PenName Dave

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11 Comments

    • Thu Nov 13th 01:28 AM | Rating: 0 0
      Commented on:
      Thursday Outlook: New Lows?
      Looks bleak.....

      the USD chart is really sad.. amazing to think that it was at 120 in 2001....
      View article »
    • Wed Nov 5th 17:01 PM | Rating: 0 0
      Commented on:
      Activision Blizzard (ATVI): FQ2 EPS of $0.07 beats by $0.03. Revenue of $711M (+118.1%) vs. $632M. Shares +9.3%. (PR)
      WoW
      View news story »
    • Tue Oct 28th 00:52 AM | Rating: 0 0
      Commented on:
      Salesforce.com Worth Half Its Current Price
      Charlie... you certainly could be right... however i would not expect their sales to be flat or decrease. As a re-occurring revenue business, they would have to see a net customer loss for that to happen.
      "The company has negative working capital given that it receives ahead of providing the service (on quarterly or annual basis), as result of their growth this increased their operating cashflow."

      I guess i don't full understand what you mean there. Receieve's what? cash?

      I'm assuming you mean cash... and I'm sorry to "stream of concoiusness" on you... but i think i see your point with that.... they are getting cash up front from their customers (quarterly or annually) before they provide the service.

      I don't understand though.. why is their cash flow 7x their earnings consistently? I would guess that if your thesis is correct, you would start to see a significant slowing in cash flow, in advance of a decrease in earnings.
      View article »
    • Mon Oct 27th 10:16 AM | Rating: 0 0
      Commented on:
      Salesforce.com Worth Half Its Current Price
      I was short CRM too.. but covered now..... you have to look at cash flow, not earnings, when valuing their business. They now trade at 10x trailing cash flow.
      View article »
    • Mon Oct 20th 11:50 AM | Rating: 0 0
      Commented on:
      Here I Go, Criticizing Warren Buffett
      You don't say WHY any of it is inappropriate.....why can't he consult with congress after investing in GS? Why can't he go on cnbc after investing in GE?

      You make points, but leave it up to our imaginations to find the violation in them.

      Certainly ...as you state.... everyone knows Buffet is an investor,,,therefore people in congress and viewers of cnbc should know that he has financial interests.
      View article »
    • Wed May 21st 03:57 AM | Rating: 0 0
      Commented on:
      Netflix's Roku is Doomed to Fail
      seekingalpha.com/artic...
      View article »
    • Wed May 21st 03:56 AM | Rating: 0 0
      Commented on:
      Netflix's Roku is Doomed to Fail
      If you use Netflix's Watch Instant feature, $99.99 to watch all that content on a big screen seems like a great deal.

      Good call on Google btw... better come up with another pseudonym "Thomas Hawk"
      View article »
    • Wed Apr 9th 15:56 PM | Rating: 0 0
      Commented on:
      Activision: Growth Already Built into Stock
      World of Warcraft... nuff said
      View article »
    • Wed Feb 27th 00:17 AM | Rating: 0 0
      Commented on:
      Google's Stock Price Still Scares Me
      he's not writing fiction... he's writing about an area of his expertiese.... how can you not state a real name.

      SA should do better
      View article »
    • Wed Feb 27th 00:15 AM | Rating: 0 0
      Commented on:
      Google's Stock Price Still Scares Me
      GOOG maybe cheap, maybe be going to 300 even... who knows... but seekingalpha should at least make sure it authors use their real names.

      the authors... for crying out loud....
      View article »
    • Tue Feb 26th 20:57 PM | Rating: 0 0
      Commented on:
      Google's Stock Price Still Scares Me
      this guy writes under a pen name..... Thomas Hawk..... read his bio.

      I'll say 1 thing... ?able!
      View article »
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