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  • Still A Leader? [View article]
    CRM will never ever ever generate $1billion in EBITDA. Once the stock crashes the talent will leave and they'll collapse into a cost saving bait ball to stave off bankruptcy.

    When CSCO, MSFT, SAP, ORCL were all 'sacrificing profit to grow' they all still actually made GAAP profits. CRM is not on this path. They are on the path to CNBC's "American Greed"
    Sep 17, 2013. 04:03 PM | 7 Likes Like |Link to Comment
  • Chanos: Analysts fooled by tech acquisitions [View news story]
    CRM is extremely guilty of buying their growth and they are still in their growth stage! They capitalize the coffee filters I bet!
    Sep 17, 2013. 01:51 PM | 3 Likes Like |Link to Comment
  • Why Can't Apple's Stock Gain Momentum? [View article]
    Watch all the little piggies run to AAPL the minute a major correction starts. Profit does matter ultimately. And if I were them (and Icahn) I'd be buying heavily at these levels.
    Sep 17, 2013. 12:43 PM | 11 Likes Like |Link to Comment
  • LinkedIn's Management Agrees With Us - Its Stock Is Overpriced [View article]
    excellent analysis but with the Fed printing money and so much cash on the sidelines, I fear this will ride 'over-valued' for another year or two. I have followed a similarly over-valued stock (CRM) for 3 years now and it keeps going up no matter the fundamentals. we are in a new bubble for internet stocks.
    Sep 17, 2013. 09:47 AM | 1 Like Like |Link to Comment
  • Cramer's Lightning Round - We Bought A Ton Of Facebook (9/12/13) [View article]
    PLease note, with the Fed printing money and people having no memory of the tech crash, GAAP earnings don't matter to the following stocks: LNKD, FB, CRM, N, ECOM, WDAY, DATA, MKTO, NFLX and AMZN.

    I think he's right that FB is going higher regardless of fundamentals
    Sep 13, 2013. 02:44 PM | Likes Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    Bret - in full agreement. Bought 20 more shares at $475. The next catalyst will be Q3 earnings when they reveal that they've purchased another whopping amount of shares and the EPS exceeds expectations from it. People will quickly calculate the value at these prices.
    Sep 13, 2013. 10:09 AM | 6 Likes Like |Link to Comment
  • More Than A Year Later: How Is Salesforce Holding Up? [View article]
    No, in these situations (ridiculous valuations) there have only been companies who game the system, push the legal limits of accounting, enrich management and ultimately napalm the retail longs left holding the bag after the biggest investors finally say "Hey, the Emporer isn't wearing any clothes!"

    This is the one and only outcome of CRM's stock. It's just a matter of when. The fact that Benioff will remain a billionaire after this tanks down to earth is just sinful. But it is the world we live in.
    Sep 12, 2013. 03:41 PM | 2 Likes Like |Link to Comment
  • Great Expectations: The Apple Story [View article]
    But don't you think AAPL should trade at least at the average P/E of the market? This baffles my mind. They'll have to get back to $600 a share by making $60 per share now because they just get P/E contraction every time they fail to solve poverty, cancer & hunger.
    Sep 11, 2013. 10:24 PM | Likes Like |Link to Comment
  • Icahn bought "quite a bit" of Apple today [View news story]
    This is why when we see a picture of Carl Icahn on CNBC it says "Billionaire Investor" underneath.

    He's buying when the idiots are running scared. And the people who downgraded the stock and the sheeple who sold will never have a label like that under their picture. At best it'll say "Thousand-aire Investor".
    Sep 11, 2013. 05:05 PM | 24 Likes Like |Link to Comment
  • I Bought Apple [View article]
    Doctor Acs - I just bought 20 more shares myself. I have never seen such a profitable company trade at such valuations. I cannot wait for the 'printed money' to slow and the high flyers to correct. Anyone selling their AAPL to buy LNKD, CRM, WDAY, AMZN is reliving a scene from the movie we all saw in 1999 called "Profit actually does matter at some point".

    I sleep very well at night as an AAPL long. And I further discount the writings of any 'analyst' who says things like "not cheap enough". Wow do they not really understand profit.
    Sep 11, 2013. 02:04 PM | 6 Likes Like |Link to Comment
  • Whiting USA Trust 1 & 2 Reality Check: Comparison Shop Before You Buy [View article]
    I'm doubling down on WHZ. FYI all the WHX puts don't pay even if the stock drops 30%. I learned that the hard way.
    Sep 11, 2013. 11:30 AM | 1 Like Like |Link to Comment
  • Apple closes lower following iPhone event; 5C to start at $735 in China [View news story]
    why does everyone think the Chinese iPhone buyers can't afford the high end iPhone?. They are DYING for high end American products, especially cool stuff. There are some absolute idiots out there in financial reporting. Thankfully Tim Cook knows they are stupid and just tolerates them like ants at the picnic.
    Sep 10, 2013. 05:43 PM | 3 Likes Like |Link to Comment
  • What Does The Sell-Off In LinkedIn Tell Us About The Future? [View article]
    In USA Today they had a pie chart about how often people click on FB's ads. The largest slice labled "Never" was at 67%. So to Bailout's point, how effective is that advertising?

    I'm one of the 'never' people and I think LNKD is even more of a joke with them telling me I'm in the top percentage of people looking at my profile. I just barely have my picture in there and rarely go to the site. How in the hell are they monetizing a product that I have absolutely no interest in yet I'm one of their prime targets? Like Warren Buffet said about technology before the burst " I don't invest is things that I don't understand".
    Sep 10, 2013. 02:58 PM | 1 Like Like |Link to Comment
  • Can Chipotle Continue Its Momentum? [View article]
    I'd sell puts until it corrected a bit - nice premiums while you wait. Very rich at this price
    Sep 10, 2013. 10:07 AM | 1 Like Like |Link to Comment
  • After Gaining 50% This Year, NetSuite Is Ready To Go Higher [View article]
    Anyone buying N or CRM at these levels is a flat out idiot who would be better served betting on NFL games. What a frickin farce that CRM lowered its guidance then beat it and the Sheeple licked it up. You analysts are a complete joke.
    Sep 10, 2013. 09:51 AM | Likes Like |Link to Comment