February 23, 2012

It’s Same Store Sales Stupid

chipotle

Analysts (reporters?) are giving Chipotle Mexican Grill (CMG) a hard time today after CMG missed profit estimates. But look at the same store sales stupid.

IBM shows Google Who’s Boss

earnings_scorecard

After the market closed yesterday IBM (IBM) showed Google (GOOG) who’s boss when they both reported 2011 fourth quarter earnings.

Amazon’s Kindle Fire is Killing Profits

amazon_kindle_fire

Amazonn.com’s (AMZN) Kindle Fire is selling like hotcakes but the sales aren’t turning into profits right now. Long-term thinking is hurting AMZN profits.

Here’s What Warren Buffett Sees in IBM

IBM_2011_Q4

Warren Buffett we was a guest on CNBC yesterday and disclosed he has built a position in International Business Machines (IBM). Here’s what he is looking at, through my eyes.

Netflix (NFLX) 2011 Q3 Quick Take

netflix_ipad

Netflix (NFLX) is taking a hit after-hours after reporting earnings. The stock, which closed at $119, is now around $87. The company cut guidance for the next two quarters, but loss of customers isn’t as bad as the media says.

Google’s Up, That Means The Market Will Be Too

googleisious

Google (GOOG) reported earnings after the market closed today. I didn’t need to look at the numbers — the stock is up and that’s the signal I need. 2011 is shaping up to be a very fine year.

Quick Math on Netflix Subscribers

netflix_iPhone

Netflix (NFLX) is getting hammered today after releasing updated subscriber guidance for this quarter. I did some quick math on NFLX’s figures, things aren’t as bad as they seem.

Here’s Tom Brady’s Ugg Ad

Brady_UGG_ad

Here’s the New Uggs’ ad which will lauch on Monday Night Football. The ad features Ugg men’s spokesman Tom Brady. The music is coo, the shoes could be a little more NYC.

SodaStream Underpromises

sodastream_syrups

SodaStream (SODA) has taken it on the chin this month. The reason is the company forecasted revenue growth of only 30% the second half of the year. 30% isn’t as good as 40%, but its better than 20%.

Exxon’s Been Beaten Up in this Stock Market

XOM_2011_Q3

Like many Blue Chips, Exxon Mobil’s (XOM) been hit hard this month. XOM was $85 three weeks ago — then the correcting market took it down to $68 — and the stock’s $72 now after today’s market rally.