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BriansGirl

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  • MannKind Investors, Hold On For The Long Haul [View article]
    Yes, let the market pay you to take the shares at a strike price you are willing to own the shares. If it never hits your strike, free money. Have already sold puts on MNKD.
    Feb 24, 2015. 09:19 PM | 2 Likes Like |Link to Comment
  • CP: A Dividend Growth Model Exposes The Over Valuation [View article]
    Something anyone has failed to mention. Look at the low float on this stock and getting lower with the stock buyback. This stock can move $5 on a few shares traded because of this. Bill Ackman knows the Wall Street side of the game and Hunter Harrison knows the rail side. Together they make a team which has created a stock that almost perpetually goes up until a bigger holder begins to sell. Be real careful shorting this stock. I agree the P/E is too high, but High frequency computers and algorithms don't care about valuation until there is a crash.
    Oct 27, 2014. 03:18 PM | Likes Like |Link to Comment
  • Baidu Rocked It, But Is It Still A Buy Or Is It Time To Sell? [View article]
    Can you trust their accounting? This is the same company whose CFO in the early days met with a mysterious death. I trade BIDU, but I don't trust the company and/or their numbers.
    Jul 27, 2014. 02:53 PM | Likes Like |Link to Comment
  • Why The Market Is Giving MannKind A Reality Check [View article]
    or until they get burned with a trading halt due to a partnership/buyout deal. I can't see shorts or hedges would play with fire like that. Too much risk shorting MNKD now. They just don't know when the news will break about some deal, and there will be a deal.
    Jul 17, 2014. 09:26 PM | 1 Like Like |Link to Comment
  • Here's How The Amazon.com Quarter Is Looking In Terms Of Revenues [View article]
    Paulo,

    Lawsuit against AMZN accusing them of cheating customers on shipping fees via third party sellers. The suit was announced yesterday. It could gain traction.
    Mar 14, 2014. 10:59 AM | Likes Like |Link to Comment
  • Amazon contends with uproar from BBC investigation [View news story]
    They will be soon. AMZN purchased a robot company a little over a year ago.
    Nov 26, 2013. 03:35 PM | 3 Likes Like |Link to Comment
  • Amazon: Telling The Story Through Financial Statement Analysis [View article]
    Define "long term".

    AMZN is 19 years old and needing to spend more and more money to "take market share" as the years go by. It's competition is not lying down and giving up. Can AMZN ever get enough market share to earn enough profits to grow into it's current valuation? Can they spend their way into a money making business?
    Nov 18, 2013. 02:32 PM | 5 Likes Like |Link to Comment
  • Survey says: Online prices lower at Amazon than Wal-Mart [View news story]
    I have not found that to be the case at all. Walmart is advertising on national tv they will beat all pricing. They also have the advantage of store pick, some of it same day at no cost to the customer.
    Nov 18, 2013. 12:27 PM | Likes Like |Link to Comment
  • Amazon.com Losing Relative Market Share To Wal-Mart And Google [View article]
    I believe Groupon is making quiet progress in the ecommerce space. Zulily is another one quietly growing. AMZN has ALOT of formidable competition in each and every revenue stream of it's business. None of them are going to lie down and give up. In fact, they are ALL stepping up the competition. Walmart is running commercials on television that they will match pricing at Amazon. So is Target. Macy's is doing every well. AMZN is under attack on every front.

    AWS...formidable competition there too. I don't think IBM, MSFT, etc are going to step to the side for AMZN. These companies have serious cash to seriously compete, and they are.

    AMZN the company will need to start making money soon or this gig with Wall Street supporting the stock will end sooner vs later. Bezos just has too much competition to ever earn the numbers to support the current stock price.

    Time will prove this to be true.
    Nov 17, 2013. 06:39 PM | 1 Like Like |Link to Comment
  • Amazon.com Losing Relative Market Share To Wal-Mart And Google [View article]
    The retail will be a huge drag on the web services.
    Nov 17, 2013. 06:11 PM | 1 Like Like |Link to Comment
  • Amazon: Profitless Prosperity [View article]
    Buffet bought BNSF entirely. Berkshire owns the entire railroad.
    Oct 27, 2013. 11:46 PM | Likes Like |Link to Comment
  • I Concede Defeat In Amazon.com [View article]
    Nothing emotional about a company that is not making money and is buying it's growth and calling it "investment".
    Oct 25, 2013. 12:12 PM | 1 Like Like |Link to Comment
  • I Concede Defeat In Amazon.com [View article]
    In a twisted sort of way, I actually gained respect for Reed Hastings, ceo of NFLX this past evening. He had the decency to say there are bubbles in the stock market and eluded to concerns about NFLX stock price and recent gains. Then again, he is not using the stock to compensate his employees.

    AMZN on the other hand, continues to be vague in their conference calls. A lot of smoke and mirrors in their language. CEO does not bother to show up for the call. The arrogance to say they don't care about profits. The list goes on.

    AMZN uses this "power" and the value of it's stock to compensate it's staff. They have got a good thing going.

    Reed Hastings stock went up in my book. Bezos and his arrogance..well..I hope his game turns on him and the stock.
    Oct 25, 2013. 12:06 PM | 2 Likes Like |Link to Comment
  • I Concede Defeat In Amazon.com [View article]
    The PEG is over 9.5 for God's sake! Any metric you look at this stock is severely and insanely overpriced!

    I have said all along that there is something else at work here and it has NOTHING to do with fundamentals or technicals. Bezos is an ex Wall Streeter. He knows the system and he and a few of his buddies are gaming it beautifully.

    Bezos cashes in stock by the billions, and compensates his employees with stock.

    When this all ends, and it will, that 2.0 door opening is going to e very small for those very large institutions to rush out of.

    It's going to be a matter of which institution is going to quietly dump first and screw the rest.
    Oct 25, 2013. 09:48 AM | 11 Likes Like |Link to Comment
  • Accounting Change Stands To Inflate Amazon's Reported Revenues [View article]
    I was suspicious about the quarter results when two houses upgraded AMZN this week. Based on that, I bought some calls, but unloaded some of my long shares in AH's. By selling I removed some of my boxed position.

    I hope to unload those calls tomorrow with a gain. The new price targets on AMZN were 385. That might be close to the top.

    I have no idea. I just know AMZN is years vs months away from growing into it's current valuation. At what point do the main institutions holding the majority of AMZN stock decide to sell? I don't know that either, but I would guess it's sooner vs later.
    Oct 24, 2013. 06:00 PM | 1 Like Like |Link to Comment
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