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Ptrmolinari

Ptrmolinari
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  • A Few Things To Consider Before You Go Bargain Hunting [View article]
    I basically agree with you although would not lump GOOG into the same category as TSLA, AMZN.
    Aug 25, 2015. 07:04 PM | 4 Likes Like |Link to Comment
  • Rayonier Advanced Materials: 50% Cheaper In One Day, But Look Before You Leap [View article]
    FYI specialty cellulose is priced in USD so currency shouldn't impact RYAM's reported revenue; however your point on sateri is valid. The acetate market is in secular decline, and customers have a bad taste from RYAM raising prices so much when the market tightened up and viscose prices rose following the 09 recession
    Aug 20, 2015. 01:33 PM | Likes Like |Link to Comment
  • Amid panic, Rayonier Advanced seeks to clarify lawsuit [View news story]
    Boing Boing Boynton. this thing is down 85% in a year.. amazing..Pricing will be down for many years to come.. so much for high alpha pulp.
    Aug 19, 2015. 08:32 PM | 1 Like Like |Link to Comment
  • SciQuest (SQI) Steve Wiehe on Q2 2015 Results - Earnings Call Transcript [View article]
    Please take us out!
    Aug 5, 2015. 10:10 PM | Likes Like |Link to Comment
  • Systemax's (SYX) CEO Richard Leeds on Q2 2015 Results - Earnings Call Transcript [View article]
    Wow
    Aug 5, 2015. 10:10 PM | Likes Like |Link to Comment
  • Rayonier Advanced's (RYAM) CEO Paul Boynton on Q2 2015 Results - Earnings Call Transcript [View article]
    Boing Boing Boynton.. How does this clown still have his job? They just wrote off the $400m investment he pushed through.. That is not far from RYAMs current market capitalization.
    Jul 31, 2015. 04:03 PM | 2 Likes Like |Link to Comment
  • IPO Quiet Period Expiration: ConforMIS [View article]
    Only 40x gross profit...
    Jul 22, 2015. 09:57 PM | Likes Like |Link to Comment
  • New finance chief at TearLab [View news story]
    So long Bill Demencu. thank you for your service
    Jul 7, 2015. 08:11 PM | Likes Like |Link to Comment
  • PayPal acquiring Xoom for $890M [View news story]
    They actually had a great Q1
    Jul 2, 2015. 12:39 AM | Likes Like |Link to Comment
  • MiX Telematics: Software-As-A-Service At An African Discount [View article]
    I'm worried they won't sell it and it will go back to $6
    Jun 21, 2015. 12:17 PM | 1 Like Like |Link to Comment
  • Five9: A Potential Momentum Shift And A Possible Inflection Point [View article]
    Are u talking to me ?
    Jun 4, 2015. 02:56 PM | Likes Like |Link to Comment
  • Why Intermolecular Is Starting To Look Oversold [View article]
    2018-- 100m in revenue; $30m in EBIT; $9 stock
    Jun 2, 2015. 01:05 PM | Likes Like |Link to Comment
  • TARO: Yes, We Have A Winner [View article]
    Are their 60%+ margins sustainable? For how long?
    May 20, 2015. 08:15 PM | Likes Like |Link to Comment
  • Care.com: The Train Wreck Continues [View article]
    Any claim that the matching and payments business ie like 90% of the business is profitable is a joke. The company had -17% adjusted ebitda margins.. Do the math it doesn't make sense
    May 20, 2015. 11:02 AM | 1 Like Like |Link to Comment
  • Novadaq Knocked Back By Looming Competition And A Tough Transition [View article]
    I don't think competition is the problem yet this is a five dollar stock at best
    May 16, 2015. 11:55 AM | Likes Like |Link to Comment
COMMENTS STATS
207 Comments
70 Likes