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dutchboyinvestor 6 posts  |  Last Activity: Aug 6, 2013 5:46 PM Member since: Jun 22, 2007
  • dutchboyinvestor dutchboyinvestor Aug 6, 2013 5:46 PM Flag

    After earnings looking for 85-95

  • dutchboyinvestor by dutchboyinvestor Jul 31, 2013 4:23 AM Flag

    Every major auto maker will be able produce evs for mass market with established efficient means of production with deep marketing mechanisms. The differentiation for Tesla is high cost of production with limited means of production and limited marketing ability. 15b is a joke.

  • Reply to

    How can AMZN survives with %1 margin...

    by cybrmate Jul 25, 2013 5:15 PM
    dutchboyinvestor dutchboyinvestor Jul 26, 2013 12:12 AM Flag

    Actually more than a dozen years - really something like 15 years the market has looked past earnings for AMZN, but we also know that EVERY company in the 100yr history of the stock market is ultimately priced by its abilty to generate margin and earnings. Look - the narrative on every stock changes - we know that - MSFT, AAPL WMT - no exceptions. The story on amzn is begining to look clouded. You know that one or two quarters of soft top line numbers will be harsh on pps. Delecerating growth for this stock will be its deathnail.

  • Reply to

    Rewarding Mediocrity

    by dutchboyinvestor Mar 1, 2013 12:10 AM
    dutchboyinvestor dutchboyinvestor Jul 25, 2013 7:58 PM Flag

    The narrative hasn't changed - slowing growth, lower margins. The price of rewarding mediocrity is only just begining with Amazon. Ultimately look at the balance sheet you see the cost building - less cash, more debt/accounts payable. Its time for some accountibilty - and i suspect tomorrow that may begin.

  • dutchboyinvestor by dutchboyinvestor May 30, 2013 7:38 PM Flag

    Steady, consistent decline in sales growth for 2013 and beyond. 1Q13 clocked in at 22% and with the expected 2Q of 14%-23% it doesn't look good. I expect last minute flurry of low price deals this quarter to make the numbers. Great for consumers. 3Q is looking like a tough Q with growth dropping to what could be 10% range or below industry. You knew it was going to happen eventually happen but the story is fully upon us now.
    CEO will once again move the narrative because he know his declining sales will be hard to over-come, so expect the news about a phone or gross margin talk to dominate. Cash flow is not something he is going to want to hightight.
    I do expect them to cut expenses drastically in the 3rd and 4th Q to run NOI as high as possible. It will probably be enought to keep the hope alive but maybe but at some point the piper has to be paid.

  • Reply to

    Rewarding Mediocrity

    by dutchboyinvestor Mar 1, 2013 12:10 AM
    dutchboyinvestor dutchboyinvestor Apr 26, 2013 10:57 PM Flag

    markets finally getting the picture

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