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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, 2013. 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, 2013. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 03:37 PM | Likes Like |Link to Comment
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