Seeking Alpha

GS Analytics

 
View as an RSS Feed
View GS Analytics' Comments BY TICKER:
Latest  |  Highest rated
  • Why AECOM Technology Is My Top Idea For The Rest Of 2014 [View article]
    ACMs earlier strategy of acquisition is well understood. The stock went to $15 in mid-2012 as investors negatively reacted to it. After that management has changed its strategy using most of the cash to buy back shares.
    Mar 20 04:16 AM | Likes Like |Link to Comment
  • If Tim Cook Does Not Care About The 'Bloody ROI', Does He Care About The 'Bloody Stock Price'? [View article]
    Excellent article, Sir. This reaction was certainly not expected from Tim Cook.
    Mar 3 03:33 AM | 11 Likes Like |Link to Comment
  • Should Herbalife Investors Be Worried About Nu Skin's Chinese Mess? [View article]
    Hey Mike, One key difference between HLF and other MLMs is the proof of actual product consumption. HLF's nutritional club where daily consumption takes place sets it a class apart from other MLMs which many time rely on inventory stocking by distributors.
    Ackman erred by targeting the strongest MLM.
    Jan 23 03:15 AM | 1 Like Like |Link to Comment
  • Should Herbalife Investors Be Worried About Nu Skin's Chinese Mess? [View article]
    Didn't get it - what percentage are you talking about?
    Herbalife's retail sales and actual consumptions are way higher than other MLMs thanks to its daily consumption model in nutrition club. That is something Ackman, his analyst and you are failing to understand.
    Jan 17 09:29 AM | 14 Likes Like |Link to Comment
  • Should Herbalife Investors Be Worried About Nu Skin's Chinese Mess? [View article]
    Yes, I will still reiterate my buy rating on HLF.
    Most of the bulls who have closely studied Herbalife knew problems with Nuskin long before the recent regulatory action. See my comments here http://bit.ly/1eQlSFH

    I have asked my clients and friends to go short on Nuskin to hedge their Herbalife long last December. Herbalife's 12.28x PE makes it a steal at current valuations. The risk reward is skewed towards the upside.
    Jan 17 08:56 AM | 14 Likes Like |Link to Comment
  • Con-way guides Q4 EPS well below consensus, -4.1% AH [View news story]
    I said so http://seekingalpha.co...

    Market current team - reference my article :)
    Jan 16 05:00 PM | Likes Like |Link to Comment
  • Is Facebook Fooling Wall Street? [View article]
    Look everyone know that FB is going to beat this quarter as they have increased the no. of ads per newsfeed which they earlier said that would remain constant. The question here is FB's declining user engagement. My space could have shown several more ads => but that wouldn't have prevented its demise.
    Jan 15 01:15 PM | 1 Like Like |Link to Comment
  • Is Facebook Fooling Wall Street? [View article]
    "dead and buried" is not my term => it was used by a UK prof.

    Regarding you calling the article bullshit => The last time my work was called bullshit, it was by Prof. William Keep who was defending Shane Dineen's/Pershing's work on Herbalife (visit http://bit.ly/1aFTCo7 and follow up article, I was writing under fusion research author group then) => we all know what happened one year hence.

    If you think FB is a good investment, more power to you. But a quarter beat doesn't help when the core business is declining and the stock is at obscenely high valuation. Remember BBRY started declining long before its earnings started falling.
    Jan 15 09:44 AM | Likes Like |Link to Comment
  • Is Facebook Fooling Wall Street? [View article]
    A study by Nanigans, one of the biggest buyers of Facebook ads, has already indicated that FB advertisers already lose money on their Android advertisement.
    On stock you might have been right before there was some real competition. Now when you are talking about mobile apps reaching similar user level, investor really need a good look on the valuation they are giving FB.
    Jan 15 09:15 AM | 1 Like Like |Link to Comment
  • Is Facebook Fooling Wall Street? [View article]
    Exactly... the usage decline in 20-30 age group is clearly visible. While 30+ don't uses apps like Snapchat, Reddit,Tumblr; they are increasingly adopting messaging apps like Whatsapp and this is a big negative for FB.
    Jan 15 09:08 AM | Likes Like |Link to Comment
  • Is Facebook Fooling Wall Street? [View article]
    Its web based users are declining so is its web based revenues.

    Mobile is seeing emergence of other competitor and some of them will reach comparable size in 2014 itself.
    Jan 15 08:52 AM | Likes Like |Link to Comment
  • Is Facebook Fooling Wall Street? [View article]
    Advertisers follow users => At current valuatios analysts are betting that users will stay with FB till eternity. Unfortunately for them concerns around this "eternity" will be proven wrong in 2014 itself.
    Jan 15 08:42 AM | 1 Like Like |Link to Comment
  • Is Facebook Fooling Wall Street? [View article]
    BBM is ok but Whatsapp is going to emerge as competitor of similar size in 2014.
    Jan 15 08:29 AM | Likes Like |Link to Comment
  • Is Facebook Fooling Wall Street? [View article]
    It's not just about teens anymore - a good amount 20-30 years old are also migrating towards other apps.
    FB uses DAU/MAU to gauge engagement. The leading/primary indicator is the no. of posts. Even private companies like Snapchat/Whatsapp are more transparent in disclosing these metrics than Facebook.
    Jan 15 08:26 AM | 1 Like Like |Link to Comment
  • Is Facebook Fooling Wall Street? [View article]
    Thanks. In the next post, I will be focusing on why the video ad hype of Wall-Street analysts is misplaced.

    By the way here is what Josh Miller of Branch who was acqui-hired by Facebook a couple days back was saying about the company some months ago.

    "Facebook's killer advantage on the desktop was that it had your photos, and your contacts. On the phone every app has access to your contacts and your photos, and therefore every app is built a basic level of social networking built in. Smartphones have made your 'social graph' portable, without Facebook’s permission."

    http://read.bi/1iUhsyo
    http://bit.ly/1iUhuq7
    Jan 15 08:16 AM | 1 Like Like |Link to Comment
COMMENTS STATS
78 Comments
157 Likes