Seeking Alpha
  • FortSumter
    LNKD reported Q2 EPS of $0.16, in-line. Revenue $228.2 million versus the consensus estimate of $216.08 million
    8/2/12
    Reply (14)
    • FortSumter: Not much of a beat for a PE of 500+
      8/2/12
    • FortSumter: Jumped but trending lower as numbers digested.
      8/2/12
    • bradyc: shorted a bit more at 97
      8/2/12
    • FortSumter: Guides FY12 Revenue $915-925M, Had Seen $880-900M vs $906.3M Est
      8/2/12
    • FortSumter: Wow, less than 5% for a PEG=12. Staying short for now.
      8/2/12
    • OneLongTrade: Tried to rationalize the same way for AMZN :(.
      8/2/12
    • OneLongTrade: And then got ripped apart the next day. Market makes little sense these days, no wonder a lot of fund managers are quitting.
      8/2/12
    • FortSumter: Thanks OLT! :( Thus time is different! haha
      8/2/12
    • Husky Financial: GAAP earnings were only 0.03 .. since when do legitimate companies report in Non-GAAP?
      8/2/12
    • OneLongTrade: Legitimate companies don't, but the market treats em the same way. CRM is classic example. GAAP earnings are often negative.
      8/2/12
    • Joel M: Well, there goes my strangle. Shorts aren't really covering, buyers aren't buying, sellers aren't letting go no one is piling in either way
      8/2/12
    • Joel M: Nonsense for 0.03 EPS; absolutely and ridiculously below estimates. Complicit analysts are sticking to non-GAAP. It's like listening to
      8/2/12
    • Joel M: Marc Benioff at CRM spin revenue and non-GAAP to keep his shares inflated, and watching people quote it like it's real.
      8/2/12
    • AlphaWulf: LNKD returning a massive 2.8 million dollars to the balance sheet. That 10 billion dollar valuation is right on point...
      8/2/12