Monday, February 25, 2013

Stratasys makes YTD low under $61

Stratasys traded under $61 this morning making a new Year to Date low. SSYS was down $31 from it's 18 year high set in January at $92.30.

Stratasys is scheduled to report financials on March 4th for the period ending December 31,2012.

to read Equities Research Warnings click links below:

Tuesday, February 19, 2013

Stratasys down $24 in 3 Weeks...now what?

Stratasys (SSYS) has traded down off it's all time (18 year) high 19 days ago at $92 to $68.

Now What?

Well I personally think the stock is fundamentally overvalued and I really can't see anyone buying stock until the December 31,2012 financials are reported on approx. March 4th and listen to the conference call.

The cash flow statement is very weak. The balance sheet is strong so I don't think the stock is going down forever.
I am concerned that the owners of OBJET will have their (15 plus million) shares being registered sometime this year, (next quarter?).

here is a technical chart from Greg Harmon of DragonFly. Harmon has nailed the stock time and time again like he does with so much of his work. To See a technical chart by Greg Harmon of DragonFly Capital,  click here

here is a NYTIMES BLOG from this weekend and a MorningStar report that is scary.

2013 Posts on Stratasys:

Friday, February 15, 2013

Citron Research Raises Red Flag on 3-D Printing

Stratasys (SSYS) shares are trading below $70 a share this morning. Stratasys is down $18 since Equities Research Warning in January.
 (click here to view Citron Research's Published article yesterday regarding the 3-D space)


Readers of my column and newsletter subscribers are aware that Equities Research Warned on Stratasys in January @ $87 a share.
(click links below to visit 4 articles posted in January)

 


Update: 
  • The company hasn't filed a financial statement since November and postponed their February report to approx March 4th.
    Its too Opaque to buy this stock. They gave no guidance at the Needham conference.

    Need to see Numbers. even the March report will only be numbers through Dec 31, meanwhile 1st quarter will almost be over on March 4.

    There's approx 38 million shares out. Times $72 = approx $2.7 billion mkt cap.

    if this company was trading at a forward PE of 27 they would have to have 2013 net income of $100 million. I don't see it.

    At a fwd PE of 54 for 2013 they would have to have 2013 net income of $50million...i don't see it.

    Reality is ....all we know is htat for the first 9months of 2012 they generated $2 million in operational cash flow.

    $2 million...with a "M".....-----


  •  

     

Saturday, February 2, 2013

Yahoo Reaches 200 Million Active Mobile Users

A collection of Notes on Yahoo (NASDAQ: YHOO) from :
The NY TIMES,  BARRON's,  Bloomberg,  SEC.GOV,  Thomson Reuters, Forbes, &
Global Financial News Network (GFNN)

In Barron's this morning ("A Shopping List for Call Buyers"), Steven M. Sears lists long term buying opportunities.  In the article Sears includes:   "A hot stock and call buying list compiled by Jim Strugger, MKM Partners' derivatives strategist." where names such as Hershey, McDonalds, Conoco Phillips, Microsoft and Yahoo among others are mentioned.

New York Times reported today that famed chief economist David A. Rosenberg is bullish on Yahoo!
  • "He recommends playing the equity markets cautiously by seeking high-dividend-paying stocks of well-managed companies. At the moment, he says, those include Blackstone, the asset manager; Merck, the drug maker; and Yahoo, the Internet portal, among United States stocks."

Yahoo! reported year end financials for the FY2012 on Monday after the close.
Yahoo! Japan also reported this week as well.

BlackRock LLC. filed a 13 G reporting a 5.94% stake in Yahoo this week (70million shares)

On November 12,2012 Bloomberg reported famed Hedge Fund Manager David Einhorn purchased
 5 million shares of Yahoo 

Thomson Reuters reported after the close last night that Third Point LLC sold 11 milion shares on Thursday and Friday reducing it's position from 73 million to 62 million shares.

Forbes published a great article describing  the vision of  CEO Marissa Mayer


Shares of Yahoo closed the week @ $19.76.
Equities Research Stock Pick : YHOO @ $17.39 on November 7,2012 
Equities Research Archives YHOO 
Global Financial News Network (GFNN) archive

Below are 3 great video clips with Pimm Fox of Bloomberg TV  that aired last night interviewing Yahoo's Robby Stein and Bart Stein.