Earnings and revenues when they reported and smoked estimates - but they totally screwed up the way it was handled and put all the focus on user growth - not revenue growth. Then, saying that Dorsey would not be the guy and months later saying he is the guy was a total f up. The stock will inevitably go much higher as revenues and profits soar - but hopefully they learned something in the way this was handled and will do better with it moving forward.
This stock has been suffering since she basically said she would punish drug companies for trying to earn any profits. Her plan would screw this country in about a hundred different ways and is about as thought through as if a fifth grader had put it together.
She will not win - period - and if she somehow did then her plan is going nowhere. Politicians in both parties would have massive problems with the stupidity that she rolled out.
He just made an offer for PCP. Do you think he would have done that if China was really in the complete meltdown situation that the talking heads are selling you on? Do you think the guy who became one of earth's richest people EVER through investing MIGHT have done his homework before buying PCP?
It won't be long before this little drop is a memory and his PCP purchase looks like pure genius - again - and the people who panicked and sold will look like fools - again.
Letting a short-seller have the microphone to the nation in the middle of a panic selling spree was extremely irresponsible.
Chanos said that whatever you think about China it's actually worse than that. What an idiotic jack@ss self-promoting thing to say. He is basically telling everyone to panic over China. He is saying "whatever you think" make your thoughts worse. What do you think his motives could have possibly been? Obviously he is trying to drive up his own profits at everyone else's expense.
The company is doing awesome - higher revenues, higher profits, low PE, great growth, etc - but the chart drew a pretty picture and the "experts" at The Street have noticed it so buckle up. Those guys are right up there with Seeking Alpha and random message board posts (like this one) when it comes to stock analysis.
Apparently the performance of this stock has nothing to do with things like revenues and profits - only what pictures the chart might draw and how much hype and fear can be created from that. It's somewhat like ink blot therapy only less precise. You can bet the boys and girls at The Street will be hyping it like no one else can and will be looking for other pretty pictures in the chart to back up their side of the story.
Glad I sold back in February and will be looking for a slot to get back in. This may be my opportunity - depending on how many people believe in ink blot therapy for stocks.
Two separate topics. Snapchat is popular right now but Twitter is a much more accessible venue for businesses to use and advertise through. Also, Snapchat is popular with 12 year olds, teens, and college kids - but that's about it. Everybody who is anybody has a twitter account and the smart ones use it to brand themselves to the world.
Hmmm - gotta make you wonder what might be going on between GOOG and TWTR if that's the case
Revenues are growing like crazy. The user base is still growing rapidly - just not at the obscene rate it was growing before. Big point - LOTS of businesses are just now figuring out how to advertise on TWTR. Up until now they didn't bother as they were not sure the technology would stick. Now that it has become mainstream every business is checking into getting #hashtagmybusiness set up - and those that are not checking into it already will be soon.
If you are the type investor who is worried about where the stock will be at 2:30 this afternoon or even where it will be by Thursday then you are not an investor - you are a gambler. If you think doubling your money or more in the next year would be a good investment then it's time to load the boat on TWTR.
TWTR has over 300 million users - the equivalent of every man, woman, and child in the US. Advertisers are VERY interested in a market that size. IT IS MASSIVE.
Granted, it becomes harder to grow users at the same rate once you become larger but TWTR IS STILL GROWING - and there will be things that cause waves of new users to come aboard. If you worry about it day to day then there will be times you will be unhappy - but the already huge user base will become larger - much larger - and expectations are low so the stock will pop as those expectations are exceeded.
Revenues are growing at an obscene rate. In the past the shorts tried to get you focused on TWTR's struggles to monetize their user base. That's obviously not a problem anymore so they divert your attention to another area.
Younger people use TWTR. Your grandma may be a little less likely to be on TWTR than FB but that's just another reason younger people prefer TWTR.
A new CEO is coming.
The "bad news" is out already - and it actually wasn't that bad - but there is still blood in the streets as the lemmings jump. This is when you jump in - not out. When it pops back above 40 it won't take long for those that bailed to regret the jump.
Right. Revenues are only money so why should that matter. What matters is whatever smoke and mirrors and hype and distraction you and the other idiots like you can generate. Certainly wouldn't want anyone paying attention to the money on this stock or any other because it tells a totally different story from what you are selling.
their intent is usually to #$%$. REVENUES WERE UP 61% FROM LAST YEAR. Profits were up substantially too.
Right now a few "publications" are being used to put out as many negative headlines as possible before the market opens tomorrow. You won't find much news or insight in any of these articles. It's all about the hype. Business Insider even went all caps on their headline. Gotta love that - as if nuclear war was hitting. What do you think their intent might be?
Again, REVENUES WERE UP 61% and continue to fly up at an insane rate. As long as that keeps happening TWTR is going to turn out to be a powerhouse. Don't let the hype machines distract you from looking at the money.
Well they said they under-estimated its impact and therefore had to guide earnings and revenues down about a whopping 3 percent - so apparently not much. Given that they tend to exceed estimates (like they just did) and given that they now plan to buy back over 17 percent of the shares on the market then earnings per share will likely accelerate. Plus, you can just sit tight and your percentage ownership in the company will go up as they buy back shares.
However, if you mention oil or China in this market then you will be shot. Of course next week could be totally different but that's what is being sold to the sheep today. Cramer and the rest of the media will let them know what to think later on.
GILD will earn over 11 bucks a share this year. AMZN earned 19 cents last quarter. GILD trading at 113 whereas AMZN trades at 550. Hmmmm. Which one should I buy?
According to the market earnings and revenues do not matter. Right now it's all a big popularity contest. It's all about subscribers or clicks or whatever the hot topic for the day is. At some point it will matter how much money you are making and that might not be good for AMZN and some of the other current high-fliers.
Yet the stock is down about 20 percent in the last week or so?!!! Makes no sense. The earnings report and guidance were actually good news.
HOWEVER, they mentioned OIL so everybody bails because everybody thinks that after the Iran deal oil is going to 5 bucks a barrel. It's not happening. Oil is down TEMPORARILY and even if it stays down URI is still growing revenues and profits like crazy.
Hard to know. I'm sure you have heard the statement "The market can remain irrational longer than you can remain solvent" - so it could take a while. Been around a long time though and generally when you see a stock with a PE like this and a growth rate that doesn't support it then at some point you will see the situation corrected.