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Latest  |  Highest rated
  • Lending Club: What Did Investors Expect? [View article]
    Buying it at any price is nevertheless answer. People said that about DDD at 90.
    Feb 28, 2015. 12:47 AM | Likes Like |Link to Comment
  • Lending Club: What Did Investors Expect? [View article]
    HigherAlpha,
    Same statements made by investors of DDD... Price always maters to returns.
    Feb 28, 2015. 12:44 AM | Likes Like |Link to Comment
  • Lending Club: What Did Investors Expect? [View article]
    Cau,
    Game changers still don't provide good returns at irrational values.
    Feb 28, 2015. 12:39 AM | Likes Like |Link to Comment
  • Lending Club: What Did Investors Expect? [View article]
    Higher, all stocks at these multiples are high profile.
    Feb 28, 2015. 12:38 AM | Likes Like |Link to Comment
  • Lending Club: What Did Investors Expect? [View article]
    IPO, my exact point.... The upside at 20x revenue is very limited.
    Feb 28, 2015. 12:37 AM | Likes Like |Link to Comment
  • Home Depot: Stock Gains Leading To Declining Yields [View article]
    Is this addressed to me? At no point did the conversation only discuss the dividend.

    Its not about being unhappy, its about being prudent and wise. If the stock goes up faster than the company generates cash, than why should be concerned the valuation has peaked. Oddly, nobody appears concerned about that. What typically happens in this scenario is a period of underperformance. Sometimes that is ok instead of paying taxes, but in retirement accounts I don't understand the logic in keeping such a stock.
    Feb 27, 2015. 11:01 AM | Likes Like |Link to Comment
  • Home Depot: Stock Gains Leading To Declining Yields [View article]
    iflyifr,
    great investment in the past, but what about in the next couple of years???
    Feb 26, 2015. 11:01 AM | Likes Like |Link to Comment
  • Home Depot: Stock Gains Leading To Declining Yields [View article]
    You shouldn't measure ROI going forward based on where you bought it. If you want to continue making profits, the key is what it does going forward.
    Feb 26, 2015. 11:00 AM | Likes Like |Link to Comment
  • Home Depot: Stock Gains Leading To Declining Yields [View article]
    well of course, I was talking about Net Payout Yields... it didn't say questionable dividend yields.

    What not to like? The yield is declining as the valuation is now getting stretched. Why do you assume a housing market recovery will benefit the stock? Is it not priced in already?
    Feb 26, 2015. 10:58 AM | Likes Like |Link to Comment
  • Virgin America: Attractive Normalized Numbers [View article]
    wow... 100% treasuries... you've missed a what 11 day rally in the NAZ.
    Feb 25, 2015. 01:01 PM | Likes Like |Link to Comment
  • HP -4.8% on revenue miss, light FQ2/FY15 guidance [View news story]
    So nothing on 3D?
    Feb 24, 2015. 10:49 PM | Likes Like |Link to Comment
  • 3D Systems: Bankruptcy And Goodwill Impairments Aren't The Real Threats [View article]
    Andreas,
    Wouldn't jump in until the Q4 report is released. An initial dump on any goodwill charge would provide an attractive entry point.
    Feb 23, 2015. 02:31 PM | 1 Like Like |Link to Comment
  • 3D Systems: Bankruptcy And Goodwill Impairments Aren't The Real Threats [View article]
    100% agree that HP is a less of a threat than the market suggests. Still not convinced that can get the products out to market.
    Feb 23, 2015. 02:29 PM | Likes Like |Link to Comment
  • Zynga: Don't Throw In The Towel Yet [View article]
    baggin,
    DM has taken too long to transition ZNGA, but he is definitely making progress.
    Feb 23, 2015. 12:05 PM | 1 Like Like |Link to Comment
  • SolarCity Q4 Review: Negative Trends Continue [View article]
    "We would have no choice but to sue SRP for violating the state and federal antitrust laws," Rive said in the letter.

    this issue goes back to my points in the previous article. Until SCTY closes the loop to where customers can avoid utilities all together they'll have to fight these issues. Rive might want people to 'play fair', but nobody is just going to let them take away their business lying down.
    Feb 20, 2015. 05:41 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
6,513 Comments
5,589 Likes