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  • Now Is The Time To Buy Twitter [View article]
    Periscope will be huge....lol
    Jul 31, 2015. 01:15 PM | Likes Like |Link to Comment
  • Exxon Mobil off 1.8% premarket after lowest profit since 2009 [View news story]
    Long term, the price of oil will go back up. That's about as sure a known as there is in the market. It's what happens between now and that point that's the unknown.
    Jul 31, 2015. 09:44 AM | 7 Likes Like |Link to Comment
  • Apple Streaming - Potentially Worth Billions To The Bottom Line [View article]
    Woust,

    I think that's fair. I'm always watching for chinks in Apple's armor but I haven't seen much evidence of it yet. Cheers.
    Jul 31, 2015. 09:39 AM | Likes Like |Link to Comment
  • Break-up debate stirred up on Procter & Gamble's earnings call [View news story]
    Abbott went through the same thing a few years back. Everyone kept saying 'dead money' and the 'dividend isn't worth it'. I'm glad I didn't listen.
    Jul 30, 2015. 04:09 PM | 3 Likes Like |Link to Comment
  • Now Is The Time To Buy Twitter [View article]
    626,

    You keep calling it 'tech growth' but there is no growth in twitter. The only thing that's really growing with Twitter is share dilution.
    Jul 30, 2015. 02:28 PM | 2 Likes Like |Link to Comment
  • Now Is The Time To Buy Twitter [View article]
    CNBC: Can Twitter avoid being the next MySpace?
    http://tinyurl.com/o5d...
    Jul 30, 2015. 12:33 PM | Likes Like |Link to Comment
  • Now Is The Time To Buy Twitter [View article]
    Young people were on Myspace too...
    Jul 30, 2015. 12:11 PM | 1 Like Like |Link to Comment
  • Now Is The Time To Buy Twitter [View article]
    To suggest there's no relevance between a social media company that had no growth, no user engagement and eventually went away and a social media company that has no growth, no user engagement and loses money hand over fist is just nuts.

    TWTR is tech but not tech growth because there is no growth.
    Jul 30, 2015. 12:09 PM | 3 Likes Like |Link to Comment
  • Now Is The Time To Buy Twitter [View article]
    Boris,

    For a growth stock, I'm willing to accept negative FCF for a while but with TWTR, there is not growth. They are bleeding. The only ones making money are employees with cheap stock options and short sellers.

    Frankly, I think the sell off is much less than warranted giving they provided no evidence of growth. This puppy should have had a 25-40% haircut and even that provides them with a more than generous valuation given that the company has stalled growth.
    Jul 30, 2015. 11:35 AM | 1 Like Like |Link to Comment
  • Now Is The Time To Buy Twitter [View article]
    304 isn't even 1% better than 302. For a high flier, no growth = money losing stock.
    Jul 30, 2015. 11:34 AM | Likes Like |Link to Comment
  • Building An Empire With PepsiCo Inc. [View article]
    virtalex,
    You can 'believe' all you want but facts don't support belief. The science backs up excess sugar playing a role in many diseases but much less so than many other causal agents (for example: cigarette smoking, hydrogenated fats, etc).

    People can care about their health all they want. They're still going to seek out sugar and other vices. Millions of years of evolution and genetics has us hard wired to do so. KO, PEP, MO, RAI, PMI and others aren't going anywhere.
    Jul 30, 2015. 11:00 AM | Likes Like |Link to Comment
  • Now Is The Time To Buy Twitter [View article]
    I have long since sold out the value of my original position at a decent profit and maintain a small holding of shares that were above and beyond my original investment on the chance that the company turns itself around but TWTR is looking very much like the AOL of social media stocks - lots of promise but getting left behind as everyone else moves on.
    Jul 30, 2015. 09:17 AM | Likes Like |Link to Comment
  • Now Is The Time To Buy Twitter [View article]
    An app with no moat, no IP, no earnings, and no user engagement is not one that's going to save the company.

    http://tinyurl.com/qam...
    Jul 30, 2015. 09:09 AM | 2 Likes Like |Link to Comment
  • Apple Streaming - Potentially Worth Billions To The Bottom Line [View article]
    Woust1941, you're getting off topic. In the smartphone space, the one that really counts for Apple's continued revenue strength and growth, there are competitors but none of them are viable competitors right now because when the consumer has a choice, they choose Apple and they keep choosing Apple again and again and again....

    Huawei - maybe but it looks like they're in a race to the bottom against Samsung and Xiaomi - exactly what happens when Android makers compete with one another - sell lots of units initially but eventually lose lots of money trying to defend market share.
    Samsung - See Huawei
    HTC - did they invent a time machine too? I didn't realize it was 2011. Sony...if we're talking about phones that don't generally sell, why not bring up Blackberry and Nokia Windows phones too?
    Lenovo - do they even make phones anymore?
    Jul 30, 2015. 05:05 AM | Likes Like |Link to Comment
  • Twitter now down 7.1%; Noto offers cautious remarks on user growth (updated) [View news story]
    It's all about growth and right now, TWTR has none, that's why the stock tanked.
    Jul 29, 2015. 09:59 AM | Likes Like |Link to Comment
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