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Doyle3000

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  • Salesforce Pre-Earnings: Robust Revenue Growth Squeezed By Climbing Costs [View article]
    You can replace "Cloud Technology" with "The Internet" in paragraph 2 and we would be mimicing conversations from 1999 verbatum. All conditions are the same. History is repeating itself.

    I like EOG and LULU and have made some nice money there as well. I don't know why you picture me sitting in a room with pictures of CRM on the wall and me throwing darts and knives at it. I'm not saying it won't keep going up. I'm saying I'm 100% positive it will implode when the mutual funds start pulling out and you will lose a lot of money if you are greedy here.

    That is what I'm saying.
    May 23 12:02 PM | 3 Likes Like |Link to Comment
  • Salesforce.com's First Quarter Earnings Preview [View article]
    did he just say that last sentence? hope you're kidding ToJo

    but I agree they'll have a manufactured beat on revenue, non-GAAP & cash flows and no one on the call will mention that their sales and marketing line is clearly growing faster than revenue. nor will they mention that most of their cash flow is derived from stock option excercises. oh i could name several other things that scream "this stock is a scam" but why waste my time?...it'll implode when it implodes. and it will implode.
    May 23 08:36 AM | 2 Likes Like |Link to Comment
  • Salesforce Pre-Earnings: Robust Revenue Growth Squeezed By Climbing Costs [View article]
    also Zorro, we were under 30 and have been flame broiled by these types of stocks. now we all just wait for the implosion to make back all the money we lost in 2000.

    and you won't feel so young once you see what happens. losing a lot of money while the CEO remains a bizillionaire ages you.

    Experience is learning from your own mistakes, Wisdom is learning from others' mistakes.
    May 23 08:22 AM | Likes Like |Link to Comment
  • Senate Slams Apple On Tax Avoidance [View article]
    If Tim went in there and told them we'd all be a lot better off with term limits for Congress he'd get a standing ovation from America and probably a new loyalty to their products.

    What an absolute dumpster fire this system has become. They allow lobbyists (read: corporations) to write their laws and then they complain when they are followed.

    #TermLimits!!
    May 20 10:57 PM | 5 Likes Like |Link to Comment
  • Apple (AAPL) releases Tim Cook's official statement (.pdf) to the Senate ahead of his Tuesday appearance at a hearing on corporate tax payments. Among other things, Apple claims it paid ~$6B in federal taxes in FY12 and a 30.5% effective federal tax rate, and that its foreign units don't engage in the practices the hearing focuses on (the shifting of IP to offshore havens, revolving loans from subsidiaries, etc). The company proposes a tax system that's "revenue neutral, eliminates all tax expenditures, lowers tax rates and implements a reasonable tax on foreign earnings." (previous[View news story]
    HAHAHAHA!! Good Luck Tim! I'm sure your logical, reasonable argument will help change the law.

    Oh wait, we live in a country where Congress has evolved to only be driven by 4 things:

    1) Being re-elected as many times as possible
    2) Catering to the people/corporations who finance their campaigns
    3) Working well with their lobbyist buddies with whom they used to work so they too can land cushy jobs on K Street
    4) Oppose anything the other party suggests, no matter how it benefits the citizens of the United States
    May 20 04:23 PM | 26 Likes Like |Link to Comment
  • The 'Smart Money' Hedge Funds Don't Look So Smart Anymore [View article]
    Always knew that they probably were like Mutual Fund managers in that the vast majority couldn't keep up with the indexes. Thanks for validating that.

    I am very much enjoying the SAC debacle as he had been torturing our company to break up. (SAC is one of the larger shareholders)

    Haven't heard much from him lately, must be busy.
    May 20 09:39 AM | Likes Like |Link to Comment
  • What Will $2 Million Get You In Retirement? [View article]
    luckily your mother Dorothy (who is a Saint) will take care of you should your continued mediocrity as a newscaster not allow for a comfortable retirement.
    May 20 09:01 AM | 1 Like Like |Link to Comment
  • Google's (GOOG +0.1%) sell-side PTs have been surging as shares continue trading above $900 following a torrent of I/O news. The I/O news demonstrates "Google remains one of the most innovative and forward thinking companies of this generation," gushes Topeka, which has raised its PT to $999. Baird's PT is now at $1,025, and Argus' at $1,065. In some respects, the mood resembles that surrounding Apple not too long ago. [View news story]
    GOOG is great @Sermer but I'd sell calls against your position and maybe even buy a few protective puts because a) revenue actually shrunk last quarter for the first time in their history (nothing wrong, just maturing) and b) this big money that left AAPL and went into GOOG looks like it's having the exact same trajectory of stock price run. And we know what happened to AAPL on their next 'less than awesome' quarter. I got very very burned holding all of my AAPL shares and was blind to the idea that it could crash so hard given their balance sheet and profitability. Please learn from my mistake.
    May 18 08:00 AM | Likes Like |Link to Comment
  • Google's (GOOG +0.1%) sell-side PTs have been surging as shares continue trading above $900 following a torrent of I/O news. The I/O news demonstrates "Google remains one of the most innovative and forward thinking companies of this generation," gushes Topeka, which has raised its PT to $999. Baird's PT is now at $1,025, and Argus' at $1,065. In some respects, the mood resembles that surrounding Apple not too long ago. [View news story]
    Of course it does, when all the lemmings left AAPL they put their money into GOOG. It was very obvious. The spread on forward P/E ratios is really gowing between the 2 companies. If Wall Street ever rewarded AAPL with the same P/E as GOOG it would've hit $1000 first.
    May 17 02:40 PM | 1 Like Like |Link to Comment
  • What Will $2 Million Get You In Retirement? [View article]
    Are there any Obama haters out there who actually understand what the word Socialism means? #FoxNewsIsn'tNews
    May 17 02:07 PM | 3 Likes Like |Link to Comment
  • Picking An All-Star REIT Team To Defend Against Interest Rate Risk [View article]
    Sell O PUTS at strike price where you'd feel good about getting in. Always nice to get paid while you wait.
    May 17 02:03 PM | 2 Likes Like |Link to Comment
  • What Will $2 Million Get You In Retirement? [View article]
    Scary how little income you can actually pull if you're destined to live to 95. Fortunately, no one in my family has come close so I'm going to kick it up a notch and plan on an exit well before then.

    And I personally think that with dividend titans like the ones you've listed plus some emerging ones (AAPL, INTC, V) that they are so safe that there's never a reason to own a Treasury bond. Muni's maybe, but not US Federal Gov't treasuries, especially at today's yields.
    May 17 10:29 AM | 3 Likes Like |Link to Comment
  • Google: Hold And Look To Sell [View article]
    Agree 100% - it's Wall Street's new AAPL and we know how finicky they can be. I bought a January $910 PUT yesterday because I agree with you. Nicely done. Short, sweet and accurate in my opinion.
    May 17 09:59 AM | 1 Like Like |Link to Comment
  • Google Vs. Apple: Spring Of Hope, Winter Of Despair [View article]
    When I read a title like this I'm inclined to short GOOG and long AAPL, so I did. Just bought some January 2014 $910 Puts on GOOG and added to my AAPL long.

    It's amazing how the water cooler talk usually precedes major market changes. Remember just a few years ago when everyone was talking about how much their house appraisals were rising?
    May 16 01:31 PM | 4 Likes Like |Link to Comment
  • Salesforce.com May Be Selling You - Buyer Beware [View article]
    dk1007 - there were folks like you dancing around during the rise of Enron, WorldCom, HealthSouth and Tyco. If we don't learn from history, it is certain to repeat itself, which it is doing now in 'the cloud'.

    If you are taking profits and hedging your bets and get out before the collapse, well done. But the main pattern with people like you is belief that the Emperor's clothes are actually beautiful and therefore when the first mutual fund sees that he's not wearing any (meaning CRM will never ever ever grow into this valuation), the dk1007's usually take massive losses and then hope that the dead cat bounce is the path back to even. And it never is. It just keeps going down, down down into financial hell. Benioff & Company will remain billionaires, but you'll lose most or all of your investment.

    We all know how it ends, Good luck dude.
    May 16 01:23 PM | 3 Likes Like |Link to Comment
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