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RastaRich 29 posts  |  Last Activity: Nov 20, 2015 11:50 AM Member since: Dec 22, 1998
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  • Reply to

    This will fall tomorrow..shorting now..

    by listen_jockers Nov 18, 2015 4:21 PM
    rastarich rastarich Nov 20, 2015 11:50 AM Flag

    good short?? shorts have been wrong for many years, over and over , but new IDs keep showing up here and making errors. GLTA

    Sentiment: Buy

  • Reply to

    limited upside and a short below $78 !

    by justeastern Nov 20, 2015 9:48 AM
    rastarich rastarich Nov 20, 2015 11:49 AM Flag

    shorts have been wrong repeatedly for ten years+ .... this is a transformative company, it will be as big as any IT firm ... GLTA

    Sentiment: Buy

  • rastarich by rastarich Nov 18, 2015 8:52 PM Flag

    Wave Analytics! Screens for the Sales Cloud, ready to go! Demos show how useful this is in the tasks that salespeople and managers do. Also, easy-peasy creation of analytic screens that are very powerful and useful. It doesn't even have to be Salesforce data, any ODATA standard data source will work.

    The Lightning architecture! Components (widgets) that can do Salesforce stuff, yet, they can go onto pages in non-Salesforce products on other servers and other platforms, like in Outhook, in Snarepoint, in a Hookeroku app, in somebody else's web app. And one also can use the same component on Salesforce pages - no need to redevelop the wheel.

    The Internet of Things! Practical tools for receiving the massive data that the Things send, securely, and acting on it! Salesforce is way ahead of the pack in testing a useful system - first mover - again - & this could be really really big. But it is only in pilot testing.

    The Marketing/Service Macro! Multiple clicks in the way you handle a Case, such as (Enable the ID / send email with the new Number / put the ID and Number into the Case / add same to Chatter Feed / mark the Case closed) are performed with one click - without writing code or involving IT! Productivity!

    It's true that Mr Block continues to be from Boston. Otherwise, the company is in good shape.

    Sentiment: Buy

  • rastarich by rastarich Nov 18, 2015 8:34 PM Flag

    Operating margin has improved by a few percent in a year. Net margins for past nine months improved around 200 bp compared to a year ago. Net cash provided by operations up 37% for the nine months, but down a little for the three months. Less deferred revenue money is coming in, while unbilled/uncollected contracted services grows rapidly. Are they giving better terms, with less prepayment?

    All guidance items were raised a little. New guidance reaches 8 Billion$/yr revenues.

    Once again GAAP numbers miss the point.

    I was surprised it went up 5% after hours. The beats and the raises were less % than that.

    Could it be .... the World Tour ... or maybe in another post ....

    Sentiment: Buy

  • Reply to

    Rasta building.

    by howdydray Nov 16, 2015 12:06 PM
    rastarich rastarich Nov 16, 2015 2:00 PM Flag

    Thanx, didn't realize that. Maybe they get a "good deal" as anchor, but still, no reason to be in one of the highest-cost places on the planet. Surely US has vast tracts of abandoned IBM office space.
    I am guessing the sudden move from 80ish to 74ish was shorting, rather than longs deciding to sell en masse so soon before earnings.

    Sentiment: Buy

  • Reply to

    short the bubble..tired

    by listen_jockers Nov 12, 2015 12:27 PM
    rastarich rastarich Nov 16, 2015 1:53 PM Flag

    agree on support but maybe near 70 instead of 74. All my position had been called away, but i bought at 76 last week and 74.15 today. Am I a contrary short-term indicator? Yes, usually.

    Sentiment: Buy

  • Reply to

    Why would Opko go down so much after   ·√ⁿ

    by roshpina1882 Nov 16, 2015 11:21 AM
    rastarich rastarich Nov 16, 2015 1:00 PM Flag

    imo the operational losses are concerning, as is ballooning SGA. Depending on your methodology, you may find the recent quarter a failure or a success. Me, I bought more at 10.50 .

    Sentiment: Buy

  • Why spend $1.1 Billion to build an office building, when you are not in the building-offices business? Why locate your HQ in the highest-cost place in the USA? Sure, you could calculate the savings on leases etc - if you assume equally bad decisions about locating employees in leased space.
    Hubris! Error! Failure to count beans!
    Mr. Icahn, you understood your problems in Las Vegas with the half-built Fountainbleau, and you are getting out from under. Salesforce needs more common-sense at the helm. Won't you please take a long position here, tighten up this operation, and make a few billion?

    Sentiment: Buy

  • Small beat, big beat, or, the rarely-seen miss?
    Fed raises rates? If yes, does that bring down the market?

    Sentiment: Buy

  • Reply to

    any idea why crm has been soft lately?

    by caddidy66 Oct 21, 2015 10:10 AM
    rastarich rastarich Oct 21, 2015 6:16 PM Flag

    Quite a lot of short covering in 2015! 20 million shares covered, 16 million remain short, that's roughly an extra 100,000-share-buy, daily.
    Ten million shares were covered between 6/30 and 7/15! & lots in Jan thru Mar.
    Der punct: I imagine short positions grew recently with CRM near alltime highs. At least, there is plenty of dry powder for shorters to short this if they feel the urge. I personally didn't short it nor get long puts near the highs (sob)
    How about that last hour today? Will traders feel grumpy in the morning?

    Sentiment: Buy

  • Reply to

    Sure am glad

    by howdydray Oct 15, 2015 3:25 PM
    rastarich rastarich Oct 20, 2015 4:10 PM Flag

    feeling I missed the boat a little ... but still more fearful than greedy. Maybe CRM won't see 70 again but I imagine it will.
    IMO, one more good-size military escalation, or any actual facts somehow escaping from China, would crush this market. Or what if we all realize that Trump is the next leader of the free world? crasheroo!

  • rastarich rastarich Oct 11, 2015 4:03 PM Flag

    what idiocy. Every statement you make is utter nonsense. I should have left it unread with my usual ignore settings. 1) They could easily afford to pay cash if they want. 2) The dilution is real but the accounting is nonsense, because earnings are always considered per-share, so the GAAP per-share earnings double-count this non-cash expense. 3) If the stock price goes up, the GAAP expense actually increases, even though nothing about the company has changed! So why "must" they have the price go up? It does them no good. 4) Even if a higher price was their goal, a rumor will not do that for more than a few days. 5) The balance sheet is very strong, and they still can borrow money for about 0% from real investors. Maybe to you it looks weak, but that just shows how your opinion does not match the real world. 6) Acquisitions for stock continue to occur despite your idea that they cannot. The stock is liquid, anybody who gets stock and wants cash can sell the stock. 7) the 10% number is wrong. You're too lazy to find out facts, but you are happy to post untruths. GLTA.

  • Benchm, as you posted "We don't know that he or someone at CRM promoted this". But those are weasel words in their mildness.
    It is almost a certainty that he did not promote a public rumor about a buyout. It would be an insane risk with no benefit.
    The duplicitous post to which you replied states baldly that it is a fact. It all reflects far more on the poster's nature than on CRM or MB.

  • Reply to

    I woosed out

    by howdydray Oct 6, 2015 4:23 PM
    rastarich rastarich Oct 8, 2015 10:07 AM Flag

    Since you ask: I'd rather sell the 75s , since I expect a down market and lower CRM price in the coming week.

  • rastarich rastarich Oct 8, 2015 10:03 AM Flag

    what a lie. He never did. You're an idiot. Ignored.

  • Reply to

    Time to short?

    by howdydray Oct 2, 2015 1:57 PM
    rastarich rastarich Oct 6, 2015 9:59 AM Flag

    It doesn't matter if he would be a better CEO than IBM's, Oracle's, or anybody's current CEO.
    There is no path from here to there: No executive team is going to throw themselves out, and, today's owners do not have the attitude needed to actually fix the businesses they own.

  • Reply to

    Time to short?

    by howdydray Oct 2, 2015 1:57 PM
    rastarich rastarich Oct 5, 2015 10:46 AM Flag

    I wrote this weeks 74 calls (covered). I just don't believe there is an offer, but if there is one, isn't a counteroffer more likely than a quick OK? And if there is an offer, it might be breaking news this week, or any of the next twelve weeks. Last time, the rumour of takeover talks was confirmed true by (more-or-less) reliable sources many weeks later, after the runup had long run down.
    IMO MB does not want to sell - then what, start a really big model train layout? Take up yachting? Work for Microsoft? No. No way. This is his only baby. No deal. You offer 100 billion, he'll want 120 billion. He isn't a majority, but he has fans. (and is the biggest holder, or one of them)
    I intend to end up long stock, hopefully by rebuying lower, since as of now I stand to be called.
    If it gets to 78 this week, without real news, I will go long puts for a daytrade.

  • rastarich rastarich Sep 29, 2015 3:35 PM Flag

    yet you cannot think of any. GOP governors mostly refused to create an exchange - strictly obstruction, no "fix" there.

  • From today's news:
    "Think again about Black Friday being smaller than Amazon Prime Day.... You can't use 1975 logic to analyze the 2015 world.... ... [the market] doesn't have to mean revert [i.e., revert to the mean] because in 1975 it seemed logical in some textbooks. People thought Pluto was a planet back then also, and that the Red Sox and Patriots would never win championships. They were wrong.
    And so when you think the market must be a certain way for this that or the other reason, Parker thinks your thinking — not the market — is the real problem"

    But to be fair, I must add, of course the Red Sox will never win it again.

  • Reply to

    Will Benioff...

    by bigblueguy123 Sep 3, 2015 6:25 PM
    rastarich rastarich Sep 28, 2015 12:53 PM Flag

    He has sold 2% to 3% of his stake, in daily increments, every year, for many years, with very little variation. Since the stock went up faster than 3%/yr, his stake has grown larger during that time. So it is more accurate to say that he refuses to sell, even though almost all his net worth is tied up in the company.

79.97-0.44(-0.55%)Nov 27 1:01 PMEST