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  • Why Alibaba Is A Big Deal (Largest IPO In History): Your Cheat Sheet [View article]
    Look quarterly results that this company has delivered to Wall Street, these results are solid. Of course it may be somewhat exaggerated the market cap, but I wonder how many other companies are also overvalued? very many, say $ AMZN.
    Of course my recommendation is pure speculation, and short term
    Sep 8, 2014. 10:17 AM | 3 Likes Like |Link to Comment
  • Why Alibaba Is A Big Deal (Largest IPO In History): Your Cheat Sheet [View article]
    Long $BABA
    Short $AMZN

    ?? Possible a good movement
    Sep 8, 2014. 08:11 AM | 1 Like Like |Link to Comment
  • A Bigger iPad To Reverse The Declining Sales Trend [View article]
    What happens today is the product of what I talked about above. We see that Apple has stagnated in creating new products. Today Samsung surprised and that was enough to stagger Apple shares today. Sure the iWatch is coming, but it obviously is not an announcement of magnitude when Jobs created the iPhone and iPad, it's pretty minor.
    So I ask again: $ 600B market cap is exaggerated for any company.
    Sep 3, 2014. 03:42 PM | Likes Like |Link to Comment
  • RetailMeNot: Undervalued And Overshorted [View article]
    I understand what you say. But I do not agree that that revenue is not key, a company money it generates revenue, besides the profitability.
    If my company receives quarterly Revenue of $ 60M, as we may think that my company can pay $ 1B? I think this company is still far from worth $ 1B. however, this price already marked in shares.
    Sep 3, 2014. 08:44 AM | Likes Like |Link to Comment
  • Groupon +2.1% on RBC upgrade [View news story]
    Are clear changes that Groupon is doing, these changes will pay off in the short / medium term. The market must be patient. He who does not see the changes, you will miss transformation and pop up the shares.
    Sep 2, 2014. 02:29 PM | Likes Like |Link to Comment
  • Groupon Appears To Be On The Mend, But Investors Lack Conviction [View article]
    I really do not think it has been good play throw in the towel, seeing that Groupon is in the change in its business model, but then, the market has no patience many times.
    Good luck in your future just played.
    Sep 1, 2014. 11:33 AM | 1 Like Like |Link to Comment
  • RetailMeNot: Undervalued And Overshorted [View article]
    Revenue of $ 59M is a joke compared to a company like Groupon Revenue between $ 650 and $ 700M. Groupon is a leader and has a promising future, making a radical shift in its business model, just takes time.
    Not compare a negligible company with a leader
    It is also true that the shares were punished, but market cap of $ 1B is not bad considering current income ...
    Sep 1, 2014. 10:27 AM | 2 Likes Like |Link to Comment
  • Groupon Appears To Be On The Mend, But Investors Lack Conviction [View article]
    Very good report.
    We agree on the turn the company made in 2013, still lacking see positive results and I think that will come. Of course it still failed to give the target, but it is a surprising twist in the business that they held up before finishing the Mason era.
    Of course the market is impatient and always wants favorable results instantly, but we've seen these shares to punish as much as $ 2.60 in 2012, an absurd price. And now we see lateral between $ 6 and $ 6.90 trying to balance to see where to aim.
    I also think that with a market cap of $ 4.5B this company is still punished, and that only the market can see the amazing twist that this company is giving many in this market will be with your mouth open.
    I am LONG GRPN
    Sep 1, 2014. 08:40 AM | 1 Like Like |Link to Comment
  • A Bigger iPad To Reverse The Declining Sales Trend [View article]
    Of course Apple is a leader in the world, earns a lot of money, but think 2 times the $ 610B giant number. It is too! Also see in Apple's lack of surprise, Jobs died and no new products in this company, just updates of existing products. Possibly launch the iWatch, but not the surprise it was when it left the first iPhone or the iPad was created, return Apple to regain that "wow" factor? that both momentum gave the shares and grew both the company
    Aug 29, 2014. 03:01 PM | Likes Like |Link to Comment
  • A Bigger iPad To Reverse The Declining Sales Trend [View article]
    I love Apple and all their products, but as I asked in 2012 and now again ask: is based a valuation of $ 610B? Apple's numbers do not show that, they must recognize that at this point, these shares are overvalued again.
    Not good to create more bubbles than there already, do not want a new 2000
    Aug 29, 2014. 02:43 PM | Likes Like |Link to Comment
  • Tesla: $421 Or $36? Pick Your Scenario [View article]
    I imagine that both positions are exaggerated, but looking at this stock, practically does not have much room to rise. Tesla is overvalued but able to see before turnaround hit in about $ 310 to crown the overvaluation of the stock. the market is exaggerated in their movements and Tesla is one clear case.
    I do not see a drop of 83%, but if healthy would drop about 45%, to take these shares trading in a range according to the numbers that the company has at this time.
    Aug 29, 2014. 11:06 AM | 2 Likes Like |Link to Comment
  • Visa And MasterCard Should Issue Debt To Fund Massive Stock Buybacks [View article]
    Always LONG Visa. Since 2008 I am long in Visa and it's clear that I was right. I think I even follow LONG here.
    Aug 29, 2014. 08:47 AM | Likes Like |Link to Comment
  • Citigroup Offering Potential Gains For The Bold [View article]
    This is one of the most potential shares up around Wall Street, is a sleeping elephant being awaken. if I were you, I'd be long in these stock
    Aug 27, 2014. 09:19 AM | 1 Like Like |Link to Comment
  • Lofty Valuation And Substantial Stock-Based Compensation Bode Poorly For Workday [View article]
    Workday one of the most ridiculous quotes I've ever met. These shares should not be worth more than $ 20. and are in $ 91.
    A clear example of how the market simply because it happens to benefit one company over another, no reason.
    For example, Workday absolutely overvalued with an almost negligible Revenue. Groupon Revenue about $ 700M x Quarter, is worth much less. It's time that the market begins to review these things.
    Take the example of Groupon, not to give examples of very large companies
    Aug 26, 2014. 03:51 PM | 1 Like Like |Link to Comment
  • Huge Problems In The Big Citi: Investors Should Look For Alternatives [View article]
    A company with nearly $ 500B in his hands, hardly have problems here in the medium term. We have seen since the outbreak of the 2008 crisis, a tiny rebound in Citigroup, while the bank and signs of strong recovery and improvement of their status.
    It's time for a big rally in these stock?
    I am LONG C.-
    Aug 26, 2014. 12:40 PM | Likes Like |Link to Comment
COMMENTS STATS
1,067 Comments
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