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General Motors Company Message Board

yjaplomb 5 posts  |  Last Activity: Aug 12, 2014 12:22 PM Member since: Jun 25, 2003
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  • With the recent release of its nasty July sale figures, we are likely to see a nasty earning in October. Sales declined globally for this fast-food giant other than Europe.

    1) Comps in the U.S. declined 3.2% as against comps growth of 1.6% in the year-ago period;
    2) Comps in Europe grew 0.5% that compared favorably with the year-ago decline of 1.9%;
    3) Asia/Pacific, Middle East and Africa comps experienced a decline of 7.3% compared to a decline of 1.9% in the year-ago quarter.

    Its recent debacle with using expired food in its menu items are likely to create a terrible impression in China for many months. Given China's significant contribution to its earnings, my guess is this coming earning will be very bad. With lingering impression of using unsafe meat in McDonalds in China, longs better hope this doesn't create further deterioration in sales across Asia region.

    Sentiment: Sell

  • After going through a proxy battle with the hedge fund manager Loeb, Sotheby's (BID) is on a bright path with interesting plans. Why is BID grossly undervalued?

    1) It has high growth (54% revenue growth) and is very profitable;
    2) Partnership with Ebay is another step toward higher sales;
    3) The auction industry is booming with Christies and Sotheby's making record sales in its auctions, especially in Asia;
    4) Its PEG = 0.87 (lesser than 1 indicates stock undervalued with respect to earnings' growth); and
    5) Cutting staffs to save cost, while focus on growth departments within the firm.

    This is a grossly undervalued company that deserves higher valuation. Buy BID before it spikes.

    Sentiment: Strong Buy

  • Reply to

    Amazon is getting exactly what it deserves

    by yjaplomb Jul 26, 2014 2:28 AM
    yjaplomb yjaplomb Jul 26, 2014 1:55 PM Flag

    Certainly the street has given him a pass for past 10 years, but the street is losing patience as well, hence, the big drop. There is no doubt that Bezos is an innovative guy, and certainly knows how to increase revenue year after year. However, it would be more impressive if he can prove that he can expand revenue and make money at the same time. We see Facebook expand at higher rate, and still makes money. We see Google expand at rapid rate while still makes money. What is even more disturbing, we see Alibaba with high growth revenue, and more profit than both Ebay and Amazon combined. Maybe Bezos needs to learn a few things from Google, Facebook, and Alibaba on how to make money while still expanding revenue.

    Sentiment: Strong Sell

  • Quarters after quarters, and years after years without profit, and the management keeps telling investors that they are using their money to expand their revenue. Amazon's management needs to be aware that investors have lost their patience, and voting their shares with their feet.

    If Amazon doesn't show some profit soon, likely this stock will continue going lower, and much lower.

    Sentiment: Strong Sell

  • Jeff Bezos is known for focusing on growth by sacrificing profit, but Street seems to have lost patience with his strategy. I would not be surprised if the stock goes down 15%-20% from today's close in the coming week.

    Bezos needs to realize that Street is now demanding Amazon shows a profit before letting its stock going any higher.

    Sentiment: Sell

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