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TheAxe

TheAxe
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  • Del Frisco's Restaurant Growth Could Lead To 20% Annual Stock Gains [View article]
    Great research
    Jul 22 12:57 PM | Likes Like |Link to Comment
  • Lumber Liquidators Sell-Off Is Irrational And A 20% Short Squeeze Is Possible [View article]
    still irrational?
    Jul 9 10:37 AM | Likes Like |Link to Comment
  • Regeneron Pharmaceuticals' (REGN) CEO Leonard Schleifer on Q1 2014 Results - Earnings Call Transcript [View article]
    Big Eylea revenue miss $359M vs $408M consensus. Co. blames inventory de-stocking., says demand actually increased. RED FLAG
    May 8 02:27 PM | Likes Like |Link to Comment
  • Trex: 6 Different Insiders Have Sold Shares This Month [View article]
    BOOM you were spot ON
    May 5 03:19 PM | Likes Like |Link to Comment
  • Facebook Is A Buy, $85 Price Target Is Possible For 2014 [View article]
    I will use GAAP vs the bullshit non-GAAP that Facebook uses.......40 is likely EVER then 85......I am currently short FB
    Apr 28 07:26 AM | 1 Like Like |Link to Comment
  • Has Chipotle Made Its Own Luck? [View article]
    CMG will see 500 before 1000
    Mar 26 10:33 AM | Likes Like |Link to Comment
  • Has Chipotle Made Its Own Luck? [View article]
    You could be right....NOT sounds like AAPl talk 1001 for both right
    Mar 26 10:32 AM | Likes Like |Link to Comment
  • DryShips: I'm Going From Bearish To Bullish [View article]
    I see catalyst for DRYS to increase shipping volumes or pricing..China is experiencing a economic slowdown. Fixed costs are accelerating. fuel and insurance
    Mar 23 11:22 AM | Likes Like |Link to Comment
  • Netflix And Level 3 Only Telling Half The Story, Won't Detail What Changes They Want To Net Neutrality [View article]
    Excellent thanks
    Mar 21 08:44 AM | Likes Like |Link to Comment
  • Putin addresses lawmakers, annexes Crimea [View news story]
    Ha Ha perhaps Russia should annex Poland..maybe the S&P can get another 20 points.....
    Mar 18 08:51 AM | 2 Likes Like |Link to Comment
  • Swing Trade 3D Systems, Buy Low Now [View article]
    If you use price targets from Wall Street penguins.....enough said..
    Mar 18 07:33 AM | Likes Like |Link to Comment
  • Don't Trust The Dead Cat Bounce In Angie's List [View article]
    I enjoyed the story-a lot of excellent points..My take..the stock already or currently reflects the challenges facing ANGI. I like the fact that a well respected fund just took a 5.5% stake. The amount of shorts that have enter the name represents a overall positive for the stock(not the business model) any positive news will launch a name like this...(much like GMCR) their core earnings and business model is under pressure.. I am long a call spread 20/22.5 going into the numbers....I believe the stock is ready to move up.....strongly...the company still faces many challenges....
    Feb 12 09:10 AM | Likes Like |Link to Comment
  • Perfect Time To Buy J.C. Penney, Yum Brands Has 40%+ Upside, And What's Next For The Market [View article]
    40 % on YUM....on China growth.....I will take the other side of that trade....
    Feb 5 09:00 AM | Likes Like |Link to Comment
  • Qualcomm: Upside To $95 [View article]
    I have no position in these stocks...if you believe that QCOM should trade at a premium to other peers in this group (18 forward) then the bull case of 90 plus this year could happen. But if it does trade close to the industry average of 10--then 60 dollars is more likely....If you think the company is unique..its not....
    Feb 2 09:49 AM | Likes Like |Link to Comment
  • Qualcomm: Upside To $95 [View article]
    Please...what does fair value mean? First...China will fine QCOM over patent and monopoly issues in China in short order(as much as one billion) as place restrictions on QCOM in China. Also what PE do you assign this stock...at current forward PE of 12 x 5.00 mid-range year end earnings is a 60 stock. Now add in its growth rate..maybe a little higher...perhaps..Now INTC trades at 12X forward and MU trades at 9X So why do you attach a much higher forward PE to QCOM? Chasing a expanding multiple in the semiconductor always ends BADLY.
    Jan 30 05:29 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
132 Comments
114 Likes