Prepare For Europe Collapse Before New Year [View article]
Well said Webmind. As far as what is next, I believe we'll be drifting lower, a nice slow coast down, 1 step up, 2 steps down style. All we (don't) need is another few months of Oil up like this to reduce oxygen to the patient enough to get into real trouble again.
Credit Suisse says Sears (SHLD -2.4%) will likely be forced to sell more of its valuable assets in 2013 in order to sustain its balance sheet. The firm expects the company to sell off its most valuable stores in the chain in order to survive. The firm rates the shares at Underperform rated with a $20 price target. [View news story]
So Much For That Bubble Of 'Overvalued' Stocks [View article]
I'll also be really interested. If I could I would be in FB Pre-IPO. With about 7% of the earths population as it's user base including how these people are connected, their most intimate details, etc, etc. Some of these virtual companies are in an incredible position to create wealth. All they need to do is provide value and charge for it. Ads work, transaction processing works, think of what could be done on a platform like FB. Ford makes cars but facebook knows what car the world would buy and where. Boeing makes planes but facebook knows which destination people want to go to, who they flew with, what was nice, what wasn't, if gas prices are affecting decisions, etc,etc. Monetizing those details is not going to be exceedingly hard. Uber feather lightweight analysis free for a limited time ;)
So Much For That Bubble Of 'Overvalued' Stocks [View article]
Very good points Walter. I agree and I should clarify that I think a company can earn it's share price over time. I.e. appreciate slower while continuing growth and P/Es come down. I.E. when a company transitions from explosive growth to steady growth. Perhaps like Google. I agree that some valuations have indicated impossible situations.
So Much For That Bubble Of 'Overvalued' Stocks [View article]
Great article Rocco, I tend to agree, valuation is in the eye/wallet of the valuer. The key to a short is a broken business, helped perhaps by unsustainable debt without a model that warrants further.
I've told myself that CRM is overvalued and that their growth is slowing down and the accounting is madness. I look at the way they acquire companies and tell myself it's cause the core is slowing, stalling. The only problem (heh heh) is they are acquiring so many good companies that even though the core is slowing they have a good hope at innovating their way out of a sticky situation. So for now I'm staying away.
I think the thing is the businesses mentioned are still fighting to thrive & survive & thrive some more.
It seems NFLX just gave up, copped out. Perhaps they decided 'debt is too high, the studios want to squeeze us, the bears want to eat us, screw it'. I don't even consider it arrogance, more immaturity. RIMM on the other hand had/has arrogant leadership who couldn't/can't see the forest for the trees and don't want anyone else to either. Sad as a Canadian, they could be great.
I would bandy about the name SHLD here for fun but I'm only 85% convinced myself that it can't survive the winter by destroying the west wing for firewood while they figure out to do with themselves...if they tried hard enough they could turn their SCM & e-commerce into an alternative to amazon - but then again whoever goes down that road knows that splitting the low margin consumer vote is not a recipe for success so it's probably left to Bezos. Hmmm time to write :)
Canada's big three tobacco companies face a $27.3B class-action lawsuit over whether they provided sufficient warnings to smokers of the potential harm of their products. Parents of the Canadian triumvirate - British American Tobacco (BTI +1.1%), Japan Tobacco International, and Philip Morris International (PM +0.3%) - call the legal action a "cash grab" as they go to trial for the first time in the nation. [View news story]
Win An iPad In Seeking Alpha's 1 Million User Haiku Contest [View article]
There is one that roars
The startled may charge forward
Or off a cliff fall
Win An iPad In Seeking Alpha's 1 Million User Haiku Contest [View article]
The startled may charge forward
Hibernate my friend
Win An iPad In Seeking Alpha's 1 Million User Haiku Contest [View article]
It was picked up by the world
Watch the star meet earth
Win An iPad In Seeking Alpha's 1 Million User Haiku Contest [View article]
Seven times you did return
Above average
Win An iPad In Seeking Alpha's 1 Million User Haiku Contest [View article]
Wait for the wise birds singing
Take home your reward
Prepare For Europe Collapse Before New Year [View article]
Credit Suisse says Sears (SHLD -2.4%) will likely be forced to sell more of its valuable assets in 2013 in order to sustain its balance sheet. The firm expects the company to sell off its most valuable stores in the chain in order to survive. The firm rates the shares at Underperform rated with a $20 price target. [View news story]
So Much For That Bubble Of 'Overvalued' Stocks [View article]
So Much For That Bubble Of 'Overvalued' Stocks [View article]
So Much For That Bubble Of 'Overvalued' Stocks [View article]
So Much For That Bubble Of 'Overvalued' Stocks [View article]
I've told myself that CRM is overvalued and that their growth is slowing down and the accounting is madness. I look at the way they acquire companies and tell myself it's cause the core is slowing, stalling. The only problem (heh heh) is they are acquiring so many good companies that even though the core is slowing they have a good hope at innovating their way out of a sticky situation. So for now I'm staying away.
I think the thing is the businesses mentioned are still fighting to thrive & survive & thrive some more.
It seems NFLX just gave up, copped out. Perhaps they decided 'debt is too high, the studios want to squeeze us, the bears want to eat us, screw it'. I don't even consider it arrogance, more immaturity. RIMM on the other hand had/has arrogant leadership who couldn't/can't see the forest for the trees and don't want anyone else to either. Sad as a Canadian, they could be great.
I would bandy about the name SHLD here for fun but I'm only 85% convinced myself that it can't survive the winter by destroying the west wing for firewood while they figure out to do with themselves...if they tried hard enough they could turn their SCM & e-commerce into an alternative to amazon - but then again whoever goes down that road knows that splitting the low margin consumer vote is not a recipe for success so it's probably left to Bezos. Hmmm time to write :)
Netflix's Success Is Improbable At This Point [View article]
http://bit.ly/wgYPe4
If you can make it thru the intro...it's goodnight rose...
Netflix Could Reach $130 By 2013 [View article]
Netflix's Success Is Improbable At This Point [View article]
Canada's big three tobacco companies face a $27.3B class-action lawsuit over whether they provided sufficient warnings to smokers of the potential harm of their products. Parents of the Canadian triumvirate - British American Tobacco (BTI +1.1%), Japan Tobacco International, and Philip Morris International (PM +0.3%) - call the legal action a "cash grab" as they go to trial for the first time in the nation. [View news story]