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Robert D.

Robert D.
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  • Corning up as Susquehanna upgrades, predicts lower Gorilla Glass costs [View news story]
    Who cares about Corning, the real news is in sapphire at this point. Apple will just charge 10x more for their phones if that's what it takes!
    Mar 27, 2014. 01:55 PM | Likes Like |Link to Comment
  • Cutera Should Win Investor And Customer Beauty Contest [View article]
    Excellent overview of the company and analysis. It'd be nice to get your opinion on the latest quarter. Particularly relating to the low revenue number (highly impacted by the yen devaluation). Analysts have already reduced their forecasts: "For the current year, the average estimate has moved down from a profit of $0.04 to a loss of $0.07 over the last ninety days." Management has also stated: "We are currently in the midst of a sales force expansion in North America, which includes some sales specialists focused on increasing our market penetration into the core market with our high-performance vascular workstation − Excel-V." How do you think this bodes for the next few quarters?
    Aug 15, 2013. 12:06 PM | Likes Like |Link to Comment
  • Rocky Brands: An Undervalued Growth Prospect With An Improving Cost Structure And New Dividend Policy [View article]
    Nice catch, thanks for posting.
    Jun 18, 2013. 01:31 PM | Likes Like |Link to Comment
  • My Current Take On Qualcomm [View article]
    Kinda hurts they just lost Nokia!
    Nov 4, 2011. 07:25 PM | Likes Like |Link to Comment
  • Teva Pharmaceutical Beats Estimates, Provides Solid Guidance [View article]
    Agreed, TEVA has potential, but I wish they'd stick to what they're good at: GENERICS. Anyway, interesting article below:
    http://on.wsj.com/sNBIXk
    Nov 2, 2011. 04:38 PM | Likes Like |Link to Comment
  • My Current Take On Qualcomm [View article]
    QCOM is a must own. Their patents are going to take them well into 2012 as one of the top companies in the LTE space, and I cannot believe they are so undervalued. Get in.

    http://bit.ly/rOUBD6
    Nov 2, 2011. 04:14 PM | Likes Like |Link to Comment
  • eGain Communications: Undiscovered And Poised To Double [View article]
    Thanks for your analysis, and well done.
    Oct 31, 2011. 10:46 AM | Likes Like |Link to Comment
  • Top Small Cap Analyst Picks With 40%+ Price Targets [View article]
    CALD is in a hard spot here. Pfizer makes up 10% of its revenue at this time. They picked up an $80.5M note, and they are still far away from profitability. I'd love to see a better breakout in their statements in terms of customers, retention rates, etc... Gross margins are great at over 39%, but why bother with this company when you have so many that are profitable right now??
    Sep 30, 2011. 05:40 PM | Likes Like |Link to Comment
  • The Drop In Chinese Web Stocks Creates Buying Opportunities [View article]
    Valuations are valuations, but I'd recommend paying closer attention to the auditors of these companies, and history of auditing completed in the past 3 years (if they have 3 years of working history). BIDU for example is covered by E&Y, so I'd feel some sense of protection over a company with a no name auditor. You can be guaranteed further SEC oversight at this point on a company without a Big 4 auditor.
    Sep 30, 2011. 05:00 PM | Likes Like |Link to Comment
  • 4 Fracking Industry Players Looking to Shine [View article]
    FTK, BHI, NR, TTI, SLB off the top of my head...
    Sep 27, 2011. 12:03 PM | Likes Like |Link to Comment
  • Picking Stocks From the Bottoming Barrage [View article]
    If you were an investor, you'd have already owned AAPL!
    Aug 4, 2011. 04:31 PM | Likes Like |Link to Comment
  • 5 Low-Priced Stocks Insiders Are Buying [View article]
    Jesse Glickenhaus invested in CVR Partners. Probably best to read this story before taking a big position in this company... good read anyway:
    www.bloomberg.com/news...
    May 3, 2011. 10:34 AM | Likes Like |Link to Comment
  • 3 Overvalued Stocks Vulnerable to a Prolonged NFL Strike [View article]
    In regards to BWLD I completely disagree, as even though their margins may be pressured, the higher costs can eventually be passed on to consumers in terms of higher prices (maybe offset it by offering higher priced drinks). Secondly, this is one of the few restaurant stocks that offers investors the future of guaranteed growth and expansion. Football season or not, they will continue to open new restaurants nationwide.

    In my opinion, the stock is already being held down due to the uncertainty of the NFL season. This is not a new discovery, people know this, and it has very well been disclosed in the earnings call as well.
    Apr 29, 2011. 11:19 AM | 1 Like Like |Link to Comment
  • Apple (AAPL) looks set to start a cloud music service ahead of Google (GOOG), according to sources. Customers will be able to store songs on a remote server and access them from anywhere using the internet. A specific date for the launch has not yet been set.  [View news story]
    Awesome!
    Apr 21, 2011. 04:26 PM | 1 Like Like |Link to Comment
  • Best Short Opportunities of 2011 [View article]
    FFIV's share price dropped over 55% from it's 52-wk high, don't you think that the 6% of Japanese business they have is already priced in? I hope you have more of a basis than a P/E number in mind to short FFIV.
    Mar 24, 2011. 07:07 PM | 1 Like Like |Link to Comment
COMMENTS STATS
52 Comments
9 Likes