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vandeley

vandeley
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  • Salesforce.com Eyes Overseas Expansion [View article]
    Haha and if it has a lower P/S than all of the other massively overvalued companies in its sector than it much represent good value.
    Sep 12 01:51 AM | 1 Like Like |Link to Comment
  • Salesforce.com: Why The Shorts Will Continue Retreating [View article]
    There is no bottom line growth, only increasing GAAP losses.
    Sep 4 05:47 AM | 7 Likes Like |Link to Comment
  • Salesforce.com Has High Growth Potential: Initiating A $58 Price Target [View article]
    How could the stock be a buy if your price target is below the current price? Also to pay dividends the company needs to make a GAAP profit at some point, which it has no intention of ever doing.
    Aug 27 08:54 AM | 4 Likes Like |Link to Comment
  • BHP Billiton announces demerger [View news story]
    I think 15% is withheld by the depository bank, which I believe can be claimed back since the dividend is 100% "franked" by the Australian Gov't.
    Aug 19 07:42 AM | Likes Like |Link to Comment
  • BHP Billiton announces demerger [View news story]
    Since the spinoff will only be listed in Australia it's likely UK shareholders want to get out before corporate action.
    Aug 19 07:30 AM | Likes Like |Link to Comment
  • Facebook: Big Business Means More Business [View article]
    So you think FB is worth a trillion dollars in a few years, nearly twice the market cap of AAPL?
    Aug 13 07:22 AM | 2 Likes Like |Link to Comment
  • LinkedIn: An Attractive Long-Term Investment [View article]
    What correction? The stock has already bounced back 50% from its low in May.
    Aug 12 01:39 AM | Likes Like |Link to Comment
  • In A Down Market Is Netflix A Buy? [View article]
    So arguably the most overvalued stock in the market is a buy if there is a market correction?
    Aug 11 04:20 AM | 1 Like Like |Link to Comment
  • I Was Wrong About Apple [View article]
    He has disclosed his positions in AAPL and other stocks quite often. He has made some good trades and bad trades like every other trader. He has had a very successful career from what I can see, I don't think he will lose sleep over one bad call.
    Jun 9 08:09 AM | 6 Likes Like |Link to Comment
  • Shell stops scrip dividend program, switches emphasis to share buybacks [View news story]
    The stock didn't drop, just the spread between the two shares decrease. RDS A went up.
    May 23 05:24 AM | Likes Like |Link to Comment
  • Salesforce.com Remains My Favorite Short [View article]
    I wasn't suggesting TSLA is the model to follow or the stock price is justified. I meant in this market there are loads of stocks in bubble territory, but I would much rather short a stock like CRM which will inevitably fall as it's basically a legalized ponzi scheme and a company that produces a good product but the share is way ahead of itself.
    May 21 04:46 AM | 2 Likes Like |Link to Comment
  • Salesforce.com Remains My Favorite Short [View article]
    CRM is my favorite short as well. As opposed to good companies that are overvalued (i.e. TSLA), CRM uses every accounting trick in the book to hide the fact they are and never will be profitable. Also over half of Long Term Assets is Goodwill that has simply been piled up with their overpriced mergers and will be written off, leading to reduction to all the fake Additional Paid In Capital for Shareholder's Equity (basically there is no shareholder's Equity)
    May 21 03:15 AM | 6 Likes Like |Link to Comment
  • Will Tesla Go To $180 Or $239 After Earnings? Doesn't Matter To Me [View article]
    I don't really see much upside with buying the straddle. You are paying 14% premium for the 3 week straddle. You will need about a 10% move with earnings for you to cover the IV crush after earnings. This could happen but don't think the odds are great. If you are bullish on the stock I would rather sell the earnings premium, either by writing a put which you don't mind getting assigned on or buy the stock and write a call.
    May 5 08:26 AM | 2 Likes Like |Link to Comment
  • The ripple effect from Tesla's Gigafactory [View news story]
    Buffett doesn't invest in bubbles, he invests in companies that make money.
    Mar 3 09:46 AM | 1 Like Like |Link to Comment
  • Tesla Motors sets in motion $1.6B convertible note offering [View news story]
    It's been happening with nearly every bubble stock. Equity offering or dilution and the stock rallies. Happened with LNKD, WDAY and FB with Whatsapp deal
    Feb 26 04:51 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
113 Comments
154 Likes