Seeking Alpha

Leigh Drogen

 
View as an RSS Feed
View Leigh Drogen's Comments BY TICKER:
Latest  |  Highest rated
  • Prominent Hedge Fund Analyst Expects Ford to Crush Wall Street Estimates [View article]
    throw that estimate into Estimize.
    Oct 22, 2013. 07:30 PM | 1 Like Like |Link to Comment
  • Buy-Side Analyst Expects AutoZone To Deliver Strong Numbers [View article]
    Looks like the Estimize numbers were spot on.

    You might want to throw your estimates for the automotive industry companies into Estimize, enjoyed your analysis.
    Sep 25, 2013. 10:41 AM | Likes Like |Link to Comment
  • Analyst Estimate Revisions From Strong iPhone Sales Should Drive Apple Stock Higher [View article]
    Pierre, the point of the article was not to make a call on Apple, it was to point out that historically the correlation between upward revisions, especially when the Estimize consensus is leading the Wall Street consensus, is very strongly tied to equity direction on an intermediate term time frame. Use this information as it suits your individual strategy and time frame.
    Sep 24, 2013. 08:45 AM | 1 Like Like |Link to Comment
  • 3 Reasons Why Red Hat Is Set To Beat Wall Street Expectations [View article]
    Estimize track record is pretty strong on RHT, a bunch of these factors give our model a bunch of confidence.
    Sep 23, 2013. 08:52 AM | Likes Like |Link to Comment
  • Prominent Hedge Fund Analyst Makes Bearish Call On Oracle's Earnings Report [View article]
    While I do agree that for someone who is new to the Estimize platform the title is disappointing (but not misleading), the truth is that behind the scenes we can obviously see who that individual is and I have personally spoken with him. He is "a prominent hedge fund analyst" at a major fund. The real reason why the title does not bother me in this case is that our philosophy at Estimize is very clear in that his real identity is irrelevant. The fact that he is a hedge fund analyst has relevance, but his name and the firm he works for is irrelevant. The relevant aspect is that our system has told us that even with a significantly bearish estimate, he is the analyst with the highest confidence score.

    I understand that many people want to indulge themselves in the celebrity aspect of knowing who that data point belongs to, but at the end of the day it is an irrelevant factor in using the information provided in this post to make money.
    Sep 18, 2013. 12:07 AM | Likes Like |Link to Comment
  • Why Are Buy Side Analysts Looking For Lululemon To Beat Wall Street Estimates? [View article]
    Might want to throw that estimate into Estimize for this quarter Zeus.
    Sep 10, 2013. 08:48 AM | Likes Like |Link to Comment
  • Why Are Buy Side Analysts Looking For Lululemon To Beat Wall Street Estimates? [View article]
    Might want to throw your estimates into Estimize in that case.
    Sep 10, 2013. 08:47 AM | Likes Like |Link to Comment
  • Why Are Buy Side Analysts Looking For Lululemon To Beat Wall Street Estimates? [View article]
    Do you believe the market will give it a lower multiple than it currently gets 12 months from now?
    Sep 9, 2013. 06:17 PM | Likes Like |Link to Comment
  • Buy-Side Analysts: Salesforce.com To Beat Wall Street EPS Consensus [View article]
    Original post here, can't control the SA editors unfortunately :)

    http://bit.ly/193UdN1
    Aug 29, 2013. 08:50 PM | Likes Like |Link to Comment
  • Why LinkedIn Will Be A $300 Stock This Time Next Year [View article]
    Why are you looking at P/E ratios for a high growth tech company? While your analysis makes sense, the questions is basically irrelevant to begin with. There will be a time when the market values these companies based on their earnings multiple, it's not now.
    Aug 2, 2013. 12:42 PM | Likes Like |Link to Comment
  • Why LinkedIn Will Be A $300 Stock This Time Next Year [View article]
    What an amazing value added response Robby, well done!
    Aug 2, 2013. 10:00 AM | Likes Like |Link to Comment
  • Why LinkedIn Will Be A $300 Stock This Time Next Year [View article]
    lol
    Aug 1, 2013. 02:44 PM | 1 Like Like |Link to Comment
  • Why LinkedIn Will Be A $300 Stock This Time Next Year [View article]
    Is it not a valid assumption? You may believe differently, but does that make my assumption invalid or wrong?
    Aug 1, 2013. 02:43 PM | 1 Like Like |Link to Comment
  • Why LinkedIn Will Be A $300 Stock This Time Next Year [View article]
    I think your assumption is completely rational and may be correct, though my best guess (and that's what we're all doing here) is that the multiple is not taken down over the next year unless there is a broader market dislocation.
    Aug 1, 2013. 02:43 PM | Likes Like |Link to Comment
  • Why LinkedIn Will Be A $300 Stock This Time Next Year [View article]
    This is true, you are correct. The point of that exercise was to put on the table the different ways that LinkedIn may choose to monetize its mobile offering, especially as it becomes a center of content.
    Aug 1, 2013. 02:41 PM | 1 Like Like |Link to Comment
COMMENTS STATS
195 Comments
116 Likes