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Chipotle: A Lesson in High P/E Investing 20 Jul 2012 | 07:35 pm
Shares of Chipotle Mexican Grill (CMG) are falling more than 90 dollars today after reporting second quarter earnings last night. Revenue rose 21%, with earnings soaring 61%, beating estimates of $2.3...
Values Abound in Enterprise Computing 11 Jul 2012 | 01:54 am
With the European recession beginning to impact earnings guidance for U.S. companies in recent weeks, one of the sectors to really get hammered is enterprise-focused technology. While second quarter p...
JCP Follow-up: Ackman’s Presentation 23 May 2012 | 02:43 am
Following up yesterday’s discussion about J.C. Penney (JCP) , today the slides from Bill Ackman’s recent presentation on JCP have been making their way around the Internet. Below is a link: Bill Ack...
J.C. Penney Stock: Back to Earth 22 May 2012 | 01:00 am
It has been less than four months since my bearish post on J.C. Penney (JCP) . Since then the $42 stock has fallen nearly 40 percent to $26 per share. It turns out Ron Johnson does not have magical p...
The Most Surprising Thing About Facebook’s IPO? Trading Has Been Completely Rational! 19 May 2012 | 12:21 am
Today’s Facebook (FB) IPO is the first time I can remember being completely shocked at the lack of trading excitement and volatility for a much-hyped IPO. Ironically, the reason for such unexciting, r...
JPMorgan Sell-Off Excellent Example of Contrarian Opportunity 14 May 2012 | 09:31 pm
News of a $2 billion trading loss at JPMorgan Chase (JPM) last week prompted a 15% sell-off in the stock, which now sits more than 20% below its 52-week high, at a trailing P/E ratio of 8, at only a s...
Is Priceline’s Stock Valuation Out of Whack with Reality? 9 May 2012 | 12:48 am
Rob Cox of Reuters Breakingviews was on CNBC this morning sharing his view that the stock of online travel company Priceline.com (PCLN) appears to be dramatically overvalued with a $30 billion equity...
