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2MuchDebt

2MuchDebt
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  • 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
  • Wall Street Breakfast: Where's The Value These Days? [View article]
    SA: Thank you for adding the daily Key Earnings section on the Wall Street Breakfast page. Very helpful!
    Apr 23, 2015. 09:20 AM | 1 Like Like |Link to Comment
  • Netflix in high gear in front of earnings [View news story]
    Up 13% in after hour trading to $537/share
    Apr 15, 2015. 04:42 PM | 1 Like Like |Link to Comment
  • EIA: U.S. crude output to soar till 2020 [View news story]
    @physdude: I was thinking exactly the same thing as I read the news clip.
    Apr 15, 2015. 08:52 AM | Likes Like |Link to Comment
  • Crude-by-rail shipments slowing on safety concerns, weak crude prices [View news story]
    I agree that statement is confusing, however it was a statement from a BNSF spokesman, not seekingalpha. From the WSJ article: "BNSF Railway Co., which is responsible for about 70% of U.S. oil-train traffic, operated as many as 10 trains a day last year, but is averaging nine a day now, a spokesman said."

    http://on.wsj.com/1O3NVlw
    Apr 7, 2015. 11:42 AM | Likes Like |Link to Comment
  • Fixed-income on the mind of new SSgA head [View news story]
    I believe there is a typo in the first bullet point: it should read $1.5 trillion (not billion). Thanks for the story.
    Apr 6, 2015. 01:20 PM | Likes Like |Link to Comment
  • Apple sets Watch prices; pre-orders start on April 10 [View news story]
    ballsdeepinapple, eh?! Nice username.
    Mar 9, 2015. 08:30 PM | 2 Likes Like |Link to Comment
  • Apple sets Watch prices; pre-orders start on April 10 [View news story]
    Haha. Too funny @tstreet
    Mar 9, 2015. 08:23 PM | Likes Like |Link to Comment
  • Apple sets Watch prices; pre-orders start on April 10 [View news story]
    Maybe it will be a hit and a huge success, Rebecca, but just because Apple makes it doesn't mean it absolutely has to be a hit or that everyone wants to buy one or that it's cool or that it's incredibly useful. More people will consider it for purchase, that's for sure, as Apple has a large user base but people can choose for themselves whether they want one or not (at least I hope so!). Apple has an advantage with its large cash coffers and talented personnel, but you're assuming they can't ever go wrong in decision making, which in itself is a mistake. Clearly some people are not in favor of purchasing an Apple Watch.
    Mar 9, 2015. 05:27 PM | 2 Likes Like |Link to Comment
  • Apple sets Watch prices; pre-orders start on April 10 [View news story]
    I agree, chintan1671. I'm an Apple user and I won't be buying this.
    Mar 9, 2015. 05:06 PM | 4 Likes Like |Link to Comment
  • Another beat for payrolls, UE rate down to 5.5% [View news story]
    Okay. Can you please then offer an alternative as to where these teenagers are being hired (86k) since you have disagreed with or omitted comment on everything I have said?
    Mar 6, 2015. 10:10 AM | 1 Like Like |Link to Comment
  • Another beat for payrolls, UE rate down to 5.5% [View news story]
    Good point on bars. I was thinking more of restaurant/mall food service jobs. In what industries then would the newly hired teenagers work? Spread out across retail trade, transportation and warehousing and food services is what I'm thinking.
    Mar 6, 2015. 09:28 AM | Likes Like |Link to Comment
  • Another beat for payrolls, UE rate down to 5.5% [View news story]
    Solid report. Big beat on job gains. Largest category of gains was in food services and drinking places. However, second largest industry was professional and business services, which is positive. Unemployment rate among worker groups experienced little or no change except for teenagers, which decreased 1.7% (not all that positive). Likely that teenagers filled the majority of the 59,000 jobs added in food services and drinking places. Wage growth was subpar at an annualized rate of 1.5%, below the trailing twelve month trend at 2.0%. Negative revision to January 2015 job gains of 18,000. More jobs in service providing industries (259k) compared to goods producing industries (29k). Remaining 7k in government.
    Mar 6, 2015. 08:57 AM | Likes Like |Link to Comment
COMMENTS STATS
275 Comments
416 Likes