Pandora is taking shares of Siri. Buy out them while it's cheap. It's $3B market cap / 3x rev while its rev growth is over 80%!
look at all these tech companies in private market - their valuations are as high as 30x revenue while a small one will be 3-5x rev. Pandora is trading at 3x!
Pandora is a great ops for LBO fund.
well, stay there and learn once one hedge fund files a large stake on the company. as I said before, 0.5x rev for a brand retailer like Guess is a great entry point. if you do a backdata testing you will see that over 90% of chance that stocks move higher from this low valuation.
one good example, remember GMCR in 2012? it was trading at 0.7x rev and people were concerned by competition/lower margin... well, if you bought the share, you would make 300% in 3 yrs. if you were short, you would lose the same amount.
their valuations are ridiculous low less than 0.5x sales when the industry is at 1.5x.
Remember, the main financial support at "I S" is oil - as long as the price stays low, their capacity reduces substantially.
But, imagine what will happen to oil price once the battle is cleared? This is why the spread between spot and future is huge since it can end at any point in near future.
i think the world tries to keep the oil price low in short term to battle with IS.
once it's cleared, imagine what will happen to oil price?
This is one of most overvalued stock in large cap.
With other groceries like A&P, Safeway, Trader's Joe expanding organic section by working directly with producers, WholeFoods need to spend more cash in capex.
Plus, does WholeFoods sell only organics? I highly doubt it and yet, they charge so much more than other stores on same products.
For those who are not sure about the dividend dates:
$0.625/share, ex-dividend date (March 11th - meaning that you must be the shareholder as of 11th in order to receive the dividend. This amount is paid quarterly basis which is 22.5% annual yield.)
Honestly, we all know hedge funds and media companies (editors) are "buddies".
Hedge funds always say that they have some "edge" - connection. period.
Exactly. GDP and MHR are much better shape than those offshore oil companies facing government risks.
With their reserve amount, raising money is not an issue.
I mentioned it before but at some point, the media will talk about the fact that all the countries (including US) printing money so fast that it drives corporate earnings. And how oil (even gold) can be a very valuable asset in a long term.
This is the best news for GDP. By extending its financing, the company has no debt issue until then.
Look at SM stock price after they extended their credit line (about a month). Their stock jumped more than 20%.
Great news for GDP shares!
Preferred shares are protected by common since the company can't issue any dividend to common holders until it is current with dividend payout to preferred, interest payout to debt holder.
With company's announcing issuing a senior note, the company boosts its cash to make all the financing obligations.
Will people actually buying foods at Whole Foods paying premiums?
Does anyone pay attention to US debt and the amount of fiat currency printed?
Some media says oil can be lowered but oil can't be printed - it's just amazing how they can cover the reality of currency situation where every single country is still printing massively.
US dollar, Euro, Yen,... everyone is printing - otherwise one currency will be skyrocketing for long term.
There are few small oil companies that should consider merging each other to boost their balance sheet and cash flow.
At $50-60, they are profitable but if they merge themselves, their margin goes even higher with econ of scale.
MHR, GDP, and few other ones are great candidates.
Google may be the buyer here - they have Youtube so having Pandora is the perfect combination.
People with bad reception while driving cars listen Pandora not Youtube.
Their cancellation process is completely messed up.
For example, if you book a hotel, they immediately charge your credit card EVEN BEFORE THE RESERVATION IS MADE AT THE HOTEL BY STATING THAT A CUSTOMER PURCHASED A 'VOUCHER'.
Now, try to cancel the voucher for a refund. THEY WILL PUT YOU ON HOLD FOREVER SINCE CUSTOMER SERVICE KEEPS SAYING "LET ME TRANSFER TO A DEPARTMENT WHO CAN BETTER ASSIST YOU." Also, if you look at your Groupon section, cancelling order button is greyed out - i.e. you must contact customer service to cancel it when CUSTOMER SERVICE DOESN'T KNOW HOW TO CANCEL IT.
So, I called the hotel directly to cancel it. Hotel says "Sir, you need to contact Groupon to cancel it as we don't have your reservation at the moment".
Lastly, there is a clause at Groupon that the refund is offered only certain period of time.
Guess what is going to happen? People will start talking about this issue and they will start using different coupon sites where you don't need to purchase a 'voucher' to be charged with this mess. Pure coupon site like Retailmenot or Coupon is much better to use.
and then, the company just announced that they extended its debt to Y2019 while reducing the average cost of debt AND the bank increased their credit line by another $200M.
It's amazing how these computer-driven trading algorithms don't pick this up. Bottom line is, when oil price goes down like this, it's not oil companies, but companies who sold these oil swaps/derivative contracts to them lose big time.
Read 10Q before you trade.