>> AVCI - Gaining share and revenues at a good clip (31% q-to-q last qtr), plenty of cash to get to profitability and priced, net of cash, at .56 times current sales. <<
sorry guy! revenue growth was last year's story! not this year's one! people care about profits now. haven't you figured that out yet?
>> WCOM - Plenty of cash flow to pay their "lots of debt" and still growing. Who said good companies had to be debt free? <<
ahh, cash flow. another bull market buzz phrase that doesn't apply anymore.
>> ET - Controls large amounts of customer assets (assets, not trades per day, is the meaningful long-term metric for brokers), has diversified its service mix, and trades at a small fraction of its industry on price-to-book and price-to-sales. Could trim expenses though (like you said - the market). Debt? It's a financial. <<
yeah well financials don't do too well in bear markets when rates are low and set to go higher.
>> SONE - Leader in its industry, loads of cash, growing nicely and, in spite of your misinformation, turned cash flow positive last quarter. <<
cash flow positive. more bull market bullshit. forget this cash flow crap and let's talk earnings. real earnings, not earnings excluding all kinds of charges and expenses like stock options and taxes. didn't william say that amzn turned cash flow positive a year or two ago? where has that gotten them?
>> ELNK - even more loads of cash, growing, VERY predictable revenue stream, industry with pricing power (they just raised rates 10%), will be cash flow positive this qtr and GAAP profitable 1-2 qtrs later (cash cow after that), valued at less than $350 per subscriber. <<
ahh, now we are settling for will be cash flow positive. get outta here!
>> Go hide in a cave with Fleck. There'll be riots in the street before it's safe to buy anything. Before you go, though, grab all the gold you can. ;-) <<
well as of late holding gold or gold stocks has fared much better than your bull market bullshit picks! |
