Seeking Alpha

Medguy

Medguy
Send Message
View as an RSS Feed
View Medguy's Comments BY TICKER:
Latest  |  Highest rated
  • Monitise Continues To Establish Its Pole Position [View article]
    Nice update and useful comments from investor relations. Our compliments and thanks fir posting?

    Besides Goldman Sachs in the U.S. Edison and Progressive in the U.K. do you know of any other brokerage firm research available on this company? Do you think increased research coverage is dependent on the company becoming profitable or more on LSE listing? Thought?
    Feb 26 09:16 PM | Likes Like |Link to Comment
  • The Future Of Mobile Payments: Part I [View article]
    Visa owns 13% MONIF
    Feb 19 10:25 AM | Likes Like |Link to Comment
  • Baseline Scenario: Salesforce.com Tanks Post Earnings [View article]
    Desire of some of ORCL best salespeople in U.S. and Europe to join CRM tells you where these industry insider see the strength and momentum. Just do not see MSFT Board or new CEO having the stomach to admit they have failed in the CRM space and offer to buy CRM.
    Balmer cursed MSFT with the purchase of Nokia phone business in his final year at MSFT. The Board never should have allowed this. It will prove to be a huge headache and distraction for MSFT management. MSFT has seen its best growth days and many of the SAAS purer participants as CRM, CNQR, ULTI, NOW, IMPRV and smaller firms such as QLYS and STRM have much higher growth ahead...
    Feb 9 11:12 AM | Likes Like |Link to Comment
  • Proofpoint: 4 Different Insiders Have Sold Shares This Year [View article]
    In my humble opinion meaningless in the short term since most insiders are NET sellers as they prudently diversify their wealth from the core of the companies they founded. After three decades of tracking this data I personally think you want to track if there is a large significant increase in the number of insiders selling at any one point. Insiders are also governed by SEC regulations, OFTEN smart insiders sell a bit knowing they will have a good quarter so they do not have any issue of insider selling on bad knowledge. They know that over time this will average out to their advantage.

    Such was the case this past week and today.
    Jan 30 04:26 PM | Likes Like |Link to Comment
  • Chipotle Mexican Grill Valued At Over $10 Million A Restaurant [View article]
    In my humble opinion not as useful unless you are going to try to liquidate the business.Accurate with regard to past and current statistics. Ignores future potential of additional geographic opportunities and new food initiatives. Time will tell.
    Jan 20 07:05 PM | 1 Like Like |Link to Comment
  • Noodles & Company: Proven Leadership, Track Record Of Growth, And Accelerating Expansion [View article]
    What is factual background on comments others have made about CEO selling his stock?
    Dec 30 09:51 AM | Likes Like |Link to Comment
  • Wunderlich still sees upside potential for Heritage-Crystal Clean [View news story]
    Wunderlich and Wm Blair cover HCCI and presumably will be involved in recently announced potential $100 million HCCI offering. This new upgrade raises several questions in my mind:

    #1.This $100 million offering for a $340 million market capitalization company seems like a lot of potential dilution?

    #2. If Wunderlich is to be involved in this deal does their new report cause any conflict with SEC rules and policies of promoting stock you may do deal for so close to deal disclosure??

    #3. Seems like a lot of potential dilution for "corporate purposes" ? Maybe a major acquisition planned?

    #4. Why isn't this SEC disclosure shown on HCCI's website for all investors and shareholders to be made aware of this? IR team could do better.


    Heritage-Crystal Clean (HCCI) Files $100M Mixed Shelf

    Street Insider - 6:27 AM ET, 12/24/2013

    Heritage-Crystal Clean, Inc filed a registration with the U.S. SEC to sell, from time to time, up to $100 million of its Common Stock, Preferred Stock, Warrants, Depositary Shares, Stock Purchase Contracts, Stock Purchase Units, Rights, Units, or any combination thereof.
    Dec 26 01:48 PM | Likes Like |Link to Comment
  • Aspen Technology: Uncertain Growth, High Valuation = Short Opportunity [View article]
    The huge difference in U.S. Natural gas feedstock price versus the rest of the world and our booming increase in oil production will result in several billion dollars of NEW petrochemical plants and expansion all of existing plants and refineries in the 2014-2020 period. Several billon will be financed by foreign companies from Germany, China and India. More than 100,000 jobs might be created.

    AZPN will be a prime beneficiary of these developments from existing and new customers. I would take advantage of any stock price weakness in 2014 to get ahead of the subsequent revenue growth, margin improvement from the SAAS model, and expanded international investor interest.
    Dec 25 07:35 AM | Likes Like |Link to Comment
  • NIC Inc.: Waiting For This Fattened Stock To Fall And Why I Want To Buy It [View article]
    Historically I have been inclined to assign a higher valuation for a company with higher visible recurring revenues. I have been an EGOV shareholder for quite a few years and have thus read arguememnts similar to yours. I would respectfully suggest different companies deserve different discount rates given the profile and visibility of their future cash streams,
    Dec 17 08:40 AM | Likes Like |Link to Comment
  • Insiders Are Bailing On Proto Labs For Good Reasons [View article]
    Thank you for update and listing of all major issues.
    Would be nice to see some pullback here so we can add to position
    In next 6 months to take advantage of late 2014 start of ramping of new product area which is huge and in which PRLB will offer large advantages.
    Nov 22 09:16 AM | Likes Like |Link to Comment
  • Chipotle Has Broken Out, But Don't Chase [View article]
    WFCF helps in quality supply chain
    Nov 19 05:11 PM | Likes Like |Link to Comment
  • Will Chipotle's Southeast Asian Concept Take Off? [View article]
    was NOT making any comments about stock Alex. Reread.
    Sep 15 09:54 AM | Likes Like |Link to Comment
  • Will Chipotle's Southeast Asian Concept Take Off? [View article]
    Several of the team members that helped build out CMG left several years ago to expand and roll out NDLS with a broader bowl based menu than CMG. You should try their broader variety.
    Sep 11 12:23 PM | Likes Like |Link to Comment
  • Planet Payment: Investors Capitulate, Head-Faked by Q2'13 Guidance Reduction; Significant Upside [View article]
    OK..it is now several quarters of missed guidance and the fiasco of spending/writing off $2 million on false IPO promise last year.

    Major mutual fund shareholder surprisingly sells their entire position (4%??) just weeks before this recent announcement BUT AFTER the quarter was in and management contacts new how bad???

    Some thought Board may have started CE search. What is happening with management upgrade?
    Aug 30 12:29 PM | Likes Like |Link to Comment
  • Salesforce.com: Aggressive Accounting And Public Relations Remain A Worry [View article]
    Dream Force coming. November in San Francisco. A lot of impressive speakers,BIG company announcements ,larger contract announcements, increased international progress, cool mobile examples and further impressive integration of high productivity applications to be shown. More than 120,000 attendees. San Francisco sold out. Additional shift of new clients to full year prepay contracts. Next 2-4 quarters will exceed current analyst expectations. Momentum gaining with large enterprise customers. Killer oracle and SAP sales defections joining CRM for this next big wave. And the U.S. Government opportunity will start to become more visible going into 2014. IMHO not a name to be short s it runs up to $60-70 over next 9-12 months.
    Aug 30 11:16 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
54 Comments
12 Likes