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  • Immense Potential For Growth [View article]
    It just amazes me that SalesForce stock keeps climbing even though it keeps losing more and more money. Articles such as this talk about "non-gaap profits". Non-gaap could also be describded as whatever the CEO decides to include, or more importantly, exclude from the income statement. If every company reported as SalesForce does, we would have chaos in the financial markets. Every company can be seen as profitable if the CEO decides what is an expense and what is not. This is crazy territory with SalesForce accounting.
    Mar 12 05:38 PM | 7 Likes Like |Link to Comment
  • Pulling The PLUG On The Fuel-Cell Mania [View article]
    Thanks for the article. I got in Plug last week and obviously am pleasantly surprised by the rapid gain. However, like you, I remember the bubble and know that over hyped stocks eventually get priced on a rationale (earnings) basis. I do not agree with you on the comparison of Plug to the companies. The majority of them were nothing but ideas. No real product, no manufacturing, no equipment, no tangible assets. Plug is well beyond being just an idea. I'm holding for the moment, but articles like this certainly serve us well.
    Mar 7 02:17 PM | 2 Likes Like |Link to Comment
  • Tesla's Recent Financing May Bite Back [View article]
    The article took an overall positive outlook on Tesla, but yet some Teslarians want not even a hint of a potential problem. If you don't see a 5 year bond term to build a huge factory as a potential problem, it's because you are deep into the the hear no evil side of Tesla. Time will tell.
    Mar 3 12:49 PM | 10 Likes Like |Link to Comment
  • And Its 'Amazing' Growth [View article]
    I'm short the stock at $40 so I am only hoping to get out somewhere near break even. I misread Mr. Market's fascination with top line growth, and complete indifference to the bottom line. Maybe the fever is over.
    Mar 3 11:23 AM | 1 Like Like |Link to Comment
  • Xinyuan Real Estate's CEO Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    Held Xin for about 5 years and still apprehensive about the company. Whenever I am about to push the sell button and take my profit I look at the Balance Sheet, Income Statement, and Dividends and then never hit sell. This is a perplexing company, but I have decided to stay with it for the present time.
    Mar 2 09:09 PM | 1 Like Like |Link to Comment
  • Steep Net Income Decline Despite Tax Benefit Underlies Salesforce's Lopsided Growth Strategy [View article]
    Why Wall Street is so impressed with top line growth and completely ignores every other number on the "income" statement is beyond me. Giving a product away is the easy part, creating a bottom line profit in the face of stiff competition is the hard part. Benioff has the easy part done, we will see if he can do the hard part. I don't think so.
    Feb 28 05:08 PM | 4 Likes Like |Link to Comment
  • China Yuchai International Limited Management Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    $3.05 per share earnings and large top line revenue growth. Wish this were USA based company -- would be selling for $40 per share.
    Feb 26 03:17 PM | 1 Like Like |Link to Comment
  • Xi's Tinkering Risks China Hard Landing [View article]
    Alpine, I also am tired of reading article after article after article about all the problems with the Chinese economy. Seems to me these authors time would be better spent lecturing Obama, and heads of Spain, Greece, Italy, etc. China's economy in general, its GDP growth rate, its average earnings per citizen, and other measurement look better to me than prospects for the middle class in old Europe and USA.
    Feb 18 10:55 AM | Likes Like |Link to Comment
  • What Investors Can Learn From The Recent Drop In Annie's [View article]
    Agree packur, but would bump it up to "very overvalued". 47 X earnings for a company that is essentially a distributor, not a manufacturer!! Also, insider sales seem to tell us that they know the company is overvalued.
    Feb 17 01:41 PM | 1 Like Like |Link to Comment
  • These Charts Speak Louder Than Words [View article]
    Thanks for all the comments, especially to Elizabeth who commented in a respectful tone unlike a few of her "opposition". Having gone through all the math, I still come back to my first thought after reading the article: With Yellin in office, get ready for many, many speeches by her denying this, excusing that, and rationalizing both this and that bad or mediocre numbers. It's in her DNA. She's here to stay and protect even bad Fed. decisions.
    Feb 17 01:37 PM | 1 Like Like |Link to Comment
  • These Charts Speak Louder Than Words [View article]
    So the "teaparty types" are responsible for the slow recovery by demanding "a balanced budget"!! Now just how successful were those "teaparty types" in their quest for balanced budgets? I think the Obama deficits run something like this: Negative $1.4 BILLION followed by $1.3 and $1.0 and now ALL THE WAY DOWN to about $600 Billion which is still 25% higher than the astonishingly high $450 billion last Bush deficit. And while you are responding, tell us how successful the $800 billion shovel ready job stimulus worked.
    Feb 17 01:21 PM | 1 Like Like |Link to Comment
  • Lessons From Robert Shiller's CAPE Ratio [View article]
    2013 will remain a mystery to me. USA is sinking in debt and deficits, low GDP growth, high unemployment, high number of citizens dropping completely out of work force, and a dollar that is gradually losing its appeal to other countries, and yet S&P goes up over 30%. At least this article gives me some hope that EM's will regain their appeal.
    Feb 17 01:10 PM | Likes Like |Link to Comment
  • 3 Truths About Emerging Market Investing [View article]
    I also agree. Looking at fundamentals only, the EM markets would be an easy choice over old Europe and the USA. However, the quality of legal systems and political stability have their place and caution with almost all EM's is warranted. Nevertheless, I made a decision about 35 years ago to bet on EM's and it has been a good decision. 5% + GDP growth rates year after year have a very positive affect on even the legal and political systems.
    Feb 4 10:56 AM | Likes Like |Link to Comment
  • Textura's CEO Discusses F1Q 2014 Results - Earnings Call Transcript [View article]
    All the Analyst's would like to pretend that the Citron report is not out there -- but it is and its not going away. Legal and integrity questions remain.
    Jan 31 10:05 AM | Likes Like |Link to Comment
  • Look For Tesla To Dramatically Raise Its Guidance: $500 Target Remains [View article]
    I was around during the bubble. Articles like this appeared 10 times a day. At least Tesla is producing something, granted not much but it is something. During the era, all the start-ups had was an idea. No profits because they didn't even have revenue. This is a starry eyed article but at least Tesla has a chance for $500, slim though it may be.
    Jan 28 06:23 PM | 5 Likes Like |Link to Comment