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glssmrbl

glssmrbl
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  • Discover Is Flush With Cash [View article]
    Discover is also flushed with debt.

    Net cash stands at -$13B.
    Sep 4, 2015. 07:45 PM | 2 Likes Like |Link to Comment
  • Investing In PayPal Or Square? [View article]
    Maybe, if they can return to the #1 choice for every online retailer.
    Sep 4, 2015. 06:39 AM | Likes Like |Link to Comment
  • Investing In PayPal Or Square? [View article]
    I think he is trying to upgrade to the more exciting growth stocks and away from the old boring ones he hypes up frequently such as: DD, DOW, ETN, EMR, BA, AIG, GM, JCI, CAT, CMI, AMAT, AA, ....

    He has now turned his attention to GOOGL, FB, TWTR, PYPL, CVS, WBA, AMZN, and others. Now his returns can be posted once again!
    Sep 4, 2015. 06:38 AM | Likes Like |Link to Comment
  • Biogen Inc : Tecfidera Sales Will Recover [View article]
    What makes BIIB's products superior in their respective drug spaces?

    What makes BIIB a better investment than AMGN, GILD, & CELG (other biotechs)?
    Sep 4, 2015. 12:00 AM | 1 Like Like |Link to Comment
  • Dollar Tree's Recent Loss Will Prove To Be An Excellent Entry Point [View article]
    "That big increase is the result of Dollar Tree not using too much stock as part of the acquisition, thereby keeping its share count of 214.3 million just 14% higher than it was this time last year."

    Not much of a benefit since the company went into heavy debt buying without offering up stock. DLTR also used to be the dollar store with the least amount of debt relative to cash and that has certainly changed now.

    How many financial sacrifices should be made at the expense of the stock to grow the company?
    Sep 3, 2015. 03:08 AM | Likes Like |Link to Comment
  • Dollar Tree's Recent Loss Will Prove To Be An Excellent Entry Point [View article]
    "Furthermore, Dollar Tree is working hard to phase out low margin inventory in exchange for higher margin goods."

    I don't recall the execs mentioning this as a goal in the conference call. They noted that FDO is a different business whose products carry low margins. At best, management is replacing underperforming FDO stores with DLTR stores but not replacing the products in the remaining FDO stores.
    Sep 3, 2015. 03:03 AM | Likes Like |Link to Comment
  • Dollar Tree's Recent Loss Will Prove To Be An Excellent Entry Point [View article]
    "Anytime a company's storefront grows by such a large count so quickly, there are going to be integration hiccups."

    Agreed, but why would DLTR create this problem just to take home $300M?
    Sep 3, 2015. 02:59 AM | Likes Like |Link to Comment
  • Keurig Green Mountain Looks Like It Might Be Bottoming [View article]
    Why would a company need to go private b/c of one bad product launch?
    Aug 30, 2015. 06:49 AM | 1 Like Like |Link to Comment
  • Wal-Mart Stock Has Suffered Enough [View article]
    Hasn't suffered enough until mid 50's. Not a prediction.
    Aug 29, 2015. 11:23 AM | 1 Like Like |Link to Comment
  • Premarket Biotech Digest: CLL Treatment, Gilead CEO Sells, Acelity IPO [View article]
    To pay for 13.5 million in rich man's expenses. Multiple properties, taxes since that season is almost here, girlfriends/wife, vacation, retirement, charities, expensive dinners & meetings, whatever other liabilities the rich pay for to keep looking rich.
    Aug 28, 2015. 03:36 AM | 2 Likes Like |Link to Comment
  • Premarket Biotech Digest: CLL Treatment, Gilead CEO Sells, Acelity IPO [View article]
    FB needs to take a lesson in that strategy. Float has been growing rapidly since going public.
    Aug 28, 2015. 03:32 AM | 1 Like Like |Link to Comment
  • Premarket Biotech Digest: CLL Treatment, Gilead CEO Sells, Acelity IPO [View article]
    If the selling is systematic, it is likely that the sells will happen during market corrections multiple times.
    Aug 28, 2015. 03:31 AM | Likes Like |Link to Comment
  • The Worst Is Over, 5 Reasons To Get Ready For A 'V' Shaped Rally [View article]
    This was hardly a flash crash. CNBC airing stories that Monday reminds them of the 1987 Black market.

    First of all, that pull back saw the DOW drop 1,000 pts which at the time gave a 22% loss! Comparing the end of the day on Monday this week the drop was about 3% so where is the comparison?

    Even if you look at the intraday low that would amount to 6% approx. which the 1987 crash was >3X Monday's close! If the markets do recover from here I would call this a baby correction at most since the market still owes us 2 more 10% or greater corrections from 2013 to 2015.

    A 35% correction from here would be more than enough to fix the FED rally issue people are complaining about these days.
    Aug 26, 2015. 04:22 AM | 6 Likes Like |Link to Comment
  • Alaska Airlines WTI Hedged [View article]
    Financials summary was done well. Didn't know Spirit was having problems with profitability as of late. Definitely explains the recent pullback.

    IF I didn't own LUV I would be accumulating ALK long-term.
    Aug 26, 2015. 03:34 AM | Likes Like |Link to Comment
  • Rebuttal: Iconix Is Not Broken (Time To Buy) [View article]
    Brian,

    Your link to the iconix website shows two things:

    1. Cuneo should still be the best option as CEO of the company

    2. The CEO's departure is that more devastating if his legend still holds true to ICON's success to-date as it hints us to the gravity of the company's current financial shape.

    Simply b/c something is cheap doesn't warrant a great investment unless the fundamentals turnaround. You would be simply betting on a superb management performance which is commendable but quite a leap from conventional equity investing.

    The biggest red flag for me before this meltodwn was the lack of a dividend given the steady income stream it receives from licences. Peculiar isn't it?
    Aug 24, 2015. 11:45 AM | 1 Like Like |Link to Comment
COMMENTS STATS
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