salesforce.com, inc Message Board

Canaccord Genuity joins KORS' fanbase, starting shares at buy, citing momentum that has made company "one of the fastest growing fashion accessories brands in the US." Firm says KORS offers products to consumers across different income demographics and has significant opportunities to sell through US department stores. Sees company on the path to double its global retail segment by F2015.

Canaccord Genuity initiated coverage on Michael Kors (NYSE: KORS) with a Buy rating and a price target of $82.00. Analyst Camilo Lyon thinks Michael Kors shop-in-shop conversion strategy is under-appreciated by the Street.

"Current estimates suggest the NA wholesale shop-in-shop doors will grow at an 11% CAGR, while non-converted doors will grow at 15%. We believe this understates the productivity lift opportunity by $300M/15c to sales/EPS in two years, effectively doubling the growth," said Lyon

Also a lot of press attention last night and double the normal volume on up day. Looks like we could break out to the upside this week.

Strong dividend increase will give fuel too! Macy’s announced a dividend of $0.25 with a Dividend Ex. Date of June 12. That’s a 25-percent increase versus the previous dividend of $0.2. The new dividend yield is 1.7 percent.

Very strong momentum and Macy's is eating competitors lunch. Full steam ahead and congrats to longs!

Sentiment: Strong Buy

GAAP net income for the first quarter was a loss of $15.5 million, or ($0.40) per share, versus a pro forma loss of $8.4 million, or ($0.23) per share, for the same period last year.
Non-GAAP gross margins improved to 59% for the first quarter from a pro forma non-GAAP 56.7% in the first quarter last year.
GAAP gross margins declined to 38.4% for the first quarter from a pro forma 43.6% in the first quarter last year.

Revenue guidance of $430 million to $445 million.
Non-GAAP earnings guidance of $1.80 to $1.95 per diluted share.
GAAP earnings guidance of a ($0.41) to ($0.16) per share loss.

Non-GAAP earnings guidance excludes $60.5 million of projected amortization of intangible assets; $20.5 million to $23.0 million of share-based compensation expense; and $7.2 million to $8.8 million in merger-related expenses. Stratasys also expects to record significant one-time integration expenses as a result of infrastructure alignment and brand unification in 2013.

The market wants SSYS to blow out and raise guidance. Basically it looks like a maintain / inline. Market will be disappointed.

There is also the exposure of a risk of a shelf offering similar to DDD.

This would dilute share value, but may not happen.

Either way, expect sell pressure from this point on.

Sentiment: Strong Sell

MGM target today was raised from neutral to buy and new, upgraded target raised $19!!!

Just on the very conservative side, that should mean at least 2.43%-3.39% appreciation very quickly!!!

(15.05-15.20 Near Term Targets)

Translation...we are now on the hot buy list with the big boys and expect fund money to start moving in over the next day or two.

* Online Poker Approved for Nevada, MGM could enter very soon
* Improved Convention Attendance
* New City-Wide Attractions
* Property Improvements
* Higher Quality Events

News Breaks
May 9, 2013
07:35 EDT MGM MGM Resorts upgraded to Buy from Neutral at Sterne Agee
Sterne Agee upgraded MGM Resources citing evidence of a Las Vegas Strip recovery driven by improving convention attendance, new city-wide attractions, property improvements, and higher quality events. Price target raised to $19 from $13.50

Great market and economy getting better every quarter.

Let's make some dough!

Sentiment: Strong Buy

Now is the time to look at the industries that are going to benefit from this stability.

Gaming is one.

Sentiment: Strong Buy

If you take them out of your margin account, they can not loan out to shorts.

Shorts will be forced to cover if enough people do this and some put holders could also be assigned shares on options expiring this friday.

SQUEEEEEEEZEEEEE!!!!

have fun

Sentiment: Strong Buy

Should retest 21 by end of day

This market is picking up steam again

Not a good one to short safely

Sentiment: Strong Buy

Rise and shine!

Sentiment: Strong Buy

Foodservice represents approximately 65 percent of coffee purchases outside the home

Imagine what this new approval will do to both future revenues, increased margins, net profit, synergies in marketing, market control, brand power....and most important upgrades and forward guidance!!!

The GIANT has awaken!!!

Run Einhorn Run!!!!

KaChinga!

Sentiment: Strong Buy

Read about their new certification on news board. Obviously this is a big up for GMCR, but I am trying to determine the impact on SBUX.

Opionions?

Sentiment: Strong Buy

Came out after market close...full article on investors business daily and other sites.

Obviously Roth must have either caught wind of this or thought something similar with their well timed upgrade.

Once the analysts digest this and really understand the channels this opens up and the volume and residual sales and margin, upgrades should follow in a few weeks. The convenience and easy of use of this unit and the certification corporations will feel more comfortable with average joe using in breakroom or in food establishment means Green Mountain wil be branding everywhere which will also drive more home unit sales. Synergy my friends, synergy. Once the market digests what this will do for the next 6 to 12 months growth, there will be a lot of short covering.

Now we have an expanded revenue opportunity which should raise guidance along with great earnings expected and economy improving and large short interest to cover soon on margin calls.

Patience has been rewarded. Gentlemen, start your engines...prepare for launch!

Enjoy the ride up!

Sentiment: Strong Buy