Seeking Alpha

ReligiousWacko

ReligiousWacko
Send Message
View as an RSS Feed
View ReligiousWacko's Comments BY TICKER:
Latest  |  Highest rated
  • Will Sanderson Farms Beat The Shorts? [View article]
    agreed. I understand the dilemma SA owners have to deal with. Most investors ( even ones that bother to read SA) are morons and SA can draw in more clicks with click bait headlines on Amazon and Tesla. Unfortunately, this also ruins their brand which is why I would not consider paying penny until they increased quality of writers and/or gave users ability to filter writers and commenters.
    May 5, 2015. 06:41 PM | 1 Like Like |Link to Comment
  • Western Union reportedly in talks to buy MoneyGram; MGI +34.6% [View news story]
    hell yea .. don't you see low wage mexican immigrants sending BitScam payments to their relatives back home! The relative can then safely and cheaply store BitScam with lower costs than those pesky pesos and use it at local store when needed!
    May 5, 2015. 06:29 PM | 1 Like Like |Link to Comment
  • Amazon May Justify Its Market Premium With Future Profits [View article]
    @illuminati .. maybe gary meant earnings before cost of goods sold, employee comp, stock based comp, and interest costs ? Maybe that will be new non-GAAP metric soon.
    May 5, 2015. 03:29 PM | 4 Likes Like |Link to Comment
  • Bloomberg: Microsoft weighing bid for Salesforce [View news story]
    why do i suspect friend of bloomberg reporter has made serious money last couple of weeks?
    May 5, 2015. 03:20 PM | 13 Likes Like |Link to Comment
  • Will Sanderson Farms Beat The Shorts? [View article]
    nice analysis. wish SA had more articles on mid cap stocks.
    May 5, 2015. 02:18 PM | 2 Likes Like |Link to Comment
  • Microsoft And Salesforce: A Potential Marriage Made In Heaven [View article]
    tableau is public ... ticker DATA
    May 5, 2015. 01:41 PM | Likes Like |Link to Comment
  • Amazon May Justify Its Market Premium With Future Profits [View article]
    " Amazon has demonstrated that not only can it lower pricing on AWS, it can sustain a high rate of profitability while doing this" .. how so? by excluding stock based comp, interest charges and leases ?
    May 5, 2015. 11:21 AM | 14 Likes Like |Link to Comment
  • Microsoft And Salesforce: A Potential Marriage Made In Heaven [View article]
    @banmate: Benioff also had Deepak Chopra speak at Dreamforce conf. I guess Benioff didn't want to be the biggest bullshitter of the week...
    May 4, 2015. 06:14 PM | 4 Likes Like |Link to Comment
  • Microsoft And Salesforce: A Potential Marriage Made In Heaven [View article]
    @Techs ... isn't the MSFT cash and debt situation worse than number simply stated on balance sheet? yes, interest costs are low but MSFT has giant tax liability if they were to bring that cash onshore for CRM buyout.
    May 4, 2015. 04:15 PM | 1 Like Like |Link to Comment
  • Microsoft And Salesforce: A Potential Marriage Made In Heaven [View article]
    Gates' comments on asset bubble http://cnb.cx/1F1Gbja
    Does this sound like someone that would go along with CRM bubble buyout ?
    May 4, 2015. 11:26 AM | 4 Likes Like |Link to Comment
  • Microsoft And Salesforce: A Potential Marriage Made In Heaven [View article]
    MSFT also has 27b of debt ( you do realize there is liabilities section of balance sheet ?). I seriously doubt Gates and board will dilute themselves and shareholders that insanely by issuing equity; esp given how they have used cash to reduce shares out recently. Of various candidates, MSFT has best business fit but the valuation is completely nuts at this point. Gates and board can wait until CRM is closer to 20.
    May 4, 2015. 11:14 AM | 7 Likes Like |Link to Comment
  • SAP not considering Salesforce acquisition [View news story]
    SEC really needs to investigate. Bloomberg editors should be asking questions of those reporters given SAP's statement.
    May 4, 2015. 09:38 AM | 2 Likes Like |Link to Comment
  • Analysts defend LinkedIn amid plunge, argue non-ad issues are temporary [View news story]
    Aren't margins supposed to get better for "tech" companies when reach scale? Is LinkedIn now not big enough for its business plan to be viable?
    May 1, 2015. 07:04 PM | Likes Like |Link to Comment
  • Bloomberg: Salesforce, SAP discussed alliance, acquisition last year [View news story]
    i really wish SEC would investigate.
    May 1, 2015. 07:01 PM | 2 Likes Like |Link to Comment
  • Analysts defend LinkedIn amid plunge, argue non-ad issues are temporary [View news story]
    i wonder how many of these con artists are then bashing company in internai, private emails ...
    May 1, 2015. 03:11 PM | 9 Likes Like |Link to Comment
COMMENTS STATS
1,436 Comments
3,326 Likes