Show Latest Posts:

The 10 Most Recent Messages By TMFBreakerRick

Take me back to where I was.
  • Date: 12/1/17 9:47 AM
  • Number: 1217
  • Recommendations: 2
5 Potential Green Flags
The company continues to expand its store count toward its goal of at least 425 restaurants.
[Green] Restaurant count has grown by 13 units, going from 182 to 195 over the past 12 months through the end of
(Continued...)
  • Date: 12/1/17 9:20 AM
  • Number: 4975
  • Recommendations: 2
5 Potential Green Flags
Global market share continues to expand, reaching 10% by the end of fiscal year 2020.
[Too soon to tell] Global market share declined slightly to 7.1% in 2016 and year-over-year comparisons have decline in
(Continued...)
  • Date: 12/1/17 12:38 AM
  • Number: 1142
  • Recommendations: 4
5 Potential Green Flags
Revamped software leads to a resurgence in camera sales.
[Green] Revenue soared 37% in its latest quarter, and while this is more likely the handiwork of new hardware and the prior year's depressed
(Continued...)
  • Date: 12/1/17 12:12 AM
  • Number: 173
  • Recommendations: 3
5 Potential Green Flags
1. International revenue per available room, a weak spot for many hotel chains at the time of the initial 2013 recommendation, picks up steam.
[Green] International RevPAR is actually toting the baton right
(Continued...)
  • Date: 11/29/17 12:02 AM
  • Number: 1734
  • Recommendations: 1
5 Potential Green Flags
1. Sina's portal business clocks in with solid 5% revenue growth.
[Green] "Portal advertising resumed in the growth trajectory this quarter as we continue to ramp up mobile traffic of SINA media
(Continued...)
  • Date: 11/27/17 12:14 AM
  • Number: 692
  • Recommendations: 6
5 Potential Green Flags
1. Texas Roadhouse continues to generate a 15%-plus return on equity for shareholders.
[Green] ROE continues to hold up, clocking in at 15.8% in the third quarter and 16.4% through the past four
(Continued...)
  • Date: 11/10/17 12:38 PM
  • Number: 201
  • Recommendations: 8
For those not reading my entire breakdown from last night, the gist of the today's slide is that without saying as such TTD is lowering its Q4 guidance to revenue growth of 40% and adjusted EBITDA of 19% (the latter suggesting margin
(Continued...)
  • Date: 11/8/17 9:28 AM
  • Number: 32
  • Recommendations: 1
A look at our 5 and 3 flags, updated with Q3 data:

5 Potential Green Flags

1. More gross merchandise sold (GMS) comes outside the U.S.
[Green] International GMS has grown from 30% of sales to 34% over the past
(Continued...)
  • Date: 10/10/17 2:49 PM
  • Number: 3087
  • Recommendations: 1
Dracula, good catch. We'll get that fixed, naturally. We will earn our way up to $1 million the hard but honest way.

Rick
  • Date: 8/14/17 11:00 PM
  • Number: 144
  • Recommendations: 4
Sorry for not being more clear, guys, but Mike essentially has it right. The Trade Desk has low-balled its guidance in each of its first four quarters since its IPO late last year. The only real shock now is if it doesn't beat its conservative
(Continued...)
Show Latest Posts:
Total = 10

Take me back to where I was.
Stock Folders: A B C D E F G H I J K L M N O P Q R S T U V W X Y Z