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Salesfarce

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  • Should You Invest With Buffett In IBM? [View article]
    Suggestion for all who believe IBM is a safe and profitable buy .
    Check out a 20 year monthly chart of IBM and you will be horrified by what you see .
    It has the most horrendously bearish looking chart .
    Jan 15 03:28 PM | Likes Like |Link to Comment
  • Should You Invest With Buffett In IBM? [View article]
    Buffet did not buy IBM as an investment .
    How can I be so sure ?
    He made his reputation by buying undervalued companies in industries that he knows well which are the non tech companies .
    His method also was to buy undervalued stocks based on a stock price near book value .
    Ibm stock price when he first started buying IBM was at a price to book value of at least 8 times book value .
    Acoording to Buffet's own words he bought IBM because he read their annual report and liked it !
    Who in their right mind would risk $10 B by reading an annual report from any tech company .
    This is the real reason he bought IBM .
    He is betting on America and because IBM represents over 11% of the reading of the DOW that was the best way to help the DOW.
    IBM has been managing their earnings by buying back shares with debt which is now approx $34 B , they also cut expenses by laying off experienced American employees and replacing them with Indian employees .
    IBM insiders have done nothing but sell their stock over the last year . The yield of 1.7% is half that of MSFT and Intel .
    Conclusion .
    If you want to bet on America this could be a very painful lesson as IBM is most likely to fall off this 12 month top and plunge down towards its tangible book value of minus $9.11

    http://onforb.es/xSr7mE
    Jan 15 02:22 PM | 1 Like Like |Link to Comment
  • The Apple iPhone Frenzy Is Here [View article]
    Anyone that has been in the stockmarket for a few years knows the answer to that question.
    Buy on Mystery sell on history is the old wall st saying .
    Sep 11 04:26 PM | 1 Like Like |Link to Comment
  • The Apple iPhone Frenzy Is Here [View article]
    Richard Russel (Dow Theory letter) is correct , the number of speculators who think they are investors proves this is a "Kid's Market" to quote Russel .
    Just a reminder for all the frenzied Iphone 5 speculators .
    This time last year , the brains behind AAPL died .
    The stock was $380 .
    What we see now is just the run on effect of Steve Jobs brilliance but he is dead .
    The result is a company with a market value of well over $600B . When company's get that large they will become slow growing.
    AAPL is like a large tanker that has lost its captain
    Sep 11 03:22 PM | Likes Like |Link to Comment
  • The Apple iPhone Frenzy Is Here [View article]
    The real Fenzy is not with the consumers , who are about to question buying expensive toys in the midst of what is going to be the largest downturn in the global economy ever , but with the analysts who constantly whip speculators into a frenzy .
    Sep 11 01:09 PM | 1 Like Like |Link to Comment
  • The Apple iPhone Frenzy Is Here [View article]
    With a post like that is it possible you are suffering from that condition ?
    Sep 11 01:03 PM | 3 Likes Like |Link to Comment
  • Salesforce.com Accounting Shenanigans Explained [View article]
    Another overlooked factor .
    CRM pays sales commision in full at the signing of a 2 year contract but amortises the full amount over a two year period on a quarterly basis .
    Result , Cash flows out the door in large chunks but on the books it is only approx 12% of the cash that leaves their coffers which overstates their real cash flow .
    Sep 10 06:32 PM | Likes Like |Link to Comment
  • Salesforce.com: Institutional Investors Are Preventing The Short Thesis From Playing Out [View article]
    I believe that CRM's chart is indicating on a 25 yr weekly chart that in the next 4 weeks CRM will collapse to the $125 level but if the DOW craters for european or Asian reasons ( there are many ) we could see a drop back to $110 or below .
    Either way hanging on to this stock will provide little upside potential but enormous downside possibilities .
    Sep 3 02:23 PM | Likes Like |Link to Comment
  • Salesforce.com: Institutional Investors Are Preventing The Short Thesis From Playing Out [View article]
    The US economy and stockmarket is a faith based economy .
    Faith in Bernanke and his abilities .
    It is a giant ponzi scheme based on Bernie Madoff's methods .
    As soon as the first Fund manager loses faith , then the stockmarket is heading for its largest drubbing ever .
    Where will Salesforce end up then ?
    Below where it was in november 2008 or $20.82 .
    That's what happens to companies that milk all the profits with their greed .
    Sep 3 01:04 PM | Likes Like |Link to Comment
  • Salesforce.com: Institutional Investors Are Preventing The Short Thesis From Playing Out [View article]
    The same could be said of the whole US stockmarket , institutional investors are preventing the shorting of stocks that have made their alltime highs for a very long time .
    Just as you said they have this fairytale idea that after investors have experienced 2 drubbings in 2000 and 2008 they can fool them a 3rd time .
    China is falling off a cliff economically as is Europe and if the truth be known rather than the BS from the BLS , US unemployment
    would be U3 15% and U6 23% if the BLS counted unemployment the way it was before the 1994 changes which resulted in counting only those who had looked in the last 4 weeks .
    Then there is the peculiar situation with the retirees adding an additional 17M at a time when few can afford to retire because of almost zero interest rates . You can factor in at least half of those 17M since 2008 amount into the UE rate adding to the above U3 and U6 numbers . That would make real unemployment (U6) close to 30% .
    So its the last great ponzi scheme held up by the institutions which makes me think they are mental institutions
    Sep 3 12:47 PM | Likes Like |Link to Comment
  • Even Salesforce Admits That Growth Is Slowing: But Does That Make The Stock A Good Short? [View article]
    Here is the best reason to short CRM .
    http://bit.ly/Scrzox

    In this scenario all boats will go down with the tide but especially those that have been run as a non profit organisation as far as real investors are concerned . If Investors wanted to put money into a non profit organisation they would put it into the SPCA or some other useful non profit group rather than the Marc Benioff beneficial fund .
    Sep 3 12:02 AM | Likes Like |Link to Comment
  • Even Salesforce Admits That Growth Is Slowing: But Does That Make The Stock A Good Short? [View article]
    This company is worse than GM just before they went bankrupt . The more they sold the less they made . .
    Salesforce new website .
    Salesforce.org
    Because it is a non profit organisation .
    Aug 31 09:42 PM | 1 Like Like |Link to Comment
  • Even Salesforce Admits That Growth Is Slowing: But Does That Make The Stock A Good Short? [View article]
    Amortising sales commissions over the 2 year sales contract on a quarterly basis when the sales commission is paid in full at the signing is to my way of thinking FRAUD .
    If the money has left the company's coffers in full then pretending it hasn't makes the cash flow look better but it is not the true picture ..
    Aug 31 09:39 PM | 1 Like Like |Link to Comment
  • Even Salesforce Admits That Growth Is Slowing: But Does That Make The Stock A Good Short? [View article]
    If you believe that the DOW and the rest of the stockmarket is due for a very long overdue return to the bear market then this stock will have ample funds running for the exits . I think of this stock as a multiplier effect of the Dow and Nasdaq . If the Dow goes down 2% Salesforce will go down by a factor of 6% to 12% .
    What CRM "investors" (read speculators) fail to realise is how fast this stock can fall under the right conditions .
    Almost $16 in one day last year and frequently as much or more $20 in 3 or 4 days .
    If that's an investment where is the casino ?
    Aug 31 09:34 PM | Likes Like |Link to Comment
  • JPMorgan reiterates a Buy on IBM: the firm argues software's growing top and bottom-line contributions could lead multiples to rise (Big Blue currently has a trailing P/E of 14), and also convince IBM to reduce M&A activity and return more cash to shareholders. Henry Blodget notes IBM obtained 44% of its 2011 profit from software, and could get over 50% in the future. H-P (HPQ), by contrast, gets less than 4% of its revenue and 6% of its profits from software. That helps explain this chart[View news story]
    anyone that made his fortune buying companies whose stock was selling near book value does an about face and buys a Tech stock which is selling at north of 10 times book value IF you do not count the $32B in debt and does so because he read IBM's annual report is spinning one large yarn .
    Remember he said "don't bet against America"
    (because he is betting for America by buying the stock that is supporting the DOW ) that's all . Other reasons , their sales went negative growth -3.3% for first time since 2009 .
    Aug 25 03:37 PM | Likes Like |Link to Comment
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