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  • Buy Nike For Strength, Growth, And The Olympics [View article]
    good companies are able to trade at a premium, so long as they stay on a consistent path, such as COST and SBUX. both trade at a premium to the market and peers, but that premium is warranted given their profitability and operating profile
    Nov 6 12:40 AM | Likes Like |Link to Comment
  • Buy Deckers As Growth And Profits Soar [View article]
    DECK is only a bit off its 52-week high, so we would like to see the stock pull back a bit more. what makes that call difficult is the degree to which the markets trade off of headlines. a positive headline out of Europe will send all stocks higher, while negative news sends all stocks lower.

    DECK has been able to post great numbers despite the slow economy, and the stock will go higher once people realize that this trend will continue. as for when that run will happen, it is entirely possible that it will run up into the holiday season, or its next quarterly report.
    Nov 6 12:37 AM | Likes Like |Link to Comment
  • Salesforce.com's Fuzzy Numbers Say 'Stay Away' [View article]
    this is all about timing, and how long the stock can hold out. the stock seems stuck in a range, and when and how it will break out of it is anyone's guess
    Nov 4 06:39 PM | Likes Like |Link to Comment
  • Salesforce.com's Fuzzy Numbers Say 'Stay Away' [View article]
    that is indeed an interesting theory. CRM is one of the most active acquirers in the tech space, and this could explain that
    Nov 4 04:02 PM | Likes Like |Link to Comment
  • Amgen Is Poised For Continued Success [View article]
    we are not long DNDN directly, but rather through FBT, an ETF tracking the biotech sector. DNDN has a weighting of 3.3% in the ETF, and is its smallest holding

    http://bit.ly/uvmXwB
    Nov 4 02:50 PM | Likes Like |Link to Comment
  • Salesforce.com's Fuzzy Numbers Say 'Stay Away' [View article]
    it does look like the forward P/E ratio has only one direction to go in. we fully agree that the statistics surrounding CRM are troubling
    Nov 4 01:25 PM | Likes Like |Link to Comment
  • Salesforce.com's Fuzzy Numbers Say 'Stay Away' [View article]
    calculating forward P/E is tricky. schwab says it is 42.15, yet Yahoo Finance says it is 73.72, based on data sourced by Reuters.

    http://yhoo.it/rU0Q1A
    Nov 4 01:12 PM | Likes Like |Link to Comment
  • Salesforce.com's Fuzzy Numbers Say 'Stay Away' [View article]
    Schwab reports RNOW's forward P/E ratio as 52, but the pending takeover by Oracle renders the entire point moot. Currently, the forward P/E for CRM is indeed based on GAAP estimates. It stands at 42.15, as per Schwab, which uses consensus GAAP estimates to calculate a forward P/E ratio. It seems there is a disconnect on Wall Street and management's own projections.
    Nov 4 12:05 PM | Likes Like |Link to Comment
  • Salesforce.com's Fuzzy Numbers Say 'Stay Away' [View article]
    Momentum stocks are very tricky to time properly. NFLX for instance, made longs a great deal of money, IF you got out at the proper time. So have many other momentum plays. Timing is crucial. With CRM, the high rate of institutional ownership is an impediment to shorting in. Fund managers, led by Fidelity, have shown little inclination to sell the stock, despite all this.

    Amazon does indeed have a P/E ratio, which is 113.48 (http://bit.ly/rHgYjD) It has posted GAAP EPS of $1.91 over the past 12 months. It is undeniably not cheap. We used the stock as a comparison to CRM to show that at least Amazon can invest aggressively in its business, but still make money for shareholders. CRM, on the other hand, seems to be unable to reconcile these 2 dynamics
    Nov 4 12:01 PM | Likes Like |Link to Comment
  • Salesforce.com's Fuzzy Numbers Say 'Stay Away' [View article]
    the options accounting is indeed consistent with GAAP. we highlighted the options expense to note the fact that it is higher than the company's non-GAAP earnings, which the company chooses to highlight over its GAAP results. how many companies pay out more in stock compensation than non-GAAP EPS?
    Nov 4 01:36 AM | Likes Like |Link to Comment
  • Is Intel Inside Your Portfolio? [View article]
    while we didn't recommend Intel at 19, it is still cheap at these levels, given its growth, multiple, and dividend
    Nov 2 12:08 PM | Likes Like |Link to Comment
  • Netflix Crisis Abates, Future Is Promising [View article]
    seems like we'll have to wait till Q4 results are released to find out the true value. NFLX bears cannot condemn the company for having a lack of quality content and for trying to acquire more content. NFLX is doing what is necessary to both retain and attract more customers, both here and internationally.
    Oct 31 03:55 PM | Likes Like |Link to Comment
  • Netflix Crisis Abates, Future Is Promising [View article]
    time will tell. the easy "short" money has been made in the stock, just as the easy "long" money has been. the stocks prospects, for both shorts and longs, are much different at around $80 then at $200-$300. we shall see what happens in Q4 and the first few quarters of 2012. it will be key to watch not only COGS, but cash flow going forward as well
    Oct 31 02:45 PM | Likes Like |Link to Comment
  • Netflix: The Real Problem With Its Business Model [View article]
    a thoughtful article, however we would like to bring up the idea that NFLX's content cannot possibly have the right content for every customer. It is indeed a matter of quantity vs. quality, and it is not effectively possible to have both. HBO has far less content, but no one will argue the quality of it. Netflix, on the other hand, has vastly more content, making it appeal to a wider cross-section of customers. There is no effective way for the company to offer enough content to please every customer, yet the expanding revenues derived from subscriber growth will allow the company to slowly but surely expand its library, pleasing increasing amounts of customers
    Oct 31 01:59 PM | Likes Like |Link to Comment
  • Netflix Crisis Abates, Future Is Promising [View article]
    but to assume revenue growth will not pick up in Q4 and beyond is also a mistake. this was a transition quarter for the company, and revenue growth should re-accelerate in Q4 and the years to come
    Oct 31 01:14 PM | Likes Like |Link to Comment
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