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Latest  |  Highest rated
  • Amazon: Don't Fight AWS Momentum [View article]
    Better tell Warren Buffett that he's valuing companies using "meaningless metrics", just like everyone did in 1999. I know, this time is different...
    May 21, 2015. 04:55 PM | 2 Likes Like |Link to Comment
  • Just another 10% pop for Shake Shack [View news story]
    Actually, including Qdoba, JACK has almost 2900 restaurants.

    Why should SHAK have the same market cap when it has 1/44 that number?
    May 21, 2015. 04:45 PM | Likes Like |Link to Comment
  • Lower Oil Prices Are Affecting Exxon Mobil's Stock Buyback [View article]
    FCF was barely over a billion in the first quarter, so with $12B in annual dividends due to be paid out, isn't the payout ratio actually way above 100%?
    May 21, 2015. 02:43 PM | Likes Like |Link to Comment
  • Dividend Growth All Stars: 20 Dividend Stocks That Will Keep Your Income Growing (Part 4) [View article]
    Surprised XOM raised their dividend by so much (or at all), they clearly remain committed to doing so even if they have to do it with debt.
    May 21, 2015. 02:29 PM | Likes Like |Link to Comment
  • Existing home sales slip in April [View news story]
    Bad link, it goes to the March existing home sales, here's the correct one for April:

    http://bit.ly/1FF8zI0
    May 21, 2015. 02:14 PM | Likes Like |Link to Comment
  • New Home Sales: The Price Of Lumber Is Forecasting A Big Downturn [View article]
    Same pattern with existing home sales:

    http://bit.ly/1cQu4IU

    Today's "bad" number was just bad, whereas the last two month's good numbers were manipulated.

    And when new homes sales numbers are good next week, I'm sure they'll also be manipulated, just like they were in February (although of course not March because those numbers were bad):

    http://bit.ly/1cQu4Zs
    May 21, 2015. 02:11 PM | Likes Like |Link to Comment
  • Kandi Technologies: Was Last Week's Sell-Off A Buying Opportunity? [View article]
    Just because they're launching their own EV, started another JV with another company, and seem to be distancing themselves from the Kandi JV shouldn't be cause for concern, right?
    May 21, 2015. 01:27 PM | 3 Likes Like |Link to Comment
  • Salesforce +4.7% on results/guidance; free cash flow rises 60% [View news story]
    "Dare I say that CRM may actually be undervalued on 2017 earnings," Cramer added this morning."

    At 80 times forward non-GAAP earnings? Dirt cheap!
    May 21, 2015. 01:23 PM | Likes Like |Link to Comment
  • Carl Icahn Is Wrong, Apple Is Not Worth $240 Today [View article]
    Ah, the old "short best company in the world at 11x ex-cash earnings and go long an obsolete tech company with an N/A P/E" pair trade, wonder how that's working out for them?
    May 21, 2015. 01:09 PM | Likes Like |Link to Comment
  • Senator's HCV Rant Won't Slow Gilead [View article]
    Yeesh, GILD has cured a horrible disease and you're ranting against them like this?

    I bet you also think MON is poisoning our children instead of helping solve world hunger...
    May 21, 2015. 01:05 PM | Likes Like |Link to Comment
  • Core Molding Technologies' Accelerating Earnings Propel Bullish Thesis [View article]
    This is now a 4 bagger for me, but thinking of trimming my position again since it just blew through even my increased price target.

    Would not be opposed to anyone that bought on my recommendation doing the same and selling half to get on a freeroll.
    May 21, 2015. 12:55 PM | Likes Like |Link to Comment
  • Carl Icahn Is Wrong, Apple Is Not Worth $240 Today [View article]
    No. Why exactly do you think the "business is worth no more than 100$ a piece"? Are you saying AAPL should trade at an ex-cash P/E of 7 unless they continue doing "buyouts" (buybacks?).
    May 21, 2015. 12:34 PM | Likes Like |Link to Comment
  • KeyBanc Revises Estimates For Keurig Kold [View article]
    What happened to the $3.50 in additional earnings over the next 3 to 5 years this analyst forecast the Kold would add? Safe to say they're not in his FY16 EPS estimate of $4.12. How can you have the lowest earnings estimate and the highest price target?
    May 21, 2015. 11:48 AM | Likes Like |Link to Comment
  • Conoco: Get Ready For An Extended Dividend Freeze [View article]
    FCF is more relevant than earnings, but even that will be negative for the foreseeable future:

    http://bit.ly/1JBnR0r

    However, they seem committed to raising the dividend so I think you'll still see at least a token increase when they announce the next one
    May 20, 2015. 08:53 PM | 2 Likes Like |Link to Comment
  • McDonald's Stock: The Short Term Vs. The Long Term [View article]
    They still have an ROE of over 30%, incredible for such a huge company, especially one that owns so much real estate.
    May 20, 2015. 07:13 PM | Likes Like |Link to Comment
COMMENTS STATS
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