Does anyone know that Walmart is one of the largest landlord in commercial buildings? Walmart Realty is a subsidiary of Walmart that collects rental incomes from various business owners in Walmart complex malls.
This is a true hidden asset that Walmart should spin off and make it as a REIT. With this spin off, shareholders may earn 50%+ return on their investments.
a bunch of useless messages are sent by random businesses to users who created a value to the company.
soon, google or indeed will launch their own marketplace for users and LinkedIn would be losing more money.
Buyers? it can be one of these players:
- Amazon (since they closed down its daily deal unit)
SALE has $270M in cash as well so the buyer doesn't need to worry about covering debt - which leads into a higher valuation.
By acquiring Trulia, Zillow is now dominating the marketplace for real estate where realtors and mortgage brokers are paying for their listings. Zillow has short-sale, foreclosure, rental listings as well.
Soon, they should have property management companies listing themselves while Zillow tapping into commercial deal listings as well.
personally, US should put a hefty tariff on Chinese goods due to currency manipulation
All the "profitable" tech companies carry at least 10% in profit margin:
and this is why high tech companies carry higher valuation. If a company merely generates 3% in net profit, it should be categorized as low tech.
This company is a joke - seriously, the insiders don't care about the company. As long as they cash out their stock options, they are happy.
Soda vending machines are very profitable business where there is a high traffic like shopping or business centers. Imagine when GMCR and OUTR do a strategic partnership to create a vending machine offering K-Cup coffee with over 30+ choices.
Yup, oil price has been set to go as high as $80 from here due to low capex by oil producers since last year.
Imagine there is a vending machine with 100+ different varieties of coffee/tea selection collaborated by OUTR and GMCR.
No need to go to dunkin or starbucks for coffee where limited selection.
Keep in mind, KO owns 16%+ of GMCR so if OUTR collaborates with GMCR, they can control the vending machine industry with KO selection as well.
This can be a huge impact as much as Red Box!
it's about time - look at 1997, OPEC reduce the oil supply right after the oil trading at historical low.
that reduction drove oil to hit $80.
people log into FB for daily social activities while people log into LNKD for job opportunities - how often do people look for job in their lives? We all know that the average number of jobs per person in his/her career life is 5 to 7.
Plus, LNKD is shared with his/her employers as well, so will they put themselves on LNKD saying that they were looking for job? Of course not.
we all saw the outcome of tech bubble last few days - every time there is a bubble in the market, we get this massive pull back in short term.
look at NFLX now - it's valued at $47B when it made about $192M which is 240x PE ratio. is it sustainable? People may say that NFLX would grow over 100% every year for next 5 years but I don't think that's a good assumption.
First, NFLX model is now that they try to be content-generating company to increase demand but people are already used to getting free contents over YouTube and many other sites. Will people pay for their limited selection?
Second, content-generating model slows down the business growth. Facebook/Uber/LinkedIn/Google do not generate contents. Every time a company tries to generate contents, it is targeting a small set of audience as people have different preference.
Third, NFLX doesn't have enough cash to generate massive amount of contents. It has $2B cash but it also has $2B debt.
Fourth, NFLX would do M&A to grow the business as content generation won't work well - but will it be able to raise massive amount of capital to take over big players? Of course not, it would issue shares to take over, i.e. dilution is inevitable.
Again, content generating business model never works - scalability of web business is going to be ruined.
Keep in mind, in order for oil producers to pump out oil as schedule, there are capex schedules must be made - as oil price has been gone down so much on last October, almost all oil companies reduced their annual capex.
Guess what? we are going to have lower supply level on next quarter and 2016 when OPEC would reduce their level as well. Remember 1997 when oil hit the bottom? OPEC reduced their level without notice. Same thing can be done from here.
Look at OTM call option prices - someone is intentionally pricing its call at $165+ on Jan 2015 with implied vol of 60% while the stock dropped from $130 to $100. I guess these guys are trying to corner call short sellers but as people short more at that price range, they would get bellied up.
Who's backing this call prices? CBOE needs to take a look at it now.
Look at dividend history chart:
XOM never missed or lower its dividend since 1987.
in 1987, it paid out $0.11/quarter.
Now it pays out $0.73/quarter.
Keep in mind, in 1997, the oil price was at $20 before it went to $80 range, XOM increased the dividend to $0.20/quarter then.
This oil rumor stuff was from shorts trying to buy shares at cheap price. FYI, oil is at $40 and we know that supply has been dropped so much as oil companies cut off their growth capex on late 2014.
in 1987, its dividend amount was $0.24/quarter
in 2008 (financial crisis), its dividend amount was $0.43/quarter
Now, its dividend amount is $0.55/quarter
VZ is a cash cow business where its free cash flow is strong - think about how much we use cell phones both business and personal.
At yesterday's price, it's dividend yield is 5%+. Given the company has been increasing the amount, this is one of the investments you want to have for long-term. Personally, I do DRIP so my dividend buys more shares of VZ.