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  • Why Amazon's Recent Sales Deceleration Is Not The Full Story [View article]
    With all that you said in trying to explain away declining revenue, the company still does not make any money. Moreover, AMZN is taking on more and more debt quarter-by-quarter. Aren't profits important anymore, AMZN is past the size of a small growth company. They should be making money at this point!!!
    Mar 2, 2015. 06:32 PM | 5 Likes Like |Link to Comment
  • Salesforce falls on valuation-driven Argus downgrade [View news story]
    It's also very interesting to note that CRM expanded the number of outstanding shares for during the last 12-month period by 8.93%. When that is taken into account the Revenue / Share for Q4 2014 vs. Q4-2015 grew at just 15.1%, not exactly a high growth situation.
    Mar 2, 2015. 02:22 PM | 3 Likes Like |Link to Comment
  • 5 Reasons Why Is Still A Buy [View article]
    Salesforce sales growth is now slowing. This year it will be under 30% YOY and competition is heating up with Oracle making a play for CRM's customers. The balance sheet is a wreck with negative equity when measured in tangible assets. Any cash flow is the result of the share balance increasing at a 5% rate YOY. From my 30-years of investing I have never seen a company so grossly overvalued. It's just a matter of time until the market understands this and the price is adjusted accordingly.
    Feb 9, 2015. 03:48 PM | 5 Likes Like |Link to Comment
  • Benchmarking's S-1: How 7 Key SaaS Metrics Stack Up [View article]
    However, Salesforce is a company which still doesn't make a profit.
    Jan 27, 2015. 07:04 PM | 3 Likes Like |Link to Comment
  • Silver: What Goes Down Must Come Back Up [View article]
    I find you comment interesting, but I don't totally understand it, even when looking at the COT report. Could you provide additional explanation?
    Nov 11, 2014. 08:27 PM | 1 Like Like |Link to Comment
  • Tanked Post Earnings: Now What? [View article]

    You show CRM with operating cash inflows. In actuality, over the last two years the positive cash flow was due to an expansion of deferred income and the associated cash/AR. Net working capital has been moving in the wrong direction.
    Mar 27, 2014. 02:21 AM | 3 Likes Like |Link to Comment
  • Should Investors Care If The Market Is Over-Valued? [View article]
    It's time to jump!!!
    Mar 19, 2014. 08:57 PM | Likes Like |Link to Comment