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Doyle3000

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  • What Did Salesforce.com Buy In Buddy Media? Increasing Losses And Serious Cash Flow Drain [View article]
    Especially if these larger end-users already have a long standing relationship with MSFT, SAP, etc..Why would they switch to CRM at that point? And why would MSFT, SAP, etc. ever let their biggest customers walk to CRM?

    After the big run up of N after earnings, I doubled down my short position. If I could short WDAY I'd do that too.
    Oct 28 04:48 PM | 1 Like Like |Link to Comment
  • Why Rackspace Is Still A Buy Post-OpenStack [View article]
    OK made a quick 25% this week and closed out. Glad I read your article because I won't short or buy puts on RAX again. There are so many other juicy over-valued stocks out there. Thanks Dana!
    Oct 26 08:32 AM | Likes Like |Link to Comment
  • Sycamore Set To Close Up Shop [View article]
    Richard - you've added a ton of value for me over the last month. I made a nice little profit from the $10 divvy and the little bump we got in price since the dividend.

    Now I dumped all shares with a locked in profit. If they are closing shop, the market isn't aware of it. This stock will race down to a penny stock the second people get their $2 locked in. I think I'm going to short it after the ex-dividend date.

    They really are closing shop. When I first read the title and your name next to it I thought "WTH is he talking about? He just told us he was staying!" It's nice to have an advocate out here on SA for us. MUCH appreciated.
    Oct 25 03:26 PM | Likes Like |Link to Comment
  • What Did Salesforce.com Buy In Buddy Media? Increasing Losses And Serious Cash Flow Drain [View article]
    good stuff as usual Todd.

    I too hold my shorts and puts with great conviction. the switch from 1 year billing cycle to 2 year ends with May 13 quarterly report and that will show dramatic slowdown of deferred revenues unless they pull another rabbit out of the hat.

    so I can easily hold my shorts until then and it may just collapse before that depending on when Fidelity finally decides to take their profits and run. they see what we see but just have to strategize their exit.
    Oct 23 02:19 PM | 1 Like Like |Link to Comment
  • Amazon Web Services (AMZN) is witnessing another big outage at its East Coast data centers. Affected services include Pinterest, Foursquare, Airbnb, Reddit, and Salesforce.com's (CRM) Heroku cloud app development/hosting platform. As always, enterprise concerns about the reliability of public cloud services come into focus when significant downtime occurs. (June outage[View news story]
    perception is reality and although everything will eventually be in the cloud this is a step backwards for their story. we all have service interuptions at home and work so no one should think the sky is falling; it's just an annoyance.
    Oct 22 05:16 PM | Likes Like |Link to Comment
  • Sycamore Networks: Should I Stay Or Should I Go? [View article]
    i think you gave us an incorrect link - do you have something good on Sycamore?
    Oct 16 09:16 AM | Likes Like |Link to Comment
  • Sycamore Networks: Should I Stay Or Should I Go? [View article]
    good article - i too am holding for now, that quarter was surprisingly good and I'm already in the money. the election will help regardless as the economy will either rally hard with Romney's agenda or rally knowing the rules of engagement with Obama. I expect a nice rally over the next 4 months regardless.
    Oct 15 10:03 AM | Likes Like |Link to Comment
  • The SandRidge Mississippian Trust I - Declining Distributions Will Lead To Negative Returns [View article]
    Good article. I'm long SDT & SDR.

    Wasn't the allure of this stock that the parent company SD would guarantee 8% yield throughout? I thought that was the value-added benefit of owning this income stock. It's not a capital appreciation stock for sure, most RTs aren't.

    So you are so sure that it's going to tank that you're going to pay out 12% in dividends each year while you wait? I never understood shorting a dividend stock and paying while you wait. You'll need it to go down 12% just to break even.

    Are you that sure that a) oil won't go back up and b) the wells won't produce 1300 boe after 2013?
    Oct 15 09:54 AM | 4 Likes Like |Link to Comment
  • Why Rackspace Is Still A Buy Post-OpenStack [View article]
    good article. i just bought some March puts but may sell them at the next market correction. i did believe they were an over-hyped stock but you made strong enough points for me to get out even if it costs me a few bucks. the theta is powerful on these techie options!
    Oct 7 08:51 PM | Likes Like |Link to Comment
  • Why I Think NetSuite Is Grossly Overvalued [View article]
    excellent point. N and CRM because of their ownership and market-capital respectively, are not buyout candidates the way CSOD is. Cornerstone is over-valued but can easily be picked up by MSFT, IBM, GOOG, etc...
    Oct 7 08:47 PM | Likes Like |Link to Comment
  • Will Amazon.com Taste Some Of Its Own Venom? [View article]
    I think I'm going to write my first SA article showing current price targets by analyst for CRM, AMZN, N, insert bubble valuation here, RAX etc.. Then I'll show their revised price targets after the bubble pops. It'll be a nice chart.

    And those analysts will look like the worthless tabloid writers that they are.
    Oct 4 08:12 PM | Likes Like |Link to Comment
  • Why I Think NetSuite Is Grossly Overvalued [View article]
    we laugh because if we didn't, we'd cry. I can see N going to $70 with this stupid Fed and Romney fueled rally that has no fundamental logic to it.

    my mistake last time I shorted over-valued stocks was that I just couldn't stand the red in my portfolio, but had I held to my convictions i would have made nice money.

    this time I'm going to be very patient. these valuations are ridiculous. Short N, RAX & CRM.
    Oct 4 08:00 PM | Likes Like |Link to Comment
  • Will Amazon.com Taste Some Of Its Own Venom? [View article]
    Salesforce.com is on this path as well but AMZN has higher market cap. I'd rank them as the top 2 over-valued stocks in the world above $20b market cap and older than 10 years in their businesses.
    Sep 29 04:04 PM | Likes Like |Link to Comment
  • Will Amazon.com Taste Some Of Its Own Venom? [View article]
    Good article as usual Paulo. Serious question here, not sarcastic: How long in your opinion has AMZN been completely over-valued?

    I've never seen anything like this stock and I lived through the tech bubble when the Titans (CSCO, MSFT, etc) all came thundering down. And those guys were making a lot of money.

    AAPL changed the way we transport, buy and listen to music. It also changed the way the world looked at cell phones. It also created the tablet. It is every bit as innovative and amazing as Amazon and yet it trades at 16x earnings. How does AMZN do this magic??
    Sep 28 04:35 PM | Likes Like |Link to Comment
  • Why I Think NetSuite Is Grossly Overvalued [View article]
    you are right on N in that a) it is grossly over-valued and b) it may stay that way for a long time due to the affiliation with the word "cloud"

    this is the new internet bubble and could last another 2 years before it bursts.

    also of note, Larry Ellison owns 52% of N so that mitigates buyout risk as well. only risk on the short is continued bubble activity.
    Sep 28 04:20 PM | Likes Like |Link to Comment
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