An in-depth analysis that could save your #$%$.
"Brazil not likely to deliver needed reforms - Credit Suisse" By Ulric Rindebro - Thursday, April 30, 2015
the past two shoe drops brought out 20 million shares each time. i'd expect 30 million shares today
do we have several more quarters of this bull market down the road?
My calculation on turnover ratio of economic growth into fast food is a shameful failure. I APPOLOGIZE for not taking profit not because I am greedy, but I fell on predicting the expansion. The cost will hit CMG a little harder in my new model. Since failed once, I don't have much credit to give a new target. Just my personal suggestion.
restaurant biz, seasonal and low retention except food chains. Biz model wise, I think YELP is healthier. Nevertheless, YELP must expand into other chain store business and grow it core piece into a gloabl retail union. I'll be a YELP buyer tomorrow.
Restaurant biz size at large
Burger King=13000 outlets
Yum brands=15000 outlets
Chinese =41000 outlets
The rest =41000 outlets
pct of total 60% more to go.
200 million dollars per qtr.
There are 250,000 full time sales reps in pharmaceutical. They are the best sales force. If every one of them can get a lunch-time side work to sell one Ad space. YELP can save 30% on commissions.
1800 clients * $1315 Ad dollar per client per qtr=$2,367,370 for the 1st qtr between achieving and missing.
missing client percentage=1800/90100=2%. Conclusion: this 2% is in one deviation range. So, I APPOLOGIZE to my #$%$ and will deduct this 2% from further calculation.
they buy our product. PERIOD.
American software and Japanese hardware.
2015 is not a year to harvest IPOs. the growth is pretty much baked into the index. major trading opportunities are located in oversea market. HK is the one.
I assume HSR project can use some of steels in its projected 500 billion dollar spending.
loans to individuals and other categories are winding down on significant percentages cross board. What can we do? Stock market is at its peak, so less likely more new cash is poured into stock market. consumer spending under cyclical category has not been expanded as expected. Housing is soft. Employment rate continues on its growth path while overall spending has not been improved in a perfect reflection. The bottom line is how to stimulate consumer spending.
even though NUE and STLD were upgraded, the lift is based on cost saving and relative price advantage. housing recovery is not strong at all. prices of materials were cut cross the board.