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Sunil Shah

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A, AAPL, AMZN, AT, CEO, CRM, CTL, CTO, D, DELL, EBIX, EPS, EU, FB, GOT, HPQ, I, INFA, IT, LNKD, M, MA, MON, MSFT, NOK, ONE, ORCL, P, POP, POS, R, RNOW, SA, SAAS, SNDK, STX, T, TCM, VMW, WDAY, WDC, X
  • Sunil Shah
    $CRM GAAP Loss going to widen from 39c in F14 to 50c loss in F15. Stock is hilarious, defies the concept of operating leverage. A rise?
    Feb 27, 4:16 PM
    Reply (1)
    • ReligiousWacko: EPS loss would've been even worse had they not issued ~8% more shares last year.
      Feb 27, 4:24 PM
      • Sunil Shah
        $EBIX BlackRock Advisors almost double stake in $EBIX from Sept to Dec '13. Pentwater, a legal expert, holds stake of +9%.
        Feb 14, 5:16 AM
        Reply (1)
        • Ray_Rich: 20$ dollars per share is getting closer ncloser, the big boys are loading up they see the real potential here. $EBIX price target around 27$
          Feb 14, 10:39 AM
          • Sunil Shah
            $EBIX huge spike at close. Is news imminent on the SEC investigation? The tiniest light that negates Gotham's absurd accusations = 20$/share
            10/22/13
            Reply (2)
            • Ray_Rich: Agree Huge Potential Here. $EBIX could be in for a huge run tomorrow morning!
              10/22/13
            • Sunil Shah: $EBIX short ratio is 55% ! of free float, the second highest of S&P 1500. This is going to bounce up hard very shortly.
              10/23/13
              • Sunil Shah
                $EBIX Short ratio is now 54% of free float The slightest + news (Ebix lawyers progressing in their legal battle) will catapult share.
                10/9/13
                Reply
                  • Sunil Shah
                    $EBIX short squeeze now on. 42% of free float was shorted on last figures. And latest Gotham allegations were absurd. Massive move possible
                    10/2/13
                    Reply
                      • Sunil Shah
                        $EBIX impressive 2q results amid the chaos. Still managed to achieve eps, while they rebutted the most vitriolic media attack I've seen.
                        8/9/13
                        Reply (3)
                      • View all 3 replies
                        • Sunil Shah: $EBIX It appears that the entire legal case is built on Gotham/Copperfield articles. Of their claims, NONE have been substantiated but...
                          8/9/13
                        • Sunil Shah: $EBIX ...many have been disproven. What a legal nightmare! More I dig, more I believe co will come through unscathed in a few months...
                          8/9/13
                          • Sunil Shah
                            $EBIX a director SELLS after the stock halves due to an SEC investigation. What kind of message does this give shareholders? Insane.
                            7/2/13
                            Reply (8)
                          • View all 8 replies
                            • Jamie Smith: They may still come in. The only buys have been company cash. I'd like to see some here in the next week or two
                              7/2/13
                            • Jamie Smith: I'm just glad I did not buy it two months ago when I had considered it before the merger was announced.
                              7/2/13
                              • Sunil Shah
                                $EBIX a rehash of an old story, resubmitted by a DA. NO NEW NEWS, just resubmitted and Goldmans runs. Crazy, but great buying opportunity!
                                6/20/13
                                Reply (2)
                                • Sunil Shah: $EBIX stock down 42% on resubmission of an old investigation that SEC left 'open' as inconclusive. SEC always does that, never closes case.
                                  6/20/13
                                • Sunil Shah: "An SEC investigation involving the same subject matters were previously disclosed by the Company in its periodic reports" NO NEW NEWS GS!!
                                  6/20/13
                                  • Sunil Shah
                                    $WDAY one of the most cloudesque valuations. AND at 3.4bn $ mkt cap, this aint an easy buy target. Short initiated
                                    6/12/13
                                    Reply
                                      • Sunil Shah
                                        $CRM makes yet another acquisition in Analytics, having splurged on Radian6, from which ALL senior employees have cashed in and left!
                                        6/11/13
                                        Reply
                                          • Sunil Shah
                                            $CRM paying 20X Sales for $2.5bn acquisition of Exact. With a massive underlying reduction in eps. New rev target implies a warning. Sell!
                                            6/4/13
                                            Reply (1)
                                            • mthak: how would you trade this stock that has no value from accounting point of view but still has managed to stay afloat.
                                              6/4/13
                                              • Sunil Shah
                                                $CRM Barron's article on dodgy non GAAP earnings shows $CRM to be biggest culprit. Is the lovefest over? http://seekingalpha.com/a/vanr
                                                6/3/13
                                                Reply (2)
                                                • Sunil Shah: barron's link http://on.barrons.com/130OfJi
                                                  6/3/13
                                                • ReligiousWacko: Did todays sellers NOT know this? What percent of "investors" dont even bother to read the most basic facts ? $CRM
                                                  6/3/13
                                                  • Sunil Shah
                                                    $MON shareholders, have you seen this? How Indian farmers are committing suicide when GM cotton seed failed? http://dailym.ai/17xf1zt
                                                    5/30/13
                                                    Reply (2)
                                                    • Sunil Shah: $MON They drink insecticide and writhe in agony for hours to escape life. They cant live under the debt they incurred buying failed GM seed.
                                                      5/30/13
                                                    • jacobtr: Right, blame the seed. How about actually reading the article instead of assuming what it says? The problem is lack of water.
                                                      5/30/13
                                                      • Sunil Shah
                                                        $CRM I suspect anchor tenant Fidelity cant buy more. Holding already maxed out at 15% of issue. And someone large is bailing...
                                                        5/29/13
                                                        Reply
                                                          • Sunil Shah
                                                            $CRM cracking on large volumes on a strong up day. Is the lovefest finally over?http://seekingalpha.com/a/vanr
                                                            5/28/13
                                                            Reply (2)
                                                            • ReligiousWacko: maybe some mutual fund has decided it's better to be first out of bubble than last ..
                                                              5/28/13
                                                            • Sunil Shah: $CRM RWack: somebody large is bailing. Large volumes during market and almost 1m shares traded in aftermarket! The hour of reckoning cometh?
                                                              5/28/13
                                                              • Sunil Shah
                                                                $NOK In India the Nokia Lumia 920 has been discounted from R38k to R32k! And there is a global shortage! What are these fools doing? Madness
                                                                5/27/13
                                                                Reply (9)
                                                              • View all 9 replies
                                                                • Sunil Shah: $NOK Lumia 920 was on the market for less than a quarter!! Sheer madness to be already discounting it. A shelf life of 3 months??
                                                                  5/27/13
                                                                • Andreas Hopf: If so, that would be very uneconomic, taking the many millions for tooling, setup, pellets and machine rigging and maintenance into account.
                                                                  5/27/13
                                                                  • Sunil Shah
                                                                    $CRM Billings growth (rev + def rev) has tanked from 28.5% YOY to 17%! This should fall fast! Even Bend-my-ear-off Benioff cant change that!
                                                                    5/23/13
                                                                    Reply (6)
                                                                  • View all 6 replies
                                                                    • Jay Schembs: Lowest YOY billings growth since July 2009
                                                                      5/23/13
                                                                    • ReligiousWacko: maybe they will go to 4 year billing cycles? $CRM
                                                                      5/23/13
                                                                      • Sunil Shah
                                                                        $CRM Billings growth (rev + def rev) has tanked from 28.5% YOY to 17%! This should fall off a cliff! Even Bend-my-ear-off Benioff cant up it
                                                                        5/23/13
                                                                        Reply
                                                                          • Sunil Shah
                                                                            $CRM remember this classic video. I want to buy Salesforce.com "I dont care" http://bit.ly/15T4uhK
                                                                            5/17/13
                                                                            Reply
                                                                              • Sunil Shah
                                                                                $NOK Ok so Nok's Launch didnt have the jazzmataz pomp that yanks love. So what?? The underlying phone is fab and will gain acceptance/favour
                                                                                5/14/13
                                                                                Reply (2)
                                                                                • Sunil Shah: Note $AAPL lost $15bn market cap today. Why? Cos profts are going to go $NOK 's way. This obsession with glitzy launches has lost its way...
                                                                                  5/14/13
                                                                                • Sunil Shah: Now do you see...
                                                                                  5/14/13