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  • Amidst Ongoing Doubts, Exact Sciences Still Offers Opportunity [View article]
    Have you ever had a colonoscopy? To say that it is an invasive test is the understatement of the year. And it takes 12 hours of pre-test and post-test steps that end with you eating like you a bear at a picnic.

    I think the aging baby boomers will GLADLY poop in a bag vs. the current colorectal cancer screening. And if the reimubursement is upwards of $400 this stock will go to $30 easily. I predict traditional colonoscopy procedures will decrease by 70% over the next few years. We'll look back on it one day and say "We did WHAT for colon cancer screening???"
    Jul 25 08:48 AM | 5 Likes Like |Link to Comment
  • Amidst Ongoing Doubts, Exact Sciences Still Offers Opportunity [View article]
    Not true that the FDA fast tracks all improvements in testing.

    There are other breakthrough tests like Cytyc's (now Hologic's) cervical cancer screening that was the evolution from the standard pap smear on glass slides. The facts were clear and present that it was a much better screening and it took years to be approved and reimbursed.

    You're giving the FDA too much credit for efficiency here Morlock. Remember it is still the government.
    Jul 24 09:18 AM | 2 Likes Like |Link to Comment
  • Cramer's Mad Money - Piggyback On Peltz (7/14/14) [View article]
    OK your profound rhetoric has changed my mind. We should immediately bring our radical political views into the conversation when we are trying to earn money on our savings. And use snippets from decades old stories to back up our arguments.

    You keep on winning takeone1 - so awesome. I bet you make more than Cramer and Obama combined with your unmatched competence.
    Jul 18 09:08 AM | Likes Like |Link to Comment
  • Coach: An 'Accidental High Yielder' [View article]
    Going to sell at $33 PUT?
    Jul 16 12:46 PM | Likes Like |Link to Comment
  • Cramer's Mad Money - Piggyback On Peltz (7/14/14) [View article]
    I actually do mean to pick on people who bring Obama into conversations that have nothing to do with him. They remind me of Palestinians who think that Isreal is going to give up their land because Allah is better than God. Just ignorant, wasteful rhetoric not germane to Seeking Alpha. Go to the Fox News website please.
    Jul 16 12:36 PM | 1 Like Like |Link to Comment
  • Cramer's Mad Money - Piggyback On Peltz (7/14/14) [View article]
    I do love Cramer's politically incorrect bashing of some CEOs. It's not done enough. They aren't personal attacks necessarily but they are harsh and candid comments about the companies leadership.

    Personally I love this. Every one of these CEOs are multi-multi-millionaires and factually some of them just suck. As retail investors, it's nice to know this. I won't be buying LL or FDO anytime soon.
    Jul 15 09:16 AM | 3 Likes Like |Link to Comment
  • Oracle May One Day Be Your Software Superstore, On The Ground If Not From The Cloud [View article]
    I think Oracle will be a winner due to these 3 inevitable facts:

    The bull market will end and the weighing machine will appear which will create a stampede to companies that actually make profits.

    The cloud stocks will crater, some may even go bankrupt as interest rates begin to rise while their stock price (and currency) falls. And they lack the cash to sustain the business.

    Oracle will be a larger and larger cloud provider by picking off the WDAY, CSOD, CRMs of the world as they become affordable after the market retreats. They'll fight MSFT, SAP and maybe IBM for all the fallen cloud former high-flyers.

    They have yes men, crappy culture, dysfuction, etc... but guess what? They have a very large profitable business and in the end that always trumps hype and revenue growth without profit.
    Jul 15 09:02 AM | 2 Likes Like |Link to Comment
  • Investors Took A Pass On The Trojan Horse [View article]
    West Coast Guy - this is really not a comment section for pushing penny stocks. You could do your own article though. Maybe with a title "from the boiler room..."

    I have found btw that shorting the stocks that are being pushed on me can be very profitable.
    Jul 12 05:40 PM | 5 Likes Like |Link to Comment
  • Salesforce buys CRM analytics startup RelateIQ for $350M [View news story]
    In this zany world they were probably purchased for 9x sales so at $350mm they were maybe doing like $40mm/year?
    Jul 12 03:31 PM | Likes Like |Link to Comment
  • Salesforce buys CRM analytics startup RelateIQ for $350M [View news story]
    Hey they found someone who will take their stock as payment!

    After ExactTarget I bet they changed their first M&A prospect filter to "Will company take our stock for payment?"
    Jul 11 11:22 AM | 3 Likes Like |Link to Comment
  • Is Salesforce Still A Force To Be Reckoned With? An Algorithmic Perspective [View article]
    As a trader's stock your thesis could be completely right, but it is trading/gambling and not investing.

    I was in San Francisco when they announced they were moving into the largest skyscraper that side of Chicago and I said "Of course they are, everything is about the image they are projecting". But the ENRON building was also kind of fancy in Houston. As was WorldCom's complex. And Arthur Anderson's HQ was pretty sweet too.

    CRM may not go bankrupt, but their stock will absolutely collapse within the next few years and it'll never come back to these levels. They'll be purchased by ORCL or SAP at about $17/share.
    Jul 8 09:46 AM | 3 Likes Like |Link to Comment
  • Coach: An 'Accidental High Yielder' [View article]
    I'm buying 100 this week and if it keeps dropping I'll dollar cost average down. This is oversold and pays almost 4% to wait. Good find. Your the 2nd SA author to pique my interest with COH. (Acs)

    Nice article as always Bret. Plain and Simple.
    Jul 6 07:31 PM | Likes Like |Link to Comment
  • UCP, LLC's Lot Portfolio Is Worth 84% Of Its Enterprise Value, Giving Shareholders Homebuilding Exposure At A Discount [View article]
    I held this for almost a year and it didn't budge. I think you are right but it's very tough to hold and be patient while every other good stock in the market seems to be rising nicely.

    Once the bull stops running and I ring the register on AAPL, GILD, etc... I may jump back in. You are correct that this is not on anyone's radar but that can be good and bad.

    Excellent article. Thank you.
    Jul 4 10:46 AM | Likes Like |Link to Comment
  • Autodesk's CFO leaving to become Salesforce's CFO [View news story]
    Graham: "Welcome Mark, glad to have you here. We need to review some reporting SOPs before I leave ok?"
    Mark: "Sure, what is different at CRM vs. other companies?"
    Graham: "Well I'm glad to hear you ask because that means you didn't notice that we have an amazing and incredible ability to grow between 31%-35% YOY every single quarter no matter what is going on in the macro or micro economy"
    Mark: "And what does that have to do with how I report our quarterly revenues?"
    Graham: "I've actually built them for you for the next 6 quarters. Here you go. Take a look and read them to yourself and practice saying them a lot so when you say it on the call it sounds extremely sincere"
    Mark: "How on earth can you pre-determine your YOY growth 6 quarters into the future Graham???"
    Graham: "Well we have this beautiful little piggy bank called 'deferred revenue' which can act like a smoothing factor each quarter. We have the ability to move around recognized revenues to ensure that we always 'beat and raise' each quarter no matter what!"
    Mark: "Graham, that's unethical and practically illegal, why would you do that?"
    Graham: "Well candidly, our stock price is all we have. Our model doesn't actually work. It costs us $1.10 to sell each new revenue dollar. And we even lost $96mm last quarter. So it's really bad. But here's the good news, most of those expenses are stock options that aren't really expenses but they magically make your personal bank account expand geometrically each quarter!"
    Mark: "What about the shareholders?"
    Graham: "The who?"
    Jun 30 04:56 PM | 4 Likes Like |Link to Comment
  • This Roller Coaster Only Goes Higher - Don't Fight It [View article]
    George are you still long APC without calls sold against the position? That would've been a nice return if you kept it going
    Jun 25 10:44 AM | Likes Like |Link to Comment