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Matthew Levy

 
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  • Avoid A Sale - 100% Undervalued: BlackBerry's Potential Playbook [View article]
    They might not have the cash to do so, their investors/holders may not approve, or they don't see the value that we do.
    Aug 13 10:25 AM | 2 Likes Like |Link to Comment
  • Keurig Details Are Not Released: SodaStream Should Continue To Dominate The Home Soda Market [View article]
    Perhaps, but I do think that they could survive by themselves..... more than $450M in revenue from existing customers is almost guaranteed..... buying them out for 1.5x sales (in a worst case scenario) would make great sense especially since they have a very strong balance sheet on top of the revenue...
    Jul 25 11:22 PM | 1 Like Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    I agree..... anyone can say that Google is continuing to grow or Amazon will likely face competition. I am a culprit of this (once) and try and only write quality articles.... I feel like there isn't much of a reward though for working on an article for 10 hours versus 2.....
    Jul 25 03:55 PM | 1 Like Like |Link to Comment
  • Keurig Details Are Not Released: SodaStream Should Continue To Dominate The Home Soda Market [View article]
    SodaStream's margins are about 50% - 55%, and are heavily brought down by their machines. The syrup probably has a margin of around 70% - 80% but I rounded down again (so that SodaStream could easily surpass my expectations).
    Jul 17 05:38 PM | 1 Like Like |Link to Comment
  • Keurig Details Are Not Released: SodaStream Should Continue To Dominate The Home Soda Market [View article]
    You are correct. However, I was trying to make a comparison of Keurig Cold, which will most likely replicate a can of coke, and SodaStream. For an even comparison, I rounded down SodaStream's numbers meaning that consumers are getting an even better deal.

    SodaStream is healthier and cheaper for the consumer! A win-win.
    Jul 17 05:36 PM | 1 Like Like |Link to Comment
  • The True Winner Of The World Cup And America's Obsession [View article]
    Take your pick - they're basically the same..... ones class A and the other class B (for voting)
    Jul 16 08:05 PM | 1 Like Like |Link to Comment
  • The True Winner Of The World Cup And America's Obsession [View article]
    True! And if the USA team continues their run, it can have great effects for Fox.
    Jun 30 07:42 PM | 1 Like Like |Link to Comment
  • Tesla Releases Its Patents To Fight Toyota And Hyundai [View article]
    I completely agree - brilliant! My point was that Tesla needs help. They can't compete against Toyota and Hyundai and their resources alone. They need assistance by growing the entire EV market!
    Jun 26 10:22 PM | 1 Like Like |Link to Comment
  • Being Bold Matters - BBM Is Worth More Than $5 Billion [View article]
    Thank you for the comment. BBM Money was referred to with "payments" which BBM can provide because of its security.
    Apr 24 06:45 PM | 1 Like Like |Link to Comment
  • Being Bold Matters - BBM Is Worth More Than $5 Billion [View article]
    I don't completely understand the question, but users are viewing 1B+ pages each day now.....

    As BBM continues to grow, I could easily see a $5B - $10B valuation once monetized in the next two years....
    Apr 24 06:37 PM | 1 Like Like |Link to Comment
  • Being Bold Matters - BBM Is Worth More Than $5 Billion [View article]
    It has been working for them recently, but does not support a strong evaluation.
    Apr 24 10:35 AM | 1 Like Like |Link to Comment
  • Low-Priced Stocks To Avoid: Round 10 [View article]
    It's a one time thing, so you can't look at it going forward :)
    Mar 18 12:48 PM | 1 Like Like |Link to Comment
  • J.C. Penney Can Make A Profit During 2014 [View article]
    If you want to read the article I wrote BEFORE earnings, I said that JCP has no imminent threat of Bankruptcy. It doesn't mean it can't happen, but it looks like (liquidity wise) we are in the clear.
    Feb 27 12:28 PM | 1 Like Like |Link to Comment
  • J.C. Penney: Becoming Profitable Within A Year Requires A Change Of Clothes [View article]
    Thank you for your comment and interest on the topic. I don't believe that there are any IMMEDIATE liquidity - maybe after another year of losses. It is impossible to know the exact composition of inventory to calculate such metrics, but the turn around is heading in the right direction.

    Thank you for your comment - and mid 30 gross margins would be break even - they are not that far away.
    Feb 25 09:36 PM | 1 Like Like |Link to Comment
  • J.C. Penney: Becoming Profitable Within A Year Requires A Change Of Clothes [View article]
    Sure thing: Not only has he changed organization of categories and staff organization as well as shopping experience....

    He is remaking the housing department, something that Johnson disorganized and stocked with merchandise that does not sell. Also the underperforming "Denim Bar".

    There are too many national brand merchandise, which Ullman is getting rid of and trying to replace with private labels (St. John’s Bay, lingerie line Ambrielle, outdoor apparel Made For Life and JCP Home). This is starting to reach desired levels.

    This sums it up well: http://huff.to/1c6f8p3
    Feb 25 08:39 PM | 1 Like Like |Link to Comment
COMMENTS STATS
250 Comments
287 Likes