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foodforthought

foodforthought
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  • UVXY: What The 5-To-1 Reverse Split Means For You [View article]
    Nathan,
    What's your take on shorting SVXY?
    May 13, 2015. 07:43 PM | Likes Like |Link to Comment
  • When Will The VIX Tell Us It's Time To Buy SVXY? [View article]
    Once the March contract expires, April and May VIX futures are flat as a pancake...not good for SVXY as this ETF usually soars on the steepness of VIX futures curve.

    Unless the whole curve collapses, there is more downside on SVXY then upside, at least until 1Q15 earnings season is over and sell in May go away does not materialize.

    And by the way, oil is heading to low $40s and potentially '3 handle coming. Soon, the algos will start linking OVX to VIX again...
    Mar 12, 2015. 08:34 PM | 1 Like Like |Link to Comment
  • A Sweet Time To Sell NetSuite [View article]
    Yes....Now is a "Sweet Time to Sell NetSuite"...:-)
    Dec 26, 2014. 07:28 PM | Likes Like |Link to Comment
  • The Crash Of Oil Prices Could Be The Opportunity Of The Decade [View article]
    ZZZZZZZZZZZ......wake me up in March!
    Dec 10, 2014. 10:01 PM | 1 Like Like |Link to Comment
  • Is It Time To Buy Exxon And Other Big Oil? [View article]
    ZZZZZZZZZZZZZZZZZZ....... wake me up in late March!
    Dec 10, 2014. 10:00 PM | Likes Like |Link to Comment
  • Is It Time To Buy Exxon And Other Big Oil? [View article]
    http://bit.ly/1zFK2Lt

    Saudis are basically going "kamikaze" right into the heart of the US shale oil market, which is sitting on top of a time bomb. The "cracks in the HY market" can not be ignored and it will only get worse. Just like the subprime meltdown, which was supposed to wipe out only weakest players, brought down the whole banking sector (and the economy). We will see where these multiples for big-cap energy stocks will be once the "dust settles"...If the oil goes below $60 (which I think it will), we will have the HY bond market blowup in full force with a contagion effect into banks/financials.

    It is way "TOO EARLY" to even dip your toes into the energy sector, not to mention the strong dollar cycle is at least 6-months away from its peak!
    Nov 29, 2014. 02:37 PM | 4 Likes Like |Link to Comment
  • A Sweet Time To Sell NetSuite [View article]
    Any "new" price predictions on N?
    Nov 29, 2014. 01:06 PM | Likes Like |Link to Comment
  • The Crash Of Oil Prices Could Be The Opportunity Of The Decade [View article]
    http://bit.ly/1zFK2Lt

    Saudis are basically going "kamikaze" right into the heart of the US shale oil market, which is sitting on top of a time bomb. The "cracks in the HY market" can not be ignored and it will only get worse. Just like the subprime meltdown, which was supposed to wipe out only weakest players, brought down the whole banking sector (and the economy). We will see where these multiples for energy stocks will be once the "dust settles"...
    Nov 29, 2014. 01:01 PM | 2 Likes Like |Link to Comment
  • A Sweet Time To Sell NetSuite [View article]
    So, WDAY is going to minus $20?
    Mar 28, 2014. 07:21 PM | Likes Like |Link to Comment
  • A Sweet Time To Sell NetSuite [View article]
    Going to $30 in 12 months?

    You wish!
    Mar 28, 2014. 06:47 PM | Likes Like |Link to Comment
  • A Sweet Time To Sell NetSuite [View article]
    Kevin,

    On an "investing basis" (minimum 12 months horizon), would you buy N here?...I would.

    And I wouldn't want to be short N in the next 12 months. Not to mention, Larry Ellison owns ~55% of this puppy!.

    This is a very healthy correction. Not just for N, but for the entire tech space...
    Mar 27, 2014. 07:48 PM | Likes Like |Link to Comment
  • Workday - Strong Third Quarter, Still Does Not Justify This Valuation [View article]
    http://bit.ly/1fuHxzH

    Time to realize profits!

    Converts are coming!!!
    Feb 27, 2014. 07:25 PM | Likes Like |Link to Comment
  • A Sweet Time To Sell NetSuite [View article]
    http://bit.ly/1fuHxzH

    Now is the time to realize profits on WDAY!

    Convertibles ready to be converted!
    Feb 27, 2014. 07:18 PM | Likes Like |Link to Comment
  • Workday announces 6M-share offering, shares -3% AH [View news story]
    http://1.usa.gov/LcSm20

    ~255M shares O/S after the follow-on, not even counting the convertibles with conversion price of $83.28 (~4M shares) and $81.74 (~3M shares).

    So, WDAY's current market cap is ~$24B and trading at 31x 2014 revenue estimate of $765 (62% growth) and 21x 2015 revenue estimate of $1,150 (52% growth).

    WDAY is actually trading at a higher P/S valuation multiple than TWTR...!!!

    I think yesterday's and today's price action is short covering due to the price action that started on 1/7/14 with UBS raising price target to $100.
    Jan 16, 2014. 10:17 PM | Likes Like |Link to Comment
  • A Sweet Time To Sell NetSuite [View article]
    This is a market of relative suckerness...:)

    If WDAY can demand a 17.5x P/S multiple on mid-point of its 2014 and 2015 revenue estimates, not to mention the recent strong demand for its follow-on offering, N can easily demand 15x on ~$600M.
    Jan 15, 2014. 07:44 PM | Likes Like |Link to Comment
COMMENTS STATS
225 Comments
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