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nflxto125

nflxto125
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  • Why WWE's Royal Rumble 'Disaster' Could Be A Boon For The Company [View article]
    Keep in mind I cancelled my subscription after the Rumble, purchased the day of the Rumble, however, technically I am still a subscriber for the next 30 days even though I have cancelled. So all of the cancellations whatever the number will not fall off until the next billing cycle date.
    Jan 27, 2015. 11:14 PM | 3 Likes Like |Link to Comment
  • Lakeland Industries: A Dangerous Stock [View article]
    I am guessing this bozo did not win the stock contest. Hopefully his professor fails him with this terrible terrible analysis. Welcome to the big leagues young buck, now get your head buried back in an excel model, lol.
    Nov 25, 2014. 06:50 PM | 1 Like Like |Link to Comment
  • Lakeland Industries: A Dangerous Stock [View article]
    Finish your undergrad degree and then start posting analysis. LOL, they have north of $8 in tangible book value on the balance sheet, not inclusive of any type of windfall in profits they will reap from the uptick in Chemax orders.
    Nov 24, 2014. 10:31 PM | 1 Like Like |Link to Comment
  • Lumber Liquidators Sell-Off Is Irrational And A 20% Short Squeeze Is Possible [View article]
    may want to find some new channels to check there.
    Jul 9, 2014. 08:32 PM | Likes Like |Link to Comment
  • The World Wrestling Entertainment Opportunity And Floor Valuation [View article]
    Why would you use $50MM in FCF when they are telling you the new network deals will have an additional $65MM flow to the bottom line. That would translate to $15.13 plus the .97 in cash you reference so $16.10.
    May 19, 2014. 09:30 PM | Likes Like |Link to Comment
  • Tech Bubble 2.0 In Cloud And Social Networking Stocks? [View article]
    Just curious as to where you think all of the ad dollars flowing to these companies is coming from. I see the global online budget is around $120 billion with the US Budget around $55 Billion. When I look at the market caps for GOOG, FB, TWTR, YHOO not to mention every other online site that gets advertising it does not seem the online ad market is big enough to support these market caps. Furthermore approx 25% comes from retail which is very soft right now some I would be surprised to see large growth in ad outlays in 2014. I just cannot see the overall ad industry supporting these market caps given the 4 mentioned above have approximately $650B in market cap.
    Jan 29, 2014. 10:49 PM | Likes Like |Link to Comment
  • Why Dillard's Is One Of The Top Department Store Stocks To Buy [View article]
    Stock will get crushed, JCP gave product away this year will pressure Kohls and Dillards, furthermore Michael Kors is showing weakness which Dillards is big on.
    Jan 7, 2014. 11:48 PM | Likes Like |Link to Comment
  • The San Juan Trust: Buying 18 Cents For A Dollar [View article]
    10% discount rate...good luck with that...
    May 30, 2012. 12:27 PM | 1 Like Like |Link to Comment
  • True Value Of Jeremy Lin To Madison Square Garden Is Overrated [View article]
    if the knicks become china's team and msg can sell the games to china viewers the revenue could be huge...not sure how all that could work with the revenue sharing but something I will look into.
    Feb 15, 2012. 12:54 AM | Likes Like |Link to Comment
  • Is Priceline's High Price Justified? [View article]
    If they pop on earnings that will be the time to short.
    Feb 3, 2012. 09:41 PM | Likes Like |Link to Comment
  • Amazon Slowdown Much Worse Than It Seems? [View article]
    suckered the bozos in just like I said.
    Feb 2, 2012. 07:55 PM | Likes Like |Link to Comment
  • Amazon Slowdown Much Worse Than It Seems? [View article]
    wmt's revenue growing at 5% amzn 40%. WMT has 60B+ in debt AMZN none. AMZN's margins are currently irrelevant.
    Jan 31, 2012. 11:50 PM | Likes Like |Link to Comment
  • Amazon Slowdown Much Worse Than It Seems? [View article]
    Yeah they also have $5B in inventories that will be converted to cash, you cant just net A/P out without looking at inventories. I just hate seeing all the 100 share seeking alpha retail shorts get blown out just like they all did when they wanted to argue with me on NFLX at 79. Watch how the big boys sucker more shorts in tomorrow AM.
    Jan 31, 2012. 11:36 PM | Likes Like |Link to Comment
  • Amazon Slowdown Much Worse Than It Seems? [View article]
    I am talking WMT attempt to compete online. Noone buys anything from walmart.com.
    Jan 31, 2012. 11:22 PM | Likes Like |Link to Comment
  • Amazon Slowdown Much Worse Than It Seems? [View article]
    Do not forget walmart is sitting on $60B in debt while AMZN has no debt and $8 billion in cash and marketables, which puts WMT's enterprise value at $265 Billion versus AMZN's at $70B. If you think the future of retail is going online looking at AMZN at $70B versus WMT at $265B makes a lot of sense to me. WMT/BBY attempt to compete has been terrible. The fact is currently approximately 9% of sales are online. If you think online sales could grow to 20-30% then the valuation of AMZN becomes more reasonable and WalMart/BBY begins to look like a dinosaurs.
    Jan 31, 2012. 08:45 PM | 1 Like Like |Link to Comment
COMMENTS STATS
26 Comments
12 Likes