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  • Why Is Fitbit Flying And Will It Continue? [View article]
    Seems like a good hedge against the Apple Watch being a flop, so since you think that might be true I'm surprised you don't like FIT more at this still relatively reasonable valuation, Paulo.
    Jul 5, 2015. 12:22 AM | Likes Like |Link to Comment
  • Kandi Technologies: Direct Sales, The Perfect Complement To Car Sharing [View article]
    Que sadilla? How is the 52 week low tasting? They should have done the offering when I said, last chance to rope in more bagholders.

    They (the JV) supposedly just got the long overdue subsidies, with the Hangzhou ones shortly behind (to ZZY), and still no one believes the story.

    Because that's what it is, a story.
    Jul 5, 2015. 12:00 AM | 2 Likes Like |Link to Comment
  • 3D Systems May Be Bottoming [View article]
    Exactly, yet they've never announced layoffs or plant closures to realize any of this supposed "synergy", so hello goodwill writeoffs, here we come!
    Jul 4, 2015. 11:50 PM | Likes Like |Link to Comment
  • Fogo De Chao IPO: Expensive Restaurant, Cheap Stock [View article]
    Yeah, I guess I got somewhat carried away with all the rich valuations restaurant stocks are getting these days, and not just the recent IPOs. But this deserves a way higher P/E than the stagnant DRI, I would still pay at least 25 times the pro-forma 2014 EPS, or $23.75, roughly where the shares are trading now.

    Once we get the next earnings report we should get some clarity on what the fully diluted 2014 earnings were and have an idea on the growth trajectory for this year, but by then it could be too late to get in relatively cheaply.
    Jul 4, 2015. 11:44 PM | Likes Like |Link to Comment
  • Announcing Our Pair Trade Contest Winners [View article]
    Short GILD, yikes! Good luck with that, Ian, hope you set aside your $1500 in winnings to meet any margin calls.

    I kid, I kid...sort of. Be careful getting too stubborn on that one, I see shades of AAPL circa 2012 there and you don't want to ruin your credibility by becoming the Micheal Blair of GILD.
    Jul 4, 2015. 11:38 PM | Likes Like |Link to Comment
  • Amazon Prime Now Reveals Company's Strategy And Future Promise [View article]
    And what, pray tell, does share price depend on, oh enlightened ones?
    Jul 4, 2015. 03:40 PM | Likes Like |Link to Comment
  • 3D Systems: Management Key To Turnaround [View article]
    The new CFO finally writes down the goodwill next quarter and they start over with a blank slate from $15.
    Jul 3, 2015. 11:47 PM | Likes Like |Link to Comment
  • Amazon Prime Now Reveals Company's Strategy And Future Promise [View article]
    Then how come Amazon is not making vast quantities of money as the undisputed logistics king?

    Even eBay Enterprise makes lots of money managing the logistics for other online retailers.
    Jul 3, 2015. 11:30 PM | 1 Like Like |Link to Comment
  • salesforce.com: A Slack Acquisition Would Be A Huge Addition In The SMB/Enterprise Solution Arms Race [View article]
    At CRM's -80 P/E, Slack's no doubt huge losses would be immediately decretive to earnings and thus accretive to their absurd valuation.
    Jul 2, 2015. 11:12 PM | 1 Like Like |Link to Comment
  • Amazon Prime Now Reveals Company's Strategy And Future Promise [View article]
    The problem with thinking that about Amazon's supposed moat is there are zero switching costs in their two main businesses, online retail and cloud computing.
    Jul 2, 2015. 11:04 PM | 1 Like Like |Link to Comment
  • Amazon Prime Now Reveals Company's Strategy And Future Promise [View article]
    StVrain, you obviously haven't debated Gary before so allow me to translate:

    Profits = selling stock to buy BMWs either Bezos or himself

    cash flow = borrowing more

    investment = capital leases
    Jul 2, 2015. 11:00 PM | 1 Like Like |Link to Comment
  • Amazon Prime Now Reveals Company's Strategy And Future Promise [View article]
    You like businesses that are operating optimally and still losing money?

    That supposedly have practically monopoly market share and still can't make any money?

    Whose only moat seems to be a willingness to lose more money than anyone else?
    Jul 2, 2015. 10:54 PM | 2 Likes Like |Link to Comment
  • Silver Wheaton: The Recent Sell-Off Has Presented A Long-Term Buying Opportunity [View article]
    Long SLW because I love the business model and expect silver to go back up eventually, but getting to distrust the optimistic SEO projections the company and analysts have been making the last couple years, which they seem to continuously fall short of despite the huge VALE deals.

    Notwithstanding the fact that they're gold streams, which I think has much less upside, they seem to be break even unless the price goes up, when it seems like SLW should be in a position to negotiate much better terms in such a lousy price environment when miners are desperate for funding.
    Jul 2, 2015. 10:45 PM | Likes Like |Link to Comment
  • Silver Wheaton: The Recent Sell-Off Has Presented A Long-Term Buying Opportunity [View article]
    But they haven't actually had to make that payment yet, it's contingent on final permitting, which I agree is taking forever and may never happen based on everything I've seen also living in Tucson.
    Jul 2, 2015. 10:37 PM | Likes Like |Link to Comment
  • On 2 Dubious Bargains: Analysis Of MusclePharm And Mannatech [View article]
    Your analysis makes MSLP sound much more appealing, so surprised by your conclusion to invest in MTEX when you admit you don't like the MLM model.

    Personally, I feel more comfortable investing is a good brand/business model with incompetent management rather than a potential scam no matter how cheap.
    Jul 2, 2015. 10:19 PM | 1 Like Like |Link to Comment
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