Ptrmolinari

Ptrmolinari
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  • Osiris chief exit reinforces problems at company  [View news story]
    Lode don't drop the soap
    Feb 5, 2016. 01:42 PM | 1 Like Like |Link to Comment
  • Care.com Crashes Even Before Joining The Billion-Dollar Club  [View article]
    Things are getting good at care.com
    Dec 31, 2015. 03:11 AM | Likes Like |Link to Comment
  • Almost Family: Strong Advantages In A Growing Market  [View article]
    The customer is Medicare not the patient
    The suppliers are the skilled nurses not Medicare
    Dec 24, 2015. 02:46 PM | Likes Like |Link to Comment
  • The Resignation Of Osiris Therapeutics' Auditor Really Opens The Door For More Accounting Concerns  [View article]
    Bulls dont know how deep this goes.. OSIR has bigger problems than the street knows at this point.
    Dec 19, 2015. 07:46 PM | Likes Like |Link to Comment
  • Monster Worldwide: Frightening History, But The Only Thing Scary Now Is The Upside  [View article]
    I am concerned you may be double counting the cost savings. They have achieved something like 80% of the targeted run rate, and hope to achieve the rest by Q4.

    Also, when comparing the EBITDA/employee its important to remember that MWW has a significant chunk of employees in India whereas competitors do not. These employees are less efficient on a per capita basis but also cost less.. so that dilutes that comparison in my view
    Oct 8, 2015. 12:42 PM | 1 Like Like |Link to Comment
  • 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 | 1 Like 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 | 2 Likes Like |Link to Comment
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