapl' title='Apple Inc.'>AAPL</a>) reported <a href="http://seekingalpha.com/article/1365531-apple-kitchen-sinks-q3-but-announces-huge-cash-plans">its quarterly results</a>. While the numbers beat and guidance was low, investors seemed to be more focused on the dividend raise and huge stock buyback increase. Shares of the company, which hit a low of about $385 and were trading around $405 into and after earnings, rallied strongly over the next week or two. When Apple broke $460, <a href="http://seekingalpha.com/article/1408501-apple-too-far-too-fast">I stated that a pullback was coming</a>, and we've lost $20 since the recent highs, only after a $10 rally on Monday. We were a bit lower recently.</p><p>One of the thoughts being kicked around prior to earnings was that a huge dividend raise would ease investors' minds about the recent fall in Apple shares. Apple had not launched any new products in a number of months, causing estimates to be cut as it appeared that new products would be</p><br/><a href='http://seekingalpha.com/article/1449141-for-apple-this-is-not-business-as-usual?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/csco">CSCO</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/goog">GOOG</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/intc">INTC</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/msft">MSFT</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/aapl">AAPL</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>5 Names With Something To Prove This Quarter</title>
      <link>http://seekingalpha.com/article/1448761-5-names-with-something-to-prove-this-quarter?source=feed</link>
      <guid isPermaLink="false">1448761</guid>
      <content>
        <![CDATA[<p>While it seems that earnings season just finished, or at least is winding down, we are more than halfway through calendar Q2 already. We're less than a week from Memorial Day, and June is almost upon us. While the summer months generally see lower trading volumes, there will be plenty of excitement ahead. Before you know it, we'll be back into earnings season, and the fun will begin again. Today, as we get past the halfway point of the quarter, here are five names with something to prove this quarter.</p><p>
  <strong>Google (<a href='http://seekingalpha.com/symbol/goog' title='Google Inc.'>GOOG</a>):</strong>
</p><p>Google has to prove that its monster rally over the past couple of months is worth it for investors. Shares of the technology giant are up about $250 over the past six months, and are looking to take a crack at $1,000. With all of the analysts jumping on the Google train, one must wonder if Google is</p>]]>
      </content>
      <pubDate>Tue, 21 May 2013 02:07:28 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>While it seems that earnings season just finished, or at least is winding down, we are more than halfway through calendar Q2 already. We're less than a week from Memorial Day, and June is almost upon us. While the summer months generally see lower trading volumes, there will be plenty of excitement ahead. Before you know it, we'll be back into earnings season, and the fun will begin again. Today, as we get past the halfway point of the quarter, here are five names with something to prove this quarter.</p><p>
  <strong>Google (<a href='http://seekingalpha.com/symbol/goog' title='Google Inc.'>GOOG</a>):</strong>
</p><p>Google has to prove that its monster rally over the past couple of months is worth it for investors. Shares of the technology giant are up about $250 over the past six months, and are looking to take a crack at $1,000. With all of the analysts jumping on the Google train, one must wonder if Google is</p><br/><a href='http://seekingalpha.com/article/1448761-5-names-with-something-to-prove-this-quarter?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/bbry">BBRY</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/vmw">VMW</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/lulu">LULU</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/fslr">FSLR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/goog">GOOG</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>Could Target Finally Tip The Netflix Scale?</title>
      <link>http://seekingalpha.com/article/1446111-could-target-finally-tip-the-netflix-scale?source=feed</link>
      <guid isPermaLink="false">1446111</guid>
      <content>
        <![CDATA[<p>Last week probably wasn't the greatest of weeks for Netflix (<a href='http://seekingalpha.com/symbol/nflx' title='Netflix, Inc.'>NFLX</a>). On Thursday, we found out that Amazon (<a href='http://seekingalpha.com/symbol/amzn' title='Amazon.com, Inc.'>AMZN</a>) had secured another content deal, <a href="http://seekingalpha.com/article/1442801-amazon-prime-hits-new-milestone">reaching a milestone for Prime Instant Video</a>. With 40,000 plus titles and counting, Amazon is coming hard at Netflix, and I don't see that changing anytime soon. The Redbox Instant partnership between Coinstar (<a href='http://seekingalpha.com/symbol/cstr' title='Coinstar, Inc.'>CSTR</a>) and Verizon (<a href='http://seekingalpha.com/symbol/vz' title='Verizon Communications'>VZ</a>) is also currently in its first full quarter of service.</p><p>But the more interesting news was that Target (<a href='http://seekingalpha.com/symbol/tgt' title='Target Corporation'>TGT</a>), the giant retailer, is in the process of <a href="http://www.startribune.com/business/207808061.html" rel="nofollow">beta testing a streaming video service</a>. The company is currently testing the service with employees, and at the moment, there are no details on whether a service would launch, when that would be, etc. Don't forget, Wal-Mart (<a href='http://seekingalpha.com/symbol/wmt' title='Wal-Mart Stores, Inc.'>WMT</a>) already entered the market by acquiring the Vudu video streaming service, which offers &quot;thousands of movies instantly.&quot; The question here is could</p>]]>
      </content>
      <pubDate>Mon, 20 May 2013 03:10:25 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>Last week probably wasn't the greatest of weeks for Netflix (<a href='http://seekingalpha.com/symbol/nflx' title='Netflix, Inc.'>NFLX</a>). On Thursday, we found out that Amazon (<a href='http://seekingalpha.com/symbol/amzn' title='Amazon.com, Inc.'>AMZN</a>) had secured another content deal, <a href="http://seekingalpha.com/article/1442801-amazon-prime-hits-new-milestone">reaching a milestone for Prime Instant Video</a>. With 40,000 plus titles and counting, Amazon is coming hard at Netflix, and I don't see that changing anytime soon. The Redbox Instant partnership between Coinstar (<a href='http://seekingalpha.com/symbol/cstr' title='Coinstar, Inc.'>CSTR</a>) and Verizon (<a href='http://seekingalpha.com/symbol/vz' title='Verizon Communications'>VZ</a>) is also currently in its first full quarter of service.</p><p>But the more interesting news was that Target (<a href='http://seekingalpha.com/symbol/tgt' title='Target Corporation'>TGT</a>), the giant retailer, is in the process of <a href="http://www.startribune.com/business/207808061.html" rel="nofollow">beta testing a streaming video service</a>. The company is currently testing the service with employees, and at the moment, there are no details on whether a service would launch, when that would be, etc. Don't forget, Wal-Mart (<a href='http://seekingalpha.com/symbol/wmt' title='Wal-Mart Stores, Inc.'>WMT</a>) already entered the market by acquiring the Vudu video streaming service, which offers &quot;thousands of movies instantly.&quot; The question here is could</p><br/><a href='http://seekingalpha.com/article/1446111-could-target-finally-tip-the-netflix-scale?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/amzn">AMZN</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/tgt">TGT</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/cstr">CSTR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/vz">VZ</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/nflx">NFLX</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>Amazon Prime Hits New Milestone</title>
      <link>http://seekingalpha.com/article/1442801-amazon-prime-hits-new-milestone?source=feed</link>
      <guid isPermaLink="false">1442801</guid>
      <content>
        <![CDATA[<p>On Thursday morning, Amazon (<a href='http://seekingalpha.com/symbol/amzn' title='Amazon.com, Inc.'>AMZN</a>) announced that it had <a href="http://finance.yahoo.com/news/prime-instant-video-adds-exclusive-130900541.html" rel="nofollow">added more content to its Prime Instant Video service</a>. With this announcement, Prime Instant Video hit a new milestone, one that will make the streaming content wars even more interesting. Today, I'll breakdown the latest news, and discuss what it means for the rest of the players in this space. Should Netflix (<a href='http://seekingalpha.com/symbol/nflx' title='Netflix, Inc.'>NFLX</a>) and Redbox Instant, the partnership between Coinstar (<a href='http://seekingalpha.com/symbol/cstr' title='Coinstar, Inc.'>CSTR</a>) and Verizon (<a href='http://seekingalpha.com/symbol/vz' title='Verizon Communications'>VZ</a>), be worried?</p><p>
  <strong>The latest news:</strong>
</p><p>Amazon announced a deal with NBC Universal to bring in a wide variety of new content to the Prime Instant Video service. The deal is for the following shows.</p><ul>
  <li>NBC dark fantasy "Grimm," as well as "Smash;" will also get psychological thriller "Hannibal" later this year.</li>
  <li>USA Network spy thriller "Covert Affairs" and legal drama "Suits."</li>
  <li>Syfy's new futuristic show &quot;Defiance&quot; (later this year) as well as fan favorite dramas &quot;Eureka,&quot;</li>
</ul>]]>
      </content>
      <pubDate>Fri, 17 May 2013 04:27:55 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>On Thursday morning, Amazon (<a href='http://seekingalpha.com/symbol/amzn' title='Amazon.com, Inc.'>AMZN</a>) announced that it had <a href="http://finance.yahoo.com/news/prime-instant-video-adds-exclusive-130900541.html" rel="nofollow">added more content to its Prime Instant Video service</a>. With this announcement, Prime Instant Video hit a new milestone, one that will make the streaming content wars even more interesting. Today, I'll breakdown the latest news, and discuss what it means for the rest of the players in this space. Should Netflix (<a href='http://seekingalpha.com/symbol/nflx' title='Netflix, Inc.'>NFLX</a>) and Redbox Instant, the partnership between Coinstar (<a href='http://seekingalpha.com/symbol/cstr' title='Coinstar, Inc.'>CSTR</a>) and Verizon (<a href='http://seekingalpha.com/symbol/vz' title='Verizon Communications'>VZ</a>), be worried?</p><p>
  <strong>The latest news:</strong>
</p><p>Amazon announced a deal with NBC Universal to bring in a wide variety of new content to the Prime Instant Video service. The deal is for the following shows.</p><ul>
  <li>NBC dark fantasy "Grimm," as well as "Smash;" will also get psychological thriller "Hannibal" later this year.</li>
  <li>USA Network spy thriller "Covert Affairs" and legal drama "Suits."</li>
  <li>Syfy's new futuristic show &quot;Defiance&quot; (later this year) as well as fan favorite dramas &quot;Eureka,&quot;</li>
</ul><br/><a href='http://seekingalpha.com/article/1442801-amazon-prime-hits-new-milestone?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/cstr">CSTR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/nflx">NFLX</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/vz">VZ</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/amzn">AMZN</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>Google's Next Move Should Be A Split</title>
      <link>http://seekingalpha.com/article/1439091-google-s-next-move-should-be-a-split?source=feed</link>
      <guid isPermaLink="false">1439091</guid>
      <content>
        <![CDATA[<p>On Wednesday, Google (<a href='http://seekingalpha.com/symbol/goog' title='Google Inc.'>GOOG</a>) raced through two milestones, crossing $900 a share and a $300 billion market cap. For the day, Google soared by nearly $29, a rise of 3.25%, to $915.89, closing just 50 cents or so from the daily high. Since Google <a href="http://investor.google.com/earnings/2013/Q1_google_earnings.html" rel="nofollow">reported fiscal first quarter results</a> on April 18th, shares are up $150, nearly 20%.</p><p>It's been a remarkable rise for Google, as you can see from the chart below. Google actually missed on revenues at the Q1 report, and earnings beat substantially due to a much lower tax rate. Investors obviously see a promising future for Google, with shares up 65% from the 52-week low. At this point, it seems that Google is set to break $1,000, a target that many analysts currently have on the name. As Google breaks through on <a href="http://seekingalpha.com/currents/post/1027641">several new products and services</a>, one must wonder what's next for the</p>]]>
      </content>
      <pubDate>Thu, 16 May 2013 02:25:20 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>On Wednesday, Google (<a href='http://seekingalpha.com/symbol/goog' title='Google Inc.'>GOOG</a>) raced through two milestones, crossing $900 a share and a $300 billion market cap. For the day, Google soared by nearly $29, a rise of 3.25%, to $915.89, closing just 50 cents or so from the daily high. Since Google <a href="http://investor.google.com/earnings/2013/Q1_google_earnings.html" rel="nofollow">reported fiscal first quarter results</a> on April 18th, shares are up $150, nearly 20%.</p><p>It's been a remarkable rise for Google, as you can see from the chart below. Google actually missed on revenues at the Q1 report, and earnings beat substantially due to a much lower tax rate. Investors obviously see a promising future for Google, with shares up 65% from the 52-week low. At this point, it seems that Google is set to break $1,000, a target that many analysts currently have on the name. As Google breaks through on <a href="http://seekingalpha.com/currents/post/1027641">several new products and services</a>, one must wonder what's next for the</p><br/><a href='http://seekingalpha.com/article/1439091-google-s-next-move-should-be-a-split?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/aapl">AAPL</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/goog">GOOG</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>The Momentum Bubble Is Back, But Will It Last?</title>
      <link>http://seekingalpha.com/article/1436401-the-momentum-bubble-is-back-but-will-it-last?source=feed</link>
      <guid isPermaLink="false">1436401</guid>
      <content>
        <![CDATA[<p>Remember how a couple of years ago there were a number of debate stocks that were at really high levels? These names were called momentum names, because momentum kept pushing them higher, despite red flags, valuations, etc. The momentum party burst very quickly, and a number of these names experienced huge losses in a short period of time. Well, it seems the momentum party is back and in full swing, as a number of these names are at new 52-week highs, some even all-time highs.</p> <p>Today, I'll discuss these names, reasons behind the rallies, and where these stocks could go from here. Four of the names chosen below were known as momentum names over the last couple of years. All four experienced huge declines from their highs, but I chose them because they have at least doubled, if not tripled or more, from their 52-week lows, as money is pouring</p>                                             ]]>
      </content>
      <pubDate>Wed, 15 May 2013 09:58:08 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>Remember how a couple of years ago there were a number of debate stocks that were at really high levels? These names were called momentum names, because momentum kept pushing them higher, despite red flags, valuations, etc. The momentum party burst very quickly, and a number of these names experienced huge losses in a short period of time. Well, it seems the momentum party is back and in full swing, as a number of these names are at new 52-week highs, some even all-time highs.</p> <p>Today, I'll discuss these names, reasons behind the rallies, and where these stocks could go from here. Four of the names chosen below were known as momentum names over the last couple of years. All four experienced huge declines from their highs, but I chose them because they have at least doubled, if not tripled or more, from their 52-week lows, as money is pouring</p>                                             <br/><a href='http://seekingalpha.com/article/1436401-the-momentum-bubble-is-back-but-will-it-last?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/fslr">FSLR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/gmcr">GMCR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/nflx">NFLX</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/soda">SODA</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/tsla">TSLA</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names</title>
      <link>http://seekingalpha.com/article/1432761-apple-zynga-lead-sharp-rise-in-short-interest-on-tech-names?source=feed</link>
      <guid isPermaLink="false">1432761</guid>
      <content>
        <![CDATA[<p>Every few weeks, we get an update from <a href="http://www.nasdaq.com/quotes/short-interest.aspx" rel="nofollow">Nasdaq on short interest</a>. As my readers know, I analyze these short interest moves when we see them, usually discussing 5 names with short interest rises and 5 with declines (or more if necessary). Today, I'm here again to analyze short interest moves, but this time around, the story is different. For many of the names I'll cover in this round of updates, quarterly earnings have been reported. As you can most likely guess, earnings reports can have a huge impact on short interest in a name. What may surprise you is the extent to which short interest has changed, especially in the first name I'll discuss, the most discussed name in our market today.</p><p>
  <strong>Apple (<a href='http://seekingalpha.com/symbol/aapl' title='Apple Inc.'>AAPL</a>):</strong>
</p><p>It's been a few weeks now since <a href="http://seekingalpha.com/article/1365531-apple-kitchen-sinks-q3-but-announces-huge-cash-plans">Apple reported fiscal Q2</a>, and this may be the most interesting update for short interest in</p>]]>
      </content>
      <pubDate>Tue, 14 May 2013 08:37:59 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>Every few weeks, we get an update from <a href="http://www.nasdaq.com/quotes/short-interest.aspx" rel="nofollow">Nasdaq on short interest</a>. As my readers know, I analyze these short interest moves when we see them, usually discussing 5 names with short interest rises and 5 with declines (or more if necessary). Today, I'm here again to analyze short interest moves, but this time around, the story is different. For many of the names I'll cover in this round of updates, quarterly earnings have been reported. As you can most likely guess, earnings reports can have a huge impact on short interest in a name. What may surprise you is the extent to which short interest has changed, especially in the first name I'll discuss, the most discussed name in our market today.</p><p>
  <strong>Apple (<a href='http://seekingalpha.com/symbol/aapl' title='Apple Inc.'>AAPL</a>):</strong>
</p><p>It's been a few weeks now since <a href="http://seekingalpha.com/article/1365531-apple-kitchen-sinks-q3-but-announces-huge-cash-plans">Apple reported fiscal Q2</a>, and this may be the most interesting update for short interest in</p><br/><a href='http://seekingalpha.com/article/1432761-apple-zynga-lead-sharp-rise-in-short-interest-on-tech-names?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/aapl">AAPL</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/goog">GOOG</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/nflx">NFLX</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/vmw">VMW</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/znga">ZNGA</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>5 Names With Large Drops In Short Interest</title>
      <link>http://seekingalpha.com/article/1432101-5-names-with-large-drops-in-short-interest?source=feed</link>
      <guid isPermaLink="false">1432101</guid>
      <content>
        <![CDATA[<p>Every couple of weeks, we get an <a href="http://www.nasdaq.com/quotes/short-interest.aspx" rel="nofollow">update from NASDAQ</a> on short interest. While most of the time, my updates don't seem that important to many, this time around is a bit more influential. As earnings season has mostly finished, many of the names I'll report on today have reported their quarters. Earnings reports can have a huge impact on a stock's short interest, and it obviously depends on what the company reported. Today, I'm here to cover five names that have seen recent drops in short interest. While not all of these names have reported earnings yet, all of these names have seen short sellers running away.</p><p>
  <strong>Microsoft (<a href='http://seekingalpha.com/symbol/msft' title='Microsoft Corporation'>MSFT</a>):</strong>
</p><p>Microsoft was included in one of my <a href="http://seekingalpha.com/article/1383351-5-short-interest-moves-to-watch-closely">latest rounds of short interest</a> updates, as short interest had risen to a new yearly high. When Microsoft <a href="http://www.microsoft.com/en-us/news/press/2013/apr13/04-18fy13Q3earningsPR.aspx" rel="nofollow">announced fiscal Q3 results</a>, the report was okay. It wasn't great, but</p>]]>
      </content>
      <pubDate>Tue, 14 May 2013 01:39:16 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>Every couple of weeks, we get an <a href="http://www.nasdaq.com/quotes/short-interest.aspx" rel="nofollow">update from NASDAQ</a> on short interest. While most of the time, my updates don't seem that important to many, this time around is a bit more influential. As earnings season has mostly finished, many of the names I'll report on today have reported their quarters. Earnings reports can have a huge impact on a stock's short interest, and it obviously depends on what the company reported. Today, I'm here to cover five names that have seen recent drops in short interest. While not all of these names have reported earnings yet, all of these names have seen short sellers running away.</p><p>
  <strong>Microsoft (<a href='http://seekingalpha.com/symbol/msft' title='Microsoft Corporation'>MSFT</a>):</strong>
</p><p>Microsoft was included in one of my <a href="http://seekingalpha.com/article/1383351-5-short-interest-moves-to-watch-closely">latest rounds of short interest</a> updates, as short interest had risen to a new yearly high. When Microsoft <a href="http://www.microsoft.com/en-us/news/press/2013/apr13/04-18fy13Q3earningsPR.aspx" rel="nofollow">announced fiscal Q3 results</a>, the report was okay. It wasn't great, but</p><br/><a href='http://seekingalpha.com/article/1432101-5-names-with-large-drops-in-short-interest?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/deck">DECK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/isrg">ISRG</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/lulu">LULU</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/msft">MSFT</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/s">S</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>Is Dendreon Done After Q1 Train Wreck?</title>
      <link>http://seekingalpha.com/article/1422951-is-dendreon-done-after-q1-train-wreck?source=feed</link>
      <guid isPermaLink="false">1422951</guid>
      <content>
        <![CDATA[<p>On Thursday morning, biotech darling Dendreon (<a href='http://seekingalpha.com/symbol/dndn' title='Dendreon Corporation'>DNDN</a>) reported its fiscal <a href="http://finance.yahoo.com/news/dendreon-announces-first-quarter-2013-123000531.html" rel="nofollow">first quarter earnings report</a>. The quarter for Dendreon was absolutely dreadful. Revenues completely fell apart, falling well below even the most bearish of analysts' and whisper numbers. The company's Q2 revenue guidance detailed another year-over-year drop. The company also burned through a substantial portion of its cash and investments pile. Today, I'll detail the terrible quarter, and analyze whether Dendreon is finished.</p><p>
  <strong>Q1 results:</strong>
</p><p>Total revenues for the quarter came in at $67.6 million, and that is not a typo. That number represented a decline of more than 17.6% over the prior year period. Worse yet, analysts were expecting $80.15 million, with a range from $75.84 million to $86.17 million. Even some whisper numbers recently in the low $70 million range turned out to be too optimistic. Q1 was absolutely dreadful, and Dendreon provided the following reasoning in <a href="http://www.sec.gov/Archives/edgar/data/1107332/000119312513209257/d534507d10q.htm" rel="nofollow">its</a></p>]]>
      </content>
      <pubDate>Fri, 10 May 2013 02:20:56 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>On Thursday morning, biotech darling Dendreon (<a href='http://seekingalpha.com/symbol/dndn' title='Dendreon Corporation'>DNDN</a>) reported its fiscal <a href="http://finance.yahoo.com/news/dendreon-announces-first-quarter-2013-123000531.html" rel="nofollow">first quarter earnings report</a>. The quarter for Dendreon was absolutely dreadful. Revenues completely fell apart, falling well below even the most bearish of analysts' and whisper numbers. The company's Q2 revenue guidance detailed another year-over-year drop. The company also burned through a substantial portion of its cash and investments pile. Today, I'll detail the terrible quarter, and analyze whether Dendreon is finished.</p><p>
  <strong>Q1 results:</strong>
</p><p>Total revenues for the quarter came in at $67.6 million, and that is not a typo. That number represented a decline of more than 17.6% over the prior year period. Worse yet, analysts were expecting $80.15 million, with a range from $75.84 million to $86.17 million. Even some whisper numbers recently in the low $70 million range turned out to be too optimistic. Q1 was absolutely dreadful, and Dendreon provided the following reasoning in <a href="http://www.sec.gov/Archives/edgar/data/1107332/000119312513209257/d534507d10q.htm" rel="nofollow">its</a></p><br/><a href='http://seekingalpha.com/article/1422951-is-dendreon-done-after-q1-train-wreck?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/jnj">JNJ</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/mdvn">MDVN</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/dndn">DNDN</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>Green Mountain: Starbucks Deal Hides Poor Report</title>
      <link>http://seekingalpha.com/article/1417571-green-mountain-starbucks-deal-hides-poor-report?source=feed</link>
      <guid isPermaLink="false">1417571</guid>
      <content>
        <![CDATA[<p>After the bell on Wednesday, coffee giant Green Mountain Coffee Roasters (<a href='http://seekingalpha.com/symbol/gmcr' title='Green Mountain Coffee Roasters, Inc.'>GMCR</a>) released its <a href="http://finance.yahoo.com/news/green-mountain-coffee-roasters-reports-200000517.html" rel="nofollow">fiscal second quarter results</a>. Q2 was extremely mixed, with the company missing revenue estimates, but blowing out earnings estimates. The company also issued terrible Q3 revenue guidance, and lowered its full year revenue forecast. On the heels of the earnings beat in Q2, it raised its full year earnings forecast and cash flow guidance. However, the company also slashed its capital expenditures forecast again. Aside from the quarterly report, the company announced an extended partnership with Starbucks (<a href='http://seekingalpha.com/symbol/sbux' title='Starbucks Corporation'>SBUX</a>). Today, I'll break down the results and see where Green Mountain goes from here. For those that missed it, here was my <a href="http://seekingalpha.com/article/1404861-green-mountain-and-sodastream-set-to-report">earnings preview for the name</a>.</p><p>
  <strong>Second Quarter Results:</strong>
</p><p>For the quarter, Green Mountain reported revenues of $1.005 billion. This represented 13.53% growth over the prior-year period. However, the company rounded this growth to the</p>]]>
      </content>
      <pubDate>Thu, 09 May 2013 02:58:23 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>After the bell on Wednesday, coffee giant Green Mountain Coffee Roasters (<a href='http://seekingalpha.com/symbol/gmcr' title='Green Mountain Coffee Roasters, Inc.'>GMCR</a>) released its <a href="http://finance.yahoo.com/news/green-mountain-coffee-roasters-reports-200000517.html" rel="nofollow">fiscal second quarter results</a>. Q2 was extremely mixed, with the company missing revenue estimates, but blowing out earnings estimates. The company also issued terrible Q3 revenue guidance, and lowered its full year revenue forecast. On the heels of the earnings beat in Q2, it raised its full year earnings forecast and cash flow guidance. However, the company also slashed its capital expenditures forecast again. Aside from the quarterly report, the company announced an extended partnership with Starbucks (<a href='http://seekingalpha.com/symbol/sbux' title='Starbucks Corporation'>SBUX</a>). Today, I'll break down the results and see where Green Mountain goes from here. For those that missed it, here was my <a href="http://seekingalpha.com/article/1404861-green-mountain-and-sodastream-set-to-report">earnings preview for the name</a>.</p><p>
  <strong>Second Quarter Results:</strong>
</p><p>For the quarter, Green Mountain reported revenues of $1.005 billion. This represented 13.53% growth over the prior-year period. However, the company rounded this growth to the</p><br/><a href='http://seekingalpha.com/article/1417571-green-mountain-starbucks-deal-hides-poor-report?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/sbux">SBUX</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/gmcr">GMCR</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>Apple: Too Far, Too Fast?</title>
      <link>http://seekingalpha.com/article/1408501-apple-too-far-too-fast?source=feed</link>
      <guid isPermaLink="false">1408501</guid>
      <content>
        <![CDATA[<p>It has been a couple of weeks now since Apple (<a href='http://seekingalpha.com/symbol/aapl' title='Apple Inc.'>AAPL</a>) reported its <a href="http://seekingalpha.com/article/1365531-apple-kitchen-sinks-q3-but-announces-huge-cash-plans">fiscal second quarter results</a>, which included a huge announcement on its cash return plans. I promised investors that I would be back in a couple of weeks with an update on Apple, and here I am today.</p> <p>Apple has certainly enjoyed a nice run recently. The stock is up $75 from its 52-week low, of which $55 has been since the earnings report. While that has been a nice rally for those already in the name, those that don't have a position have missed the rally. That gives me pause, as my goal here is to also look out for those that are looking to enter a name, not just those already in it. Today, I'll detail why I think Apple has run a little far, too quickly, and why a pullback may be in order.</p>                                        ]]>
      </content>
      <pubDate>Tue, 07 May 2013 10:03:39 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>It has been a couple of weeks now since Apple (<a href='http://seekingalpha.com/symbol/aapl' title='Apple Inc.'>AAPL</a>) reported its <a href="http://seekingalpha.com/article/1365531-apple-kitchen-sinks-q3-but-announces-huge-cash-plans">fiscal second quarter results</a>, which included a huge announcement on its cash return plans. I promised investors that I would be back in a couple of weeks with an update on Apple, and here I am today.</p> <p>Apple has certainly enjoyed a nice run recently. The stock is up $75 from its 52-week low, of which $55 has been since the earnings report. While that has been a nice rally for those already in the name, those that don't have a position have missed the rally. That gives me pause, as my goal here is to also look out for those that are looking to enter a name, not just those already in it. Today, I'll detail why I think Apple has run a little far, too quickly, and why a pullback may be in order.</p>                                        <br/><a href='http://seekingalpha.com/article/1408501-apple-too-far-too-fast?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/csco">CSCO</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/intc">INTC</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/msft">MSFT</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/aapl">AAPL</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>Should Netflix Dump Its DVD Business?</title>
      <link>http://seekingalpha.com/article/1405031-should-netflix-dump-its-dvd-business?source=feed</link>
      <guid isPermaLink="false">1405031</guid>
      <content>
        <![CDATA[<p>The discussion involving Netflix (<a href='http://seekingalpha.com/symbol/nflx' title='Netflix, Inc.'>NFLX</a>) has certainly heated up in recent weeks after the <a href="http://seekingalpha.com/article/1360131-netflix-streams-past-200-on-strong-subscriber-growth">company's first quarter earnings report</a>. Netflix posted a strong quarter, with revenues mostly in-line on solid subscriber growth. The company was able to keep costs under control, which led to a huge beat on the bottom line, after subtracting out a one-time item. Netflix's Q2 guidance was fair, and the stock soared past $200, nearly touching $225 at one point. While the stock has come off its high a little, it closed Friday at $213.45, after beginning 2013 at just $92.59.</p><p>Today, I'm going to take another look at Netflix, but a different one this time. I'm not going to rant like many do about the sky high price to earnings valuation. I'm not going to describe how original programming will bring in new members and send this stock even higher. I'm going to look</p>]]>
      </content>
      <pubDate>Mon, 06 May 2013 09:23:07 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>The discussion involving Netflix (<a href='http://seekingalpha.com/symbol/nflx' title='Netflix, Inc.'>NFLX</a>) has certainly heated up in recent weeks after the <a href="http://seekingalpha.com/article/1360131-netflix-streams-past-200-on-strong-subscriber-growth">company's first quarter earnings report</a>. Netflix posted a strong quarter, with revenues mostly in-line on solid subscriber growth. The company was able to keep costs under control, which led to a huge beat on the bottom line, after subtracting out a one-time item. Netflix's Q2 guidance was fair, and the stock soared past $200, nearly touching $225 at one point. While the stock has come off its high a little, it closed Friday at $213.45, after beginning 2013 at just $92.59.</p><p>Today, I'm going to take another look at Netflix, but a different one this time. I'm not going to rant like many do about the sky high price to earnings valuation. I'm not going to describe how original programming will bring in new members and send this stock even higher. I'm going to look</p><br/><a href='http://seekingalpha.com/article/1405031-should-netflix-dump-its-dvd-business?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/aapl">AAPL</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/amzn">AMZN</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/cstr">CSTR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/vz">VZ</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/nflx">NFLX</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>Is Facebook Worth The Price Of Admission?</title>
      <link>http://seekingalpha.com/article/1404951-is-facebook-worth-the-price-of-admission?source=feed</link>
      <guid isPermaLink="false">1404951</guid>
      <content>
        <![CDATA[<p>Last week, shares of Facebook (<a href='http://seekingalpha.com/symbol/fb' title='Facebook'>FB</a>) rose after the company reported its <a href="http://investor.fb.com/releasedetail.cfm?ReleaseID=761090" rel="nofollow">fiscal first quarter results</a>. While the social media giant narrowly exceeded revenue estimates, earnings missed expectations. Right now, Facebook's expenses are rising much quicker than revenues, which is going to pressure margins for the time being. Until Facebook can get those expenses in check, this name will trade at a valuation that will seem rather extreme to many.</p><p>
  <strong>First Quarter Results:</strong>
</p><p>For the quarter, Facebook reported revenues of $1.46 billion. This number topped analyst estimates for $1.44 billion, and represented growth of 37.8% over the prior-year period. On the bottom line, the company reported GAAP earnings per share of $0.09 and non-GAAP earnings per share of $0.12. Both figures matched the earnings numbers from the year-ago period. However, analysts were looking for $0.13 on a non-GAAP basis, so Facebook missed by a penny. Additionally, after Facebook <a href="http://seekingalpha.com/currents/post/793541">mentioned</a></p>]]>
      </content>
      <pubDate>Mon, 06 May 2013 08:16:06 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>Last week, shares of Facebook (<a href='http://seekingalpha.com/symbol/fb' title='Facebook'>FB</a>) rose after the company reported its <a href="http://investor.fb.com/releasedetail.cfm?ReleaseID=761090" rel="nofollow">fiscal first quarter results</a>. While the social media giant narrowly exceeded revenue estimates, earnings missed expectations. Right now, Facebook's expenses are rising much quicker than revenues, which is going to pressure margins for the time being. Until Facebook can get those expenses in check, this name will trade at a valuation that will seem rather extreme to many.</p><p>
  <strong>First Quarter Results:</strong>
</p><p>For the quarter, Facebook reported revenues of $1.46 billion. This number topped analyst estimates for $1.44 billion, and represented growth of 37.8% over the prior-year period. On the bottom line, the company reported GAAP earnings per share of $0.09 and non-GAAP earnings per share of $0.12. Both figures matched the earnings numbers from the year-ago period. However, analysts were looking for $0.13 on a non-GAAP basis, so Facebook missed by a penny. Additionally, after Facebook <a href="http://seekingalpha.com/currents/post/793541">mentioned</a></p><br/><a href='http://seekingalpha.com/article/1404951-is-facebook-worth-the-price-of-admission?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/aapl">AAPL</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/amzn">AMZN</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/goog">GOOG</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/lnkd">LNKD</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/fb">FB</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>Green Mountain And SodaStream Set To Report</title>
      <link>http://seekingalpha.com/article/1404861-green-mountain-and-sodastream-set-to-report?source=feed</link>
      <guid isPermaLink="false">1404861</guid>
      <content>
        <![CDATA[<p>This week, two of the most debated momentum names will report their quarterly earnings, both on Wednesday. SodaStream (<a href='http://seekingalpha.com/symbol/soda' title='SodaStream International'>SODA</a>) will report before the bell, while Green Mountain Coffee Roasters (<a href='http://seekingalpha.com/symbol/gmcr' title='Green Mountain Coffee Roasters, Inc.'>GMCR</a>) will report after the bell. These two names have been widely discussed in the past two years, sparking some of the best bull/bear debates in recent history. Today, I'll preview each name's earnings, covering expectations, what to look for, and discuss how the stocks might react after their respective reports.</p><p>
  <strong>Green Mountain Coffee Roasters:</strong>
</p><p>Since Green Mountain is the larger name in terms of sales and market cap, I'll start with that company. It's been nearly three months since Green Mountain reported its <a href="http://seekingalpha.com/article/1163771-green-mountain-too-far-too-fast">fiscal first quarter results</a>. As a reminder, Green Mountain's fiscal year ends in September, so this quarter they will report will be fiscal Q2. To quickly summarize the previous report, the company beat handily on revenues</p>]]>
      </content>
      <pubDate>Mon, 06 May 2013 07:21:45 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>This week, two of the most debated momentum names will report their quarterly earnings, both on Wednesday. SodaStream (<a href='http://seekingalpha.com/symbol/soda' title='SodaStream International'>SODA</a>) will report before the bell, while Green Mountain Coffee Roasters (<a href='http://seekingalpha.com/symbol/gmcr' title='Green Mountain Coffee Roasters, Inc.'>GMCR</a>) will report after the bell. These two names have been widely discussed in the past two years, sparking some of the best bull/bear debates in recent history. Today, I'll preview each name's earnings, covering expectations, what to look for, and discuss how the stocks might react after their respective reports.</p><p>
  <strong>Green Mountain Coffee Roasters:</strong>
</p><p>Since Green Mountain is the larger name in terms of sales and market cap, I'll start with that company. It's been nearly three months since Green Mountain reported its <a href="http://seekingalpha.com/article/1163771-green-mountain-too-far-too-fast">fiscal first quarter results</a>. As a reminder, Green Mountain's fiscal year ends in September, so this quarter they will report will be fiscal Q2. To quickly summarize the previous report, the company beat handily on revenues</p><br/><a href='http://seekingalpha.com/article/1404861-green-mountain-and-sodastream-set-to-report?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/gmcr">GMCR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/soda">SODA</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>Philip Morris: Another Pullback Is Coming</title>
      <link>http://seekingalpha.com/article/1392701-philip-morris-another-pullback-is-coming?source=feed</link>
      <guid isPermaLink="false">1392701</guid>
      <content>
        <![CDATA[<p>A couple of weeks ago, cigarette giant Philip Morris (<a href='http://seekingalpha.com/symbol/pm' title='Philip Morris International Inc.'>PM</a>) pulled back after its <a href="http://seekingalpha.com/article/1353521-philip-morris-pulls-back-on-currency-debt-worries">first quarter earnings report</a>. The more than $5 pullback was a great entry point for long-term investors. I've always showed the best buy points for Philip Morris, as well as the times to step back and wait for the pullback. Philip Morris shares have rebounded from the recent pullback, and the stock is back in wait and see territory. Today, I'll update where things stand, and show why investors should wait for the next pullback that comes.</p><p>
  <strong>Current expectations:</strong>
</p><p>When comparing Philip Morris to others in the space, I look at three other names: Lorillard (<a href='http://seekingalpha.com/symbol/lo' title='Lorillard, Inc.'>LO</a>), Altria (<a href='http://seekingalpha.com/symbol/mo' title='Altria Group, Inc.'>MO</a>), and Reynolds American (<a href='http://seekingalpha.com/symbol/rai' title='Reynolds American, Inc.'>RAI</a>). The following table is one I've used in several articles for this industry. It shows the currently expected growth in terms of both earnings per share and revenues. These are the analyst estimates</p>]]>
      </content>
      <pubDate>Thu, 02 May 2013 03:44:03 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>A couple of weeks ago, cigarette giant Philip Morris (<a href='http://seekingalpha.com/symbol/pm' title='Philip Morris International Inc.'>PM</a>) pulled back after its <a href="http://seekingalpha.com/article/1353521-philip-morris-pulls-back-on-currency-debt-worries">first quarter earnings report</a>. The more than $5 pullback was a great entry point for long-term investors. I've always showed the best buy points for Philip Morris, as well as the times to step back and wait for the pullback. Philip Morris shares have rebounded from the recent pullback, and the stock is back in wait and see territory. Today, I'll update where things stand, and show why investors should wait for the next pullback that comes.</p><p>
  <strong>Current expectations:</strong>
</p><p>When comparing Philip Morris to others in the space, I look at three other names: Lorillard (<a href='http://seekingalpha.com/symbol/lo' title='Lorillard, Inc.'>LO</a>), Altria (<a href='http://seekingalpha.com/symbol/mo' title='Altria Group, Inc.'>MO</a>), and Reynolds American (<a href='http://seekingalpha.com/symbol/rai' title='Reynolds American, Inc.'>RAI</a>). The following table is one I've used in several articles for this industry. It shows the currently expected growth in terms of both earnings per share and revenues. These are the analyst estimates</p><br/><a href='http://seekingalpha.com/article/1392701-philip-morris-another-pullback-is-coming?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/lo">LO</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/mo">MO</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/rai">RAI</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/pm">PM</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>Short Sellers Are Going After These 5 Names</title>
      <link>http://seekingalpha.com/article/1392611-short-sellers-are-going-after-these-5-names?source=feed</link>
      <guid isPermaLink="false">1392611</guid>
      <content>
        <![CDATA[<p>As someone who covers a lot of short ideas on this site, one of the most important items I follow is short interest data. One must always be aware of the short interest in a stock. A large short base could spark a short squeeze on good news, while low short interest could spark a huge drop on bad news. Every couple of weeks, we get an update from Nasdaq on <a href="http://www.nasdaq.com/quotes/short-interest.aspx#.UTDaKlfsf-c" rel="nofollow">short interest data</a>, and I report on what I am seeing. Today, I'm here to discuss the middle of April numbers. Today, I'll discuss five names that short sellers are aggressively going after, whether just recently or over the longer term.</p><p>
  <strong>Molycorp (<a href='http://seekingalpha.com/symbol/mcp' title='Molycorp, Inc.'>MCP</a>):</strong>
</p><p>The struggling rare earth mineral company saw its short interest hit another new high in mid April, but one must wonder if this is finally the turning point. While a new high was hit for</p>]]>
      </content>
      <pubDate>Thu, 02 May 2013 02:01:03 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>As someone who covers a lot of short ideas on this site, one of the most important items I follow is short interest data. One must always be aware of the short interest in a stock. A large short base could spark a short squeeze on good news, while low short interest could spark a huge drop on bad news. Every couple of weeks, we get an update from Nasdaq on <a href="http://www.nasdaq.com/quotes/short-interest.aspx#.UTDaKlfsf-c" rel="nofollow">short interest data</a>, and I report on what I am seeing. Today, I'm here to discuss the middle of April numbers. Today, I'll discuss five names that short sellers are aggressively going after, whether just recently or over the longer term.</p><p>
  <strong>Molycorp (<a href='http://seekingalpha.com/symbol/mcp' title='Molycorp, Inc.'>MCP</a>):</strong>
</p><p>The struggling rare earth mineral company saw its short interest hit another new high in mid April, but one must wonder if this is finally the turning point. While a new high was hit for</p><br/><a href='http://seekingalpha.com/article/1392611-short-sellers-are-going-after-these-5-names?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/bbry">BBRY</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/dndn">DNDN</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/lulu">LULU</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/mcp">MCP</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/vmw">VMW</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>Short Sellers Are Running Away From These 5 Names</title>
      <link>http://seekingalpha.com/article/1392541-short-sellers-are-running-away-from-these-5-names?source=feed</link>
      <guid isPermaLink="false">1392541</guid>
      <content>
        <![CDATA[<p>As someone who covers a lot of short ideas on this site, one of the most important items I follow is short interest data. One must always be aware of the short interest in a stock. A large short base could spark a short squeeze on good news, while low short interest could spark a huge drop on bad news. Every couple of weeks, we get an update from Nasdaq on <a href="http://www.nasdaq.com/quotes/short-interest.aspx#.UTDaKlfsf-c" rel="nofollow">short interest data</a>, and I report on what I am seeing. Today, I'm here to discuss the middle of April numbers. Here are five names that short sellers have definitely been running away from recently.</p><p>
  <strong>Deckers Outdoor (<a href='http://seekingalpha.com/symbol/deck' title='Deckers Outdoor Corporation'>DECK</a>):</strong>
</p><p>Deckers has seen a significant amount of short covering since December, with almost one-third of shares short covered. Even after all of that, which you can see in the chart below, about one third of the outstanding shares are still</p>]]>
      </content>
      <pubDate>Thu, 02 May 2013 01:40:59 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>As someone who covers a lot of short ideas on this site, one of the most important items I follow is short interest data. One must always be aware of the short interest in a stock. A large short base could spark a short squeeze on good news, while low short interest could spark a huge drop on bad news. Every couple of weeks, we get an update from Nasdaq on <a href="http://www.nasdaq.com/quotes/short-interest.aspx#.UTDaKlfsf-c" rel="nofollow">short interest data</a>, and I report on what I am seeing. Today, I'm here to discuss the middle of April numbers. Here are five names that short sellers have definitely been running away from recently.</p><p>
  <strong>Deckers Outdoor (<a href='http://seekingalpha.com/symbol/deck' title='Deckers Outdoor Corporation'>DECK</a>):</strong>
</p><p>Deckers has seen a significant amount of short covering since December, with almost one-third of shares short covered. Even after all of that, which you can see in the chart below, about one third of the outstanding shares are still</p><br/><a href='http://seekingalpha.com/article/1392541-short-sellers-are-running-away-from-these-5-names?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/deck">DECK</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/gmcr">GMCR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/goog">GOOG</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/hpq">HPQ</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/siri">SIRI</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>5 Short Interest Moves To Watch Closely</title>
      <link>http://seekingalpha.com/article/1383351-5-short-interest-moves-to-watch-closely?source=feed</link>
      <guid isPermaLink="false">1383351</guid>
      <content>
        <![CDATA[<p>We've now pushed through the heart of earnings season. Most of the large names have reported, with just a handful of big names left to report. Earnings season can have a large impact on any stock, but it also can have a large impact on short interest. Today, I'm here to cover five names that I believe are at a critical point in terms of short interest. All of these names have seen either a recent rise in short interest, or are close to a yearly high in short interest. My goal here in this article will be to discuss the short-term factors that could greatly change short interest in these names.</p><p>
  <strong>Apple (<a href='http://seekingalpha.com/symbol/aapl' title='Apple Inc.'>AAPL</a>):</strong>
</p><p>Apple changed the game for short sellers <a href="http://seekingalpha.com/article/1365531-apple-kitchen-sinks-q3-but-announces-huge-cash-plans">with its fiscal Q2 report</a>. Yes, while the company beat on both the top and bottom line for Q2, Q3 guidance was dreadful. It was not a surprise</p>]]>
      </content>
      <pubDate>Tue, 30 Apr 2013 03:51:34 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>We've now pushed through the heart of earnings season. Most of the large names have reported, with just a handful of big names left to report. Earnings season can have a large impact on any stock, but it also can have a large impact on short interest. Today, I'm here to cover five names that I believe are at a critical point in terms of short interest. All of these names have seen either a recent rise in short interest, or are close to a yearly high in short interest. My goal here in this article will be to discuss the short-term factors that could greatly change short interest in these names.</p><p>
  <strong>Apple (<a href='http://seekingalpha.com/symbol/aapl' title='Apple Inc.'>AAPL</a>):</strong>
</p><p>Apple changed the game for short sellers <a href="http://seekingalpha.com/article/1365531-apple-kitchen-sinks-q3-but-announces-huge-cash-plans">with its fiscal Q2 report</a>. Yes, while the company beat on both the top and bottom line for Q2, Q3 guidance was dreadful. It was not a surprise</p><br/><a href='http://seekingalpha.com/article/1383351-5-short-interest-moves-to-watch-closely?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/aapl">AAPL</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/intc">INTC</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/msft">MSFT</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/nflx">NFLX</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/pm">PM</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
    <item>
      <title>Deckers Pullback Could Present Opportunity</title>
      <link>http://seekingalpha.com/article/1380561-deckers-pullback-could-present-opportunity?source=feed</link>
      <guid isPermaLink="false">1380561</guid>
      <content>
        <![CDATA[<p>After the bell last Thursday, UGG maker Deckers Outdoor (<a href='http://seekingalpha.com/symbol/deck' title='Deckers Outdoor Corporation'>DECK</a>) reported their <a href="http://www.deckers.com/investors/press-releases/press-detail?releaseid=1811371" rel="nofollow">fiscal first quarter earnings</a>. Deckers was helped by a colder winter, and you may remember that it was the warm prior winter that did in the stock for many months. Q1 results came in a bit above expectations, although that was partially due to reduced expectations after Deckers gave weak guidance a few months back. Despite the solid quarter, Deckers' shares fell more than 8.5% on Friday, because Q2 guidance was very weak. Also, because the stock had more than doubled from its 52-week low, expectations were high, and the report did not justify all of the rally. Today, I'll cover the first quarter report, and show why there is an opportunity here.</p><p>
  <strong>First Quarter Overall Results:</strong>
</p><p>For the quarter, Deckers reported revenues of $263.76 million, which represented a 7.09% increase over the year ago period. This</p>]]>
      </content>
      <pubDate>Mon, 29 Apr 2013 05:22:33 -0400</pubDate>
      <author>Bill Maurer</author>
      <description>
        <![CDATA[<strong>By <a href="http://www.seekingalpha.com/author/bill-maurer/articles">Bill Maurer</a>:</strong> <p>After the bell last Thursday, UGG maker Deckers Outdoor (<a href='http://seekingalpha.com/symbol/deck' title='Deckers Outdoor Corporation'>DECK</a>) reported their <a href="http://www.deckers.com/investors/press-releases/press-detail?releaseid=1811371" rel="nofollow">fiscal first quarter earnings</a>. Deckers was helped by a colder winter, and you may remember that it was the warm prior winter that did in the stock for many months. Q1 results came in a bit above expectations, although that was partially due to reduced expectations after Deckers gave weak guidance a few months back. Despite the solid quarter, Deckers' shares fell more than 8.5% on Friday, because Q2 guidance was very weak. Also, because the stock had more than doubled from its 52-week low, expectations were high, and the report did not justify all of the rally. Today, I'll cover the first quarter report, and show why there is an opportunity here.</p><p>
  <strong>First Quarter Overall Results:</strong>
</p><p>For the quarter, Deckers reported revenues of $263.76 million, which represented a 7.09% increase over the year ago period. This</p><br/><a href='http://seekingalpha.com/article/1380561-deckers-pullback-could-present-opportunity?source=feed'>Complete Story &raquo;</a>]]>
      </description>
      <category type="symbol" link="http://seekingalpha.com/symbol/crox">CROX</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/gmcr">GMCR</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/nflx">NFLX</category>
      <category type="symbol" link="http://seekingalpha.com/symbol/deck">DECK</category>
      <category type="author" link="http://seekingalpha.com/author/bill-maurer">Bill Maurer</category>
    </item>
  </channel>
</rss>
