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glssmrbl

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  • 3D Systems: $100 Price Target Is Justified [View article]
    never seen such a bold investor! I like the 3-D trend too but these levels makes me thing the upside is already priced in. Even here which is much better doesn't come close to reasonable valuation.
    Apr 6 03:52 PM | 1 Like Like |Link to Comment
  • J.C. Penney: A Final Look Before Earnings [View article]
    Just wondering are you long? In the back of my mind there is a little voice saying "GO ALL THE WAY LONG!" Have been ignoring it for the last $2 down.
    Feb 26 04:48 PM | Likes Like |Link to Comment
  • J.C. Penney: A Final Look Before Earnings [View article]
    Looks like JCP is putting in a bottom so if ANY investors like the report for whatever reason, expect that floor to hold.
    Feb 26 04:35 PM | Likes Like |Link to Comment
  • If WhatsApp Is Worth $19 Billion, Then Facebook Isn't Worth $173 Billion [View article]
    why would you compare FB revenues to WhatsApp to justify the buyout price? You are assuming WhatsApp has the same growth potential and brand strength as FB.
    Feb 24 03:03 PM | Likes Like |Link to Comment
  • If WhatsApp Is Worth $19 Billion, Then Facebook Isn't Worth $173 Billion [View article]
    Great article! FB is making a big mistake buying WhatsApp when the business isn't off the ground yet in terms of profitability. I wonder what the new valuation is for WhatsApp?

    At this point, FB is showing signs of paranoia along with way too much investor optimism. I don't mind the high multiple compared to growth rate but the market cap is staggering! So I sold at 53 before this becomes a bad investment for those getting in at these levels.

    At the end of the day, buyers can push the stock higher make people like me look wrong but I'm not arguing whether FB can go higher; rather if the business model is still worth alot more 8 yrs from now.
    Feb 23 08:04 PM | Likes Like |Link to Comment
  • Dollar Tree Has Good News, But Faces Serious Resistance [View article]
    because they can't sell enough merchandise to pay their expenses as the case with ANF and JCP. These kinds of retailers are riskier as they tend to be trendy and discretionary whereas dollar stores are seen as essential and under-developed in size.
    Jan 19 08:15 PM | Likes Like |Link to Comment
  • Facebook Makes Amazon Look Cheap [View article]
    clicking was the older source of FB's revenue.
    Jan 19 08:09 PM | Likes Like |Link to Comment
  • Facebook Makes Amazon Look Cheap [View article]
    where is the evidence that suggests FB margins and revenue for that matter are topping?

    although I agree it could be possible, FB has just got into the advertising market and can take share as early as this coming quarter.

    any thoughts?
    Jan 19 08:06 PM | Likes Like |Link to Comment
  • Wendy's focused high-low strategy a winner [View news story]
    The market is showing love to any company getting right no matter how small. A bull market in 2014 equals another run for WEN. I may actually buy more if it continues to sell off.
    Jan 7 04:27 AM | Likes Like |Link to Comment
  • With Signs Of Growth Slowing, How Can Facebook Grow Its Revenue? [View article]
    How are teens that have barely begun using social media be an indication that growth is slowing.

    Teens are a measure of future earnings not current.

    Bottom line, earnings grew substantially in the last quarter and so has next year's estimates.

    FB has just begun to tap into advertising and with so many players I think the stock is well on its way.
    Dec 11 12:02 AM | Likes Like |Link to Comment
  • ReneSola tumbles post-earnings; polysilicon plant to be shuttered [View news story]
    I sold above 5 too. No idea where it's going after earnings though.
    Dec 5 02:55 PM | Likes Like |Link to Comment
  • LinkedIn's 29%+ Downside Risk [View article]
    The author makes a good point about the market cap/user base. FB should not have it's user base valued the same as other social media stocks since their ability to monetize is currently superior to LNKD and TWTR.

    Until those two companies find a way to squeeze $1 or even $2 out of every user those valuations will always be frothy. I think revenue/user will be the best metric in valuing social media stocks in the future.
    Nov 17 03:08 PM | Likes Like |Link to Comment
  • Facebook Continued Growth Trends Into 2015 [View article]
    True but by then she may have a more prominent site available to her. It is possible.
    Nov 6 10:53 PM | Likes Like |Link to Comment
  • Arena Stock Reacts To Eisai Quarterly Call [View article]
    So all the ARNA holders that thought the mid $4 range was the time to buy/hold must feel pretty bad.

    I do like ARNA but the stock has momentum to the downside so it will continue into $3 and maybe even lower.
    Nov 6 10:42 PM | Likes Like |Link to Comment
  • Arena Stock Reacts To Eisai Quarterly Call [View article]
    I don't trust Arena until I see the sales. By then it's too late.
    Nov 3 05:33 PM | Likes Like |Link to Comment
COMMENTS STATS
257 Comments
67 Likes