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- IDT Corporation F4Q08 (Qtr End 7/31/08) Earnings Call Transcript
- Zila, Inc. F4Q08 (Qtr End 07/31/08) Earnings Call Transcript
- Leading Brands F2Q08 (Qtr End 8/31/08) Earnings Call Transcript
- American International Group Business Update Call Transcript
- Family Dollar Stores, Inc. F4Q08 (Qtr End 08/31/08) Earnings Call Transcript
- Corel Corporation F3Q08 (Qtr End 08/31/08) Earnings Call Transcript
- Wells Fargo Acquisition of Wachovia Conference Call Transcript
- Resources Connection, Inc. F1Q09 (Qtr End 08/31/08) Earnings Call Transcript
- DemandTec, Inc. F2Q09 (Qtr End 08/31/08) Earnings Call Transcript
- Global Payments, Inc. F1Q09 (Qtr End 08/31/08) Earnings Call Transcript
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50 Comments
comScore 1, Google 0 [view article]
It wasn't necessarily that GOOG schooled them, comScore was reporting solely on GOOG's domestic business, which has been seeing headwinds. International wasn't nearly as bad and it helped put them over depressed expectations. Aug 25 09:22 AMOptions Trader: Friday Outlook [view article]
Thought I typed SeekingAlpha in, not DailyKos Aug 15 09:59 AMGamestop: Consensus Needs to Catch Up to Reality [view article]
GME low 38s. Great call. Looks like our "Wrath of Lich King" friend has disappeared Jul 11 10:57 AMGamestop: Consensus Needs to Catch Up to Reality [view article]
Metal Gear Solid will be big, but it's only being released on one system. Wrath of Lich King?? C'mon, this cycle was all about new gamers coming in and being part of the party experience, hence the success of the Wii. Hardcore gamers will probably still buy games but the people who boosted this cycle and drove the revenue growth are not pining over the release of Wrath of Lich King, or even MGS. It's about comps and market share growth, two aspects which have serious headwinds facing them. Jun 12 09:08 AMDigital Ally: Microcap with Explosive Appeal [view article]
DGLY receives 1,000 unit order from international law agency....stock up a buck pre-market May 30 08:49 AMShorting Citi on Today's Jump [view article]
premarket Apr 18 11:20 AMGauging Sinopec's Refining Losses [view article]
great article Apr 09 03:39 PMDigital Ally: Microcap with Explosive Appeal [view article]
Interesting highlight...have always enjoyed your write-ups, keep up the good work. Mar 12 04:10 PMSolar Sector Stinks of Overvaluation: Selling Suntech Power [view article]
For example: FSLR's earnings - blowout, stock up $23 bucks afterhours... Nov 07 04:37 PMSolar Sector Stinks of Overvaluation: Selling Suntech Power [view article]
In no way am I criticizing you for taking money off the table, there is a lot of risk embedded here. But, I don't think it's a matter of ignoring the weakening margins or the P/E multiples. A lot of people are betting against these names (short ratios in the 30-50% range) and they are going to get squeezed when someone announces 300% revenue growth/$1 billion contracts/or the split analyst community capitulates and joins those with buy targets. Nov 07 02:19 PMWhy I'm Shorting Crocs [view article]
Great call Amit Oct 31 05:09 PMChina Agritech: Ready For All-Time Highs [view article]
Should be picking up on traders radar screens. It was nailed after earnings but, as you mentioned, the quarter was an outlier due to the poor weather conditions (which legitimately apply in this space). I got in at 4.70 a few weeks ago Oct 26 09:09 AMCognos CEO Gains Insight From New Market [view article]
The Oracle/SAP acquisitions are beneficial for Cognos on an less foreseen front: Purchasing managers prefer single, independent B.I. providers and Cognos is the only major player left here. Not only do Hyperion and BOBJ have the hoops to jump through on their integration process, but they are now bundled with their parents in potential clients' minds, so this situation is also a win/win for Cognos, who is coming into what is traditionally their strongest two quarters, with a ramped up salesforce and strong deal pipeline Oct 18 11:10 AMHousing Market in Desperation [view article]
Should be DHI listed for DR Horton's ticker at the top, not DHR, which is for Danaher Corp Oct 15 11:18 AMAnalysts Downgrade Cognos On Overdone Takeover Mania [view article]
Goldman's studies have shown that purchasing managers prefer independent BI providers, as opposed to the combine ventures that Oracle/Hyperion and SAP/BOBJ provide. Coming into their traditionally strong 3rd and 4th quarters, with a strong pipeline of deals and increasing sales force, Cognos shareholders will benefit from the consolidation on the revenue side, as well as acquisition possibility. Oct 10 08:47 AM