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edenkens

edenkens
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FB, TRIP
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  • 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 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 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 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 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 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 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 05:43 PM | Likes Like |Link to Comment
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