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  • Lululemon (LULU) CEO Christine Day will step down as soon as a successor is named, the company announces in tandem with its FQ1 report. Day: "Now is the right time to bring in a CEO who will drive the next phase of lululemons development and growth." Shares -10.1% AH.  [View news story]
    And if that never happens you will return to this board and admit to being wrong, right?
    Jun 11, 2013. 12:35 PM | Likes Like |Link to Comment
  • Altisource Residential (RESI) had exactly zero questioners on its earnings call this week despite gaining 26% since its late-2012 IPO, but check out the transcript and presentation for a window into how Bill Erbey and his team are working (to the great profit of shareholders) the single-family rental boom. Residential sits in the middle of a web topped by Altisource Asset Management (AAMC.OB), and including Ocwen (OCN) - which provides its non-performing loan expertise - and Altisource Portfolio Solutions (ASPS) which takes care of property management.  [View news story]
    Adding to the web SA: Bill Erbey is also the founder and Chairman of the Board of Home Loan Servicing Solutions (HLSS). HLSS has acquired and plans to further acquire Subprime and Alt-A mortgage servicing assets from Ocwen (OCN). Pays a large dividend of ~ 7.0%.
    May 11, 2013. 04:18 PM | Likes Like |Link to Comment
  • In an effort to broaden its women's contraceptive offerings, Bayer (BAYRY.PK +0.4%) has agreed to buy Conceptus (CPTS +19.5%) for around $1.1B. The company says that within the next 10 business days it will launch a tender offer to acquire all of CPTS's stock at $31, a 20% premium to Friday's close. The deal is expected to close by middle of the year.  [View news story]
    Surprised the DNC did not bid for this company first. Maybe HHS will bid so the government can easily offer contraceptive—you know because Republicans hate women.
    Apr 29, 2013. 01:52 PM | Likes Like |Link to Comment
  • Proto Labs: A 3-D Horror Show Not Worth The Price Of Admission  [View article]
    Interesting article and nice editorializing. However, you must concede that PE's and other metrics have no affect on how high a stock price can go; historical analysis of stock market winners prove this. So you are going out on a lim by saying PRLB overvalued even if you analysis is true.

    P.S. Could all authors please use Logarithmic GRAPHS. When using percentages you must use a log graph so we can better put numbers in context.
    Apr 17, 2013. 05:22 PM | Likes Like |Link to Comment
  • Qiwi, Russia's answer to PayPal, has filed for a $100M IPO under the symbol QIWI. Qiwi's operations encompass an online payments unit (Visa Qiwi Wallet) that claims 11.4M virtual wallets, and an offline payments business (Qiwi Distribution) that processes transactions via 120K kiosks and 49K terminals. 2012 revenue totaled $293M (+9% Y/Y), and net income $27M. Qiwi Wallet's payment volume rose 132% to $4.98B, while Qiwi Distribution's rose 14% to $15.2B. (S-1[View news story]
    Interestingly this company is based in Cyprus.
    Mar 27, 2013. 07:06 PM | Likes Like |Link to Comment
  • Starbucks (SBUX), Time Warner (TWX) and LabCorp (LH) are among dozens of companies attempting to block decisions by the National Labor Relations Board following a court ruling in January that found President Barack Obama's board appointments to be unconstitutional. The companies, as well as some unions, have argued that the NLRB doesn't have the authority to make the decisions because of the ruling.
      [View news story]
    Argued? The court said the appointments were unconstitutional so any rulings are unconstitutional. Bottom-line is Obama is an imperial president which means he doesn't care what the law or the courts say. He will continue to play catch me if you can.
    Mar 11, 2013. 12:48 AM | 2 Likes Like |Link to Comment
  • An issue at this week's energy conference in Houston is how much oil could be saved if U.S. auto makers raised the average fuel efficiency from the current 23 mpg. GM's Dan Akerson says it should be a lot, as GM intends to cut the average weight of its vehicles by 15% and average fuel consumption 10% by 2017, and says GM could have 500K vehicles on the road using some form of electrification.  [View news story]
    And lighter cars means more serious injuries in car crashes. Why don't we stop the massive government enforced death caused by CAFE Standards.
    Mar 7, 2013. 12:30 AM | Likes Like |Link to Comment
  • The Senate yesterday confirmed Jacob Lew as Treasury Secretary with a vote of 71-26. Lew faces a tough first few months: $85B of automatic spending cuts are due to take effect tomorrow, and then on March 27, a funding measure for U.S. agencies expires. Less than two months after that, the temporary suspension of the government's borrowing limit will end.  [View news story]
    Technically the cuts for this fiscal year ending September 2013 total ONLY $44 Billion not the widely reported $85 Billion. This is due to timing of the other $41 Billion in cuts. This $85 Billion is the presidents propaganda and I hope the media will stop reporting this lie.
    Feb 28, 2013. 03:34 PM | Likes Like |Link to Comment
  • The Detroit Auto Show officially gets under way today, although GM (GM) has already introduced its new Chevrolet Corvette Stingray sports vehicle, which can go from 0-60 MPH in under four seconds. With an under-body made of aluminum, and a hood and roof of carbon-fiber composite, the Stingray is an example of how car-makers are using lighter-weight materials instead of steel to improve fuel efficiency.  [View news story]
    Oh Cafe standards, this kills lots of Americans every year, far more than those evil guns. Why don't we punish and hold the politicians who passed this crap accountable. The laws of physics say momentum is always conserved so by decreasing the mass of the cars you now have more violent collisions at lower speeds.
    Jan 14, 2013. 06:14 AM | Likes Like |Link to Comment
  • The Treasury will not produce a $1T platinum coin as a way of bypassing the problem of the debt ceiling, quashing an idea that has gained currency with Democrats and various high-profile economists and commentators. Neither the Treasury nor the Fed "believe that the law can or should be used to facilitate the production of platinum coins for the purpose of avoiding an increase in the debt limit," the Treasury said yesterday.  [View news story]
    This just goes to show how imperial minds think. The Democrat party is now the statist party of America. They openly hate the constitution and the rule of law and reject the civil society.
    Jan 13, 2013. 02:56 PM | Likes Like |Link to Comment
  • Barclays initiates coverage on SodaStream (SODA) with an Overweight rating and $55 price target. Already well-known by growth stock investors, the company will makes it push for mass appeal with a Super Bowl advertisement that will be viewed by hundreds of millions of consumers in less than a month.  [View news story]
    Just remember that Buy and Sell recommendations are the analyst's opinions, no different than any opinion you may have towards a stock. The key is to analyze the price and volume action of the stock to confirm or unconfirm your opinion. You can think whatever you want but the market doesn't care.
    Jan 7, 2013. 02:41 PM | Likes Like |Link to Comment
  • Smith & Wesson (SWHC -1%) and Sturm, Ruger (RGR -1.9%) take a sharp turn down after news of a mass casualty shooting at a Connecticut school breaks out from national media sources.  [View news story]
    When a mass murderer decides to shoot multiple people he doesn't stop until: he runs out of ammo, the gun jams, he kills himself, or ANOTHER GUN held by a law abiding citizen (cop or otherwise) arrives at the scene. You are obviously a drone for implying we law abiders want 6-year olds running around with guns. If someone on that schools staff had a weapon, maybe, just maybe, the fatality count would not have been as high.
    Dec 14, 2012. 02:24 PM | 7 Likes Like |Link to Comment
  • Geospace Technologies (GEOS): FQ4 EPS of $0.33 misses by $0.31. Revenue of $36.9M misses by $10M. Shares -0.4% AH. (PR[View news story]
    FYI: this may not be an eps miss because the company had a 2-1 stock split and it is possible that estimates were not adjusted accordingly.
    Dec 11, 2012. 07:28 PM | Likes Like |Link to Comment
  • As markets sell off into the close, technicians are keeping an eye on 1380 for the S&P 500 (it's at 1381 as this is posted). A fall below would put the index below its 200-day moving average - a level breeched by the DJIA and the Nasdaq yesterday - and set the market up for more selling, they say.  [View news story]
    FYI, all the major averages closed below the 200-SMA on June 1, 2012. However, the (SPY) did not because the ETF is adjusted for dividends. (SPY) never closed below the 200-SMA and the low in all indices was the in the next trading day June 4, 2012. Today (SPY) is still above the 200-SMA even though $SPX closed below the 200-SMA today. A trend? I don't think so but this is still useful information.
    Nov 8, 2012. 04:33 PM | 1 Like Like |Link to Comment
  • Up strongly premarket following its Q3 beat, SolarWinds (SWI -8.9%) has dramatically reversed course. Q4 guidance - revenue of $69.3M-$70.8M and EPS of $0.31-$0.33 vs. a consensus of $70.1M and $0.31 - could be disappointing some investors, given the systems management software firm, which has been taking share, closed yesterday at 35x estimated 2013 EPS. Q3 new license sales rose 39% Y/Y, exceeding revenue growth of 33%, and deferred revenue rose 13% Q/Q to $98.1M. (PR[View news story]
    The 2013 estimates could largely be wrong considering (SWI) routinely beats on eps by large percentages—~20% this quarter. But I would wait for a base to build first before touching this stock.
    Oct 25, 2012. 02:27 PM | Likes Like |Link to Comment