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James Sands

 
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  • James Sands
    Based on today's gain, Individual Investor Portfolio is up 10% YTD. Leaders include $WWAV $TWTR $JD $PCYC $CELG $BIDU $GILD $ANET up 20-40%
    Mon, 11:00 AM
    Reply (2)
    • Philip Saglimbeni: nice James, looking good!
      17 hours ago
    • Philip Saglimbeni: I have exposure to $TWTR via options right now
      17 hours ago
      • James Sands
        Big day looming tomorrow for $ANET possibly....
        Aug 7, 9:50 PM
        Reply (3)
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        • James Sands: Stock should get past $80 if the market gets back on a positive trend....
          Aug 8, 8:48 PM
        • James Sands: I need to update the valuation though, my price is around the mid $50s....
          Aug 8, 8:48 PM
          • James Sands
            Three companies reported today, strong returns from $WWAV and $ANET, but $LPI got smashed......
            Aug 7, 4:12 PM
            Reply (1)
            • Zeus2012: Many of the shale plays got hit hard. Expectations are running too high.
              Aug 7, 11:15 PM
              • James Sands
                What's with $DISCA today...
                Aug 7, 10:24 AM
                Reply (6)
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                • Chris DeMuth Jr.: I see it + $0.78 / + 1.88%
                  Aug 7, 10:35 AM
                • James Sands: Thanks Chris I was just reading from the IR page: http://bit.ly/1AXvGsp;highlight=
                  Aug 7, 10:41 AM
                  • James Sands
                    Individual Investor Portfolio is up 0.5% today bucking the trend: leading the way ~ $QIWI $ANET $TWTR $RICE $PCP....
                    Aug 5, 11:16 AM
                    Reply (2)
                    • James Sands: Others which are positive ~ $CMI $GILD $DE $JBHT $PCYC $UNP $UPS $VFC $CELG $JD $BIIB $BIDU
                      Aug 5, 11:24 AM
                    • James Sands: Short-lived as the portfolio is now down, but still ahead of averages.....
                      Aug 5, 12:20 PM
                      • James Sands
                        Industrials continue to weigh on markets $GWW $PCP $CMI $DE
                        Aug 4, 11:12 AM
                        Reply (2)
                        • Welt: I think the weakness is industrials has about run its course. Bought some more GWW today
                          Aug 5, 1:24 PM
                        • James Sands: I bought both yesterday, luckily near the lows, I think we have moderate growth ahead the next year and a half, we'll see.....
                          Aug 5, 1:55 PM
                          • James Sands
                            Got my eye on averaging $CMI and adding a new position with $GWW
                            Aug 2, 12:38 PM
                            Reply
                              • James Sands
                                Is $QIWI headed back to sub-$30 level....
                                Jul 31, 9:09 PM
                                Reply (1)
                                • oLAISAMUFFIN: if it pass under 30$ good opportunity to buy like the scenario in April
                                  Aug 8, 5:08 AM
                                  • James Sands
                                    $DISCA only green in today's red decline.....
                                    Jul 31, 3:45 PM
                                    Reply
                                      • James Sands
                                        Celadon Group And The Competitive Cross-Border Environment $CGI http://seekingalpha.com/a/1ebxl
                                        Jul 29, 12:24 PM
                                        Reply
                                          • James Sands
                                            Sold out of $AMZN today, lost all gains from June 5th purchase, redeployed into $PCP.....
                                            Jul 25, 1:28 PM
                                            Reply
                                              • James Sands
                                                $AMZN my biggest concern - Free Cash Flow Yield is now 0.6% Anything under 1.5% should be monitored......comparables are as follows.....
                                                Jul 24, 10:21 PM
                                                Reply (2)
                                                • James Sands: $AAPL 5.6%, $EBAY 7.1%, $VIPS over 3%, $MELI over 2%, $ZU 1.2%
                                                  Jul 24, 10:36 PM
                                                • James Sands: Numbers are not as exact for $VIPS, $MELI, and $ZU, but are fairly close (data not yet updated).......
                                                  Jul 24, 10:37 PM
                                                  • James Sands
                                                    One word for $BIDU: Monster. On a TTM basis revenue growth increased from 50% to 55%. EPS growth TTM jumps from 4% in Q1 to 12%....
                                                    Jul 24, 5:42 PM
                                                    Reply (8)
                                                  • View all 8 replies
                                                    • James Sands: $BIDU also has a cash cow ad business to be able to eventually outspend $YOKU or internally develop content......
                                                      Jul 24, 8:30 PM
                                                    • James Sands: I think $BABA is somewhat schizophrenic......Everyone believes they are gonna stick it to $AMZN & $EBAY, but they better watch out for $JD
                                                      Jul 24, 8:31 PM
                                                      • James Sands
                                                        $PCP misses estimates....top-line expectation was 9% Y/Y, ended up at 7% Y/Y - bottom-line expectation was 13%, ended up at 11%.....
                                                        Jul 24, 12:07 PM
                                                        Reply (1)
                                                        • James Sands: Current P/E just under 19, if management gets growth back on track for the year, this represents a good entry......
                                                          Jul 24, 12:08 PM
                                                          • James Sands
                                                            Positive transportation trend continues as $NSC TTM revenue improves to 4.8% from 1.9% in Q1. $UNP should get to the 6-7% level tomorrow.
                                                            Jul 23, 9:34 PM
                                                            Reply (1)
                                                            • James Sands: TTM Y/Y revenue growth to be clear. $UNP was at 4.3% in Q1.....
                                                              Jul 23, 9:37 PM
                                                              • James Sands
                                                                Weekly carload trends pointing up for $UNP....
                                                                Jul 23, 6:21 PM
                                                                Reply
                                                                  • James Sands
                                                                    $BIIB TTM revenue growth now at 40%, TTM EPS growth now at 34%. TECFIDERA up 270% Y/Y
                                                                    Jul 23, 4:51 PM
                                                                    Reply
                                                                      • James Sands
                                                                        $GILD 2013 price $75/share ~ currently at $90/share up 20% YTD. P/E has gone from 42 in 2013 to 20 on a TTM basis after today's results...
                                                                        Jul 23, 4:47 PM
                                                                        Reply (3)
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                                                                        • James Sands: AH action seems to be processing the call and future expectations.....
                                                                          Jul 23, 4:48 PM
                                                                        • James Sands: Sovaldi sales up 53% sequentially @ $3.5 billion. Stribild sales up 170% Y/Y.
                                                                          Jul 23, 4:53 PM
                                                                          • James Sands
                                                                            $FB surpasses $10B in rev-profit margin near 25%-operating cash flow near $5B (roughly 50% of rev)-free cash flow @ $3.2B
                                                                            Jul 23, 4:36 PM
                                                                            Reply (6)
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                                                                            • James Sands: Thanks Tom, I'm just glad that I am in this one for the long-term.
                                                                              Jul 23, 4:58 PM
                                                                            • twomarginsdotcom: Hi James, We'd love to get your insight here: http://bit.ly/1jW2hJH
                                                                              Jul 23, 6:29 PM
                                                                              • James Sands
                                                                                Patiently waiting to enter on $RICE, how low will it go?
                                                                                Jul 23, 1:51 PM
                                                                                Reply (6)
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                                                                                • Calorie: Waiting patiently, but pulled the trigger within 15 min...ok
                                                                                  Jul 23, 2:54 PM
                                                                                • James Sands: Calorie, I've been waiting patiently since late June.....the stock has been on a steady decline over the past month-check out the chart.
                                                                                  Jul 23, 3:26 PM