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Ptrmolinari

Ptrmolinari
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  • CytoSorbents plunges on soft direct sales guidance [View news story]
    Are you a paid stock promoter? This company burns a ton of cash and they longer things go the more shares they issue at progressively lower prices
    Apr 26, 2015. 06:46 PM | Likes Like |Link to Comment
  • SciQuest's Execution Issues Are Impacting Its Future [View article]
    No it's not a growth stock its a value play..
    Apr 26, 2015. 12:32 PM | Likes Like |Link to Comment
  • TubeMogul: It's All About The Numbers [View article]
    Bottom line--assuming walled gardens don't emerge TUBE is well positioned to grow gross profit 40-50% CAGR for the next few years. Does the business score particularly well on a porters five forces analysis? No but as they build their customer base and continue to stay at the forefront of the industry in terms of R&D, the moat improves
    Apr 26, 2015. 12:28 PM | Likes Like |Link to Comment
  • Aceto's Growth Continues To Reward Investors [View article]
    Oops they ended up cutting that guidance. Still like the story
    Apr 24, 2015. 11:27 PM | Likes Like |Link to Comment
  • Aceto Corporation's (ACET) CEO Salvatore Guccione on Q1 2015 Results - Earnings Call Transcript [View article]
    If you make an acquisition shouldn't DSO be artificially high not low in that quarter?
    Apr 21, 2015. 12:36 AM | Likes Like |Link to Comment
  • 4 More Reasons To Short Shake Shack [View article]
    This is obscene
    Apr 14, 2015. 01:37 PM | Likes Like |Link to Comment
  • Care.com Turning Losses Into Profits, Maybe [View article]
    My goodness, did you list acquisitions as the number 1 positive catalyst for the stock? #citrus lane
    Mar 30, 2015. 11:47 PM | Likes Like |Link to Comment
  • Analyzing Care.com's New EVP And CFO's Track Record At Weight Watchers International [View article]
    Dallas--
    Nice tidbit on new CFO.. That said I think the bigger story is the headwinds the company now is facing with the more rapid shift to Mobile where they have a lower conversion rate
    Mar 30, 2015. 04:31 PM | Likes Like |Link to Comment
  • TubeMogul: It's All About The Numbers [View article]
    If the comscore data was meaningful why not publish a full year of it? I get short selling but this is a reach
    Mar 25, 2015. 10:04 AM | 1 Like Like |Link to Comment
  • 4 More Reasons To Short Shake Shack [View article]
    Half a billion? Try closer to $2 billion in Mkt cap
    Mar 24, 2015. 01:05 AM | Likes Like |Link to Comment
  • TubeMogul Will Take Time To Play Out But It's Still An Attractive Story [View article]
    Will they beat?
    Mar 20, 2015. 10:15 PM | Likes Like |Link to Comment
  • Five9's Model Assumptions Were Wrong, And Now It Has A Real Problem [View article]
    So far I'm feeling pretty smart. I think they beat.. That said risk reward is better at $4-4.50
    Mar 20, 2015. 10:10 PM | 1 Like Like |Link to Comment
  • GSI Technologies - A $17 Stock Wearing A $5 Halloween Costume [View article]
    MOSY is probably overvalued

    Do you really think a guy like Lee Lean Shu cares what Raging Capital thinks?
    Mar 20, 2015. 03:04 PM | Likes Like |Link to Comment
  • Five9's Model Assumptions Were Wrong, And Now It Has A Real Problem [View article]
    You are certainly right the financial performance hasn't been inspiring. That said if they start beating quarters I think you could see some multiple expansion
    Mar 10, 2015. 04:45 PM | Likes Like |Link to Comment
  • Novadaq Technologies' (NVDQ) CEO Arun Menawat on Q4 2014 Results -- Earnings Call Transcript [View article]
    The fact that this stock is not at $6 baffles me
    Mar 7, 2015. 07:52 PM | Likes Like |Link to Comment
COMMENTS STATS
188 Comments
55 Likes