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  • Now Not The Time To Buy Google Shares [View article]
    A discount rate of 10%??
    Are you whacked?
    Mar 29, 2014. 03:08 PM | Likes Like |Link to Comment
  • Bear Of The Day: Google [View article]
    Interesting article. Thanks for the post.
    I am long GOOG. But, I find the Zacks info useful. Earnings momentum is not working in Google's favor at the moment. My bullishness is based on the expectation that the market will begin to reward the few companies with significant top line growth. As the recovery muddles along, growth will demand a premium at some point. Also, based on the figures provided in the post, Google gas a 1.17 PEG ratio, making it a cheap growth stock. After considering that the company has little debt, tons of cash and a near monopoly, I like my chances going forward.
    Jul 28, 2013. 03:06 PM | Likes Like |Link to Comment
  • Yelp - Bubbles Swell Before They Burst [View article]
    Well written article. You have solid reasoning and describe the reality clearly. I also own puts on Yelp, and I will continue to buy them. Anyone who understands business/competition OR can read a balance sheet should be salivating at the ridiculous multiple of revenue that this HOAX of a company is trading at today.
    Oct 29, 2012. 09:29 PM | 2 Likes Like |Link to Comment
  • An 8GB Wi-Fi-only version of the iPad Mini (AAPL) will cost just $249, according to an inventory screenshot leak - that would make the device, expected to sport a 7.85" display, $50 more expensive than the 7" 8GB Nexus 7 and 16GB Kindle Fire HD. But a 16Gb Wi-Fi version will go for $349, as will an 8GB 3G/4G version. The most costly model listed (a 64GB 3G/4G unit) will reportedly sell for $649. Apple is expected to unveil the Mini at an Oct. 23 event. (retina MacBook Pro[View news story]
    Yup, they are barely fighting off bankruptcy. . .
    Oct 15, 2012. 10:37 PM | 3 Likes Like |Link to Comment
  • NYU finance prof./valuation theorist Aswath Damodaran now gives Facebook (FB +5.3%) an intrinsic value of $23.94/share, below the $29/share value he gave it in May. Facebook's Q2 report has led Damodaran to lower his revenue growth and operating margin forecasts, as well as reduce his expected sales-to-capital ratio. Damodaran says he has a limit order to buy Facebook at $18. (earlier[View news story]
    Well, how about the $5.50 in cash per share . . . and the earnings.
    Aug 20, 2012. 08:49 PM | Likes Like |Link to Comment
  • Digging Deeper: Options Expert Discusses Pinning, Max Pain and Apple (Part Two) [View article]
    Agreed.
    Large options sellers have the motive and means to manipulate stock prices. . . Some of us can do that math.
    Apr 26, 2012. 09:03 PM | Likes Like |Link to Comment
  • Apple's Actual Value In Free Cash Flow Terms [View article]
    I echo fauxscot's remarks.
    Also, I am of the belief that the type of quantitative analysis widely employed by the marginal buyers has become a self fulfilling prophecy in many stocks; thereby reducing the importance of fundamentals (reality). Add-in the affect of options on the share price and logic loses relevancy-a dangerous trend for U.S. markets.
    Apr 26, 2012. 07:30 PM | 1 Like Like |Link to Comment
  • The Apple Bubble Is Ready To Burst [View article]
    Thanks!Do you have any other calls I can fade??
    Apr 16, 2012. 01:58 PM | Likes Like |Link to Comment
  • Is Netflix On A Suicide Mission? [View article]
    At 123.79 NFLX is trading at 43.9X S&P's 2013 EPS. Granted, the EPS estimate is a guess at this point, but the lack of earnings clarity only helps to portray the wildly inflated value of today's share price. This is a high risk business model priced to perfection. While it is possible that Hastings and co. pull off explosive growth over the next 5 years, the risk/reward trade-off is poor. I like the short side here.
    Jan 28, 2012. 02:14 PM | 1 Like Like |Link to Comment
  • Netflix (NFLX +2.4%) enjoys a boost after B. Riley reiterates its Buy rating, saying investors should hold on to their shares until after the company's Q4 conference call on Jan. 25. Netflix's customer base appears to be stabilizing, Riley says. which should reassure investors that the company is holding its own against the competition.  [View news story]
    biobat,

    I notice that you have been touting NFLX for months; throughout its demise. Your conviction is admirable. . . Your analysis is weak. YOU should have taken YOUR money and ran.
    Jan 17, 2012. 09:29 PM | Likes Like |Link to Comment
  • Netflix (NFLX +2.4%) enjoys a boost after B. Riley reiterates its Buy rating, saying investors should hold on to their shares until after the company's Q4 conference call on Jan. 25. Netflix's customer base appears to be stabilizing, Riley says. which should reassure investors that the company is holding its own against the competition.  [View news story]
    I have until June. We will see if the shares have as long. . .
    Jan 17, 2012. 09:19 PM | Likes Like |Link to Comment
  • 2012 Europe Outlook: How The Fiasco Will Unfold, Part 2 [View article]
    James,
    Great article.
    I tend to believe that the ECB (Germans, French, et al.) will ultimately succumb and save the periphery-They really have to in the end. But, I agree that we are about to witness a level of social unrest in Europe that we have never seen.
    Jan 17, 2012. 09:17 PM | 1 Like Like |Link to Comment
  • Netflix (NFLX +2.4%) enjoys a boost after B. Riley reiterates its Buy rating, saying investors should hold on to their shares until after the company's Q4 conference call on Jan. 25. Netflix's customer base appears to be stabilizing, Riley says. which should reassure investors that the company is holding its own against the competition.  [View news story]
    There have been several positive media releases in support of NFLX recently. None of them present any facts supporting the viability of the company's high risk business model.
    There is a concerted effort to "flush out" the shorts here.
    Jan 14, 2012. 11:19 AM | Likes Like |Link to Comment
  • Why Netflix Is A Buy [View article]
    All of this big picture-future of TV- gibberish is irrelevant. The question is: Can Netflix survive the next 24 months with their spiraling costs and intensified competition? To me, 90 bucks per share seems to discounting an extremely rosy outcome for a company that will lose money in 2012 and has a very high risk business model going forward. But, tell me again. . . WHY is Netflix a buy???
    Jan 11, 2012. 04:05 PM | 1 Like Like |Link to Comment
  • Why '2 Billion Hours' Only Strengthens The Netflix Short Case [View article]
    recent media stories surrounding Netflix have included:
    1. Bogus takeover rumors
    2. Noise about streaming hours.

    Call me cynical. . . but it seems that someone is trying to flush out the shorts ahead of a quarterly report than may crush the stock.

    Don 't be manipulated.
    Jan 7, 2012. 07:27 PM | Likes Like |Link to Comment
COMMENTS STATS
21 Comments
12 Likes