Category Archives: Stocks

by | January 21, 2014 · 2:38 pm

Salesgrowth

What is the revenue of all these social media companies? Snapchat say they have 400 million snaps per day, and Pinterest say they have 1,5 million pins per day. Wow. It sounds like they both are big companies. Are they? Snapchat has been valued at $2 billion with about 30 million active users.

What about Facebook? They also have a lot of users, but how many of them is active users? And what about Twitter? Nasdaq is now trading at 4197,58. Last time Nasdaq was trading at about 4000 was in 1999. You all know that the dot-com-bubble bursted in year 2000.

Today I want to show you an overwiev of the media companies. Who is the biggest, and who have the biggest growth? You know it is more easy for small companies to have a huge growth than the big one, so don`t look at the growth isolated.

Below you will see a list of 15 different companies in the media online business. The first list is a list with the companies with the best growth. No matter what the market cap is. Take a look at the list below, which is a list that compares the sales growth in 2013.

Company Salesgrowth Market Cap
Qihoo 360 Technology 106,20% 9,88
Youku Tudou 76,80% 5,12
Yelp! 67,50% 4,63
LinkedIn 60,10% 25,58
Facebook 51,70% 137,17
Baidu 47,40% 60,94
Tencent holdings 4,80% 119
Sohu.com 32,2 2,76
Yandex 28,60% 13,89
Sina 28,1 5,52
Google 13,90% 371,74
Groupon 8,00% 7,62
Pandora Media 0,00% 5,26
Yahoo! -0,60% 40,58
Zynga -27,00% 3,18

The blue shows the companies with salesgrowth in plus, and the yellow, shows the company which is in status quo. Red speak for them selves. Take a look at Zynga. Salesgrowth last year was down -27%.

Next list is about the market cap where Google is the biggest. Take a look:

Company Salesgrowth Market Cap
Google 13,90% 371,74
Facebook 51,70% 137,17
Tencent holdings 40,80% 119
Baidu 47,40% 60,94
Yahoo! -0,60% 40,58
LinkedIn 60,10% 25,58
Yandex 28,60% 13,89
Qihoo 360 Technology 106,20% 9,88
Groupon 8,00% 7,62
Sina 28,10% 5,52
Pandora Media 0,00% 5,26
Youku Tudou 76,80% 5,12
Yelp 67,5 4,63
Zynga -27,00% 3,18
Sohu.com 32,20% 2,76

No major reports today.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | January 17, 2014 · 12:27 pm

SolarCity up 449,4%

I wrote about Zynga (ZNGA) yesterday, among other social media websites. The funny thing is that Zynga was the most active stock on Nasdaq yesterday. A volume leader (80,081,587), and that is twice as much as Microsoft. Wow! Zynga plummeted -12,16%.

The gaming company recently made an official statement that Zynga is now working with BitPay and will accept the currency in some of its games. This innovative approach will allow you to pay with Bitcoins.

Gamers do not need any credit card or a PIN to be signed in to their site, and transfer funds electronically. With their new mobile games for Apple`s iOS platform, they try to differentiate themselves from their competitors like International Game Technology (IGT) and Electronic Arts (EA).

That was the big loser on Nasdaq yesterday, but who was the winner? Earlier, I wrote about the health-care bull. Yesterday`s winner on Nasdaq was Sarepta Therapeutics Inc (SRPT). This winner is up 40,14%.

Number three on the Nasdaq winner list yesterday was another health-care company. Prosenca Holding (RNA). The stock is up amazingly $24.37%. Not bad for only one trading day. Analysts are bullish on both health-care stocks mentioned in here.

Another winner yesterday was SolarCity (SCTY), which is up 12,12%. So far this year this stock is up 35,2%. Last 12 months, the stock is up 449,4%. SolarCity Corp is engaged in designing, sales, engineering, installation, monitoring, maintenance and financing of solar energy systems to residential and commercial customers, and sale of electricity generated by solar energy systems to customers.

2013 was the year for solar stocks. Solar ETF`s like Guggenheim Solar (TAN) and Market Vectors Solar Energy (KWT) is up 114% and 92%. First Solar (FSLR) is downgraded. Most of all because they have a different business model than SolarCity. We have seen an intense insider selling in SolarCity last 30 days.

You can imagine how this industry will look like in the future if (or shall I say when?) the oil price is declining. The oil price will probably peak out at around $150 a barrel, but in the long run it will decline and hit the bottom at around $10 to $20 a barrel. renewable Energy is the future!

News today: Building Permits & Housing Starts at 8:30am, Capacity Utilization Rate & Industrial Production at 9:15am, Prelim UoM Consumer Sentiment at 9:55am, JOLTS Job Openings at 10:00am.

solarcity-lg

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | January 16, 2014 · 2:17 pm

Yelp is up 292,7%

We have witnessed a “social media boom” the last years. The last “social media” stock is Twitter. Other common social media sites is Facebook (FB), LinkedIn (LNKD), Pandora (P), Zynga (ZNGA), Angie`s list (ANGI), and Yelp (YELP).

Many og these stocks have skyrocketed, and to me it is insane. The highest level for Twitter is $73,31, but are now down -16,01% from the top. Most of you are familiar with Twitter, and some of you are probably using it.

The problem with Twitter is that they are not earning money, so how can investors send the stock price up to $73,31? It doesn`t make sense to me, and remind me of the dot-com bubble from the late 90`s.

Most of the companies mentioned above is ridiculously overvalued. Just like Twitter I mentioned. Many of these companies are short candidates if the major markets tend to retreat. Don`t get me wrong. Yelp have made a fortune for many investors around the world. Yelp is a $5 billion customer review website, and the stock is up a whopping 292,7%. Without earning money!

Yelp is one of the stocks that is pumped up with a hype alone. The companies CEO Jeremy Stoppelman sells his option stocks once he can do that. It doesn`t look good when an insider is selling the companies stock like that.

Analysts expect the earning to be $19 cents a share in 2014. That`s down 21% from $24 cents a share. Despite that, the stock price is going up like never before. New estimates for the stock price is $95.

They have never posted a profit and it is doubtful whether Yelp will ever be a profitable company and they are trading for 336 times its 2014 earnings (the average analysts estimates).

Yelp increased its revenues to $136,50 million (from $83,28 million) and their growth rate slowed to 65%. In 2009 their revenue was $25,81. Analyst expect a growth rate of 57% this year and an average of 40% the next 5 years.

News today: Unemployment Claims & Core CPI at 8:30am, TIC Long-Term Purchases at 9:00am, Philly Fed Manufacturing Index at 10:30am, Bernanke Speaks at 11:10am.

Yelp logo

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | January 15, 2014 · 1:37 pm

Tesla up 384,9%

The numbers from J.P. Morgan is important because it is a significant indicator of the fundamental performance by the key banking sector. J.P Morgan has exposure in many banking businesses. J.P Morgan reported an earnings per share of $1,30. That`s below the consensus of $1,31.

Wells Fargo was also better than expected. They earned $1 per share i Q4 last year. That`s also a little bit above consensus of $0,98. Total loan and deposits grew and a strong capital position and returns on assets and equity was positive reports. Great!

Yesterdays reports was not that surprising. J.P Morgan and Wells Fargo are the strongest banking institutions. All the positive readings about the retail points out all the positive revisions to Q4 GDP estimates. That`s why the news about non-farm payrolls gave some people headache.

Tesla shares rose 15,7% yesterday after a strong report. The same company is up 384,9% last 12 months. Vice president of sales, Jerome Guillen, said they delivered 6,900 Model S electric sedans in Q4 last year, and that is up 20% since Q3 last year. Wow! Detroit is back!

General Motors Co will start to pay quarterly dividend this March and this is the first time they have paid a dividend to shareholders since May 2008. The payout will cost GM about $1,67 billion a year. Dividend per share will be 30 cents on its common stocks.

The January effect this year have been two different asset classes. In December last year, investors wrote off long-term treasury bonds and gold bullion as lost. You all know about the declining gold prices in 2013. Falling gold prices and improving economic data led to more money into the stock market.

The iShares 20+ Year Treasury Bond ETF (TLT) was down -13,91% last year, while the SPDR Gold shares ETF (GLD) was down -28,33% in 2013. Both seems to have moved up so far in 2014. One of the key factors that the Fed members are watching to determine how fast they will start to taper is the Treasury bonds that have disappointed in the last payrolls data we all got. It is in conflict with the case for a better job outlook.

Bank of America Corporation (BAC) will release its Q4 reports today. The consensus earnings per share forecast is $0,27. That is up 800% since Q4 last year!

News today: PPI & Empire State Manufacturing at 8:30am, Crude Oil Inventories at 10:30am, Beige Book at 2:00pm.

TSLA 15.01.2014

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | January 14, 2014 · 2:28 pm

Is this the end of the bull market?

Japan`s Nikkei is down 3,1%, while the broader Topix is down 2,3%. Nikkei is at its lowest since Dec 18, trading at 15,422,40. It is the biggest drop since Aug 7. The Yen rose after a weaker than expected U.S payrolls report.

European stocks are all down so far today. They are all disappointed about the earnings and outlook about profit growth. The S&P 500 slid yesterday 1,3% after a number of companies posted weak earnings or forecasts.

J.P Morgan Chase & Co are reporting earnings today. The report will be for the fiscal Quarter ending Dec 2013. Consensus EPS forecast for the quarter is $1,31. The reported EPS for the same quarter last year was $1,39.

Wells Fargo & Company is also expected to report earnings today. Consensus EPS forecast for the quarter is $0,98. The reported EPS for the same quarter last year was $0,91.

Tomorrow Bank of America Corporation is expected to report earnings, and the consensus EPS forecast for the quarter is £0,27. Last year it was $0,03. We look forward to see the numbers tomorrow.

Other reports: Tesla (TSLA) Feb 19, Nokia (NOK) Jan 23, Facebook (FB) Jan 29, Google (GOOG) Jan 20, Apple (AAPL) Jan 22, and Amazon (AMZN) Feb 04.

Remember: Stock prices follow earnings, but now they all seem to pay more and more for the same penny of earnings. The S&P 500 rose about 20% last 12 months. This cannot continue. When P/E is soar to much you know that we are at the end of a bull market.

The analysts estimated at the end of September last year that S&P 500 companies would grow earnings by 9,6% in Q4, 2013. Now they say it will grow by 6,3%. This a drop of only 3,3%. Usually it is an average of a drop of 5,8%. They are probably too optimistic?

This can be set for a major disappointment. Investors don`t like lower-than-expected profit growth. So, the companies have to deliver, or the stock prices could drop fast.

We know it is an obvious disconnect between the underlying economic data and the companies outlooks and that is a critical factor. The recent GDP report point to an economy that is accelerating. That means more economic activity and that means more sales and profits for the companies!

News today: Retail Sales & Import Prices at 8:30am at Business Inventories at 10:00am.

 Dow 14.01.2014

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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