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salesforce.com, inc. Message Board

jeremysikessr 187 posts  |  Last Activity: May 21, 2015 1:20 AM Member since: Jan 9, 2009
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  • Reply to

    stock is up 2.04% after hours

    by justin1904719 May 21, 2015 12:02 AM
    jeremysikessr jeremysikessr May 21, 2015 1:20 AM Flag

    nope, will gap down at open

    Sentiment: Strong Sell

  • Reply to

    why stock is not moving after hours?

    by monkey_lovemoney100 May 20, 2015 7:03 PM
    jeremysikessr jeremysikessr May 20, 2015 9:55 PM Flag

    Gap down in am...probably $1

    Sentiment: Strong Sell

  • Reply to

    YOKU ER HUGE LOSE

    by neil616196 May 20, 2015 9:09 PM
    jeremysikessr jeremysikessr May 20, 2015 9:52 PM Flag

    Accelerated loss.....lol

    Sentiment: Strong Sell

  • Reply to

    BABA and NFLX

    by thuyai40 May 15, 2015 7:39 AM
    jeremysikessr jeremysikessr May 20, 2015 4:50 PM Flag

    Based on realized loss. If stock up or down after position closed, it has less importance. When it has another bad quarter, there could be more lawsuits in near future.

    Sentiment: Strong Sell

  • I think $15.25 to $15.50 today

    Sentiment: Strong Sell

  • Reply to

    Yesterday $45.51...nothing has changed

    by jeremysikessr May 19, 2015 9:47 AM
    jeremysikessr jeremysikessr May 19, 2015 12:12 PM Flag

    funny to watch

    Sentiment: Strong Sell

  • 9:46 am est benzinga reported 1001 June Call Contract trade @ the ask price of $2.45

    Following that, at 9:51 theflyonthewall implied that is was just speculation of Google could ....maybe...possibly could have interest in buying out (of this bloated valuation some day of a a review site that they could easily duplicate internally...that is my opionion)

    (There has been no reported known offer or meeting of any kind reported to the market.)

    Wall Street Journal on May 7 reported that Yelp has hired banks to explore a sale.

    Prior to that announcement that they were "exploring" the stock traded at a market valuation of 38.22, which was still considered a high multiple at the time.

    Few I know consider the current over $40 valuation represents the current value of the company with its current payroll and management pay without a buyout.

    I feel most people who are long are looking for a near term buyout in 30 days. Most people short consider this will not happen this quarter or if it does, the offer will be under $40

    No noise from the church mice, so I think this tension can be cut with a knife and this was a scare tactic to shake out the weak shorts.

    Great entry points on puts and shorts over $48 today. Congrats for another gift.

    Should retrace back in the $46s today and test $45s again by Thur and $44 by Fri or monday possible.

    Just my opinions, but I think they are fair.

    If there is a compelling bull argument on fundamentals or similar competitors with worse valuations per employee, would love to hear it.

    Whether selling or not, management has a fiduciary responsibility in my eyes to reduce costs internally and raise prices or margins some how.

    Until then, it feels like a pump and dump game of wall street smoke and mirrors.

    Be responsible and cut staff and wages. Until then, this is a great short candidate.

    Sentiment: Strong Sell

  • Reply to

    Yesterday $45.51...nothing has changed

    by jeremysikessr May 19, 2015 9:47 AM
    jeremysikessr jeremysikessr May 19, 2015 11:24 AM Flag

    How do you like me now?
    HEHEHE

    Sentiment: Strong Sell

  • jeremysikessr jeremysikessr May 19, 2015 11:07 AM Flag

    Market maker got to have his fun with you this morning...ran it down a little...ran it up a lot on hewy...then pulled it back to reset and squeeze out time value on options.

    Option writer's paradise....

    Sentiment: Strong Sell

  • $38.22 Price BEFORE buyout speculation began May 7

    What a deal for management and board...Hire a banker to explore the possibility of some time, maybe, somewhere in the future we may sell to someone even though it appears to many that this is not what the founder / ceo wants to do. The stock races up in two days above where many think it even could be bought out and then slowly bleeds off as people realize at best, this is a long long slow process and at worst, many think near term agreeable premium will not happen at all this year.

    These are the facts...and the stock currently is balanced between these facts, one side will get hurt soon.

    I think hope floats...but then turds sink.

    Sentiment: Strong Sell

  • Reply to

    Yesterday $45.51...nothing has changed

    by jeremysikessr May 19, 2015 9:47 AM
    jeremysikessr jeremysikessr May 19, 2015 10:43 AM Flag

    9:46 am est benzinga reported 1001 June Call Contract trade @ the ask price of $2.45

    Following that, at 9:51 theflyonthewall implied that is was just speculation of Google could ....maybe...possibly could have interest in buying out (of this bloated valuation some day of a a review site that they could easily duplicate internally...that is my opionion)

    (There has been no reported known offer or meeting of any kind reported to the market.)

    Wall Street Journal on May 7 reported that Yelp has hired banks to explore a sale.

    Prior to that announcement that they were "exploring" the stock traded at a market valuation of 38.22, which was still considered a high multiple at the time.

    Few I know consider the current over $40 valuation represents the current value of the company with its current payroll and management pay without a buyout.

    I feel most people who are long are looking for a near term buyout in 30 days. Most people short consider this will not happen this quarter or if it does, the offer will be under $40

    No noise from the church mice, so I think this tension can be cut with a knife and this was a scare tactic to shake out the weak shorts.

    Great entry points on puts and shorts over $48 today. Congrats for another gift.

    Should retrace back in the $46s today and test $45s again by Thur and $44 by Fri or monday possible.

    Just my opinions, but I think they are fair.

    If there is a compelling bull argument on fundamentals or similar competitors with worse valuations per employee, would love to hear it.

    Whether selling or not, management has a fiduciary responsibility in my eyes to reduce costs internally and raise prices or margins some how.

    Until then, it feels like a pump and dump game of wall street smoke and mirrors.

    Be responsible and cut staff and wages. Until then, this is a great short candidate.

    Sentiment: Strong Sell

  • Looks like it is time to buy some puts!

    Enjoy and mark this time and post!

    Sentiment: Strong Sell

  • jeremysikessr jeremysikessr May 19, 2015 9:26 AM Flag

    When you look at the profit per employee and then look at the senior management pay, it gets even funnier.

    They need to cut staff by 30% and management salary by 40% and increase future stock option payouts to compensate 2X the cuts with benchmarks of both revenue AND profit met on an annual basis.

    Oh...that would take responsibility

    Let's just pretend like we are looking for a buyer and sell a lot of covered calls a year out to protect our position so we can cash out later. Sad....hope they do what is right for the company and gut it instead of flipping it

    Sentiment: Strong Sell

  • jeremysikessr jeremysikessr May 19, 2015 9:22 AM Flag

    And here is why...

    There are basically two types of founder / CEOs

    1) True dreamers - innovators that will do whatever it takes to reach their vision of the company AND assume the same risk as the shareholders

    2) Those that forgot what brought them to the dance and are looking for an out because of failure to execute scalable, profitable growth or fear of market conditions and macro economy, change of personal commitment and focus, pressure from board members or stakeholders to cut their loss or realize a gain.

    Those that fall in camp #2 often started in camp #1. They sell out not because they are greedy, it is because somewhere along the way they lost there hope or got tired of trying to execute a failing vision and either they or those they represent do not want to walk away empty handed.

    For the long term shareholders, this CEO should make the cuts needed, reward with options on an executed plan and set the company up for either a buyout that creates real synergy or a new, stronger company that can execute alone for a long time.

    Until they cancel this buyout or make HUGE cuts in staff and management pay will I believe they will be ready for a buyout or to run it alone. Investors are tired of promises and shorts are starting to see this as an unexecuted plan to grow and healthy company and more of a quick buck move. If it is a fast buck, it is significantly overvalued at this level and demands a significant correction downward for a fair valuation.

    The company should cut staff and management salaries now to save the good staff and what is needed for future growth now.

    I also doubt they will do this and put this weeks target at 44 and this month at 40.

    Sentiment: Strong Sell

  • jeremysikessr jeremysikessr May 19, 2015 8:46 AM Flag

    While it would be fun to see that kind of valuation, probably not $25 in the near term.

    But, it will continue the down trend as it becomes transparent back to normal trading levels and appropriate valuations from pre-speculation this month.

    Fair valuation this month is probably 40 to 44 range.

    But it could easily see 35-39 next month and you target could be reached later in the year if they continue to not address the issue that they need to reduce management pay, cut staff and benefits and streamline the operation. Putting a company up for sale without making these changes to make it easier for the acquirer is not as responsible as they should be in my opinion.

    Therefore, I believe they are significantly overvalued until they make those changes to "window dress" the company for sale. Their spend rate is much too high and they need to show someone who will pay them a premium for their company that they can operate on much less.

    Take the Lee Iacocca / government bailout approach. If they believe in what they are doing. The CEO should take $1 salary and all management salaries should be cut significantly. At the same time, YELP should add incentives where if the company reaches a valuation north of $60 organically or buyout by 2017, executive issued stock options would pay out 2x the amount of cuts. None of these options should be able to be exercised before January 2017. This would put management's interests in line with the longer term investors and if it hit 40 this month or 30s the next, they would make the changes to improve the company fundamentally or go down trying.

    Managers should not be rewarded for financial engineering or because they found a buyer. They should be working on either making a better company or cutting costs and returning profits to the shareholders in the form of profitable growth that has increasing margins (most important to tech companies) or in the form of dividends (more mature companies.)

    No serious buyout at this level!

    Sentiment: Strong Sell

  • Reply to

    $50 calls

    by cadbarley May 18, 2015 8:11 PM
    jeremysikessr jeremysikessr May 18, 2015 8:33 PM Flag

    Yep

    Sentiment: Strong Sell

  • jeremysikessr jeremysikessr May 18, 2015 2:43 PM Flag

    lol..yep

    Sentiment: Strong Sell

  • jeremysikessr jeremysikessr May 18, 2015 2:14 PM Flag

    It went below the open earlier like I said it would....

    Tomorrow, it will open below 46 in my opinion

    The down trend should continue for several days

    Sentiment: Strong Sell

  • negative momentum building

    Sentiment: Strong Sell

  • Reply to

    WWAV will get hammered 5-8....I have spoken

    by jeremysikessr May 7, 2015 9:24 PM
    jeremysikessr jeremysikessr May 17, 2015 11:36 PM Flag

    5-8 opened 46.88 then went under 46 same day...puts did just fine....thanks for your concern

CRM
75.01+2.10(+2.88%)May 22 4:00 PMEDT