sophos2

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  • Do Workday Shareholders Feel Lucky?  [View article]
    I covered my shares and bought 10 contract strike 62.5 put april for 3300$ and 10 contract strike 60 put april for 2200$

    Relativly cheap since the lock up in April should increase volatility
    Mar 12, 2013. 06:19 PM | Likes Like |Link to Comment
  • Do Workday Shareholders Feel Lucky?  [View article]
    The anti dilutive options in this case means that the increase in share count after exercise is going to reduce the loss per share because we divide the loss by more share.

    I went short Friday on WDAY, I cant believe they had an inventory of this at my bank with such a small float. I will short more monday if it does not fall too much. I expect the same as what happened to FaceBook when the lock up period ends on April 10th. Just imagine how many insiders want to sell...
    Mar 9, 2013. 08:13 AM | Likes Like |Link to Comment
  • Salesforce Shows Big Revenue Growth But Ballooning Costs Check Our Enthusiasm  [View article]
    They have a target at 131$, dont feel like PR to me...
    Mar 6, 2013. 12:53 PM | 1 Like Like |Link to Comment
  • What's The Deal With Salesforce.com?  [View article]
    much of the weak hands already exited CRM since it went up fast in the last 12 months... No way 3% of the float covered in a day. But still many did for sure.
    Mar 2, 2013. 11:52 AM | 1 Like Like |Link to Comment
  • More on Salesforce's FQ4: Deferred revenue balance +35% Y/Y to $1.86B, a little above rev. growth. Unbilled deferred revenue +59% to $3.5B (suggests major long-term deals were signed). Free cash flow +18% Y/Y to $231.5M, or $1.60/share. Americas revenue +34% Y/Y and 70% of total. Europe +37%, Asia-Pac +17%. Headcount +482 Q/Q to 9,801. Gross margin flat Y/Y at 78%. Sales/marketing spend +33% to $436M. Was +41% in FQ3 - slowdown contributed to EPS beat. R&D +50%, G&A +23%. CRM +4.9% AH. CC at 5PM ET (webcast). (PR[View news story]
    an anchor in a 5000 feets deep ocean
    Mar 1, 2013. 06:41 PM | Likes Like |Link to Comment
  • 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
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156 Comments
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