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ReligiousWacko

ReligiousWacko
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  • Amazon gives Prime users free same-day delivery in 14 metro areas [View news story]
    Hey.. Amazon 'investor' that doesn't understand difference between profit and revenue! Shocking!
    May 28, 2015. 02:19 PM | 3 Likes Like |Link to Comment
  • Amazon gives Prime users free same-day delivery in 14 metro areas [View news story]
    WMT is massively profitable and has much better balance sheet. Let's see who has advantage in price war ...
    May 28, 2015. 12:05 PM | 7 Likes Like |Link to Comment
  • Nervous trading around luxury goods stocks [View news story]
    aside from gaming the analyst expectations scam game, why was TIF results considered so good. Sales and profits were slightly down .. with p/e is low 20s, it is at best fairly priced.
    May 27, 2015. 10:59 AM | Likes Like |Link to Comment
  • Why Salesforce.com Thinks It Is So Valuable [View article]
    "over $1.4 billion in cash from operations"... includes adding back "Expenses related to employee stock plans". In latest 10k, of the 1.17B in operating cash flow, there was 564m line item for "Expenses related to employee stock plans".
    May 26, 2015. 09:48 AM | 3 Likes Like |Link to Comment
  • CNBC: Microsoft held "significant talks" with Salesforce, disagreed on price [View news story]
    would make AOL look like a winner.
    May 22, 2015. 02:08 PM | 3 Likes Like |Link to Comment
  • Are Analysts Getting Crazy About Amazon.com? [View article]
    which costs are you excluding when calculating "operating" income?
    May 22, 2015. 12:56 PM | 2 Likes Like |Link to Comment
  • Why Salesforce.com Is Only Worth About $40 Billion To Bidders [View article]
    maybe model assumes employees will work for free in 2018?
    May 21, 2015. 11:22 AM | 3 Likes Like |Link to Comment
  • Salesforce beats estimates, issues solid guidance; shares rise [View news story]
    do MSFT, ORCL, AAPL have 5-7% in SBC? Or is your universe limited to WDAY, N, etc ?
    May 21, 2015. 12:21 AM | 1 Like Like |Link to Comment
  • Salesforce beats estimates, issues solid guidance; shares rise [View news story]
    http://1.usa.gov/1BcSlyL

    It will be part of income statement since you need shares out to calculate EPS. And last years number will also be shown so you can see difference.

    Just search linked document for "shares outstanding"

    Have fun finding another large cap that hasn't recently gone public that is diluting this much.
    May 21, 2015. 12:19 AM | 1 Like Like |Link to Comment
  • CIRP: Amazon has 41M U.S. Prime subs [View news story]
    Tons of people sign up for trials and cancel REPEATEDLY. The percentage of trial users that stay is most likely decreasing rapidly since the vast majority that want and value Prime already have it. Others like myself that order once or twice / year from Amazon will keep "trying" Prime.
    May 20, 2015. 08:32 PM | 3 Likes Like |Link to Comment
  • CIRP: Amazon has 41M U.S. Prime subs [View news story]
    drones delivery to other 50% will key profit growth!
    May 20, 2015. 08:28 PM | 2 Likes Like |Link to Comment
  • CIRP: Amazon has 41M U.S. Prime subs [View news story]
    editor ( who is not exactly bearish on momo nonsense ) used word "modest" so not exactly explosive, let alone EXPLOSIVE
    May 20, 2015. 08:28 PM | 2 Likes Like |Link to Comment
  • Salesforce beats estimates, issues solid guidance; shares rise [View news story]
    it was related to new HQ building and termination of leases. http://1.usa.gov/1BcSlyL
    May 20, 2015. 06:34 PM | 1 Like Like |Link to Comment
  • Salesforce +4.7% on results/guidance; free cash flow rises 60% [View news story]
    i was just referring to absolute number. as for 'growth', it could simply be related to timing of payments and billings. Or do you seriously believe that revenue growth is accelerating ?
    May 20, 2015. 06:32 PM | 1 Like Like |Link to Comment
  • Salesforce +4.7% on results/guidance; free cash flow rises 60% [View news story]
    the free cash flow was mainly due to drop in accounts receivable which happens Q1 of every year.
    May 20, 2015. 05:52 PM | 1 Like Like |Link to Comment
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