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The 10 Most Recent Messages By TMF1000

Take me back to where I was.
  • Date: 10/20/17 10:22 AM
  • Number: 1780
  • Recommendations: 3
Netflix (NFLX)
Price: $196.14
Dow: 23,212.18
SP500 2569.38

Netflix was $142.65: PS ratio range was 7.52
Netflix is $196.14: PS ratio is 8.47: P/SU is 1.8


3Q:2017 Notes:


Revenue for the third
(Continued...)
  • Date: 10/20/17 10:19 AM
  • Number: 5960
  • Recommendations: 3
Netflix (NFLX)
Price: $196.14
Dow: 23,212.18
SP500 2569.38

Netflix was $142.65: PS ratio range was 7.52
Netflix is $196.14: PS ratio is 8.47: P/SU is 1.8


3Q:2017 Notes:


Revenue for the third
(Continued...)
  • Date: 10/20/17 10:16 AM
  • Number: 37499
  • Recommendations: 37
Netflix (NFLX)
Price: $196.14
Dow: 23,212.18
SP500 2569.38

Netflix was $142.65: PS ratio range was 7.52
Netflix is $196.14: PS ratio is 8.47: P/SU is 1.8


3Q:2017 Notes:


Revenue for the third
(Continued...)
  • Date: 10/19/17 8:08 PM
  • Number: 2986
  • Recommendations: 7
Hi smokey7422,

Here is my latest page post on CASY.
http://boards.fool.com/1081/casy-page-8-32852862.aspx


Every newsletter has different reasons for
(Continued...)
  • Date: 10/17/17 8:33 PM
  • Number: 5959
  • Recommendations: 3
Hi David,

From an earlier page post

When Teavana was acquired, they sold about $170 million a year. Starbucks expects to sell $1.6 billion worth of Teavana branded teas in 2017. which represents compounded growth over 5 years of
(Continued...)
  • Date: 10/16/17 1:35 PM
  • Number: 5820
  • Recommendations: 0
Thanks Rafe,

Great to see you again!

tom e
  • Date: 10/15/17 10:39 PM
  • Number: 5956
  • Recommendations: 5
Page 3. The price is moving down. If they meet guidance net income per share should start to look better compared to last year's third quarter. As they build out their stores, margins should improve as new distributions centers will run more
(Continued...)
  • Date: 10/15/17 10:34 PM
  • Number: 5955
  • Recommendations: 1
Hi David,

They are closing all of the Teavana stores. The vast majority of Teavana teas are now sold in Starbucks stores. By closing the stores, operating margins for Starbucks should benefit.

tom e

thomas engle
TMF
(Continued...)
  • Date: 10/15/17 10:29 PM
  • Number: 511
  • Recommendations: 29
Skechers (SKX)
Price $24.35
Dow 22,871.72
SP500 2553.17


The previous price was $25.17: PE ratio 14.72: PS ratio range 1.11: Cash flow yield 4.5%
The Current price was $27.92: PE ratio range was 17.78: PS ratio range
(Continued...)
  • Date: 10/13/17 8:33 PM
  • Number: 404
  • Recommendations: 24
Hi Chris,

Netflix was profitable when I purchased them and when I started taking notes in 2005. Shopify has never been profitable and that makes them riskier in my opinion. If things go bad for non-profitable companies, the price can drop
(Continued...)
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Take me back to where I was.
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