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sophos2

sophos2
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  • Kinder Morgan +20%, KMP +27% premarket on merger news [View news story]
    Just the losses you incurred this morning.
    Aug 11 12:47 PM | Likes Like |Link to Comment
  • Will Groupon Be The Next Great Comeback? [View article]
    Groupon growth is slowing with Q4 2013 vs Q4 2012 at less than 5% growth!

    Price to sale is over 3 and have no earnings.

    Competition is intense and there are no barrier to entry!

    This stock is worth a few bucks at a maximum. Watch out below!
    Jan 30 10:26 PM | Likes Like |Link to Comment
  • WSJ: Netflix in French/German licensing talks with studios [View news story]
    they can launch anywhere they want... Why the stock is going ip because they say they will?
    Jan 28 03:55 PM | Likes Like |Link to Comment
  • Herbalife sell-side bull to join Stiritz? [View news story]
    Who is going to lend money for an LBO for HLF when there is so much scrunity on this compagny?
    Jan 27 06:59 PM | 2 Likes Like |Link to Comment
  • Google boosted at Wells Fargo [View news story]
    For sure that we see an increase in money going to digital adds but we also see increased competition in the digital space for adds.

    But well in a bull market only one side count. especially with a momentum stock like google.
    Jan 14 08:03 AM | Likes Like |Link to Comment
  • Is It Time To Sell Stocks And Buy Bonds? [View article]
    In a bull market news don`t matter.

    - Bad news is good because no taper
    - Good news is good because it`s good news

    In the long run fundamentals will prevail
    Jan 10 06:24 PM | 5 Likes Like |Link to Comment
  • Facebook higher following PT hike; WSJ details Zuck's transformation [View news story]
    increase in market cap of 6B in one day on a price target hike,

    the power of analysts
    Jan 6 04:22 PM | Likes Like |Link to Comment
  • Facebook Could See A Tremendous 2014 [View article]
    You expect the futur value of facebook in 3 years should be fair at 109$.

    It would be a market cap of 260B o higher than wal mart or Coke and close to the value of bershire today.

    I am wondering the value you see in 10 years if you see it doubling in 3 years.
    Jan 5 05:21 PM | Likes Like |Link to Comment
  • Tesla Remains A Buy [View article]
    18B$ market cap divided by a capacity of 40000 cars = 450 000$ in market value for each car they can produce in a year and they need to ramp up the production significantly to be able to earn some real money.

    The car industry is very mature and you have some very big compagny that have the money to design electric cars in the futur.

    For how many years does Tesla will be able to produce the best electric cars? My guess is that they need to be the best at it for at least the next 10 years to justify this very high valuation.

    This is a very risky play even by paying 115$ per share.
    Jan 5 04:55 PM | 8 Likes Like |Link to Comment
  • What Groupon Has To Offer This Time [View article]
    I dont see how the entry in the coupon market should push the stock that much since the biggest player in that market is RetailMeNot and the compagny is worth 20% of what Groupon is worth...
    Jan 5 04:46 PM | Likes Like |Link to Comment
  • What Groupon Has To Offer This Time [View article]
    Groupon at 200$ is equivalent to a market cap of 130B for a coupon website with no competitive advantage.

    This is the market cap of Facebook which have a huge competitive advantage whith the network effect and already have a huge amount of clients. And btw facebook is overvalued too...
    Jan 5 04:43 PM | 1 Like Like |Link to Comment
  • Facebook sells off again; report provides fresh data on European use [View news story]
    and other congtries at 70% have just room to go lower...
    Dec 30 05:34 PM | Likes Like |Link to Comment
  • Time Is The Friend Of Herbalife Shorts [View article]
    Time is on my side,

    I pay no borrowing cost to short HLF other than the dividend.

    I do not think they will serve formula 1 in McDonald`s any time soon.
    Dec 24 02:18 PM | 2 Likes Like |Link to Comment
  • Netflix: The Value Creator [View article]
    I saw the reverse relationship with the nasdaq. But in fact Netflix have been weak for a week compared to the market other than the day it moved up 10$ on a down market because someone upgraded Netflix.

    I would be a good analyst. It works like that : I upgrade Netflix because it`s price went up more than I estimated 3 months ago which is when I upgraded the stock for the exact same reason, over and over again...
    Dec 21 01:38 PM | Likes Like |Link to Comment
  • Futures gain ahead of Fed decision; Bitcoin in free fall [View news story]
    at least tulip bulbs are real and can grow into a tulip
    Dec 18 09:22 AM | 7 Likes Like |Link to Comment
COMMENTS STATS
137 Comments
96 Likes