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Boris Marjanovic

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  • Netflix's Profitability Is An Illusion [View article]
    No barrier to entry in this industry. NFLX has very little exclusive content... and the content it does own can be easily acquired by a cash-rich company such as GOOG or AAPL.
    Nov 4 10:34 AM | 2 Likes Like |Link to Comment
  • Netflix's Profitability Is An Illusion [View article]
    Pricing power? Like it had back in 2011 when the company raised subscription prices and lost nearly one million subscribers? NFLX has "zero" pricing power!
    Nov 4 10:27 AM | 4 Likes Like |Link to Comment
  • Netflix's Profitability Is An Illusion [View article]
    I only bet against companies using puts, since the risk is limited to the premium you pay for the option. With that said, I have placed bets against NFLX in the past, but they have not worked out in my favor yet.

    Sometimes it takes a very long time for a bet to pay off. For example, those who bet against subprime mortgages were called fools by all the top Wall Street people; however, they ended up being proven right. I will also be proven right with my bets against NFLX. Might not happen this year, or even next year, but eventually it will happen.
    Nov 3 01:06 PM | 6 Likes Like |Link to Comment
  • High Flying Stocks Are Beginning To Crack [View article]
    Growth is not always a reason a stock should trade for a premium. A lot of times growth destroys shareholder value. Too bad most investors don't understand this simple concept.
    Oct 31 06:53 PM | 1 Like Like |Link to Comment
  • Why U-Swirl's Share Price Could Double By Year's End [View article]
    U-Swirl up big time since I published this article!
    Oct 31 11:03 AM | Likes Like |Link to Comment
  • Why U-Swirl's Share Price Could Double By Year's End [View article]
    Yes, this is because frozen yogurt sales are lower during the colder months of the year. However, most of the company's stores are franchised... all it has to do is pretty much collect cash, not exactly a capital intensive business. With money coming in from the new franchises, in addition to money coming from the older ones, I expect the company to report a profit for the next two quarters as well.
    Oct 29 11:13 AM | Likes Like |Link to Comment
  • Why U-Swirl's Share Price Could Double By Year's End [View article]
    The fees might seem high at first, however, when you take into account that a U-Swirl-and-Go franchise store placed in a really good location could generate $500,000 or more in revenue, the fee seems more reasonable then. In addition, once you place one of these stores in, say, a theater, airport, convenience store, etc... it does give you a competitive advantage. This is because space is limited, so you don't have to worry about others coming in and competing against you. If U-Swirl could just open up 100 of these “mini-stores” over the next few years, the current stock price is a bargain!
    Oct 29 11:11 AM | Likes Like |Link to Comment
  • Why U-Swirl's Share Price Could Double By Year's End [View article]
    I expect more than decent appreciation in the short-term due to the small float. Since we have published our articles, volume has been increasing steadily. It will only require a slight increase in demand for the shares to pop.
    Oct 29 01:11 AM | 1 Like Like |Link to Comment
  • Why U-Swirl's Share Price Could Double By Year's End [View article]
    Company is growing extremely fast. That 4.4% yield will grow tremendously over time, within two years it could be over 15% (based on today's price). The company's new U-Swirl-and-Go stores alone could make the stock a bargain.
    Oct 28 11:35 PM | Likes Like |Link to Comment
  • Why U-Swirl's Share Price Could Double By Year's End [View article]
    Both are correct.... the traditional franchises (the large stores) are as follows: $25,000 initial franchise fee and up to a 5% royalty on sales.

    The U-Swirl-and-Go franchises (the mini-stores) are as follows: $20,000 initial franchise fee and a fixed royalty of $10,000 per year.

    Hope that helps!
    Oct 28 08:02 PM | Likes Like |Link to Comment
  • Body Central: Multi-Bagger In The Making? [View article]
    A company that sells cheaply made clothes, operating in a very competitive industry is not a good long-term investment. The stock is not that cheap based on normalized earnings either.
    Oct 28 04:09 PM | 1 Like Like |Link to Comment
  • Why I'm Betting Big On MusclePharm [View article]
    Why does it matter what some analyst's estimate? Most of the time they are wrong anyway. MSLP has a competitive advantage no other supplement company has, and is one of the best-selling supplement brands on the market. In the long-run, this company will be very profitable, just have to be patient.
    Oct 27 04:44 PM | Likes Like |Link to Comment
  • I Concede Defeat In Amazon.com [View article]
    All of this high frequency trading will one day cause a massive crash in the stock market. When it does occur, I will be there to profit from it... like I did during the 2010 crash.
    Oct 25 09:33 PM | Likes Like |Link to Comment
  • Netflix - Shares Are Entering 'Euphoria' Phase [View article]
    Yea, puts are the ideal play with this... out of the money puts, that is. Downside is limited to the premium you pay, and when the eventual crash does occur, those premiums will go through the roof. Just have to be patient and keep placing bets.
    Oct 25 09:23 PM | Likes Like |Link to Comment
  • Bull Of The Day: Netflix [View article]
    Zacks Investment Research should be called "Stock Pump-and-Dump Research." The company's analysts are no better than Jim Cramer, and their research is useless. Yea, Netflix beat earnings estimates... but if these analysts knew anything about accounting they would be ashamed to call Netflix profitable. Accounting profitability is different from true profitability. It's time that people learned that.
    Oct 25 09:05 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
480 Comments
356 Likes