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Bill Maurer

 
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  • Tesla: The One Major Item That Concerns Me [View article]
    Oh I am making money today, just not on TSLA.
    Aug 12 01:09 PM | Likes Like |Link to Comment
  • Tesla: The One Major Item That Concerns Me [View article]
    Still need to deliver a profit at some point. Revenue growth does matter too, but the long term trajectory needs to be based off margins and profits.

    If Tesla was looking towards $2.00 in non-GAAP EPS this year and not close to $1.00, I think the stock would have broken $300 by now. But you can't just keep saying "we expect to be marginally profitable on a non-GAAP basis".
    Aug 12 01:01 PM | 2 Likes Like |Link to Comment
  • Tesla: The One Major Item That Concerns Me [View article]
    Short interest is well off its recent highs. In fact it's near a recent low point.
    Aug 12 12:59 PM | 2 Likes Like |Link to Comment
  • Tesla: The One Major Item That Concerns Me [View article]
    Well it is falling from where expectations were a few months ago. And even in recent weeks, EPS is not rising as fast as revenue expectations. EPS should be rising MORE if the company achieves more scaling with higher revenues, but that doesn't seem to be the case.
    Aug 12 12:50 PM | 2 Likes Like |Link to Comment
  • Dendreon Provides A Major Warning To Shareholders [View article]
    Even when I said at $14 plus DNDN could crash I was told it was the holy grail. Down more than 90% since then. Yes, biotech is usually all or nothing.
    Aug 12 11:11 AM | Likes Like |Link to Comment
  • Dendreon Provides A Major Warning To Shareholders [View article]
    Couple of points.

    1. Johnson is leaving in a few days and new CEO just took over, so they didn't seem to want a full conference call.

    2. They don't given forward numerical guidance.

    3. You can look at margins, cost reductions, etc. in the financials.
    Aug 12 11:10 AM | Likes Like |Link to Comment
  • Dendreon Provides A Major Warning To Shareholders [View article]
    Value of equity is a negative $2 a share and getting worse by the quarter. The fact that shares trade for $1.40 or so tells you what the "premium" is for the business.
    Aug 12 10:31 AM | Likes Like |Link to Comment
  • Dendreon Provides A Major Warning To Shareholders [View article]
    Well the main option is to sell the company. What someone would pay for it though is anyone's guess.

    Because of the complexity of the debt plus how the company is structured, it's very difficult to make a clear cut argument about how any sort of transaction may occur.
    Aug 12 09:49 AM | 1 Like Like |Link to Comment
  • Dendreon Provides A Major Warning To Shareholders [View article]
    Now down more than 70 cents, falling below $1.40. Huge haircut.
    Aug 12 09:44 AM | 1 Like Like |Link to Comment
  • Dendreon Provides A Major Warning To Shareholders [View article]
    Well, as I've been stating for the last 3-4 points of downside, it would be much cheaper to acquire if the name goes bankrupt, or at least buy for pennies on the dollar rather than spend a couple of bucks a share.
    Aug 12 09:44 AM | 1 Like Like |Link to Comment
  • Intel Short Interest Drops Again [View article]
    Well, with the latest update, less than 3% of Intel shares are now short. That's not a lot when looking at the market in general, although Intel remains more heavily shorted than other large cap tech peers.

    Intel does trade a bit, although with reduced short interest, volatility should not be as much as it might have been when short interest with double, but volume does matter as well.
    Aug 12 09:27 AM | 2 Likes Like |Link to Comment
  • Tesla: The One Major Item That Concerns Me [View article]
    My first focus article on Tesla was in October 2013, so not sure where you are getting your erroneous data, and I have never been short Tesla.

    You might want to check your facts or find the author you are confusing me with.
    Aug 12 08:59 AM | 2 Likes Like |Link to Comment
  • Tesla: The One Major Item That Concerns Me [View article]
    I was going to bring up Amazon in this article. Lately, shareholders have not been happy with the lack of profitability, and the stock is well off its highs.
    Aug 12 08:55 AM | 4 Likes Like |Link to Comment
  • Facebook: Another New High Coming Soon [View article]
    Facebook makes more money in a quarter than Amazon does in several years.
    Aug 6 01:24 PM | 3 Likes Like |Link to Comment
  • Altria: Raising My Dividend Raise Prediction [View article]
    I've actually raised the midpoint of my prediction from 7.55% to 8.33%. Not sure if you are looking at the yield based on prior day's close, which is more a function of stock price than the dividend raise.
    Aug 6 09:35 AM | 3 Likes Like |Link to Comment
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