Seeking Alpha

sheeple2012

sheeple2012
Send Message
View as an RSS Feed
View sheeple2012's Comments BY TICKER:
Latest  |  Highest rated
  • Why are consumers buying cars at a solid pace if they aren't shopping in a lively manner at Wal-Mart and Target? Despite warnings up and down the retail sector, the National Automobile Dealers Association is sticking by its prediction for 15.4M vehicles sold this year while today's reports on Feb. sales (GM, Ford, Chrysler, Volkswagen) don't look half-bad in the face of higher payroll taxes and the looming sequester. Analysts think fresh products and a need to replace the older gas-guzzling fleet of cars in the country are behind the sector strength. [View news story]
    perhaps zero down and zero interest for XX months has something to do with it? Wait til the loans start non-performing, again... Uncle Sam to the rescue!
    Mar 1 11:02 AM | 2 Likes Like |Link to Comment
  • LinkedIn (LNKD +3.1%) and OpenTable (OPEN +3.8%) jump out of the gate after Wunderlich starts coverage with Buy ratings. Also, Evercore's Ken Sena has raised his PT for LinkedIn to $200 from $160, arguing it should trade at multiples comparable to those of cloud software plays Workday and ServiceNow, and that of Salesforce shortly after its IPO (ed: the valuations of those firms have been criticized). Sena' reasoning: LinkedIn's subscription streams, addressable markets, and margin leverage "renders traditional earnings valuation metrics less meaningful." [View news story]
    sounds like a sell side "analysis" of Pets.com in 1999
    Feb 27 10:53 AM | Likes Like |Link to Comment
  • Ignore The Noise, Buy These Beaten Down Stocks [View article]
    you make it so easy jonathan, i am buying a full position in TZOO tomorrow am., thanks!!!!
    Feb 26 06:57 PM | Likes Like |Link to Comment
  • Forget Starbucks, This Growing Coffee Chain Is Ready To Explode [View article]
    40x earnings for 8-10% growth? sounds good, I'll start legging in tomorrow!
    Feb 21 04:23 PM | 1 Like Like |Link to Comment
  • Equities Are The Best Game In Town [View article]
    After reading this I'm sure we're near a top... short term at least...
    Feb 19 07:58 PM | 2 Likes Like |Link to Comment
  • Afraid Of LinkedIn's Valuation? You Shouldn't Be [View article]
    this is trading at 80x NEXT year's earnings? ROFLMAO... good luck
    Feb 14 01:59 PM | Likes Like |Link to Comment
  • Market recap: The Dow and S&P 500 closed at five-year highs amid a rally in financial shares, led by BofA, and upbeat earnings reports from Avon, Fossil and Michael Kors. Techs lagged, as Apple was pressured after Tim Cook failed to provide any indication of a dividend hike. Crude oil gained 0.5% to $97.51, the dollar lost ground vs. the euro and yen, while 10-year Treasurys fell in price to yield 1.982%. [View news story]
    Avon, Fossil, and Michael Kors are now holding up the market? wow, time to go All-In, as they say in Vegas...
    Feb 12 04:22 PM | 1 Like Like |Link to Comment
  • Facebook's Rally May Be Over [View article]
    thanks for the look after a 20% pullback... lol
    Feb 12 02:36 PM | 2 Likes Like |Link to Comment
  • The news cycle isn't playing any favors for Carnival (CCL +1.2%) as its disabled ship dramatically meanders across the Gulf of Mexico with passengers using social media accounts to graphically describe the dirty and unsanitary conditions of the vessel. Though CCL bulls maintain the mishap is no big deal, Wells Fargo warns the incident could end up costing the company close to $80M in lost revenue, repair costs, and reimbursements. [View news story]
    Customer service at it's finest! meanwhile the stock charges towards 52 week highs... surely this is a healthy market!?
    Feb 12 01:39 PM | 1 Like Like |Link to Comment
  • LinkedIn's (LNKD) Q4 earnings are due out after the bell, with analysts expecting that EPS climbed to $0.19 from $0.12 a year earlier and revenue 66.6% to $279.5M as the firm continued to grow its hiring-services business. "We believe the company's focused and calculated approach to expanding the recruiting and marketing product portfolio is laying a great foundation for highly leverageable growth," says Piper Jaffray's Gene Munster. [View news story]
    Isn't that the same clown who had a $1000 PT on Apple until it went from 705 to 450?
    Feb 8 08:36 AM | Likes Like |Link to Comment
  • A Stock That Benefits From The Oil AND Real Estate Boom [View article]
    Real Estate Boom? certainly not around here!
    Feb 6 08:30 PM | 1 Like Like |Link to Comment
  • More on Amazon's (AMZN) Q4: The company swung back from its Q3 loss as North America sales rose 23% Y/Y to $12.175B and International sales gained 21% to reach $9.093B. Growth in the company's Electronics segment outpaced Media segment sales. Free cash flow decreased 81% to $395M for the trailing twelve month period compared to a year ago with real estate outlays factoring in. For Q1, the company sees $15.0B-$16.6B in revenue and expects profit to fall in a range of -$285M to $65M. A conference call is scheduled for 5:00 EST. AMZN changes direction, now  +3.2% AH. (PR[View news story]
    wrong, there are no substantive barriers to entry in e-commerce by definition (didn't we learn this in 2000) hence they will never be able to "manage pricing"
    Jan 29 05:56 PM | Likes Like |Link to Comment
  • More on Amazon's (AMZN) Q4: The company swung back from its Q3 loss as North America sales rose 23% Y/Y to $12.175B and International sales gained 21% to reach $9.093B. Growth in the company's Electronics segment outpaced Media segment sales. Free cash flow decreased 81% to $395M for the trailing twelve month period compared to a year ago with real estate outlays factoring in. For Q1, the company sees $15.0B-$16.6B in revenue and expects profit to fall in a range of -$285M to $65M. A conference call is scheduled for 5:00 EST. AMZN changes direction, now  +3.2% AH. (PR[View news story]
    a premium to what, exactly ....and how much, roughly? please enlighten me as I am fascinated with your analysis so far
    Jan 29 04:53 PM | 2 Likes Like |Link to Comment
  • More on Amazon's (AMZN) Q4: The company swung back from its Q3 loss as North America sales rose 23% Y/Y to $12.175B and International sales gained 21% to reach $9.093B. Growth in the company's Electronics segment outpaced Media segment sales. Free cash flow decreased 81% to $395M for the trailing twelve month period compared to a year ago with real estate outlays factoring in. For Q1, the company sees $15.0B-$16.6B in revenue and expects profit to fall in a range of -$285M to $65M. A conference call is scheduled for 5:00 EST. AMZN changes direction, now  +3.2% AH. (PR[View news story]
    wait until the houdini, i mean bezos conference call, will be @ 4000 p/e by 5:30 pm
    Jan 29 04:28 PM | 2 Likes Like |Link to Comment
  • Amazon (AMZN): Q4 EPS of $0.21 misses by $0.07. Revenue of $21.27B (+27% Y/Y) misses by $101M. Shares -6.3% AH. (PR[View news story]
    it was a good miss, as usual
    Jan 29 04:10 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
203 Comments
328 Likes