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it_all_goood 522 posts  |  Last Activity: Aug 27, 2014 2:36 PM Member since: Oct 29, 2009
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  • They sell products to people with disposable income.

  • Reply to

    Up because of Apple. Amazing

    by hey_rob69 Apr 23, 2014 5:28 PM
    it_all_goood it_all_goood Apr 24, 2014 9:28 AM Flag

    $3 million s not peanuts to me.

    Sentiment: Buy

  • Reply to

    Ok....who can pick a bottom here

    by newyorknick25 Apr 15, 2014 11:32 AM
    it_all_goood it_all_goood Apr 15, 2014 12:25 PM Flag

    my opinion

  • Reply to

    Ok....who can pick a bottom here

    by newyorknick25 Apr 15, 2014 11:32 AM
    it_all_goood it_all_goood Apr 15, 2014 12:25 PM Flag

    395 is a psychological bottom. Bellow 400. And looking cheap to people who have been watching for a long time. But the MM are shorting this stock right now. They will push it to 350 in 3 months, and turn around and cover. They are doing a good job moving this stock. Earnings is going to be a reason to sell no matter what. They will have articles giving reasons of slow growth to justify 10% move down. Even though this stock has given up so much already.

  • it_all_goood it_all_goood Apr 11, 2014 12:06 PM Flag

    I'm sure they fixed all the problems in the new robot. Why don't you guys buy a new machine and make sure the people of Philadelphia have the best.

    Sentiment: Buy

  • it_all_goood by it_all_goood Mar 26, 2014 1:10 PM Flag

    Why should Apple buy Netflix which owns maybe 100 hours of content. When it could buy Sony, and get 10,000 hours of content. For less money. And they don't have to buy Sony electronics just Sony media. I'm just an investor, but the repeated suggestion to buy Netflix does not make sense to anybody other than a Netflix owner.

    Sentiment: Buy

  • Reply to

    Valuation is crazy...

    by jwells1008 Mar 5, 2014 2:27 PM
    it_all_goood it_all_goood Mar 6, 2014 10:01 AM Flag

    When looking for a drop, you need the high valuation and a fundamental shift in company growth, profitability, new competitor. Otherwise traders like to believe that growth can continue to infinity until it doesn't. So this stock can go up for 2 more years.

    Sentiment: Buy

  • it_all_goood by it_all_goood Feb 12, 2014 12:29 PM Flag

    LNKD is a good short bet. Not today, but in a few weeks when it rebounds to 210. But the charts are showing a 9 point drop month over month. With a 10 point rally every 15 days. If charts hold true it will be back at 215 at the end of the month. And then 190 in March. It also may not be a bad bet to go long for a 2 weeks. And make 3%.

    Sentiment: Strong Buy

  • Okay sure it has a PE of 600. But we could easily see revenue double in 1 year with the prime rate hike. They are almost done building their infrastructure. With 70 billion in sales it is one of the largest already. Growth has been going down steadily each quarter and that is understandable. Next quarter might be 15% and next year 10% growth. I wonder if that is why Bezos has finally decided to earn money. Amazon can't keep growing by cutting prices. And I get what bezos wants a massive company that has savings of scale that match Walmart. But at some point the investors can't give money when the growth slows.

    This company could easily earn $3 to $5 a share in two years. But with a 10%-15% growth rate I don't see a reason for a PE above 50.

    My stance is that this company can make money, and a lot of it. But not as much as the market cap justifies.
    I'm sorry but in my opinion this is a $250 share company. When earnings materialize and grow at 5% then that is a different story. And sure they grew by 1000% but that growth will only last a year.

    Sentiment: Sell

  • Reply to

    AH/Final close compare

    by hyperboreanconan Jan 31, 2014 4:45 PM
    it_all_goood it_all_goood Jan 31, 2014 5:49 PM Flag

    It initially bottomed at 362 and slowly recovered to close down 18. I almost considered buying at 360. I might bite at 330.

    Sentiment: Sell

  • Reply to

    Let's see

    by alicemeade2001 Jan 30, 2014 4:16 PM
    it_all_goood it_all_goood Jan 30, 2014 4:33 PM Flag

    I picked up CMG at 501 last week before the sell off to 480 and I got mad at myself. I feel better now. I'm just saying.

    Sentiment: Sell

  • it_all_goood it_all_goood Jan 30, 2014 4:30 PM Flag

    True, but Amazon is growing. And investment is about growth. Then look at CMG. Theoretically each restaurant costs $10 million dollars. And earns $200,000 and will take 20 years for REO. Amazon is spending 3 billion a year, and earning $300 million when they eventually stop spending I would suspect their REO will be 20 years as well. But that is when they stop spending.

  • it_all_goood by it_all_goood Jan 10, 2014 12:02 PM Flag

    Maybe they will report a profit.

    Sentiment: Buy

  • At the beginning of 2012 or at the end? Amazon's price appreciated 60% the company grew 24%. So was it under priced in January or was it over priced in December? Just curious how others feel about the company.

    Sentiment: Sell

  • Reply to

    2/20 Knockout...

    by techstrategy Dec 27, 2013 9:26 AM
    it_all_goood it_all_goood Dec 30, 2013 12:59 PM Flag

    To the parents out there claiming that UPS ruined Christmas. As a person that doesn't celebrate Christmas can somebody please verify for me that Christmas is about ordering new items 2 days before the event and then expecting it to be delivered across the nation to be at your doorstep the following day? I get that people buy presents for each other, but to wait last minute and complain that the shipper is at fault, seems like these people need to point fingers at themselves.

    I think UPS did a great job shipping 20 -30 million packages in a single day. I couldn't do that. I think Amazon offers a nice product.

    I think Amazon is a growing company and more people will use it, but I also think that the entry price into this business is small, and anybody can sell anything for any price and ship it with UPS. And for that reason Amazon will not be profitable. But now we have Amazon trying harder and harder to go into the shipping business. Good luck to that.

    Sentiment: Sell

  • it_all_goood it_all_goood Dec 30, 2013 11:45 AM Flag

    Prime costs Amazon more in shipping, and a good chunk of new users cancel within the month. So now they have a situation where people are costing amazon more to ship for free. But I am sure more and more people are joining, but also people are taking advantage so assuming 1/5 of people do it as an alternative to 2-day shipping for free.
    then that means of there 1 million new subscribers only 600,000 are going to pay $80 in January Now we are talking about some serious money. $48 million dollars in additional revenue. A number so small compared to Market cap, I don't see why 1 million extra prime members is such a big deal. I think I had read that the average prime user that pays for one year will leave after 3 years. So this is not something that will just keep growing.

    I think there total number was 7 million new members this year. But I assume that 1 million will leave during trial period. So total revenue is about $500 million. That is not bad. Costco memberships account for almost all of Costco's earnings and with 72 million members that is roughly 3 billion dollars a year.

    Amazon could have the same business model. But if so then stock price should be more tied to membership expectations. 70% year over year. It will take 2 billion members. let's be reasonable and say 500 million, because they have so many other services. So in just 6 short years the stock will be fairly valued.

    I for one feel this stock is over priced for expected growth of 24% a year.

    Sentiment: Sell

  • it_all_goood it_all_goood Dec 23, 2013 2:00 AM Flag

    I agree with you. But as long as Amazon does not turn a profit this company trades like it is a small cap stock.

    Sentiment: Sell

  • it_all_goood it_all_goood Dec 18, 2013 6:19 PM Flag

    I guess some thought they would take away $20 billion. So it is twice as good news. Amazon should double for the news.

    The article that gets me is the one that says 14% of Amazon's revenue may come from AWS and it is just starting. Amazon has been doing it for many years, so that is wrong. CRM has been doing cloud source its whole life has the biggest percentage of the whole market and has a margin of 1% or less. How is it great that a zero margin business is going to be even bigger in Amazon's future. I liked the idea that AWS allowed for double duty on Amazon's server farms. But for Amazon to spend money on additional infastructure for a losing business seems pointless. They are a retail company that sells goods better than everybody else.
    Not content.

    Sentiment: Hold

  • it_all_goood it_all_goood Dec 13, 2013 2:51 PM Flag

    Companies pay what companies pay for office software. If Adobe can charge more they will. It is a great margin. Selling individual components to the masses at $200 a piece worked well. Selling all 6 pieces for $20 a month will yield $240 a year. Figure that the majority of owners only want one piece, not all 6. So sure they are giving up on $1000 in sales to make $240. In reality they are giving up $400 in sales once every 5 years to get $240 a year. A business will be swayed by the argument that now any user can access all functions.

    I came from a corporate culture where IT limited what software was on what PC because of licensing costs. One company I worked at had 2 central PCs with all available tools, that anybody could use, but at their desks was more limited capabilities. Some licences cost $1000 a year, can't give it to everybody, if only used 20 minutes a week.

    I think Adobe is doing a good job making money. But I think in the end they will get out of the web business with HTML5 picking up steam.

    I think PDF is so easy for other entrants that all they will see is licensing fees from Microsoft as it is built into office.

    I think Adobe's only future is graphics and marketing.

    Sentiment: Sell

  • I know it is an exaggeration, but it seems like Amazon ha s anew announcement 3 to 4 days a week. VS Apple which will release details 3 to 4 times a year. Most companies I follow I don't see this kind of information. My question is it because Jeff wants to be open with shareholders, or is he trying to see what gets interest. Or is it because the retail giant is in 4 different categories and therefore produces 4 times the innovation.

    Sentiment: Sell

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