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  • Apple May Earn $46 Billion In Annual Profit From TV By 2020 [View article]
    Love this. Good article.

    I'm wondering if it would be anything at all like the TVs we have now. I'm thinking iPad thin, maybe just a sheet of glass?

    and of course the experience would be not ever needing to watch a commercial again, not needing to memorize which channels were which, and best of all not paying for bundling of channels that you never watch (Comcast).

    But I'm thinking they'd sell them for $5000, not $2130
    Nov 30, 2013. 06:01 PM | 2 Likes Like |Link to Comment
  • Salesforce Says Grow First, Profit Later [View article]
    Good point once the stock collapses it'll be easy pickins for Oracle, MSFT, SAP or IBM. That is the most likely path.
    Nov 30, 2013. 12:25 PM | Likes Like |Link to Comment
  • These 2 Stocks With Yields Of 12% Or More Are Poised For A January Rally [View article]
    i agree, it's amazing to see how people capitulate on a stock and sell at its lowest point, even if they were being paid to wait for the rebound back to BV. it's the reason that most humans are bad investors. this is the time to be buying well run mREITS like NLY and AGNC.

    I may add some EROC also. Good calls here. Thanks
    Nov 29, 2013. 03:18 PM | Likes Like |Link to Comment
  • Salesforce gives Benioff $29M in options, salary hike [View news story]
    Interesting it was only a year or so ago that Benioff was 10% owner of all outstanding shares. Down to 7.2% is a significant sign of dilution unless he sold a massive amount.

    I hate to say this but I give him kudos for not being too greedy with his salary and bonus given how much wealth he has created for the shareholders over the last 13 years.

    It's still a fraud valuation though.
    Nov 29, 2013. 03:04 PM | 2 Likes Like |Link to Comment
  • The Short Case on Salesforce - Risk Not Priced Into Stock [View article]
    Can you believe the crazy 7 year run this farce of a stock has been on? Wow
    Nov 28, 2013. 02:09 PM | Likes Like |Link to Comment
  • Salesforce's On Fire: So Why Am I Short Its Stock? [View article]
    it's so depressing to see that Benioff has been fooling so many people for so long. the timing of their rise is incredible as the Fed has been printing free money for Wall St for almost 6 years now and Benioff rode the wave to extreme wealth. Of course all these years after you wrote your article they still lose money every single quarter so they can pay themselves ridiculous amounts of money.
    Nov 28, 2013. 02:08 PM | Likes Like |Link to Comment
  • The Short Of 2013 [View article]
    Well there's nothing more expensive sometimes than being right. You could write this exact same article for 2014 and the metrics would back you up even more so. We got in the way of the Fed and that's never a good idea. Benioff keeps his show going until the free credit starts going away. I believe now that he'll keep the top line growing at the expense of everything else (maybe including Sarbanes-Oxley compliance).

    The trick I used this year to offset the paper losses was to sell PUTS each month. Made nice money each time I did it as the stock was never 'put' on me.

    The catalyst for this is the Fed taper, it's not going to be slowing of top line growth nor will the SEC really dive into their Sales & Marketing expense line although it's screaming of inappropriate entries to keep the top line miraculously consistent.
    Nov 28, 2013. 02:02 PM | Likes Like |Link to Comment
  • Salesforce Says Grow First, Profit Later [View article]
    I too see it riding up to $60-$65 before the taper starts. What I'd be very worried about if I were CRM is the real threat of bankruptcy if the stock over-sells down to $15 or something. They couldn't survive on that as the stock option transactions generate most if not all of their cash flow.
    Nov 28, 2013. 10:41 AM | 3 Likes Like |Link to Comment
  • Why You Should Shop Some J.C. Penney [View article]
    Agree it's a trader's stock now. I'd actually sell right before earnings as it'll have gone from $8.50 up to potentially $11.50 by then. Selling calls on your position is surprisingly lucrative. That helps ensure a positive ROI for the traders.
    Nov 28, 2013. 09:53 AM | Likes Like |Link to Comment
  • Workday: Buy Shares In This Fast Growing Cloud Computing Company [View article]
    Having fought CRM for the last 2 years while they grew, I have to agree with the author here. Until the Fed taper kicks in, this will continue to rise. I'd buy and sell a $95 call expiring in March. If you don't protect yourself, just pick a return and execute. This will crater with the rest of the companies with fairy tale earnings eventually so just don't get burned.
    Nov 27, 2013. 09:41 PM | Likes Like |Link to Comment
  • Radcom On Cusp Of Inflection, Shares Offer Multi-Bagger Potential [View article]
    Thanks GLTA, I am hanging in there. Only have 300 shares. May actually double down on this since they are going to actually get to profitability unlike so many of these cloud stocks. Plus I think they are a buyout candidate also. Need patience, that's all.
    Nov 26, 2013. 11:07 PM | Likes Like |Link to Comment
  • Google Could Be Facing The Peril Of High Expectations, Despite The Stock's Growth [View article]
    I agree that GOOG has lofty expectations now. Any miss or solemn guidelines could drop this thing $100. It's trading for big growth which is dangerous for a behemoth. My friends that work there are saying that they are having more and more internal 'gap' meetings on how to bridge the gap between their budget and their actuals. I was bummed but not surprised to hear it.
    Nov 26, 2013. 10:17 PM | Likes Like |Link to Comment
  • Memo To Apple: Prepare For Weak Holiday Sales [View article]
    Nice title to attract comments. You took a page from a lot of other SA authors:

    Write an outlandish, bordering on stupid title and watch the lemmings all pile in. Well done.
    Nov 26, 2013. 11:43 AM | 8 Likes Like |Link to Comment
  • Apple: Keep Calm And Watch Others Flop [View article]
    Good article Bill - I would add that we should see money run to the safety of AAPL once the Fed Tapering starts and the over inflated prices of companies with fairy tale* earnings start coming back to earth.

    * "fairy tale earnings" was coined by Paulo Santos on SA to describe non-GAAP earnings. I'm using it from now on.
    Nov 26, 2013. 09:05 AM | 5 Likes Like |Link to Comment
  • Could Be Fudging Their Sales Numbers? [View article]
    Jay I just giggled at my desk for 15 minutes. That article was brilliant. Thank you. This story is writing itself and it's going to be glorious when it unfolds (said like Ron Burgundy)
    Nov 26, 2013. 08:55 AM | 1 Like Like |Link to Comment