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2MuchDebt

2MuchDebt
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  • More on Lululemon's Q1 [View news story]
    Unlike their pants
    Jun 9, 2015. 08:37 AM | 1 Like Like |Link to Comment
  • Crude Oil: Don't Get Suckered Into Buying This Dip, Oil Has Further To Fall [View article]
    @RAKJ: I didn't lambaste you or your comment. I merely pointed out that you undercut the author and his article on a basis that you subsequently used to back your bull argument. I can understand and respect a bull case for oil prices, I just didn't appreciate the negativism toward someone who put forth the time and effort to write an article and when the argument used was a contradiction in itself. Nonetheless, best of luck investing. Probably an honest mishap. Cheers.

    Mini bio: I have degrees in economics and finance and have 7 years of portfolio management experience in the finance industry.
    May 21, 2015. 05:07 PM | 6 Likes Like |Link to Comment
  • Crude Oil: Don't Get Suckered Into Buying This Dip, Oil Has Further To Fall [View article]
    @RAKJ: You have a few contradicting statements in your post. You debase the author's arguments and analysis saying "The problem if there really is one for oil investors is the fact that no one really knows and not even this author which way it will head up or down" and then you go on to support your bull thesis by backing someone who, according to you, doesn't know which way oil prices are going by saying "For now I will stick with Boon who says $100 per barrel by the end of this year." Look at T. Boone's past record for price forecasting by the way. Additionally, your first sentence "I always give a person credit to take the time to write a article even though in this case you may have wasted my time to read it and your time to write it" contradicts itself as you certainly aren't giving the author credit for his analysis and article.
    May 21, 2015. 02:29 PM | 10 Likes Like |Link to Comment
  • Sell Biotech Stocks Now, Short Them, And Ask Questions Later [View article]
    IBB is up 5.5% since this article was written. Momentum is with this trade at this point. Trends are still positive. I view the recent pullback as more of a consolidation in a still-positive uptrend as the run-up has been rather large. Good luck with your trades.
    May 20, 2015. 02:15 PM | 1 Like Like |Link to Comment
  • Bloomberg: Netflix in talks to enter Chinese market [View news story]
    Positive development. Sounds like it could take some time, but this would be a huge growth engine for Netflix. I'd be curious to hear about content cost and the functioning of any partnership in China.
    May 15, 2015. 08:48 AM | Likes Like |Link to Comment
  • WSJ: OPEC sees oil price below $100 for the next decade [View news story]
    Over what time frame? Oil, both Brent and WTI, was in the $50's.
    May 12, 2015. 11:47 AM | 1 Like Like |Link to Comment
  • Chevron beats by $0.58, beats on revenue [View news story]
    Thanks for sharing, Minutemen. I've had my eye on an energy ETF, XLE. I'm more a sector based investor, but I do like hearing others investment ideas. Good luck with your investments.
    May 1, 2015. 11:56 AM | Likes Like |Link to Comment
  • Chevron beats by $0.58, beats on revenue [View news story]
    Minutemen: Are you buying something else or just keeping some cash on the sidelines? You make a case that sounds rather positive on CVX and yet you say you're not buying at these levels. 4% dividend yield is enticing.
    May 1, 2015. 11:33 AM | 1 Like Like |Link to Comment
  • Chevron beats by $0.58, beats on revenue [View news story]
    "Beats by $10.19B". Seriously?! Either that's a typo or those forecasters did a rather terrible job.
    May 1, 2015. 08:39 AM | 3 Likes Like |Link to Comment
  • Apple beats estimates, guides in-line, ups dividend [View news story]
    I understand your argument for Apple, but those companies are NOT one trick pony companies. Dig into the 10-K for each one of them on the SEC website and you'll understand why. Happy investing.
    Apr 29, 2015. 11:02 AM | Likes Like |Link to Comment
  • Amazon beats estimates, guides in-line [View news story]
    EBITDA is a good measure of operational earnings power. Say what you will, but the Company's operations are earning more money. The numbers are publicly available so I'm not sure what I'm missing. Capex is discretionary. Yes, operating cash flow was negative for Q1 2015, but it improved by $1 billion over Q1 2014 and cash grew from 3/31/14 to 3/31/15 by $5.2 billion! On a TTM basis operating cash flow improved by $2.5 billion. Positive trends AND making money. If you factor in capex, Q1 2015's cash flow actually improved by more, $1.2 billion, when compared to Q1 2014 as capex declined in Q1 2015 compared to Q1 2014. Payables decline significantly each Q1. You can't look at working capital in one quarter. You need to look at it over a cycle (like 1 year). TTM and quarterly trends are up! I won't argue with you on this anymore because, again, each cash flow metric is moving in the right direction (even the one which you should be looking at - EBITDA). Everything is available at the SEC.gov website. Dig in. Take care and happy investing.
    Apr 24, 2015. 08:41 AM | 1 Like Like |Link to Comment
  • Amazon beats estimates, guides in-line [View news story]
    @staux: 2MuchBS? Interesting twist on my username. Not really sure what I did to cause that.

    I was merely pointing out that net income is very inadequate as a cash flow figure as some people on this thread said Amazon lost money. EBITDA is a much better number. Free cash flow and operating cash flow up huge on a TTM basis over prior year comparable so what am I missing? And yes, typically capex, taxes and dividends are subtracted from EBITDA to get Available Cash Flow, which is one of the best cash flow figures, however I believe you missed the point of my argument. Any cash flow figure you look at has improved. The market tends to agree with me as AMZN is up 12.50% premarket right now (8:02am ET).
    Apr 24, 2015. 08:00 AM | Likes Like |Link to Comment
  • Amazon beats estimates, guides in-line [View news story]
    EBITDA is a much better cash flow figure than net income, a GAAP based accounting number. Depreciation and Amortization (non-cash) was $416 million higher in Q1 2015 than Q1 2014. Stock-based compensation expense (non-cash) was $86 million higher in Q1 2015 than Q1 2014. Those two figures when added back to net income add $502 million more to Amazon's quarterly cash figure for Q1 2015. Pure EBITDA (net income + interest + income taxes + depreciation and amortization) was up $322 million from Q1 2014 to Q1 2015. They are in fact earning more money; not losing money.
    Apr 23, 2015. 10:04 PM | 1 Like Like |Link to Comment
  • Amazon beats estimates, guides in-line [View news story]
    Sales up big, gross profit % up big, operating income up for Q1 2015 compared to Q1 2014. That's what the message should be from this earnings. Operating expense increase in "Technology and Content" and "Fulfillment", but not enough to offset the rise in sales and margin. Tech and Content can be managed down if need be. I'm not justifying the valuation, but this report is a step in the right direction. TTM free cash flow up $1.7 billion for the period ended 3/31/15 from 3/31/14. TTM operating cash flow up $2.5 billion over same period.
    Apr 23, 2015. 04:34 PM | 2 Likes Like |Link to Comment
  • Amazon beats estimates, guides in-line [View news story]
    It's up now (about 2%)
    Apr 23, 2015. 04:24 PM | Likes Like |Link to Comment
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