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sophos2

sophos2
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  • Salesforce.com: Party Like It's 1999 - Update [View article]
    The catalyst is the competition from Oracle and others.
    Dec 19, 2012. 09:06 PM | Likes Like |Link to Comment
  • Salesforce.com - A Renewed Test Of All Time Highs Creates A Short Opportunity [View article]
    I tought it was Graham who said that.

    I am short big time on this one.
    Dec 19, 2012. 09:03 PM | Likes Like |Link to Comment
  • BP Is A Great Value Stock Offering 5% Dividend Yield In The Large-Cap Energy Space [View article]
    yes a few years around 40 bying back shares and receiving a nice div would be nice. No one is wrong on both side yet since there was not much news since the spill ended. If the fact do not change, the price alone is not an indicator (unless you sold...).
    Dec 9, 2012. 01:53 PM | Likes Like |Link to Comment
  • Testy Tuesday: Can We Hold Our Weak Bounce Levels? [View article]
    logic isn`t because market and Reality have their ups and downs
    Nov 20, 2012. 09:31 PM | Likes Like |Link to Comment
  • Hewlett-Packard, A Cautionary Tale About Mark-To-Market Risk [View article]
    blood bath behevior its called I think
    Nov 20, 2012. 08:38 PM | Likes Like |Link to Comment
  • Where Is Natural Gas Headed? [View article]
    The rolling killed you... Ung follows short NG futures with the cost of rolling contracts... Buy high sell Low by nature.
    Nov 17, 2012. 05:45 PM | Likes Like |Link to Comment
  • Dell (DELL): FQ3 EPS of $0.39 misses by $0.01. Revenue of $13.72B (-11% Y/Y) misses by $180M. Expects Q/Q revenue growth of 2%-5% in FQ4, below a consensus for a 5.6% increase. Maintains guidance for at least $1.70 in FY13 (ends in January) EPS. Shares +1.5% AH. (PR[View news story]
    Dell is so cheap that it is a steal...
    Nov 15, 2012. 08:49 PM | Likes Like |Link to Comment
  • BP Is Ready For New Highs In 2013 [View article]
    The amount for the settlement would be from the remaining cash from the 20B the governement asked BP to put on the side.
    Nov 12, 2012. 07:34 AM | Likes Like |Link to Comment
  • What Did Salesforce.com Buy In Buddy Media? Increasing Losses And Serious Cash Flow Drain [View article]
    1- went down yesterday on not much so it reverse
    2 - follow Amazon up
    3- many tech compagnies are up today (cyclical are down mainly)
    4 - This compagny is amazaing and fundamental rules do not apply (and it is different this time and this will hold forever)

    Doyle - The attrition will take a hit also when they stop beeing able to extend contract periods and growth slows... And big time...
    Oct 23, 2012. 07:36 PM | 1 Like Like |Link to Comment
  • Why I'll Never Short Salesforce.com [View article]
    I like your argument about CRM that will not go down until people stop using smartphones and tablets...

    Do you know that people still use internet and many good internet compagnies went down like rocks in water in 2000? Do you know the same happened with the train and the planes and Televisions?
    Oct 22, 2012. 08:07 PM | 2 Likes Like |Link to Comment
  • Why I'll Never Short Salesforce.com [View article]
    only 10% of the float is short so the short squeeze should be manageable.
    Oct 17, 2012. 08:12 PM | 1 Like Like |Link to Comment
  • Final Third Quarter Friday [View article]
    Apple is very good compagny but its margins will fall because the competion for cells and pads is heavy. This compagny wont stay a 500B+ compagny for long.
    Sep 29, 2012. 10:46 AM | 1 Like Like |Link to Comment
  • Salesforce.com Still Climbing The Wall Of Worry [View article]
    Its what I meant :)

    very nice timing for him...
    Sep 27, 2012. 11:42 AM | Likes Like |Link to Comment
  • Salesforce.com Still Climbing The Wall Of Worry [View article]
    nflx dropped when Tilson stopped shorting it.
    Sep 27, 2012. 07:28 AM | Likes Like |Link to Comment
  • Thursday: PMI Still A Drag On Global Indexes [View article]
    nice article and nice to see nothing 'political' in it.
    Sep 20, 2012. 08:56 PM | Likes Like |Link to Comment
COMMENTS STATS
149 Comments
109 Likes