Salesforce.com is cut to Underperform at Cowen, citing slowing billings at a company “in the early stages of growing pains." After missing billings expectations in Q3, CRM changed its renewal policy to annual payments, which could positively impact billings in FY2013 via "the artificial one-time inflation of deferred revenue, but is likely a sign of longer-term pressure on the business.”
Wow, people are FINALLY seeing the inner workings of the beehive.
yes I was much more bullish on my January 2013 puts than I am today because a) Big companies make terrible acquisitions all the time (see AOL Time Warner) and b) it may not have to go down that much before MSFT or Oracle would jump in.
I know this stock will go down to $70 at some point in the next year but now may jump out of my positions sooner to avoid "terrible acquisition risk"
As far as the Champ goes, give him credit for knowing the sheep mentality and making the quick $6 per share. He was right yesterday.
With risk comes reward, I've been in for a year and although it is down in price, I've been DRIP-ping the whole time and my avg. cost is getting below $9, at which point I'm below NAV.
Not hard to like this one, I've been on their conference calls, they seem to be doing fine and the dividend is really nice.
I am long CIM and am starting to hate the stock as it slowly drips toward oblivion. I'm going to sell at a loss because I think it'll continue downhill as it has since its inception. The housing market is not recovering anytime soon and these guys thought they were getting much better deals on these bargain basement securities than they really did. Yes they bought below the then-current market, but that market has declined continually since they "stole" them. It'll hit $2 before it hits $4 and there are just much better plays out there.
Cramer's Lightning Round - Salesforce Is Hanging On A Dream (11/30/11) [View article]
Miriam - The CRM comments are both bullish and bearish. But Jim used to be completely bullish so I guess now he's starting to see the fading of the star. Maybe your articles would be a little more enlightening if you put your two cents onto the comments? Seems a little odd to just jot down Cramer's quotes
Saleforce.com Insiders Dumping Options 4 Years Before Expiration [View article]
Gordolini - What tax penalties? I've been cashing options and holding options and letting options expire worthless for 20 years and have never heard of a penalty for holding on in the hopes that they may be worth more at some point in the future. They are selling their pro-rated, vested shares the second that they can because they all know the house of cards that CRM stock is. Again, probably a good company, but fairly valued probably around $40.
What About Other Cloud Bubbles? Focus On Netsuite And SuccessFactors [View article]
N and SFSF may be worthy of long term puts. There are hundreds of tech stocks out there with N/A as their P/E so these don't jump out as much, although I agree with every thing you say in your article.
I think critical mass discovery of extreme over-valuation will hit AMZN and maybe CMG before they find these smaller players.
Annaly Capital Management: More Downside Risk Than Upside Potential [View article]
Stock Croc - Knowing that you have to pay the dividends if you short the stock, you'd have to have the price drop at least 15% just to break even. It may do that at one point but if you want to make money you'd have to have it drop consistently over 15% every year. One could argue that some longer term PUTS may be in play for all of the mREIT stocks but your money is better spent betting against high flying stocks that don't pay dividends. Can't agree with your contra argument here even if mREITs are nearing a period of bad times.
Netflix, Green Mountain Coffee: Is Salesforce.com Headed Down The Same Road? [View article]
agree somewhat with the caveat that "value stocks take a long time" could mean a decade. MSFT has been in a trading range and called a value stock since my 12 year old was born.
if you're making 24% a year you need to write an article on SA!! Share the love TonyP4!
Netflix, Green Mountain Coffee: Is Salesforce.com Headed Down The Same Road? [View article]
Never beat yourself up for taking profits. No man on earth can predict future events; the fact is that you made money based on your knowledge. And here's the better news - at some point before the next earnings call you can add more puts and shorts back in because I think it'll go down to $70 over the next year. I sold 80% of my shorts at $113 and if it gets over $120 again I'm jumping back on the short train.
Amazon Earnings: Believe Half Of What You See, None Of What You Hear [View article]
Honne, Now that GMCR, NFLX & CRM longs are starting to take their reality pills, I think AMZN and CMG are the next to fall from grace. It may take a while for both, but they just aren't that much better than the rest of the corporate world to keep such lofty valuations.
I like your title but the article didnt hammer home any opinion as to whether someone should buy, sell or avoid AMZN stock.
KMB has a much higher chance of hitting $60 before it hits $80. I'd reduce above $70. I have owned it for 14 years and the trading range is $40-$70 since 1995
Netflix, Green Mountain Coffee: Is Salesforce.com Headed Down The Same Road? [View article]
it hit $160 earlier this year and hasn't sniffed it since. I truly believe that was the high water mark. We shall see. To your point about timing though, you are correct, it's a coin toss on earnings day. I have some short but most of my investment is longer term puts.
So, You Wanna Buy Salesforce.com? [View article]
Wow, people are FINALLY seeing the inner workings of the beehive.
So, You Wanna Buy Salesforce.com? [View article]
I know this stock will go down to $70 at some point in the next year but now may jump out of my positions sooner to avoid "terrible acquisition risk"
As far as the Champ goes, give him credit for knowing the sheep mentality and making the quick $6 per share. He was right yesterday.
BlackRock Kelso Capital: Hefty Dividend Provides Shelter From Economic Storm [View article]
BlackRock Kelso Capital: Hefty Dividend Provides Shelter From Economic Storm [View article]
Not hard to like this one, I've been on their conference calls, they seem to be doing fine and the dividend is really nice.
Chimera: An mREIT Not Worth Owning [View article]
Depressed in Georgia
Cramer's Lightning Round - Salesforce Is Hanging On A Dream (11/30/11) [View article]
The CRM comments are both bullish and bearish. But Jim used to be completely bullish so I guess now he's starting to see the fading of the star. Maybe your articles would be a little more enlightening if you put your two cents onto the comments? Seems a little odd to just jot down Cramer's quotes
Saleforce.com Insiders Dumping Options 4 Years Before Expiration [View article]
What tax penalties? I've been cashing options and holding options and letting options expire worthless for 20 years and have never heard of a penalty for holding on in the hopes that they may be worth more at some point in the future. They are selling their pro-rated, vested shares the second that they can because they all know the house of cards that CRM stock is. Again, probably a good company, but fairly valued probably around $40.
Just bought more May $80 Puts yesterday.
What About Other Cloud Bubbles? Focus On Netsuite And SuccessFactors [View article]
I think critical mass discovery of extreme over-valuation will hit AMZN and maybe CMG before they find these smaller players.
Short CRM
Annaly Capital Management: More Downside Risk Than Upside Potential [View article]
Netflix, Green Mountain Coffee: Is Salesforce.com Headed Down The Same Road? [View article]
if you're making 24% a year you need to write an article on SA!! Share the love TonyP4!
Netflix, Green Mountain Coffee: Is Salesforce.com Headed Down The Same Road? [View article]
Amazon Earnings: Believe Half Of What You See, None Of What You Hear [View article]
Now that GMCR, NFLX & CRM longs are starting to take their reality pills, I think AMZN and CMG are the next to fall from grace. It may take a while for both, but they just aren't that much better than the rest of the corporate world to keep such lofty valuations.
I like your title but the article didnt hammer home any opinion as to whether someone should buy, sell or avoid AMZN stock.
thanks
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Netflix, Green Mountain Coffee: Is Salesforce.com Headed Down The Same Road? [View article]