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Amazon.com Inc. Message Board

deanjones8989 30 posts  |  Last Activity: Apr 17, 2015 7:58 AM Member since: Jul 1, 2003
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  • deanjones8989 deanjones8989 Apr 17, 2015 7:58 AM Flag

    that is exactly how they work, run it down, then run it up and post CRM is up 12% in the last 2 weeks. They don't state it dropped.

    Of course the stock has stepped up.

    But it's also true it loses 250 million a year. No plans to make money. AND growth is slowing.

    The model of giving away shares to grow, has to end. Then what? Company starts to die?

  • deanjones8989 by deanjones8989 Mar 23, 2015 5:07 PM Flag

    What happened?

    volume was 1.5 million with 30 minutes left, now its at 3+ million? Traded 650K in the last minute?

    Where is the SEC?

    Nothing normal about this trading at all.

  • Reply to

    Someone dropped a lot of shares today.

    by benchmarkvit Mar 21, 2015 12:09 AM
    deanjones8989 deanjones8989 Mar 23, 2015 10:08 AM Flag

    can't sell if you don't have a buyer?

  • Reply to

    Suckers

    by bustabords1 Mar 10, 2015 2:39 PM
    deanjones8989 deanjones8989 Mar 10, 2015 4:46 PM Flag

    They had to push it up before earnings. the stock price was lower than it was 12 months prior, pushed it up 4 points. Then fabulous earnings were reported, and it jumps 7 points. Wow fabulous. Now its back below 64. Soon it will be back below $60... then it will drop with the market but at twice the speed.

  • Reply to

    Suckers

    by bustabords1 Mar 10, 2015 2:39 PM
    deanjones8989 deanjones8989 Mar 10, 2015 3:26 PM Flag

    Suckered in... I think it was a short squeeze.

    I was forced out. Lost a bunch. Also they now charge a fee to be short CRM. The fee started on the 25th. Interesting, jumps 7 points, charge a fee and close lots of shorts.

    burn the people that bought in... or force the shorts out?

    This will be in low $50 very soon. If will go lower, but it will take time.

  • Reply to

    What is Sales Force's PE ? Please tell me !

    by jooneyman Mar 2, 2015 2:02 PM
    deanjones8989 deanjones8989 Mar 10, 2015 9:52 AM Flag

    salesforce was one of the biggest benefiters' of QE.

    I have asked you before, list the 20 year old companies, at 7.8 times revenue

  • Reply to

    gaap, non-gaap

    by deanjones8989 Mar 9, 2015 12:42 PM
    deanjones8989 deanjones8989 Mar 9, 2015 4:38 PM Flag

    sorry, the real estate is not in non-gap, it was in the gaap numbers.

  • deanjones8989 by deanjones8989 Mar 9, 2015 12:42 PM Flag

    This is interesting. not included, but it appears the 15 million they made from property sale is included... which is really indicative of on going expenses?

    --
    Amortization of Debt Discount. Under GAAP, certain convertible debt instruments that may be settled in cash (or other assets) on conversion are required to be separately accounted for as liability (debt) and equity (conversion option) components of the instrument in a manner that reflects the issuer’s non-convertible debt borrowing rate. Accordingly, for GAAP purposes we are required to recognize imputed interest expense on the Company’s $575.0 million of convertible senior notes that were issued in a private placement in January 2010 and the Company’s $1.15 billion of convertible senior notes that were issued in a private placement in March 2013. The imputed interest rates were approximately 5.86% for the notes issued in January 2010 and approximately 2.53% for the notes issued in March 2013, while the coupon interest rates were 0.75% and 0.25%, respectively. The difference between the imputed interest expense and the coupon interest expense, net of the interest amount capitalized, is excluded from management’s assessment of the Company’s operating performance because management believes that this non-cash expense is not indicative of ongoing operating performance. Management believes that the exclusion of the non-cash interest expense provides investors an enhanced view of the Company’s operational performance.

  • deanjones8989 by deanjones8989 Mar 9, 2015 12:27 PM Flag

    624 million shares outstanding..
    last year there was 597 million shares out standing.

    They gave away 27 million shares. Doing so they lost 262 million dollars.

    So insiders get $1.6 billion (27 million shares time $60) and stockholders get a loss of $262 million.

    But this fabulous quarter caused the stock to jump 4.4 billion valuation. Wow. Lose money, give away the company and everything goes up.

    Seriously, who is going to get left holding the bag on this one.

    2001 they had 520 million shares outstanding. 2015 they have 624 million shares outstanding. in 4 years they gave away 20%. Ouch!

  • deanjones8989 by deanjones8989 Mar 9, 2015 12:14 PM Flag

    Love the risk section. One small are says a lot...

    Our quarterly results are likely to fluctuate and our stock price and the value of our common stock could decline substantially.

    Our quarterly results are likely to fluctuate. For example, our fiscal fourth quarter has historically been our strongest quarter for new business and renewals. The year-over-year compounding effect of this seasonality in billing patterns and overall new business and renewal activity causes the value of invoices that we generate in the fourth quarter to continually increase in proportion to our billings in the other three quarters of our fiscal year. As a result, our fiscal first quarter has become our largest collections and operating cash flow quarter.

    Additionally, some of the important factors that may cause our revenues, operating results and cash flows to fluctuate from quarter to quarter include:

    • our ability to retain and increase sales to existing customers, attract new customers and satisfy our customers’ requirements;

    • the attrition rates for our services;

    • the amount and timing of operating costs and capital expenditures related to the operations and expansion of our business;

    • changes in deferred revenue and unbilled deferred revenue balances, which are not reflected in the balance sheet, due to seasonality, the compounding effects of renewals, invoice duration, size, invoice timing and new business linearity between quarters and within a quarter;

    • changes in foreign currency exchange rates;

    • the number of new employees;

    • changes in our pricing policies and terms of contracts, whether initiated by us or as a result of competition;

    • the cost, timing and management effort for the introduction of new features to our services;

    • the costs associated with acquiring new businesses and technologies and the follow-on costs of integration and consolidating the results of acquired businesses;

    • the rate of expansion and productivity of our

  • deanjones8989 by deanjones8989 Mar 9, 2015 9:51 AM Flag

    Normally I would see links buy now.

  • Reply to

    Fill the gap?

    by benchmarkvit Mar 4, 2015 9:42 AM
    deanjones8989 deanjones8989 Mar 4, 2015 10:49 AM Flag

    Yeah, and it cost me a bunch of money. It will be in low $50 soon. It will drop lower at some point.

  • Reply to

    5.3 billion

    by deanjones8989 Feb 26, 2015 10:03 AM
    deanjones8989 deanjones8989 Feb 26, 2015 10:13 AM Flag

    they are awesome. How many company's can jump $4.35 billion on a loss. Better yet, how many $5.3 billion dollar company's can jump by $4.35 billion.

  • deanjones8989 by deanjones8989 Feb 26, 2015 10:03 AM Flag

    This is a great company. They report earnings. They lost money for the year, they made 5.3 billion and in revenue and the valuation increased by $4.35 billion? Seriously?

    How could it increase by $4.35 billion?

    What a great company.

  • Reply to

    Note volume in weekly 67 calls

    by robynrokn Feb 25, 2015 10:31 AM
    deanjones8989 deanjones8989 Feb 25, 2015 1:18 PM Flag

    your super smart, you explain that they sold Calls and Puts against their stock position. wow so insight full. And who did they sell their calls and puts to? You only explain one side of the trade.

  • Reply to

    Note volume in weekly 67 calls

    by robynrokn Feb 25, 2015 10:31 AM
    deanjones8989 deanjones8989 Feb 25, 2015 11:59 AM Flag

    Yeah so, look at puts... $49 1751 contracts.

  • deanjones8989 deanjones8989 Feb 19, 2015 4:00 PM Flag

    post next week trades please.

  • Reply to

    Up $600,000 on My CYBER Security stocks

    by fku_holly Feb 19, 2015 2:56 PM
    deanjones8989 deanjones8989 Feb 19, 2015 3:31 PM Flag

    A true genius. I'm going to follow every pick he makes.

    Tell me what we are buying next week. Waiting for him to post.

  • Reply to

    Up $600,000 on My CYBER Security stocks

    by fku_holly Feb 19, 2015 2:56 PM
    deanjones8989 deanjones8989 Feb 19, 2015 2:58 PM Flag

    I am too. Awesome. You are the best stock picker in the world. What are we buying next week?

  • Reply to

    Third time ever at 63

    by rastarich Feb 18, 2015 10:16 PM
    deanjones8989 deanjones8989 Feb 19, 2015 10:42 AM Flag

    And nothing has changed. So why is it worth 39 Billion today?

    I'm so sick of people that talk only about the stock price. This price does indicate the valuation of a company. They keep giving away massive amounts of shares.

    The stock price 5 days ago was the exact same as 12 months ago. You are excited it runs up two days (12 and 13. After moving up above $62 it just bounces around.

    People have no idea what earnings will be or lack there of. They have no idea how many shares they gave away this quarter.

    Today was the first time they announce anything. And what's the value of all these new offerings. Sounds like catchup on Microsoft PowerBI.

    Bottom line CRM is not a strong stock in a weak market. It runs up faster when market is moving up, it runs down faster when the market is moving down.

    It's trading at 8 times revenue. It's losing money. It's diluting shareholders. It has no time that it expects to make money. They claim they are Cloud, recurring revenue. People don't understand the accounting. BULL.

    They have been in business 15 years. Are you saying the customer from 15 years ago are not profitable today? When does this so called cloud make money?

    They don't sell like subscription, they sell like software. 3 year contract, pay each year up front. Does that sound like subscript or a software purchase?

    Who cares what the stock price does. I know it will not trade at 8 time revenue with no profit forever.

    Good luck investing in CRM. Might be great software, but that does not mean its a good investment.

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