borisb

331 Comments

    • ON: Tue Oct 7th 09:39 AM
      Commented on:
      @VIC: Bill Ackman on Wachovia
      nice report. we will see if there is anything left in the price spike. dis: long wb.
      View article »
    • ON: Fri Sep 19th 21:18 PM
      Commented on:
      Chipotle Mexican Grill: Too Hot To Handle?
      the company raises price in about 25% of markets annually within a rotating 4 year plan. they raise the price about once every four years per market. But with commodities rising so much within the 4 year parameter this plan doesnt keep up. The short interest on the A shares is posted as 35%, but the short interest in the B shares is tiny. on friday B shares were at an amazing 20% discount. On Friday Chipotle's is taking more steps to change sluggish results advertising.
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    • ON: Mon Sep 15th 19:12 PM
      Commented on:
      Videogame Shares Falling, Weak Sales Data To Blame
      WM-P says hurricances, olympics among other things distracted consumers.
      View article »
    • ON: Wed Sep 10th 08:50 AM
      Commented on:
      Has the Sun Set on Solar Energy Stocks?
      these stocks had a good run in august on earnings beats, raised guidance, and analyst upgrades. some of them climbed 30% to 40%. Its normal for them to cool off for a few weeks. The question is will there be a second leg up off the lows? The valuations are modest enough to justify more gains in coming months, complicated by the fact the market is in a bear market and the low valuation ones are Chinese rather then ordinary american growth stocks.
      View article »
    • ON: Wed Sep 10th 08:43 AM
      Commented on:
      Has the Sun Set on Solar Energy Stocks?
      what potential does something like an STP have as a buy and hold?
      View article »
    • ON: Tue Sep 9th 09:29 AM
      Commented on:
      Is Evergreen Solar Ready to Turn Around?
      ugly price to sales ratio
      View article »
    • ON: Mon Sep 8th 21:50 PM
      Commented on:
      Ride Out the Recession with Activision Blizzard
      The online factor might be a serious growth catalyst going forward. I have been studying Guitar Hero and it looks like this franchise is multiplying. The Aerosmith title has sold better then the aerosmith CDs, and this coming Friday Activision will release the new Metallica tracks on the game platform on the same day the new music album itself is debuted. Prez. Bobby says there is a shortage of GH material to meet the demand for the next 5 years! Activision claims to have superior brand managment and might apply these skills to polish up Blizzard's portfolio. Also, Vivendi has been buying more then $3 million worth of ATVI stock a day since last tuesday, and last week on Bloomberg TV the prez of Vivendi bragged about how well A-B is positioned for the long term, but this piece was edited from the bloomberg.com interview clip. And finally Activision has reached the scale, $5 Billion-ish that everyone had hoped ERTS would but never did. FOr the first time an independent publisher will be larger then any of the inhouse software divisions of Nintendo, Sony, and MSFT. the ramifications of this milestone i am not exactly sure,
      but it has been a big deal to many ERTS dreamers.
      View article »
    • ON: Mon Sep 8th 13:32 PM
      Commented on:
      LDK Solar: A New Business Model
      the issue i have with the optomistism for LDK would be its appearance as a commodity chemical supplier within the solarindustry supply chain and thus the valuation might be more modest. Something like STP- Suntech power seems more in a position to be a franchise with a better valuation.
      View article »
    • ON: Mon Sep 8th 13:04 PM
      Commented on:
      Ride Out the Recession with Activision Blizzard
      Asif, this is a great long idea over most time frames. The part i am struggling with is what kind of long term upside objective? the market capitalization is already a whopping $23 Billion.
      View article »
    • ON: Sun Sep 7th 15:16 PM
      Commented on:
      Focusing on Medical Equipment
      one metric in exactech's favor, if the story is squeeky clean, the price to sales ratio of 2-ish vs. ZImmer/Stryker 5-ish is quite a discount that might narrow in the longer term.
      View article »
    • ON: Thu Sep 4th 07:40 AM
      Commented on:
      Focusing on Medical Equipment
      NEH, why dont you back your statement with FACTS?
      View article »
    • ON: Wed Sep 3rd 21:06 PM
      Commented on:
      Three Reasons Solar Sell-off May Be in Early Innings
      STP has a forward p/e below 20 and has pulled back $7.
      View article »
    • ON: Wed Sep 3rd 21:03 PM
      Commented on:
      SunPower, Solar Stocks Hit By Panel Price Prediction
      and other solar managements have used a 5% to 10% figure for 2009 so what gives?
      View article »
    • ON: Mon Aug 25th 18:58 PM
      Commented on:
      Will EA Change the Gaming Industry's Revenue Model?
      Looks more likely that Activison-Blizzard will be the trend setter shifting revenues online. Blizzards world of warcraft is already doing $2 Billion a year with the monthly subscriptions , there is Battlenet.com and the social and community based positioning of the A-B offerrings will be magnifyied with the next annualized installments due in front of the holidays. Guitar Hero 4 will be a strong example of this .
      View article »
    • ON: Thu Aug 21st 10:44 AM
      Commented on:
      Is Stereotaxis the Next Intuitive Surgical?
      dont count on it.
      View article »
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