Comments on: Netsuite (N) – Can Investors Wait that Long? http://zachstocks.com/2008/02/netsuite-n-can-investors-wait-that-long/ Dynamic Investments for Exceptional Traders Tue, 31 Jan 2012 01:21:02 -0700 http://wordpress.org/?v=2.8.6 hourly 1 By: Briesetut http://zachstocks.com/2008/02/netsuite-n-can-investors-wait-that-long/comment-page-1/#comment-5569 Briesetut Fri, 19 Dec 2008 18:29:32 +0000 http://zachstocks.com/2008/02/netsuite-n-can-investors-wait-that-long/#comment-5569 The good resource should be brought in bookmarks The good resource should be brought in bookmarks

]]> By: BorisB http://zachstocks.com/2008/02/netsuite-n-can-investors-wait-that-long/comment-page-1/#comment-4336 BorisB Mon, 18 Feb 2008 17:25:13 +0000 http://zachstocks.com/2008/02/netsuite-n-can-investors-wait-that-long/#comment-4336 i will be looking forward to it. btw i have been digging on jetblue since the january inspiration with little to go on besides a good eps report and a early febuary Bloomberg interview on 2008 prospects. last week i found an archive article in the street.com from 8/2007 where an airline industry "consultant" is quoted saying JBLU has a "bottomless pit of opportunity" and JBLU is sitting on a "goldmine". i will be looking forward to it. btw i have been digging on jetblue since the january inspiration with little to go on besides a good eps report and a early febuary Bloomberg interview on 2008 prospects. last week i found an archive article in the street.com from 8/2007 where an airline industry “consultant” is quoted saying JBLU has a “bottomless pit of opportunity” and JBLU is sitting on a “goldmine”.

]]> By: Zach http://zachstocks.com/2008/02/netsuite-n-can-investors-wait-that-long/comment-page-1/#comment-4335 Zach Mon, 18 Feb 2008 15:50:31 +0000 http://zachstocks.com/2008/02/netsuite-n-can-investors-wait-that-long/#comment-4335 Hey Boris, I'm trying to put together a macro piece for you today. As far as CROX goes, I think there is a better chance that this company will trade up after earnings than CMG simply due to the low multiple and the fact that sentiment is already very low. Once the bar gets lowered to this point, it should be easier for management to offer news that will be a pleasant surprise. I'm not long - I don't intend to be at this point, but I do think the prospects are better. Best of luck and hang in there, ZDS Hey Boris,

I’m trying to put together a macro piece for you today. As far as CROX goes, I think there is a better chance that this company will trade up after earnings than CMG simply due to the low multiple and the fact that sentiment is already very low. Once the bar gets lowered to this point, it should be easier for management to offer news that will be a pleasant surprise. I’m not long – I don’t intend to be at this point, but I do think the prospects are better.

Best of luck and hang in there,
ZDS

]]> By: Borisb http://zachstocks.com/2008/02/netsuite-n-can-investors-wait-that-long/comment-page-1/#comment-4332 Borisb Sat, 16 Feb 2008 18:35:34 +0000 http://zachstocks.com/2008/02/netsuite-n-can-investors-wait-that-long/#comment-4332 off topic.. Karen Finerman from CNBC/FAST MONEY/5PMs is spouting about long potential upside for CROX earnings due tuesday. CROX has a small conservative starter bounce since January. I dont plan a long seeing how CHIPOTLE's small 10% starter bounce didnt expand on earnings friday. btw i loaded CMG"A" puts to cover the CMG"B" block. luckily the A shares fell about $4 more then the B shares and i closed the block for a 1% loss. oh god its tough for longs. off topic.. Karen Finerman from CNBC/FAST MONEY/5PMs is spouting about long potential upside for CROX earnings due tuesday. CROX has a small conservative starter bounce since January. I dont plan a long seeing how CHIPOTLE’s small 10% starter bounce didnt expand on earnings friday. btw i loaded CMG”A” puts to cover the CMG”B” block. luckily the A shares fell about $4 more then the B shares and i closed the block for a 1% loss. oh god its tough for longs.

]]> By: Borisb http://zachstocks.com/2008/02/netsuite-n-can-investors-wait-that-long/comment-page-1/#comment-4331 Borisb Sat, 16 Feb 2008 18:30:05 +0000 http://zachstocks.com/2008/02/netsuite-n-can-investors-wait-that-long/#comment-4331 ZACK, you thesis of suspicion and/or shorting IPOs in a weakening economy is making more and more sense to me. basically if the economy is in a protracted slide there is little to hold up these ipos. if anything goes wrong with the story some of them will deflate down towards ZERO. stay the course!! now i wonder how many weak quarters you expect? recession all year? next year? obviously you know about the FED ejecting cash from helicopers but it looks like you dont buy into the multipoint stimulus plan. ? is this all about the housing market and consumer spending? what about doing a post on marco economic situation? ZACK, you thesis of suspicion and/or shorting IPOs in a weakening economy is making more and more sense to me. basically if the economy is in a protracted slide there is little to hold up these ipos. if anything goes wrong with the story some of them will deflate down towards ZERO. stay the course!! now i wonder how many weak quarters you expect? recession all year? next year? obviously you know about the FED ejecting cash from helicopers but it looks like you dont buy into the multipoint stimulus plan. ? is this all about the housing market and consumer spending? what about doing a post on marco economic situation?

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