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Deja Vu  

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  • Chicken N' Prices: Why Investors Should Invest In Bojangles' [View article]
    When ever I drove thru SC I used see mostly empty Bojangles. There is one in town where I live and its nowhere near as popular as several local chains, each of which has several outlets, while the lone Bojangles grimly hangs on with a deserted parking lot.

    Everyone is searching for the next Chipotle. No one has found it yet.
    May 8, 2015. 11:52 AM | Likes Like |Link to Comment
  • Salesforce rumors/reports keep coming [View news story]
    Dear dear Richard Scrushy...they DO make them like that any more...every day on Wall Street
    May 8, 2015. 09:49 AM | Likes Like |Link to Comment
  • Salesforce rumors/reports keep coming [View news story]
    If Enron had passed off all its fictitious accounting in plain sight and called them 'non GAAP" while disclosing all its real numbers as GAAP, it would have never imploded.

    So long as Enron managment wanted to talk non GAAP investors, analysts, media et all would have given them a pass and ignored the GAAP numbers

    The mistake Enron management did was to think investors cared about GAAP and tried to pass off non GAAP as GAAP. They could have stuck the GAAP in a reconciliation note and no one would have cared.

    clearly lessons have been learned about how to wash your linen in public
    May 8, 2015. 09:07 AM | 3 Likes Like |Link to Comment
  • Fitbit files for IPO, reports strong growth/profits [View news story]
    Standard fare for IPO.

    Show a few quarter of growth, use analysts, VC, bankers and media to extrapolate to infinity and beyond in a straight line and come up with a valuation.

    Keep up the show for six months until lockups expire. Dump.

    No matter how many times they try this, Joe Q. Public never learns this routine and always falls for it
    May 8, 2015. 08:19 AM | 3 Likes Like |Link to Comment
  • Salesforce rumors/reports keep coming [View news story]
    Boiler room talk now being spread by social media instead of slow phone lines and word of mouth.

    That said, the ability of inflated ego CEO's to pay for acquisitions cannot be overstated. Place no stock in the denials...Sprint denied in the WSJ that they had any interest in CLWR up until the the day they made an offer. Denying interest in your target is par for the course. The ones that don't comment are merely trying to drive up the price for other acquirers.

    This has AOL-TimeWarner or Sprint-NexTel written all over it.
    May 8, 2015. 07:50 AM | 5 Likes Like |Link to Comment
  • What Elon Musk Is Really Selling [View article]
    Musk sells Animalia Chordata Vertebrata Reptilia Squamata Serpentes liquid hydrocarbons
    May 7, 2015. 10:57 AM | 5 Likes Like |Link to Comment
  • What Elon Musk Is Really Selling [View article]
    How dare you speak the truth, sir!

    Do you not see 98% of the people saying the emperor is wearing fine clothes?
    May 7, 2015. 10:52 AM | 31 Likes Like |Link to Comment
  • Tesla: Lower Q2 Expectations, Fall In Customer Deposits [View article]
    Musk reminds me of a three ring circus ringmaster, who, when one act stalls in one ring, expertly turns the spot light to another ring...
    May 6, 2015. 11:00 PM | 7 Likes Like |Link to Comment
  • Mobile Internet Unicorns Hit $575 Billion Value [View article]
    Excellent visual presentation of data.
    May 6, 2015. 08:31 PM | Likes Like |Link to Comment
  • Facebook partners with IBM on ad targeting, plans Q1 2016 Oculus launch [View news story]
    When I buy something, for months later I'm hounded by ads for the same or similar product...its clear that this targeting is far from from precise...for instance if I go to Florida, I'm deluged by ads for Florida vacations and cruises for the next five or so years....
    May 6, 2015. 02:45 PM | 2 Likes Like |Link to Comment
  • The Phony War Over [View article]
    Don't underestimate the desire of Satya Nadella to make a grand move to show he is free of Gates and Ballmer. He also was in charge of cloud efforts at MSFT prior to ascending to the CEO chair. Usually people go for more of what they know best, I don't think there will a premium to current elevated prices however.
    May 6, 2015. 09:31 AM | 3 Likes Like |Link to Comment
  • The Wireless Telecom Market Is Changing And You Don't Want To See The Result [View article]
    - All carriers are not fungible. T Mobile's network is a sad joke.
    - Verizon CEO has already stated he is not going for the bottommost layer of customers
    - Initial losses of the most price sensitive customers may not signal a trend that will continue
    - T mobile's rationing of 4G data by line in family plans instead of being pooled to be shared by all the lines is a definite strike against Tmobile
    - If you add the cost of a new phone installment plan. Tmobile plans are not that much cheaper, and in terms of value (4G coverage, data pooling in family plans) much worse
    - t mobile throttles after you reach the 4G cap. At&T for instance just charges you $10/GB of 4G data after the cap (and also has rollover data) which to a non super price sensitive customer is better

    Yes T- mobile has peeled off the penny pinchers...but I don't think, since other carriers have moved to unbundle phone & plan, t mobile has much room to undercut on the plan alone, assuming the phones pretty much cost the same on any carrier in terms of installments.
    May 5, 2015. 11:43 AM | 3 Likes Like |Link to Comment
  • Pioneer Natural sinks 2.5% as Einhorn slams PXD, other frackers [View news story]
    Isn't this one of Cramer's all time thump the table - back up the truck favorite longs?
    May 4, 2015. 01:28 PM | Likes Like |Link to Comment
  • Why Cognizant Stock Is Heading To $70 After First Quarter Earnings Beat [View article]
    No doubt CTSH has posted impressive results for the last few years. Indeed as someone who was trading in and out of the stock in 2005 when it was in split adjusted pennies, I often kick myself.

    But these key questions prevented me from ever becoming a long term investor

    1. What is CTSH's business model that makes it different from al the other Indian IT outsourcers?

    2. Is their business horizon any longer than the current batch of contracts they hold?

    3. More recently, do they have any answer to cloud and automation?

    Recent results have been greatly impacted by a single (eventually possible multi billion) contract from Kaiser Permanante in CA. This is a rather high risk contract needing to integrate many systems and has a lot of moving parts.

    For example CSC took a beating from its failed NHS contract in UK...
    May 4, 2015. 11:06 AM | 1 Like Like |Link to Comment
  • Notes from 2015's "Capitalist Woodstock" [View news story]
    Authors have no ability to delete any comment. Just like any other SA member, they can report comments. In general, the deletion guidelines are pretty wide, that its likely a comment objected to by another member will get deleted. From what I understand, a certain number of deletion gets you suspended for a while from commenting and a certain number of suspensions gets you banned.

    When you write or comment about certain companies. there seem to be teams of orgainized trolls who will keep baiting you and then report you if you respond. It's better to stay away from any controversy.
    May 4, 2015. 10:35 AM | Likes Like |Link to Comment