During the conference call, the analysts' tone of voice was less that enthusiastic.
But ADSK up almost $4 at the open. Go figure.
I listened to the last part of the conference call.
Facts are facts: Revenue down, earnings down, future not so bright but presented as rosy by ADSK management (paid to paint rosy picture).
ADSK going up $3 tomorrow--makes no sense, just hype.
I hope so. I have March 55 puts. When ADSK goes down after earnings, the decline can be large--10% to 20%.
Wait-and-see if the conference call incites selling.
The earnings press release provided no reason to buy.
ADSK overpriced by any measure--IMHO.
So, why is ADSK up $2 after hours with that lousy earnings report?
Wait and see what happens after the conference call. Maybe reality will make an appearance.
You mean, why did we NOT start selling off after such a poor earnings report and guidance?
So, why is ADSK up $2 after such a lousy earnings report, with really lousy guidance for next quarter. Please advise. How is this possible?
Revenue and earnings declined q-q and y-y, but ADSK up after hours?
Three Months Ended January 31, Fiscal Year Ended January 31,
2014 2013 2014 2013
Total net revenue 586.6 606.9 2,273.9 2,312.2
Net income in $M $ 53.9 $ 74.5 $228.8 $247.4
Net income per share $ 0.23 $ 0.32 $1.00 $1.07
Next quarter: Earnings of a few cents versus prior $0.24
Why does ADSK deserve a PE of over 50? Please advise
KND is still losing money. Revenue flat.
Profit next year $1 -- PE or 15 gives stock price of $15.
KND seems a bit over-priced, especially considering the risk that KND will continue to lose money.
Bounced off the 200 DMA, just like CSCO did yesterday.
Hopefully, AIG will go up on Tuesday just like CSCO did today (CSCO retraced the entire post-earnings dip that occurred at the open yesterday).
AIG going to $60.
Today should see twice the average volume of shares traded.
Who is selling? Or, how is getting fooled into selling?
Today, Friday, AIG will close near or above the open price.
Tuesday, AIG will be up--hopefully up big to over $50.
AIG 200 day moving average is at $48, and AIG is now trading just at that support level.
If we break the 200 DMA, then we have a problem.
CSCO delivered weak results and weak revenue forecast yesterday, hit the 200 DMA and has gone up since.
Hopefully, AIG will do the same and move above $50 over the next few days (got 50 Feb 22 $50 calls that are looking weak today).
AIG sell on news?
Makes no sense: Earnings up, revenue up, dividend up, stock buyback -- All Positive.
No mention of future problems in conference call, as far as I can tell. Please advise.
Why the sell-off?
Will be interesting to see how the day ends, and price action next week.
AIG should be rising towards $60 rather than siumpimg -- go figure.
AIG is expected to earn $5.77 this past year on February 13, after market close.
If AIG reports earnings on the order of $5.77, and the future guidance points to any growth, AIG goes to $57 quick -- IMHO.
Let's face it.
ADBE is too big to fail.
A brand name company with widely used products -- almost no competition.
The name alone is with $100.
Valuations based on financials alone are missing the underlying forces that will drive ADBE to $100 or higher.
Get out of the way of this momentum monster.
You have been warned.
There must be some tangible reason for the continued rise in ADBE stock price.
S&P and Dow Stock futures all lower than today's index value.
ADBE up…for now.
PE over 100. Absurd, but hard to fight the trend.
What might make the bubble burst?
Janet Yellen speaks on Tuesday?
What will the lady sing?
How will the markets respond?
In the past, the markets usually drop when the Fed Chief talks.
See you Wednesday for the folly or the rally.
ADBE -- way over-priced IMHO.
What are the reasons for ADBE at PE over 100?
Sales and revenue declining.
PE should be closer to 25, at best.
Very strange indeed.
Eventually, the stock price is consistent with fundamentals.
In this case, I do not see anything in the near or distant future that supports the current ADBE valuation, including a buyout.
When companies merge, the top dogs get fat commissions/bonuses. Whether the merged company prospers is secondary--they top dogs get paid first, even if the company goes bust later.
Sentiment: Strong Sell