Posts

Showing posts from January, 2013

Facebook Ahead of Earnings!

For some investors it may seem like a scary thing to get into Facebook’s (NASDAQ: FB) stock right now, and who can blame them right? I mean, the stock has appreciated some 52% from $19.50 on Oct 23, 2012 a day before the 3Q12 earnings release to $29.66 as of Jan 18, 2013, while others, are still very optimistic about the future for this young company.  I have written on two other occasions about the prospects for this company and the future of the stock ahead (those of you who want to read the full reports please visit my personal blog and just look for the articles on the right side), and it looks to me as a still great opportunity to jump in, here’s a recap: Revenue -  It has been consistently increasing over the last 9 quarters at a compounded rate of about 13% sequentially, but decreased over the last 4 quarters to a rate of 3.5% Costs and Expenses –  The Company should start delivering improvements in this area, during 2012 they recognized a huge portion of thei

Deckers Signaled Growth at the ICR XChange Conference

Image
On January 17 th 2013, Deckers (NASDAQ: DECK) participated in the 15 th annual ICR XChange conference in Miami, Florida. There, Mr. Zohar, Chief Operating Officer gave the presentation and several pieces of information are worth mentioning. So, here is a recap of that conference. Brand Portfolio. The company gave us a breakdown on the sales and what percentage is attributable to each of the brands they carry. ·          UGG Australia           84%     -Decreased from 87% on 2011. ·          Teva.                          9%       -Reaccelerated on the 3 rd quarter (growth of 21.8% y-o-y) ·          Sanuk                         6%       -Showed a 17% growth y-o-y on its first comparable quarter ·          Other                          1%       -Ahnu, Tsubo, Mozo & Hoka. One thing I noted while reviewing their 3Q12 income statement once again, was the fact that overall revenues showed signs of improving. While in 2011 Deckers reported 1,377M on revenue, if we

After a Reader's Request... Aware, Inc.

Image
A few days ago (probably more like a week or so) I was asked, by one member of my  Google Community , to perform analysis on two companies he considered to be worth looking at. +Terrence Chan  , I am sorry for taking so long but as an Accountant having a Tax Office you can only imagine my business hours right now. I have only been able to work on on one so far and wanted to share it with you. Aware (NASDAQ: AWRE), a company that supplies various products for the  bio metrics  and digital subscriber line (DSL) service assurance industries primarily in the United States and Germany. Giving it a first glance, I was reluctant to analyze it because of the low trading volume and lack of awareness on the company. However, I went ahead and looked at it realizing the good opportunity to make money from it. Unfortunately, for my reader, the way to profit from this company is, in my opinion, being on the other side of the trade, shorting the stock, writing calls or buying puts. Please c

Greed Will Make You Lose!

Image
“The point is, ladies and gentleman, that greed, for lack of a better word, is good. Greed is right, greed works…” that’s a memorable quote from the controversial Gordon Gekko in the movie Wall Street from 1987. However, that doesn’t apply in real life, or at least not all the time. If you are too greedy looking for profits and don’t pay attention to every aspect of a company you’re investing in, you may end up paying the ultimate price of greed. And that is, losing your money! For those of you, who are investors of Sprint (NYSE: S), and got in somewhere at the beginning of last year (2012), nothing is sweeter than watching your investment almost triple in value. Shares of Sprint were trading on the low range of the $2 mark during January 2012 and have just touched their 52 week highs of $5.97 this Tuesday. Yes, that is a gain of +184% from its 52 week low. But, staying on this boat for 2013 may be too dangerous and greedy if you ask me. Let’s take a look at the reasons th