edenkens

edenkens
Send Message
View as an RSS Feed
  • Is Veeva Systems Still A Falling Knife?  [View article]
    Good earnings beat yesterday - just what mgmt needed
    May 30, 2014. 05:35 AM | 1 Like Like |Link to Comment
  • Veeva Systems Is Extremely Oversold  [View article]
    When the company went public, everyone was touting it bc it was already profitable with a huge market opportunity. Same is still true today - the problem as I see it is the management of the IPO shareholders and secondary. The company has to execute no doubt, but life sciences is still in the 2nd inning when it comes to cloud transfer. Would be a good purchase in the low-mid teens if it gets there bc potential for upside is definitely there.
    May 17, 2014. 10:56 AM | Likes Like |Link to Comment
  • Veeva: Irrefutable Proof Of TAM Overstatements, CRM Seat Saturation, Drastic Growth Deceleration, And Highly Dubious Sell-Side Coverage  [View article]
    Aren't big funds like fidelity in this?
    Mar 28, 2014. 04:59 AM | Likes Like |Link to Comment
  • More on Apple's FQ3: The company is guiding for FQ4 revenue of $34B and EPS of $7.65, below a consensus of $38B and $10.22. iPhone sales miss consensus, iPads beat. Gross margin of 42.8%, down 460 bps Q/Q (due to mix shift towards iPads) and up 120 bps Y/Y.  6.8M iPods sold, -10% Y/Y. Americas revenue +26%, Europe +16%, Japan +33%. Asia-Pac (led by China) +25% Y/Y but -22% Q/Q. Retail +17% Y/Y. $2.65/share dividend declared. CC at 5PM ET (webcast). AAPL -4.9% AH. (PR)   [View news story]
    Stock is heading lower until next quarter - relax for three months and watch this drop to low 500s....
    Jul 24, 2012. 06:19 PM | Likes Like |Link to Comment
  • Apple (AAPL): FQ3 EPS of $9.32 misses by $1.04. Revenue of $35B (+22% Y/Y) misses by $2.5B. 26M iPhones sold, 17M iPads, 4M Macs. Shares -5.5% AH. (PR).   [View news story]
    Quarter was soft for apple - as expected!
    Jul 24, 2012. 04:47 PM | 1 Like Like |Link to Comment
  • Tripadvisor (TRIP): Q2 EPS of $0.41 in-line. Revenue of $197.1M (+16.5% Y/Y) misses by $5M. Shares -20% AH. (PR)   [View news story]
    Down 20 percent for making number? Was guidance bad or something on the conference call
    Jul 24, 2012. 04:45 PM | Likes Like |Link to Comment
  • 2012: A Disruptive Year For TripAdvisor  [View article]
    Undervalued Internet property - amazing how well this is doing while the economy is doing poorly....imagine how much this picks up if we ever had a real recovery
    Jul 2, 2012. 06:49 AM | Likes Like |Link to Comment
  • I Told You So: Facebook's Ugly IPO Debut  [View article]
    Your comment is both offensive and stupid. As if you know him personally right?
    May 31, 2012. 10:23 AM | 3 Likes Like |Link to Comment
  • I Told You So: Facebook's Ugly IPO Debut  [View article]
    There were tons of insider and VC shares sold into the offering - check the volume. Hard to move price by much with so much volume on both sides of the trade. Think this trends down slowly with rest of market for now
    May 19, 2012. 07:09 AM | Likes Like |Link to Comment
  • I Told You So: Facebook's Ugly IPO Debut  [View article]
    They wanted the ensuing press not say that the IPO failed on any levels
    May 18, 2012. 05:43 PM | Likes Like |Link to Comment
COMMENTS STATS
10 Comments
5 Likes