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gkash

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  • Why The Shorts Are Wrong About Salesforce.com [View article]
    Your analysis is so far off it's laughable...Growth is the only thing they have going and, even that is very questionable...their accounting is suspect, I'm surprised the SEC has not stepped in yet. You're looking through Beinoff's rose colored glasses, and drinking his cool aid. I believe Warren Buffet, as I, and many who look at sound businesses would laugh out loud at the valuation, accounting, and earning potential, or lack thereof of this company. CRM is a pure hype momentum story and that's all it is for now. Once merry go round stops and this tanks to mid 20's it will get bought out one of the big boys...MSFT, IBM, Google, Oracle... Good luck with your long position.
    May 22, 2014. 03:06 PM | 9 Likes Like |Link to Comment
  • Dark Clouds Forming For Cloud Computing Companies [View article]
    Again, you offer such a clear view of the overvalued and hyped up cloud segment. Oh...how soon investors forget the hard lessons of past bubbles.
    Mar 31, 2014. 02:08 PM | 2 Likes Like |Link to Comment
  • Valuations Are Higher Than Most Think - Risks Are To The Downside [View article]
    Michael, your commentary is some of the best on Seeking Alpha. The various articles you've done on CRM are outstanding, and the longs should heed your advice. Also, I've watching the very same stocks you mentioned as safe havens in the coming downturn. Based on the market action in the past few weeks, and the sell off of momentum growth stocks...I believe the downturn has already started.
    Mar 26, 2014. 05:02 PM | 3 Likes Like |Link to Comment
  • Salesforce.com Tanked Post Earnings: Now What? [View article]
    CRM is such a value when you look at it through such rose colored, or should I say CLOUDED glasses. Wake up now the dream is over.
    Mar 26, 2014. 02:31 PM | 1 Like Like |Link to Comment
  • Slowing Growth Could Be Fatal For Salesforce.com [View article]
    He's obviously short the stock as so many of us are for very good reason. Just look at the short ratio. Now get beyond the incredible detail that Blair provides, and whether you agree with all of it or not, just stand back and look at the basic and undisputed fundamentals of this company, they are not pretty by any sound analysis. CRM is grossly overvalued, and undoubtedly one of the most hyped up growth story stock I've ever seen. This stock will come tumbling down one day, and sooner than later in my opinion. Now if you choose to stay long and take the enormous risk, then good luck to you. Us shorts really don't want to see the little guys lose their money. NO AX to GRIND here.
    Mar 17, 2014. 11:35 AM | Likes Like |Link to Comment
  • Salesforce.com lands four-star general on its board [View news story]
    Colin is a class act, he must be bored sitting around to have aligned himself with Bienhoff, hope he does his due diligence before he gets to entrenched.
    Mar 17, 2014. 11:16 AM | Likes Like |Link to Comment
  • Salesforce.com: Immense Potential For Growth [View article]
    Analysts recommendations will vary based on their perspective of the stock and their underlying motive for their analysis...that being said, I have found very few honest analysts who do not have a hidden agenda in their recommendations. Analysts who place buy recommendations on high growth stocks that are losing money and selling for ridiculous valuations, are simple building momentum so those they really serve can pull in the little guy and then start selling holdings. The best example of this is past history...just look at anyone of the successful companies today and look at where their stock price was during their growth / hype and relative to their PE...then look at it today. Although I have been short CRM and made some good money, I have also missed huge profits on the run up. This stock is a great channel stock to play its ups and downs, but be careful of the ups, as I believe it may be coming to an end soon. Their accounting and horrible margins, losses etc. are going to catch up to them very soon. I will go on out on a limb and predict CRM will likely be acquired within the next 3-5 years for about 15-18 billion, which puts their stock price at roughly half of today's price. Until that time, they will be in for a rough ride, as they miss earnings, continue to lose money, dilute shareholders, and may even face further SEC scrutiny. This of course is what will drive their price down to where they can be acquired.
    Mar 15, 2014. 12:43 PM | Likes Like |Link to Comment
  • Salesforce.com: Immense Potential For Growth [View article]
    Growth is only good if the business model gnerates high margins and profits...and in the end, their stock price will be based on their earnings potential, just like the MSFT, Apple, INTC, IBM....etc..all of which are making billions in profits,have huge cash reserve and even even pay dividends, yet they have a PE of 8-12. And why is that, because they're no longer growing at 30% annually. So, just how long will CRM grow at 30%, which is mostly coming from acquiring companies that lose money, and at ridiculous prices ( exact target 280 mil in sales for 2.4 billion). This alone causes me to question the business judgment of Beinhoff. Not to mention his buying 14 acres for 228 million to build himself a monument. I degress...but the point is made. Combine all this with the huge stock dilution, declining margins etc, and then tell me just what will happen to make this company profitable, when, and how much will they make. It's apparent to me that nothing has changed on Wallstreet, the same hired guns (analyst) pumping out the same B.S. To hype up growth stocks to ridiculous levels, and who gets hurt....the little guys out there who don't know any better. If someone is going to call himself an analyst, they should be required to present all the facts! The Seeking Alpha articles do an excellent job of outlining the other, more important downside of this stock. The risk reward of owning CRM is not much different than going to Vegas, at least when you lose the money in Vegas, you can say I had some fun, and I knew it was a big gamble going in.
    Mar 13, 2014. 10:10 AM | 1 Like Like |Link to Comment
  • Salesforce.com: Immense Potential For Growth [View article]
    Great Pump job, now take your blinders off and look closely at the real financial facts, and the stock dilution behind this company...it's very scary. Oh, lets not forget they also face immense competition form MSFT, Oracle, SAAP just to mention a few, and this will drive down margin beyond the horrible margins they have now. These are of few of the obvious risks they face, not to mention quarterly misses that will send the stock tumbling, or SEC investigations into their dubious reporting. Growth is great, and by their own admission, they don't have a chance of turning a real profit for years to come...All I see is a very high priced and RISKY stock that will come crashing down one day soon. But lets just pretend we live in Fairy tale and they just keep growing at 30% + and they finally achieve 10 Billion in sales 5 years from now with no misses, and no SEC issues etc..etc. ... and they eventually manage to earn 2.00 share X 20 PE = $40. share. And you want us to pay $60.00 today ?.... The analysts who are pumping this stock should be jailed ! The articles below provide a much more accurate picture of this company than what you have attempted paint. BUYERS BEWARE...this is a STRONG SELL if I ever saw one !

    http://seekingalpha.co...

    http://seekingalpha.co...

    seekingalpha.com/artic... revenues-come-from

    http://seekingalpha.co...;uprof=

    http://seekingalpha.co...

    seekingalpha.com/artic... revenues-come-from
    Mar 12, 2014. 05:52 PM | 10 Likes Like |Link to Comment
  • Salesforce.com Or Salesfarce.com? You Decide! [View article]
    Nice piece there Mr. Blair. You have explained it well, and the more SEC digs in, the more interesting it will get ! As for the longs who have drunk the cool aid, pull you heads out of the sand before you suffucate.
    Mar 7, 2014. 03:45 PM | 4 Likes Like |Link to Comment
  • Danger Zone: Salesforce.com [View article]
    Very well done, but was this not the same article in FORBES ??
    Dec 17, 2013. 12:08 PM | Likes Like |Link to Comment
  • Newcastle Investment: Spin-Off Machine Providing A Triple Threat [View article]
    Nice report one of my favorite stocks.....I have owned NCT for 3 yrs now and made nothing but $$$ with much more to come.
    Dec 4, 2013. 02:21 PM | Likes Like |Link to Comment
  • Salesforce.com Remains Fairly Valued [View article]
    You either have blinders on, drunk Beinhoffs cool aid, or You're part of the pump team, as no one with with any financial common sense can conclude CRM is fairly valued.
    Dec 4, 2013. 10:21 AM | 2 Likes Like |Link to Comment
  • Insiders, Outsiders Option Exercises Critical For Salesforce Cash Flow [View article]
    Nice job Tufenk, your analysis exposes the real charade going on with CRM...I just cant believe this continues without someone of real clout exposing it. Also, I remember reading that Fidelity, one of CRM's largest shareholders was also largest shareholder of Exact Target...could this explain the outrageous price CRM paid for Exact Target...line the pockets of Fidelity for their support of CRM share ?? Anyone care to verify or comment on this ?
    Dec 3, 2013. 06:02 PM | Likes Like |Link to Comment
  • Insiders, Outsiders Option Exercises Critical For Salesforce Cash Flow [View article]
    Cramer is the circus clown, and when elephants stampede out of the tent, he and his followers will be first to get trampled. I remember Cramer's strong recommendations on the many high flying internet stocks during the tech bubble 90% of which died and were buried soon thereafter.
    Dec 3, 2013. 05:57 PM | 2 Likes Like |Link to Comment
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