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sophos2

sophos2
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  • The pace and magnitude of flows into equity funds is flashing a contrarian sell signal says BAML. $8.6B flowed into equity funds last week, the 13th consecutive week of positive reads - the longest streak in 13 years. Also seen are $3.7B of flows into bond funds and $32B of redemptions from money market funds. [View news story]
    haha this 2% drop feeled like a major crash to many :P
    Feb 22, 2013. 12:34 PM | 1 Like Like |Link to Comment
  • How To Invest In The ETF Boom [View article]
    The money is usually where most people don`t see it... That`s how the markets works, at least in the long term.
    Feb 12, 2013. 10:57 PM | Likes Like |Link to Comment
  • 3 Highly Overvalued Stocks Ripe For Shorting [View article]
    I am going to hire Peter Pan to run my compagny because he has a good personality :)
    Jan 31, 2013. 11:27 AM | 1 Like Like |Link to Comment
  • Dell (DELL +1.8%) spikes to $13.26 after the FT reports Silver Lake is willing to pay $15/share. Would that be enough to satisfy shareholders who view a $13-$14/share offer as inadequate? (more) Update: The WSJ reports Microsoft's (MSFT) role in the deal remains one of several issues that need to be worked out. However, sources insist the deal remains on track. [View news story]
    when the stock was below 10$ I wonder what you would have said... I would be happy with 15 and I am also a very very minor shareholder with my several 1000's of shares. There is always other opportunities and if I can get 50% profit I will use it on the next opportunity.
    Jan 29, 2013. 10:28 PM | Likes Like |Link to Comment
  • It Feels Like The Dotcom Craze All Over Again [View article]
    lol a split is kinda more profitable than their core businesss at least, you make 25B with 25B with no losses :) They are not use to this kind of high profitability (0%)
    Jan 26, 2013. 11:37 PM | 1 Like Like |Link to Comment
  • It Feels Like The Dotcom Craze All Over Again [View article]
    look like a classic sell signal... I may short more monday... I always get the most depressed about my position near the pay day...
    Jan 26, 2013. 11:34 PM | Likes Like |Link to Comment
  • It Feels Like The Dotcom Craze All Over Again [View article]
    pretty good comparison, not like Intel return on investment in the past has not shown to drive good returns. I would prefer see a compagny with a solid historic invest money than amzn which has still to demontrate it can show profits... I think they will but I would bet the 11B from Intel will drive better returns than the last 11B from AMZN (return on investment, not on their stock...)
    Jan 26, 2013. 09:04 AM | 2 Likes Like |Link to Comment
  • Using AAII Sentiment As A Buy Signal [View article]
    nice i am reading this old post and in the month after your post, the market actually went down 100 points, good sell signal on this one
    Jan 25, 2013. 10:36 PM | Likes Like |Link to Comment
  • Salesforce.com: The Short Of 2013 [View article]
    1000$ for CRM = 130B market cap

    wont happen soon
    Jan 25, 2013. 07:47 AM | 2 Likes Like |Link to Comment
  • Hewlett-Packard Won't Go Above $20 [View article]
    You are telling opinions like these were facts...
    Jan 17, 2013. 08:22 PM | Likes Like |Link to Comment
  • Marc Benioff Has Swagger, But What About That Salesforce.com Income Statement? [View article]
    They are just asking for information yet
    Jan 16, 2013. 08:14 PM | Likes Like |Link to Comment
  • Microsoft (MSFT) has refreshed its cloud infrastructure software lineup. A service pack for Microsoft's System Center management software allows cloud apps/resources within to be centrally managed, and for different IT hardware resources to be simultaneously delivered - VMware is moving in a similar direction. Also, Microsoft's Azure cloud platform has been updated to support new monitoring and hosting services. Microsoft continues to make Azure's support for hybrid clouds a big selling point as it competes with the likes of Amazon and Salesforce. [View news story]
    I dont think this is a game changer for MSFT... But I like MSFT at this price.

    I wonder the impact of this on salesforce (long term), any opinion?
    Jan 15, 2013. 06:04 PM | Likes Like |Link to Comment
  • Salesforce.com Needs A Higher Share Price To Grow [View article]
    one angry client doesn`t mean anything.

    I am sure they have a good product, otherwise they would not be able to grow as fast...

    The problem is the price of the compagny, at 25B market cap, they are too expensive. And the profitability is way down the road and very risky. Also the competition is intensifying.

    Also their churn rate in the low teen (maybe something like 12 or 13%). it means they have a higher churn on clients that can actually go away. Client have a contract the first year and they won`t leave so the real churn rate should be on client with a right to quit.

    The calcs works like that :

    12.5% / (1/1.35) = 17% attrition rate on clients that can go away.

    This kind of rate seems high for a leader in the field.

    it is very high and means they need to pay a lot to replace them and I am sure they pay a lot of clients to stay with them with many discounts, freebies and other means...

    And I am pretty sure they tried to go on 2-3 years contracts in part to attack an attrition problem.
    Jan 12, 2013. 09:42 PM | Likes Like |Link to Comment
  • Update On Natural Gas: The Only Predictable Path Right Now [View article]
    I like CEP, 30M cap at 1.25$ per share with a NAV around 8$.

    they are mainly in nat gaz. low net income but easily cover interest with cash flow.

    recently lost a lot on their hedge.
    Jan 10, 2013. 08:19 PM | Likes Like |Link to Comment
  • Update On Natural Gas: The Only Predictable Path Right Now [View article]
    less investment by total = lower supply = better prices?

    So i don't see the link with chk sellof
    Jan 10, 2013. 08:15 PM | 1 Like Like |Link to Comment
COMMENTS STATS
155 Comments
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