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pmhebard

pmhebard
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  • Ensco Is Well Positioned To Prosper In Offshore Drilling Industry [View article]
    Yes, same question. Anybody?
    Apr 3 05:38 PM | Likes Like |Link to Comment
  • Netflix (NFLX) roars to a 12% gain as the dreamy week for investors roars on. That makes for a 79% YTD return for a company that made just $8M in profits during its last quarter while Apple raked in a cool $13B to fall 12%. Money manager Ivanhoff capital sums up the action: "Expectations matter." [View news story]
    Good question. Yahoo Finance (Key Statistics) shows short interest as of December 31st (24.3%), but I too would like to see an up-to-date reporting of short interest.
    Jan 25 03:48 PM | Likes Like |Link to Comment
  • NetSuite (N +2.6%) rallies on an upgrade to Buy from Lazard, which sees the cloud business app/e-commerce software maker's sales investments translating into additional "beat and raise" quarters. Goldman downgraded NetSuite last Friday on valuation grounds. Q4 results are due on Jan. 31. [View news story]
    Yeah, five days (and just one business day) after Goldman downgraded N to neutral and pulled it off its Conviction Buy list, citing valuation, Lazard is going the other way. This on a stock with a F P/E of 219.68! Lazard's willingness to push N which has a F P/E of 219.68, strongly reminds me of Akman's and Einhorn's self-interested efforts to sour investor's on HLF, which both had been heavily shorting.
    Jan 23 03:57 PM | Likes Like |Link to Comment
  • Netflix (NFLX +2.6%) strikes another content deal with Warner Bros. (TWX -0.7%); this one involves Cartoon Network shows such as Adventure Time, Johnny Bravo, and Aqua Teen Hunger Force, as well as (starting in 2014) the TNT series Dallas. Last week, Netflix announced a deal to carry a slew of serialized dramas produced by Warner Bros.' TV studio ops. [View news story]
    As I understand it, NFLX does not expense the cost of these content deals on its balance sheet until the content itself becomes available to its subscribers. Thus, it gets credit for the increased content (increased share price) long before it has to pay the piper.
    Jan 15 05:32 AM | Likes Like |Link to Comment
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