Summary Stock trades at over 10x sales with an increasing share count. Despite product leadership and market penetration, it has never made a profit. Faces competition from larger and better-funded competitors that offer a wider range of products. The CEO owns 1 share. Company insiders have sold over $73 million worth of stock as they constantly cash … [Read more...]
Archives for November 2015
Arrow Electronics Is Pointing Sideways
Summary Arrow is a global leader in tech distribution, trading at under 10x earnings. Financial results indicate sideways performance at best with growth mostly coming from buybacks. Despite cheapness the stock should be avoided based on FX headwinds, weak benefits from acquisitions, and cash flows that don't justify a long. Arrow Electronics (NYSE:ARW) is a … [Read more...]
LinkedIn: An Overvalued MySpace Or A Must-Have Product?
Summary Despite beating expectations, it still trades for over 100x earnings! Will talent solutions be the Trojan horse that hurts the shorts? Stay on the sidelines but short if you see these 3 signs or a Facebook entry into the market. Linkedin (NYSE:LNKD) released results yesterday after the close. They both beat expectations and provided above consensus … [Read more...]
