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Clayton Rulli  

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Latest  |  Highest rated
  • Pandora the latest company to benefit from Icahn rumors [View news story]
    You are right but I think your 2/7th is off.
    Oct 29, 2013. 07:53 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    BP is going higher...http://seekingalpha.co...
    Oct 29, 2013. 07:30 AM | 1 Like Like |Link to Comment
  • I Concede Defeat In Amazon.com [View article]
    Paolo:
    I admire investors/traders who share their losing trades, especially those on seekingalpha's stock talks. I even more so admire you for taking the time to write this article admitting defeat, especially considering you have taken much abuse from your short position over the past. The situation with Amzn proves the quote the market can stay irrational longer than you can stay solvent.
    Amzn is one of those companies where the future is an open book with many possibilities. This "possibility" of future growth counteracts or perhaps causes the irrational fundamental valuations. I am glad you got out when you did. It seems there's nothing to stop this train!

    -CR
    Oct 26, 2013. 08:26 AM | Likes Like |Link to Comment
  • What Do Apple's iRadio Numbers Mean To Pandora? [View article]
    HH-- It is a 900 PE right now cause they are handicapped from making profits due to content costs. If these costs decrease going forward it will be like Pandora flipping on a light switch, as revenues will stay the same but costs will instantly be lowered. My research with link in last paragraph shows this could occur in 2015. Until then, P is just another AMZN growing revenues and users. If they can withstand Apple's pressure the stock will be fine for now.
    Oct 25, 2013. 04:36 PM | Likes Like |Link to Comment
  • What Do Apple's iRadio Numbers Mean To Pandora? [View article]
    "The adoption rate will continue to decay"
    I'm not so sure though. You have more and more apple devices floating around, you have new ipads being bought, and if Apple starts to aggressively advertise that is another wild card. Another one if integrating into social media.
    Oct 25, 2013. 04:32 PM | Likes Like |Link to Comment
  • What Do Apple's iRadio Numbers Mean To Pandora? [View article]
    "they reported 11M tried iTR within 5 days, or 2.2M/day, however in the 29 days since that was reported they are only at 20M total, a significant rate drop to 310k/day " This reminds me of an oil well and the declining production curve :-) Will Apple pressurize the well and get more oil later? I think it might take a lot longer than some had first thought for iRadio to take footing. Some have noted if Apple seriously advertises it will help, but I think the key is somehow integrating FB like how Spotify does, but better.
    Oct 24, 2013. 05:57 PM | Likes Like |Link to Comment
  • Who Trades Tesla? [View article]
    Let me ask you this how much does Apple make in profits per year? Apple is disaray! My goodness! Have you seen the new Ipad? How bout the A4 chip performance versus other chips? You have no clue
    Oct 24, 2013. 01:02 PM | 2 Likes Like |Link to Comment
  • What Do Apple's iRadio Numbers Mean To Pandora? [View article]
    Great point!
    Oct 24, 2013. 12:15 PM | Likes Like |Link to Comment
  • Whiting Petroleum Offers 40%+ Upside For Risk-Tolerant Investors [View article]
    Do the trusts WLL spun off hold any + or - value for the company?
    Oct 24, 2013. 11:05 AM | 1 Like Like |Link to Comment
  • Agnico shares soar after record Q3 gold production, reduced cost guidance [View news story]
    wow that is nice. The ability to cut costs was amazing. Is this legit!?
    Oct 24, 2013. 10:37 AM | Likes Like |Link to Comment
  • What Do Apple's iRadio Numbers Mean To Pandora? [View article]
    Yeah we don't know enough to judge, but Pandora should still be needed for non Apple users right?
    Oct 24, 2013. 09:28 AM | Likes Like |Link to Comment
  • What Do Apple's iRadio Numbers Mean To Pandora? [View article]
    I sort of disagree with you on that one. It's my understanding iRadio isn't available on non-apple devices. This should create room for more than 1 horse pulling the carriage.
    Oct 24, 2013. 08:42 AM | Likes Like |Link to Comment
  • Who Trades Tesla? [View article]
    Answer... I do! Long 175 weeklies for .60 choo choo
    Oct 24, 2013. 08:18 AM | Likes Like |Link to Comment
  • What Do Apple's iRadio Numbers Mean To Pandora? [View article]
    Very true. A rate change for Pandora in 2015 could go either way, but I am leaning towards a slight reduction. I think this possibility is what investors are hoping for. Now that advertisers have another choice to go with, it will be tough to raise rates. There is little alternative for Pandora to make a profit at this point.
    Oct 24, 2013. 07:47 AM | Likes Like |Link to Comment
  • What Do Apple's iRadio Numbers Mean To Pandora? [View article]
    "Apple's users didn't have every song choice set up on the first day. Even viral social media phenomena take a few months to spin up to maximum speed."
    Excellent point. When users get a playlist going and get into a habit... the stickiness will be overwhelming
    Oct 24, 2013. 07:45 AM | Likes Like |Link to Comment
COMMENTS STATS
3,034 Comments
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