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glssmrbl

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  • Dollar Tree And Family Dollar: It's Best To Buy, Hold, Then Forget [View article]
    Solid decision. If I knew DLTR buyers would come in after this news I would have bought more at any price below $60.
    Mar 28, 2015. 04:07 PM | 1 Like Like |Link to Comment
  • If You Think Amazon Is OverPriced Do Not Think Of Buying Facebook [View article]
    Definitely see the pressing by websites to use FB, TWTR or GOOGL to login. I noticed this when I follow football news on nfl.com

    Unfortunately I do not use much social media and thus have no login for access. I agree with your idea on FB. Maybe they will spin off a FB.P as a MLP in the next 10-20 years! :)

    GOOGL is a safe bet on the internet going forward which is the right thesis to have in a time where internet companies are popping up faster than the we can follow them.

    As with AAPL, I think they will be fine going forward.

    Thanks derf!
    Mar 28, 2015. 02:22 PM | 1 Like Like |Link to Comment
  • Dollar Tree And Family Dollar: It's Best To Buy, Hold, Then Forget [View article]
    Do you know if DLTR plans to increase the shares outstanding by 20% to make room for FDO shareholders?
    Mar 28, 2015. 01:59 PM | Likes Like |Link to Comment
  • If You Think Amazon Is OverPriced Do Not Think Of Buying Facebook [View article]
    The fact that you gave your CREDIT CARD info with all this intuition puts a lot of pressure on your credibility as an investor on SA.

    This seems to be an unfortunate circumstance for you. Do you have any evidence of 300 million active users? I'm not denying that FB inflates its numbers just the degree to which you say it is happening.

    I sold FB last yr for a 92% return b/c I saw froth as you did with the big purchases. I would have rather see them offer snapchat 3-5x what they offered than to see the whatsapp valuation.

    In the end, profits is what matters and FB does a great job at showing that to Wallstreet. Thus, they have the "do whatever I want" pass until Wallstreet is no longer satisfied with their future prospects.
    Mar 28, 2015. 01:38 PM | 2 Likes Like |Link to Comment
  • If You Think Amazon Is OverPriced Do Not Think Of Buying Facebook [View article]
    "People will pay to infinity and beyond if a niche is owned, and if they see the niche as growing rapidly."

    That's a good thesis to buy the stock.
    Mar 28, 2015. 01:29 PM | 4 Likes Like |Link to Comment
  • If You Think Amazon Is OverPriced Do Not Think Of Buying Facebook [View article]
    "For 2014 it had revenues of $12.44 billion, so you're paying nearly 20 times revenue."

    You can't use past numbers to give a current valuation on a fast-growing company. 2015 Revs are expected be around $20 B which would give a 11.6 times revenue. Even if these numbers are not precise the price/sales number would more closely resemble FB 2015 valuation than your 2014 revenue numbers pit against 2015's price.
    Mar 28, 2015. 01:24 PM | 2 Likes Like |Link to Comment
  • Dunkin' Brands Group Should Part Ways With Baskin-Robbins [View article]
    I agree. Spinning off the B-R business makes no sense. It would be running away from a profits at first sign of trouble w/o trying to implement changes to fix the growth problem.

    If you look at the retail business in general, growth is hard to come by. At best, opening up international B-R stores faster and putting a pause on new U.S. B-R stores makes the most sense.
    Mar 28, 2015. 01:20 PM | Likes Like |Link to Comment
  • Family Dollar CEO Sells $134 Million In Stock Ahead Of Merger [View article]
    Is there any clarity on whether DLTR shareholders will see their shares diluted once the acquisition is completed? Or will the share count stay about the same for DLTR?
    Mar 19, 2015. 10:32 AM | Likes Like |Link to Comment
  • Global airline ETF expected this spring [View news story]
    the best comment in this news section.
    Mar 19, 2015. 12:41 AM | 1 Like Like |Link to Comment
  • Gilead Sciences: An Analysis Using Warren Buffett's Owner-Earnings Equation [View article]
    Yes, I agree. I would like to an analysis on the influence CNBC has on potential investors and traders.
    Mar 18, 2015. 12:42 AM | 1 Like Like |Link to Comment
  • Wendy's: Looking Mighty Expensive [View article]
    Luckily for WEN most other quick-service burger restaurants are struggling to keep positive sales growth. Investors have been rotating to the restaurant stocks with growth left in them and WEN is one of them for at least in the near term.

    It seems like the author took a bipartisan stance on WEN stating it's overvalue metrics near $11/sh and adding that investors that entered a bit earlier should do fine in the long-run. If that's the case, why not apply the long-term success to today's P/E multiple? Eventually today's expensive is tomorrow's fair value and the day after tomorrow's cheap.
    Mar 14, 2015. 06:55 PM | Likes Like |Link to Comment
  • Can Southwest Airlines Maintain Its Terrific Run? [View article]
    LUV has stalled for a few months on numerous
    occassions last year before moving higher again.
    It makes no sense to contradict 2014's run with
    the gains made this year. The year is young and
    the airline is positive unlike the S&P 500. Most
    investors couldn't see the huge out performance
    in LUV coming b/c they had SAVE, AAL, UAL and DAL
    as their top 4 airline picks in 2014.

    As with LUV competing with other airlines in costs,
    buying Airtran put them in a unique position to
    capitalize from Atlanta's busy city trends. Given
    the company's excellent balance sheet comparatively
    they and ALK are the only ones capable of justifying
    rotating their fleet.
    Mar 12, 2015. 10:24 PM | Likes Like |Link to Comment
  • Should Gilead Acquire Puma Biotechnology? [View article]
    An acquisition in the next few years makes sense for GILD b/c Solvadi represents large portion of the company's product sales in 2014. Diversity is the key to prevent earnings risk in the long-term.
    Mar 10, 2015. 03:10 PM | 3 Likes Like |Link to Comment
  • Icahn Enterprises reports Q4 results [View news story]
    energy sector is not frequently the best place to look for growth but falling oil prices should provide significant discounts to energy businesses for years to come.
    Mar 10, 2015. 02:51 PM | Likes Like |Link to Comment
  • It Is Too Early To Bank On A Turnaround At GNC Holdings [View article]
    I'm confused. Is your argument pertaining mostly to Nutraceutical corp?
    Mar 5, 2015. 04:00 PM | Likes Like |Link to Comment
COMMENTS STATS
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