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Microsoft Corporation Message Board

coachd40 17 posts  |  Last Activity: Oct 12, 2015 1:34 AM Member since: Jan 20, 2006
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  • that it's not even a workable solution. It might as well be dial up service. It's awful. Have regretfully been a Comcast user for years and dread going through the hassle they give you if you try to drop them but I will not be a Comcast user for much longer.

  • Reply to

    Prediction for Friday

    by beebopaloola Jul 12, 2015 9:21 PM
    coachd40 coachd40 Jul 22, 2015 12:24 PM Flag

    With the stock down almost $20 from its highs of about a month ago it looks like an awful quarter and an awful outlook has already been priced into it. This was $118.50 no time ago and has dropped to these levels on no news. It would seem that anything less than awful ought to be really good news for the stock.

  • and I turned out okay on that one. Not seeing anything too alarming.

    TWTR is EXTREMELY popular with younger people. Your grandma uses FB. Just about everybody under 40 uses TWTR.

  • Am I reading that right in that leasing revenues for 2Q 2014 were 14 million and doubled to 28 million in 2Q 2015? Also, it looks like the profits from leasing jumped from 7 million in 2Q 2014 to 17 million in 2Q 2015? With the lease fleet being 100 percent utilized it looks like it makes a lot of sense to build up the lease fleet. With the backlog they have they can hit, miss, or even double estimates anytime they want to just by shipping more to 3rd parties - but building up the lease fleet looks like it will pay off big time.

    Lately it looks like ARII is trading in lock-step with oil. I understand why but it is obviously stupid given all that is going on with this company and this industry. Oil will not be down forever - but even if it stayed down long term the profits for ARII will continue to climb.

  • Reply to

    Increase in Lease revenues and profits

    by coachd40 Aug 4, 2015 1:02 PM
    coachd40 coachd40 Aug 6, 2015 12:11 AM Flag

    My opinion - people who focus on revenues are idiots. Idiots may not be a strong enough word. Profits are what matters. I'd much rather make $1 off of $1.50 in revenues than make that same dollar off of $100 in revenues. If ANYTHING goes wrong with the higher revenues model then you are screwed.

    More cars for leases = lower revenues BUT MUCH HIGHER PROFITS in the long term. More cars for third parties equal higher revenues and profits for the quarter but really doesn't do much for you going forward. Building up the lease fleet is brilliant - and they are still exceeding their profit numbers while they are doing it.

    For this stock to be trading at a PE of 7 is absurd. This stock should easily be over 100. Hopefully the market won't stay irrational about it for long.

  • but don't focus on that. Listen to Cramer or whatever other blabbering idiot you choose to worship and focus on whatever they tell you to. They will tell you it's not about the money. IT IS ALWAYS ABOUT THE MONEY.

    Just a matter of time before this thing shoots past 50 at which point Cramer and all the other bashers will be on board singing its praises. He's great about praising stocks after they have already sky-rocketed but bashing them when you should be buying them.

    28 million to 2 BILLION in 5 years is PHENOMENAL GROWTH - and it's only just beginning.

  • FB is a darling with only 39 percent revenue growth. NFLX is supposedly growing fast enough to justify an astronomical PE with only 23 percent revenue growth. Same deal for AMZN with only 20 percent revenue growth.

    TWTR is growing revenues at OVER 50 PERCENT FASTER THAN FB
    and pretty much TRIPLE THE RATE OF NFLX AND AMZN.

    SO, if this is how the stock "struggles" then imagine what it will be like once the user growth starts roaring - and it will. Revenues are already sky-rocketing - but adding user growth on top of it would make it exponentially faster.

  • coachd40 coachd40 Aug 19, 2015 10:53 PM Flag

    Right, because that's how revenue growth is measured - right? How about -

    Q3 2015 estimated revs 559M versus Q3 2014 = 361M - an increase of 198M which is 55 percent
    Q2 2015 = 505M revs versus Q2 2014 = 312M revs - an increase of 190M which is 61 percent
    Q1 2015 = 436M revs versus Q1 2014 = 250M revs - an increase of 186M which is 74 percent
    Q4 2014 = 479M revs versus Q4 2013 = 243M revs - an increase of 236M which is 97 percent

    Granted, the percentages will decrease as they get closer to SIGNING UP EVERYONE ON EARTH - but not a lot they can do about that. Once your user base becomes Earth then you are pretty much depending on population growth to get bigger.

    If any company were to measure revenue increases sequentially quarter over quarter instead of year over year then the growth rates are going to be totally misrepresented to a lot lower number for that company.

  • Reply to

    twitter needs to reach $12 a share to be acquired

    by jgf8u Aug 19, 2015 10:57 PM
    coachd40 coachd40 Aug 19, 2015 10:58 PM Flag

    Right. You heard it here from mister anonymous message board dude. He's crunched the numbers.

  • coachd40 coachd40 Aug 19, 2015 11:10 PM Flag

    I didn't cherry pick anything. I laid out the revenue growth for the last several quarters and even the projected revenue growth for the next quarter. Twitter has over 300 million users. Do you think advertisers MIGHT be interested in that audience given that it is roughly equivalent to every man, woman, and child in the US?

    You are pretty much making a case for the longs. They have not grown the user base at a rapid rate and yet REVENUES HAVE SKYROCKETED. It is the tip of the iceberg. Revenues will continue to soar even if the user base doesn't - but if the user base starts growing - which is probable - then revenues will grow at an exponential rate.

  • coachd40 coachd40 Aug 19, 2015 11:23 PM Flag

    Your strong affections for MZ are apparent - but do you have to spew it on every post? Nobody is knocking FB. It's just not the only social media giant out there.

    TWTR is running up some impressive numbers and will make somebody a pile of money. It may not happen by noon tomorrow - which is the investment horizon of most internet message board investors - but those who buy now and wait will get paid. Most won't have the will or the patience - but some will - and they will get rich because of it.

  • Like herding sheep. You get them a little spooked and they may run off a cliff to "save" themselves.

  • and are now in a panic about it. If your "investment advisor" sells and then this turns out to be a dip that bounces and skyrockets then do yourself a favor and fire him.

  • If you panic and sell based on nothing with all that is going on then I hope the bounce is so severe that your only opportunity to buy back in is at much higher prices.

  • I can understand being a little off but there is no use even using the product if it is going to be off that much. You might as well be throwing out random numbers.

  • The chart drew a picture that some dude claims is not pretty - and another dude comes up with some extreme hypothetical situation of how things are good now but if this and this and this happen then it might not be good - and investors give those things more weight than the FACTS that revenues are higher and profits are higher. That's how investing works now. It's not based on reality. It's all about the picture the chart draws or what some pinhead analyst says - and his opinion is likely to be based on the picture the chart drew.

  • At most companies pretty much ALL of the work is done by less than half the people there - often by a fourth of the people there. The others need to go find something they are relevant at doing and be gone. Too many managers are constantly trying to hire people just to build their little empire within the company. If Dorsey is really making substantial cuts at the company then you have to applaud him for having the stones to do it. Grow with the people that matter and stop wasting shareholder money on those that don't.

47.00-0.11(-0.23%)Oct 12 4:00 PMEDT