Millennial Media Heading Back To Previous Highs [View article]
That is true if you invest conservatively. My point is that the market is giving every similar stock a valuation equivalent to MM trading at over $20 already. Doesn't mean that it will ever reach those levels, but it has a better shot than most.
Not sure that's true that going from $3.5B to $10B is harder than you suggest. The industry leader in this sector will do it whether its SSYS or DDD. XONE hasn't shown the ability for consistent results yet. The company is growing fast, but the stock won't stay at these levels if it misses numbers again.
Izzy1, XONE has $71M in cash from the IPO. It should have the cash it needs though a secondary at these price levels could be huge. Not many companies have more cash than the expected yearly revenue total.
Don't Fall For The Hype On SolarCity [View article]
fxdudeinmia, the problem with your analysis is that you only look at revenue over an extended period. What will be the profits? Interest expenses already consume most of the margin.
Don't Fall For The Hype On SolarCity [View article]
Of course, if you compare the market caps only. Why not compare the revenue and earnings multiples? SCTY is absurdly over valued for running a utility at a loss.
Don't Fall For The Hype On SolarCity [View article]
My only problem is that you can't isolate each house in making an investment on SCTY. Your constantly paying for the marking and sales costs for the next house.
Kinda reminds me of CHK in a way. That company kept finding more and more gas and taking on debt to purchase it. In the end, the company had a ton of valuable assets and a mountain of debt that depressed the stock. If an investor could've only invested in say the Utica assets, it could've done well. Instead though you have to purchase the whole bucket where it is loading up on the next region instead of only focusing on the one area.
Don't Fall For The Hype On SolarCity [View article]
My concern about the Marketing costs is that its always ongoing. One might look at the costs for House A as minimal compared to that revenue stream over the 20 to 30 years. In the end SCTY is spending $50 today to get $100 over 30 years. Not a lot of companies can survive like that.
Millennial Media Heading Back To Previous Highs [View article]
wil3714, Very conservative basis, any stock growing at 50% trades at over 5x revenue.
The market over reacted when eMarketer kept ramping up mobile ad revenue for the likes of FB and TWIT yet MM missed estimates. Most feared that MM was losing out to competition. Instead it was just momentary blip where FB figured out mobile ads.
Either way, MM is set to be the leading independent 3rd party mobile ad network with huge growth for years.
Millennial Media Heading Back To Previous Highs [View article]
Stock compensation hits the EPS line directly. How is that not showing a cost to the company? Besides, MM is expected to be solidly profitable for this year and going forward. You do realize it functions similar to retail where all the profits occur in Q4. The goal for Q1 will always be breakeven.
Millennial Media Heading Back To Previous Highs [View article]
James, Some good points, but the main theory of this article is that MM is being held to different standards than all other stocks. P has surged and it has worse metrics than MM. A whole slew of other stock have similar metrics and concerns on profits yet all the other stocks trade at multiple of sales in the 5-10x range.
You are correct that the company doesn't plan for gross margins to increase any further. The key point on the increase YoY is that it signals the company chose to focus less on lower margin accounts which trimmed the sales growth a tad. Remember missing the sales target for Q4 is what led to the 50% drop.
Prospect Capital: Record Originations Lack Income Punch [View article]
Hopefully they will tweak it to reduce the rambling of private investors. Think it is good to field non-Wall St questions, but in my experience of listening to calls is that the typical private investor calls in to only complain about the stock price. They typically don't provide a substantive question with a relevant discussion.
While you don't want to cut off somebody that owns 130K shares, the call comes off very unprofessional if you don't. An institution looking to buy 1M shares may move on.
Prospect Capital: Record Originations Lack Income Punch [View article]
as rip2451 replied, PSEC does that now with the ATM deal. Unfortunately the company did 17M shares so close to NAV that it doesn't generate much value to shareholders. In fact it actually keeps a lid on the share price.
Millennial Media Heading Back To Previous Highs [View article]
Millennial Media Heading Back To Previous Highs [View article]
Millennial Media Heading Back To Previous Highs [View article]
Shocking Results At ExOne [View article]
Shocking Results At ExOne [View article]
XONE has $71M in cash from the IPO. It should have the cash it needs though a secondary at these price levels could be huge. Not many companies have more cash than the expected yearly revenue total.
Don't Fall For The Hype On SolarCity [View article]
the problem with your analysis is that you only look at revenue over an extended period. What will be the profits? Interest expenses already consume most of the margin.
Don't Fall For The Hype On SolarCity [View article]
Don't Fall For The Hype On SolarCity [View article]
Kinda reminds me of CHK in a way. That company kept finding more and more gas and taking on debt to purchase it. In the end, the company had a ton of valuable assets and a mountain of debt that depressed the stock. If an investor could've only invested in say the Utica assets, it could've done well. Instead though you have to purchase the whole bucket where it is loading up on the next region instead of only focusing on the one area.
Don't Fall For The Hype On SolarCity [View article]
Don't Fall For The Hype On SolarCity [View article]
Millennial Media Heading Back To Previous Highs [View article]
Very conservative basis, any stock growing at 50% trades at over 5x revenue.
The market over reacted when eMarketer kept ramping up mobile ad revenue for the likes of FB and TWIT yet MM missed estimates. Most feared that MM was losing out to competition. Instead it was just momentary blip where FB figured out mobile ads.
Either way, MM is set to be the leading independent 3rd party mobile ad network with huge growth for years.
Millennial Media Heading Back To Previous Highs [View article]
Millennial Media Heading Back To Previous Highs [View article]
Some good points, but the main theory of this article is that MM is being held to different standards than all other stocks. P has surged and it has worse metrics than MM. A whole slew of other stock have similar metrics and concerns on profits yet all the other stocks trade at multiple of sales in the 5-10x range.
You are correct that the company doesn't plan for gross margins to increase any further. The key point on the increase YoY is that it signals the company chose to focus less on lower margin accounts which trimmed the sales growth a tad. Remember missing the sales target for Q4 is what led to the 50% drop.
Prospect Capital: Record Originations Lack Income Punch [View article]
While you don't want to cut off somebody that owns 130K shares, the call comes off very unprofessional if you don't. An institution looking to buy 1M shares may move on.
Prospect Capital: Record Originations Lack Income Punch [View article]