Seeking Alpha

User 10485921

User 10485921
Send Message
View User 10485921's StockTalks BY TICKER:
  • User 10485921
    sell, sell, sell at anything below a 7% yield; very concerned about the volumetric risk associated with its Barnett assets $SMLP
    Wed, 9:59 AM
    Reply
      • User 10485921
        sell $EWO
        10/9/14
        Reply
          • User 10485921
            $ORCL - screaming buy - 7.1x on LTM adj. EBITDA and 10.9x P/E - still had organic growth on license and maintenance was up 8%. BUY
            9/19/13
            Reply
              • User 10485921
                $ADSK, strong franchise, growth of BIM, 3D printing tailwind (dominant leader), emerging markets, free cash flow, +30% EBITDA margins - BUY
                6/28/13
                Reply
                  • User 10485921
                    $ADSK is getting beat up today on macro news - always a buy on it. Low street expectation on 2Q (rev down 1%), looking like an outperform
                    6/28/13
                    Reply
                      • User 10485921
                        $ORCL new partnerships with MSFT, N and CRM are incrementally positive for $ORCL and are going after WDAY - cloud infrastructure provider
                        6/28/13
                        Reply (1)
                        • User 10485921: $ORCL is positioning itself to become THE cloud infrastructure provider - rumors are that the CRM deal was nine digits...
                          6/28/13
                          • User 10485921
                            look at $ORCL valuation... 6.4x EV / 2014 EBITDA and 6.1x 2015 - cheaper than Microsoft and two turns cheaper than IBM - WOW - screaming BUY
                            6/28/13
                            Reply