User 10485921

User 10485921
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  • User 10485921
    $CMDXF good company but still too expensive. Waiting for the low eight dollar range - on a constant currency basis it is weak. Trauma ahead
    Jan 6, 11:31 AM
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      • User 10485921
        $SMLP buying on the drop
        8/7/15
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          • User 10485921
            $SMLP 78% of its cash flow is completely guaranteed via MVCs; gathers gas, not crude and very, very limited commodity exposure
            8/6/15
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              • User 10485921
                $SMLP is looking great! strong yield and has great leverage to the Utica; other basins have good contracts. Buy for me now at these prices
                7/29/15
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                  • User 10485921
                    sell $EWO
                    10/9/14
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                      • 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
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                          • 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
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                              • 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
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                                  • 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
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                                    • 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
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