Who is Greenbarg? and who listens to CNBC? Since I listen to Bloomberg real news, I am up 65%
He is always right!
and the Revs as expected. they are like AAPL, always lower forecast.
This is going higher!
I am waiting for a pull back, although an entry under $130 is a good entry........ They are the only game in the southern hemisphere......and they are now expanding!
Sentiment: Strong Buy
The only competition here is that the new trend is healthy eating, healthy life styles.
But,
This new trend is only evident at the upper classes, and it will take many many years to trickle down to the masses. So ARNA pills will be the way for the masses to lose the fat.
and I forgot to add: Current Short position will fuel the rally in the short term as well.....
Sentiment: Strong Buy
Loading up the truck here..............Expecting a surge in EPS over the next 3 quarters..................possible target now..................
And I told you this when the stock was below $25!
Up Up and Away, after a quick weak hand shake down, and allurin gmore shorts to add.......
many web based EMR/Billing Systems are lagging behind, as they are not embraced by the medical community. Remote billing systems are not as critical if the internet is slow, or gets interrupted, but once the electronic charting goes down, then the office cannot operate.
Plus there are so many 0 or very low cost emrs out there (Quest, Office Ally, Amazing charts, Mckesson clinical, why would someone pay such a high price???
Makes no sense to me that they can compete, especially now, since new EMRs had to be installed and running by June, in order for the medical offices to attest for meaningful use money from CMS or medicaid. That incentive is now gone, thus sales will decelerate further, over the next 2 years. Docs w ill wait and see if the new administration will require them to purchase an EMR system.
IMO
This is the perfect short story (as well as others in this sector).
maybe we can see $217?
They became alive today! I am up 500%.
Should I sell half, or wait???
EPS to increase from here on....................
NFLX is the ONLY GAME in the Universe (when streaming client base is concerned).
The Latest Trend for young and old is?
Dishing their cable provider, and stream movies.
Expecting accelerated subscriber base increase, as their FB association is already starting to add clients..................
And the other plus, is the constant SHORT following!!
Sentiment: Strong Buy
Traffic acquisition cost was $98.2 million, representing 10.2% of total revenues, as compared to 7.8% in the corresponding period in 2012 and 9.6% in the fourth quarter of 2012. The increase mainly reflects increased contextual ads contributions and hao123 promotions through their network. Bandwidth costs as a component of cost of revenues were $65.2million, representing 6.8% of total revenues, compared to 5.2% in the corresponding period in 2012. Depreciation costs as a component of cost of revenues were $53.6 million, representing 5.6% of total revenues, compared to 5.4% in the corresponding period in 2012. These increases were mainly due to an increase in network infrastructure capacity. Content costs as a component of cost of revenues were $15.4 million, 1.6% of total revenues, compared to 0.7% in the corresponding period in 2012.
Sentiment: Sell
This was a great play to sell into the earnings, and going short late yesterday.
Made some good $ as weak hands covered before earnings, then took short position.
The competition is starting to affect the bottom line here, as their overhead and expenses are going up. Their future EPS will now have to be adjusted down, and thus expecting many downgrades soon.
More consumers, especially the younger generation and the aging, are finally realizing that we are what we eat. They are using proper nutrition to avoid, or cure potential diseases. They are avoiding taking drugs (which only treat the symptoms and cause side affects), and they are embracing nutrition coaches. MDs are now referring patients to Nutricion Specialists.
I am looking for a $90 stock here..................
Investors are selling it due to AAPL's story, but QCOM is still selling an increased number of chipsets, and their license fees are going upward. 12 Mo Target is $87.
Best Stock in the tech sector at this time...........
They are making it look as a TOP so more shorts are pilling in.
Then they will crash them later in the day..............
This is going to R&Roll soon.................the short interest is still at very high relative levels, which should propel the stock past any short term targets (based upon current fundamentals).................the new trend in US households (young and old) seems to be abandoning their cable and stream Netflix instead............this is becoming a global trend as well.........subscriber growth seems to be accelerating,..........
Listen to me once and you will do ok!
Just got update from MSBroker: $400 target!!!
Sentiment: Strong Buy