Not sure why this is news. CM has been stating for 2 weeks they have no deal with Apple. Did people think they were BS'ing and had a deal? It was pretty clear cut when they put out multiple press releases that they were still negotiating and no deal was made. Funny it gets a reaction today
RTRX was just entering the game as a hail mary for the shorts. Looks like it didn't work. 1/3 of the float has to cover at some point. QCOR going to 100+
forget 3D printing. that is so yesterday's bubble. The new race is in robotics! Let the bubble begin. Get ready for every robotic related stock to skyrocket and a slew of IPO's as Wall Street smells blood in the water. Sheep prepared to be slaughtered!
ISRG blew about a billion on buybacks. They look ill timed if done within the last year. Fairly typical for most co's to blow buyback timing though. Would rather see a dividend out of this company for some support. With $17 in earnings and a billion left on the balance sheet how about a $10/share dividend which is about 3% yield. Also a 5 for 1 stock split with that might get some exciting going as it did Mastercard. Need something out of management to convey some long term confidence in the company besides them dumping their stock and buying it back simply to offset stock option dilution
Just allowing customers to use software for period of time. Nothing changed in what their core offering is which is the suite of desktop applications. They just moved from selling for set price to own software by license to subscribing monthly. Software still downloaded like it has been for past decade and used the same way on local desktop. Calling this cloud is pathetic but enough to deceive MBA wall streeters who have no clue.
Adobe does not have a cloud. People download the software same as they did 2 years ago, 5 years ago, 10 years ago and run on their computer. Instead of paying in full for software they pay monthly subscritpion. This doesn't make adobe a cloud play despite their 'Creative Cloud' naming
It is sad how dumb Wall Street fund managers are from their ivory towers. Adobe as a cloud play? #$%$! Adobe is software you download. Before you bought it and paid in full and downloaded the software. Now you download the software same as before but pay smaller monthly installments. Anyone want to explain how that is a cloud play? These guys have no clue what is cloud.
By their definition every website is now a cloud play and every subscription software downloaded or not. Every website since day one was actually a cloud play.
Adobe's genius was praying upon these morons and naming it "Creative Cloud". Just because you download software from the web to your local computer and pay monthly doesn't make you a cloud play.
Sure adobe has a few online web services but those are not core functionality or revenue makers like Photoshop and such.
People have lost all idea of what makes a cloud offering and it gets used for everything. Amazon runs hosting with their cloud infrastructure. So does Rackspace. Salesforce and Amazon both use cloud infrastructure to run their website and software as a service. Others merely run their websites on a server or cloud hosting servers and they think all these are the same.
Adobe's numbers and guidance were horrific. People are going to be bailing once the intro rate of 29/month jumps to 50/month which is 600/year. I got the 30/month rate and adobe gave me a free month when I tried to cancel. They would not let me cancel until after my anniversary of the promo 30/month rate. So in a month I'll cancel and as many get their rates jacked up you will see more attrition.
The money will never come to justify the valuation and the sheep will be slaughtered.
Splits don't matter? Yeah right. Mastercard and almost every stock that ever announced a split has shot up. If apple did a 10 for 1 they would get an instant 20 to 40 point boost. The last time a split rumor came out about apple the stock went up on it.
Would tim cook and camp do this? Probably not. On the financial and stock side of their company they are completely clueless.
A split would of course just split the pie up but it is a massive psychology change and takes the fixation off high dollar amounts and records. Also at lower prices it lets scared buyers hedge positions with options at lower cost (5k vs 50k in stock for 100 shares for one option call hedge)
It's been a great stock and with a 33% short interest and 18 days to cover it will get even better even if earnings and revenues flatten out or even decline. I'm up 38% in short order on RGR. This means the shorts have gotten beaten bad and yet short interest still high. I see more pain for the shorts who don't understand that quality firearms are not going out of style, ever. Not a fad. Been around for 100's of years and will be around 100's of more barring the invention of a new weapon to disrupt bullets and guns. Laser guns? Maybe but until then RGR has plenty of upside (for longs)
stocks don't move like that. check gamestop (GME). their sales and earnings have gone down every quarter over quarter for the last couple years yet the stock is up two and half fold. sometimes even the numbers can go down but the stock double or triple. this usually happens in heavily shorted stocks btw. GME had about the same short ratio as RGR does now. Wouldn't surprise me to see RGR double or triple even if earnings/revenues are flat or down YOY. Trading mechanics will rule before anything over the short term and 1 out of every 3 shares has to be covered. days to cover at 18 now
There are two federal credits for Tesla Model S now that exist until they hit 200k units. Once that happens will Tesla eat the $12,500 subsidy no longer available or pass it along to the MSRP?
ZEV credit of $5000 per vehicle
Federal Tax Credit $7500 per vehicle
Total: $12,500 in Federal Tax credits
So if they are successful enough to sell 200k cars (at current pace 4 to 6 years) those credits are over. This means if Tesla eats the difference to hold MSRP the gross margin plummets. IF they pass it along you will have to pay another $12,500 to buy the already over priced for what you get Model S.
People are really long this stock at this market cap? Retail investors....always learn the hard way
I don't see any news or issues that would cause any decline let alone taking 1/20th of the entire company value off the table. Just Mr. Market getting crazy today
Never gonna happen. Apple is universally hated and the belief that Android is destroying it and will continue to put margin pressure on it (as it has) will continue and get much worse. Without a new product category that is a hit like iphone or ipad the direction for sales will be slightly up with margin pressure keeping profits mostly flat near term. Then as margin pressure continues with cheaper competitors bottom line profits will slowly drift lower.
Apple as about 45% net profit margin and now is in the mid to high 30 percent. This will drift to the lower 30's then 20's thus less top line going to the bottom line. Either that or the price will keep sales growth down or push lower in the next couple years and less on the top will mean less on the bottom.
Well you can't sell what you don't have. Target is no longer selling any ipad airs on sale. all listed as unavailable online. all models except 16GB now also unavailable in stores.
Excellent point on the S&P inclusion for sure. With their outsized market cap it is going to carry a lot of weight and much share accumulation will take place once they are included. I forgot if they are now eligible but if the post IPO waiting period is over the call for inclusion can't be far off.
The financials are fine. This is a smart company with an innovative culture. They have plenty of cash for acquisitions and whatever teens they are leaking to instagram can be monetized there.
Looks like the fears and panic selling was overdone after all. Interesting article on the stable teen platform. How snapchat is not a threat and FB is still growing that segment. How they have more monetizing leverage up their sleeves. I'm in.
Hyundai Fuel Cell cars will provide unlimited fuel at no cost for the 3 year lease. That means no cost to drive as much as you want. UNLIMITED
I think to compare fire rates you need to compare Tesla up against the same model year cars, not all gasoline vehicles dating back a decade or more. Newer cars are safer so that is apples to apples.
Second you have to compare miles driven and not number of cars. Because of tesla's limited range it will have a lower miles driven per car than its gasoline counterparts. While all drivers may do their typical errands and daily commutes it is the gasoline car that will vault ahead with longer trips and thus have more miles driven per vehicle over any given time frame (on average).
Taking these into account I wonder what the ratio of fires for Tesla to model year '12 and '13 cars for miles driven
How many longs just watched their profits go poof? How many still holding hoping it goes back up and drinking the Kool Aid still? Watch what happens when it goes to 30 and gains go to losses.
If you do a rational valuation and get rid of the 7500 tax credit and ZEV credits the company makes very little money. 30/share or lower
Well at these multiples CMG is now part of the momentum club. No rational investor is paying 55 times for an 18% grower. Left to trade are only speculators and traders who only care if there is a greater fool to sell to. This means the stock can do just about anything now. It can go to $1000, $2000 or go down to a multiple where its growth of 18% matches its earnings which puts it under $300/share. All depends when the greater fools (traders and speculators) leave and go onto the next great ticker.
Chipotle is a great company. It has years of growth ahead. Unfortunately is it priced today to not only perform to perfection and see no deceleration in growth but priced today where it should be priced in 4 or 5 years based on any rational DCF of what an owner would pay for this company if it were a private business.
I'm actually long Chipotle and now have to try and time close to the top and sell my shares to the greatest fool before the momo party ends