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  • The Fed Can't Print Jobs: Automation Trends Driving 8 Growth Stocks  [View article]
    What did I miss on the CRM quarter report? Revenue increased an impressive 34%, but op xp increased 48.5%. Very low quality "earnings", but the stock popped 8%. This makes no sense (admittedly I was long puts). I will buy some more puts here as it seems like the more revenue they make, the lower the operating income.
    May 22, 2011. 09:43 AM | Likes Like |Link to Comment
  • Amazon, eBay September Same Store Sales  [View article]
    very large cluster of customer is working through the 12month SSS blackout window and when they come out they will

    ....they will what? You lost me
    Oct 8, 2010. 09:09 AM | Likes Like |Link to Comment
  • Is Crocs Cool Again?  [View article]
    Excellent analysis, missing only balance sheet critique
    Sep 28, 2010. 03:06 PM | Likes Like |Link to Comment
  • September, 27, 2010  [View instapost]
    I agree the trend is up, and I'm not complaining. But with such light volume, if the trend stops being up, I'm afraid it ends badly. In 1999, stocks went up because they went up, and then everyone realized that invented metrics don't produce earnings/cash flow/economic health. Then the trend was down-down-down.
    Sep 28, 2010. 08:53 AM | 1 Like Like |Link to Comment
  • Apple vs. Amazon  [View article]
    Nice analysis, but it was JPM that spiked AMZN on Friday with the $198 target
    Sep 27, 2010. 08:49 AM | Likes Like |Link to Comment
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