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- Salesforce.com: Pricey and Coming Down Fast
- Charlie Bottle submits: The first casualty of a crash is innocence. Salesforce.com CRM has been in a freefall, the stock is down about 47% YTD and 57% from the peak in June, but it is still trading at a ridiculous multiple of 112 P/E (4 x Google...
- External links 2008-10-17
- Salesforce.com Worth Half Its Current Price
- Charlie Bottle submits: Since my last bearish article on October 17, Salesforce.com CRM stock has fallen from about $32 previous day close to about $26, a drop of about 18%, underperforming the S&P and the NASDAQ by 11 and 8 percentage points respectively. The next quarter may bring a drop...
- External links 2008-10-27
- Lamar Advertising: 8 Reasons Why This Stock Is Toast
- Charlie Bottle submits: Lamar Advertising LAMR is a family controlled company headquartered in Baton Rouge, Louisiana, with operations nationwide and focused on the outdoor billboard advertising business. The company has revenues of $2.2...
- External links 2009-01-14
- Four Reasons Why SBA Communications' Is Ripe for a Price Correction
- Charlie Bottle submits: Unbelievably, there are still real estate businesses yielding 5% cap rates, and investors gullible enough to accept this. SBA Communications SBAC owns and leases cell tower sites to cellular operators with multi-year long term (often 10 or more) triple net...
- External links 2009-02-02
- U-Haul Skidding Out of Control?
- Charlie Bottle submits: “Once you have excluded all that is impossible, whatever is left, however improbable, must therefore be the truth”. – Sherlock Holmes Can you imagine a business more vulnerable to this downturn than one that owns thousands of trucks and industrial real estate...
- External links 2009-04-02
Additional Resources
- Richard X. Bove on Lehman: An Assault on Reason
- Charlie Bottle submits: Ladenbrug Thalman's Richard X. Bove stirred the market on Friday by speculating on the attractiveness of Lehman LEH as a target for an hostile take over. “If one assumes that the Neuberger Berman subsidiary is worth somewhere between $9 to $13 billion, the rest of the...
- External links 2008-08-24
- Interactive Brokers Is on the Offensive
- Charlie Bottle submits: Interactive Brokers' IBKR stock is down 28% since my bullish article on Seeking Alpha. The volatility on the stock has been substantial, hitting a low of $19 on 9/17 and since recovering to close $24 on 9/26. I’m still bullish on the company. Reasons behind...
- External links 2008-09-29
- Will the Euro's Survival Be at Risk?
- Charlie Bottle submits: “The euro will disappear within 20 years because of the inability of member states to stick to the rules underpinning the European Union's single currency.”-- Jim Rogers, 2006. "Prodi's euro has screwed everybody."-- Silvio Berlusconi, Prime Minister of Italy, July 2005. by Charlie Bottle
- External links 2008-10-07
- Lehman's Loss: More Than $200 Billion
- Charlie Bottle submits: “Lehman CDS auction went smoothly, ISDA CEO says” (article by Alistair Barr, Oct. 10, 2008, on MarketWatch). “Smoothly? Death by lethal injection can go smoothly as well, I suppose.”Comment posted by bubblybubbles. by Charlie Bottle
- External links 2008-10-13
- Investors at Odds Over Lamar Advertising's Future
- Lamar Advertising is likely in for a year of depressed revenues simply because companies are cutting back on advertising, and therefore the billboards that the company provides, in the recession. What this means for Lamar's future, however, is an open question judging by recent maneuverings in its stock. ...
- Blog posts 2009-01-14
- Booze threatens to topple party leader as Britain battles the bottle
- LONDON AFP — The leader of Britain's second opposition party was on the verge of being ditched after an unprecedented admission of alcoholism at a time of fierce public debate over alcohol abuse. One by one, senior Liberal Democrats called time on leader Charles Kennedy in his hour of...
- Research articles 2006-01-05
- TV Watch: It's logos a-go-go
- I RECKON there was some sneaky product placement going on in Ground Force (BBC1, Friday). First Tommy turned up wearing a T-shirt emblazoned with Umbro, then they weighed down their plastic covers with 10 bottles of Evian. Just in case the lingering camera work wasn't...
- Research articles 2000-10-01
- Eastman Chemical Co. Q3 2007 Earnings Call Transcript
- Question-and-Answer Session Operator Thank you. [Operator Instructions]. Our first question will come from Prashant Juvekar with Citi. PrashantJuvekar - Citigroup Good morning Brian. J. Brian Ferguson - Chairman and Chief Executive Officer Good morning sir, how are you? PrashantJuvekar -...
- Earnings calls 2007-10-28
- New festive sodas knock the stuffing out of Christmas dinner
- WASHINGTON AFP — Forget slaving over a hot stove, fishing out the giblets and peeling the veggies -- this year's Christmas Dinner is coming out of a soda bottle. It might sound like a bizarre brew plucked from the pages of Harry Potter or Charlie and the Chocolate Factory,...
- Research articles 2005-11-17
- PROFITABLE partnership.(Triarc Beverage Group and American Bottling Co.)
- It's not just the number of beverages Triarc Beverage Group produces, it's also the number of proprietary packages that makes ensuring a consistent supply of products a difficult task. Throw into the mix the fact that Triarc doesn't bottle its own products, and it's a logistics...
- Research articles 1999-11-01
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