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American Capital Agency Corp. Message Board

skibumdreamer 48 posts  |  Last Activity: 5 hours ago Member since: Sep 10, 2004
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  • Reply to

    Revenue up 9% - expenses up 4%

    by rastarich Jul 25, 2014 5:31 PM
    skibumdreamer skibumdreamer 5 hours ago Flag

    Good post Foxy and agreed. Icahn looks to UNLOCK hidden value in companies, nothing hidden about CRM, a press release a day keeps the bag holders fooled, now CRM is a "magic quadrant company" - LOL. Now Ackman on the other hand, once he turns his attention away from HLF, maybe CRM would be his next short target....problem is we've built a bubble in this space and others and the bull market is not yet dead. Those following my posts would have made a killing shorting TWTR recently and there are many other candidates in this Fed induced bubble. And it worries me too as I am mostly still long this market in general. By the way, my longs are mostly international bets with real yields as I find the U.S. market just too rich for my liking in general, other than very select positions.

    Sentiment: Strong Sell

  • Reply to

    Revenue up 9% - expenses up 4%

    by rastarich Jul 25, 2014 5:31 PM
    skibumdreamer skibumdreamer 6 hours ago Flag

    Ah Rasta, you finally get it. I own MSFT, a company that makes real earnings, pays me a divvy, and is making all the right moves. The new CEO is an adult, not a charlatan snake oil salesman. Hold your pennies as it could get brutal for CRM. The only thing that makes me nervous is the complete disappearance of the CRM bulls - except the complicit analysts and Cramers of the world - telling you to buy buy buy when the stock was in the high 60's and raising targets to $70+, poor bag holders, where is that $70+ stock price by now? Half of the value of this company is hot air, the balloon will pop.

    Sentiment: Strong Sell

  • Reply to

    CRM , PUMP and DUMP today's action

    by jaldarshan13 Jul 25, 2014 12:59 PM
    skibumdreamer skibumdreamer Jul 25, 2014 1:57 PM Flag

    Indeed today's action is a pump and dump. We saw today what happened to AMZN today, someday soon people will also FINALLY be shocked at the huge continued losses at CRM...and that day will be as soon as they cannot buy over-valued companies to boost top line growth at an increasing rate (and then later excluding the write-off from paying too much from management made up earnings).

    Growth at all costs and greed gone wild - odds are this will not end well as any company in history who pursues growth at all costs combined with extreme greed and a huge focus on near term stock price, has ultimately collapsed. I also see fair value around $25-$30/share, the rest is hot air, a definition of a bubble. Warning signs abound, rotating execs, putting up big signs everywhere, CFO exits suddenly, company grasping at straws and changes strategy with the wind (data centers in Canada, really? Announcing software development for products that do not and may never exist, really? Questionable replacement CFO...well I could go on and on but any long cannot say they have not been warned. The burn from the high 60's, WHEN all the complicit analysts and Cramerites upgraded the target to $70+ means we already have bag holders who have lost their shirt in a huge up market, unfortunately their pants are next.

    I called the top last time and will post when I short again, probably at today's end, getting close now.

    Sentiment: Strong Sell

  • Reply to

    Leaders Quadrant 2014 Magic Quadrant????

    by benchmarkvit Jul 25, 2014 8:42 AM
    skibumdreamer skibumdreamer Jul 25, 2014 1:39 PM Flag

    He means this company has a PR machine that pumps out completely meaningless news releases, one after another, to keep the stock price up to make MB and his cronies richer everyday...so that you notice this and get all frothy and buy the stock and become the bag holder - the person that buys MB's over-valued stock that he dumps as quickly as he can. Remember this company makes no profit and if they had to replace stock compensation with real cash, they'd be heading towards bankruptcy real quick. The game continues and any long in this stock is either a sucker or really thinks that "one day", maybe another 15 years from now, the stock price will justify its valuation.

    Sentiment: Strong Sell

  • When, not if, growth slows and it will soon as CRM is no longer able to buy growth, the correction will be brutal. How many SOX and SEC laws will have been violated at that point? One is that I keep mentioning is that CRM never breaks out organic from inorganic growth in their press releases. The class action lawyers will be all over this one, if, as I suspect, CRM plummets to fair value the second the top line stops growing, and this is the ONLY thing keeping this momo extremely over-valued. By the way MB knows this and that's why all he talks about is growth. Why should he care about earnings for CRM if he has already raped the company? He will exit and buy an Island somewhere with bag holder money long before an adult comes in as CEO as makes this into a real company, one where costs and profits actually do matter.

    Sentiment: Sell

  • Reply to

    velocity down

    by rastarich Jun 19, 2014 1:07 PM
    skibumdreamer skibumdreamer Jul 17, 2014 2:56 PM Flag

    Rasta - I respect your bull opinions and you are the only bull left on this board, kinda scary actually. The recent 20% correction in this overvalued pig is just the start. Sold out of my shorts too early and now I fear the permanent down leg to fair value has started in earnest, Fair value, even your optimistic scenarios is about $25-30/sh., and that is even generous, the rest of the market cap is hot air and a god-like belief in MB to produce a real company someday, and let's not forget Cramerite nation. Meanwhile MB thanks you for his $1.0M dollar per day paycheck he sells stock faster than any CEO in history.

    Sentiment: Strong Sell

  • Reply to

    Fibonacci shows $62-63 range

    by stardine1015 Jul 1, 2014 9:40 PM
    skibumdreamer skibumdreamer Jul 11, 2014 7:53 PM Flag

    Charts and Cramer is how you buy stock? Whoops! Heck you're only 20% down, buy more bag holders and Cramerites cause I need to short again.

    Sentiment: Strong Sell

  • Reply to

    Whoops there dey go again

    by robynrokn Jul 11, 2014 11:20 AM
    skibumdreamer skibumdreamer Jul 11, 2014 7:48 PM Flag

    Foxy - no doubt about it. Like MB and his cronies, they found a way to make millions on hot air and losses. If MB approached me with a handful of stock and cash for a company barely even off the ground, sure take the money and run, in fact that's the CRM theme song.

    Sentiment: Strong Sell

  • Reply to

    Whoops there dey go again

    by robynrokn Jul 11, 2014 11:20 AM
    skibumdreamer skibumdreamer Jul 11, 2014 7:42 PM Flag

    Well they found someone stupid enough to take their stock in trade, a start-up company with no profits or much in the way of sales, heck they just completed their first round of venture funding! Why is CRM buying "R&D" in their same space and another company with no earnings? I don't think the longs want to know the answer to that one.

    Sentiment: Strong Sell

  • skibumdreamer skibumdreamer Jul 11, 2014 4:06 PM Flag

    We don't have to wait, the stock is already showing tremendous weakness, I think the investment community is finally catching on. However we won't have an end to this non-sense until this obvious valuation bubble cycles burst. Oh how we forget 1999 so easily. The bubble will burst.

    Sentiment: Strong Sell

  • Reply to

    Hapi, Ever, JK......going short now

    by skibumdreamer Jul 1, 2014 2:39 PM
    skibumdreamer skibumdreamer Jul 9, 2014 3:15 PM Flag

    Slow, taking my profits today in TWTR and CRM, cannot pass up big gains in just a few days and remember CRM will become increasingly desperate if the stock keeps dropping (poor Rasta). With CRM it's only about the stock price and greed which always results in a bad outcome. I see signs of increasing desperation, announcing software development for work wearable glasses, a product that does not and may never exist, buying data centers (LOL), moving into Germany (guess Japan has had enough of the snake oil salesmen of CRM), blah blah blah. But I will be short again coming this fall when they have to who YoY comparison that only include ORGANIC growth. That's when the hammer really falls and this thing drops to 20/share, and heads towards bankruptcy then, or more likely snapped up by a competitor and then completely dismantled as the company has no cohesive strategy other than grasping at each new thing and spend and party and cash in stock given to them by the sucker bag holders.

    Sentiment: Strong Sell

  • skibumdreamer skibumdreamer Jul 8, 2014 5:01 PM Flag

    CRM is the kind of company that gives Capitalism a very bad name and part of the reason we as a country are moving rapidly towards Socialism. The "common man" sees the growing divide between rich and poor as a reason to move to Socialism and when you consider the raping of the public by the insiders of this company, can you blame them?

    Sentiment: Strong Sell

  • Come on longs, remember this is the best stock like ever, show your conviction and buy, MB and his cronies rely on you bag holders. Don't you bag holders want MB to be the most famous and richest guy ever, a celebrity for Cramer and suckers - not the first billionaire to build an unprofitable business but one of the most disgusting cases of greed and lies. So buy buy buy, bag holders is what CRM needs and MB need another billion of your money.

    Sentiment: Strong Sell

  • Reply to

    THE CLOUD

    by a.hudkins Jul 7, 2014 2:29 PM
    skibumdreamer skibumdreamer Jul 7, 2014 3:01 PM Flag

    That is funny, LOL. Buy Rackspace with what, hot air? OK assuming that ANYONE would want this over-valued CRM stock in trade, and that is very doubtful,, the "offsite data storage and maintenance" space is capital intensive, already crowded, and getting into this space is yet another sign of a software company with an unsustainable business model grasping at straws.

    Sentiment: Strong Sell

  • Reply to

    Hapi, Ever, JK......going short now

    by skibumdreamer Jul 1, 2014 2:39 PM
    skibumdreamer skibumdreamer Jul 7, 2014 2:55 PM Flag

    Hi Slowboat - Glad we are making money, also good timing for the TWTR short, could not short GPRO however and glad I did not! Not sure how many warning signs the longs need.

    Sentiment: Strong Sell

  • skibumdreamer skibumdreamer Jul 1, 2014 3:25 PM Flag

    Come on now Kevin, read the guys profile. Jumped from a terrible quarter at Autodesk (forced out?) and now he is going to be a great CFO at CRM...LOL. And he says he is NOT going to change direction, which is even worse as this company is headed for a fall, it's the CFO's job to be the adult. Actually I would be a buyer if the CFO came in and said - "we need to cut costs and make real money", "we need to slow down clearly excessive corporate greed", "we need to slow down or stop excessive capital spending in crowded markets" (Data centers, yeah right great idea, not!), "we need to stop grasping at straws", "we need to stop over-paying for acquisitions", "we need to seriously improve our core cash flow", and "we need to improve corporate governance"....that's want I want in a CRM CFO, status quo means another MB yes man just looking to get rich and get out before it hits the fan, the joke continues.

    Sentiment: Strong Sell

  • As per my earlier messages in the last few weeks, we knew the momos would have to run this stock up, and they did. Otherwise how could MB and his cronies make money? No coincidence that MB sold ALL his shares granted last year recently, he knows this ship is sinking with the top line slowing very soon and sends a sincere thanks to you long bag holders. Just re-entered a large short at 59.30 and also entered a TWTR short today and wish I could short GPRO. Market WILL NOT stay this heated all summer, period.

    Sentiment: Strong Sell

  • Reply to

    ExactTarget?

    by skibumdreamer Jun 27, 2014 2:12 PM
    skibumdreamer skibumdreamer Jun 27, 2014 5:17 PM Flag

    CRM is grasping at straws, no doubt about it. Data centers in Canada? Oh wait, last week it was software for some special glasses we'll all be wearing at work, blah blah blah.

    The data center storage space is not innovative and that space and is already crowded....why a new business model for CRM which requires heavy cash investment in an already competitive data center "REIT" market - because they are DESPERATE for growth/headlines and they know the pace of growth will not continue and at that point, game over. At that point investors will start to demand earnings, and CRM has dug such a deep hole by giving away so much stock with their greed there may be no way out of that dilution hole....helps losses look smaller now but creates a mountain of dilution to climb IF they EVER make any profit.

    Why anyone would invest a nickel in this company is beyond me, and as you mention, not even insiders want to hold this over-valued circus show.

    Sentiment: Strong Sell

  • skibumdreamer by skibumdreamer Jun 27, 2014 2:12 PM Flag

    Can someone remind me exactly when the ExactTarget acquisition took place last year? My simple prediction is that CRM has never been able to grow organically at the rapid pace they have posted, it's only been by acquisitions. And since CRM does not disclose organic versus acquired growth (I thought this was an SEC public reporting requirement?), I believe the momos will be quite surprised when there are no acquisitions to boost top line. Which means next quarter may be the ideal time to set-up a short?

    Maybe wait until CRM has used up some more ink on meaningless press announcements or makes one more desperate play as inside they must see this coming.....maybe that's why insiders are dumping shares on bag holders faster than ever. Thoughts? Simple business school logic is that a company growing rapidly for 15 years should be printing money like APPLE by now...something's terribly wrong - IMHO.

    Sentiment: Strong Sell

  • skibumdreamer skibumdreamer Jun 25, 2014 4:14 PM Flag

    Criminal, except it's legal stealing from shareholders so it's just highly unethical.

    Sentiment: Strong Sell

AGNC
23.69+0.11(+0.47%)Jul 28 4:00 PMEDT

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