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Alan Brochstein

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  • Alan Brochstein
    These jokers who throw out these dumb-ass targets on $GOOG just to get clicks really annoy me. "670.25 by 2014" C'mon editors - enough!
    Sat, 8:30 PM
    Reply (3)
  • View all 3 replies
    • Charles Margolis: oh and gotta love that 25 cents on there :) that's like advanced calculus (if only he'd called it a 'bargain' tho right)
      Sun, 1:54 AM
    • DAG1996: i know, that's crazy. everyone knows it'll be 671.33 by 2014!
      20 hours ago
      • Alan Brochstein
        $GTAT guided Q2 (on new fiscal year) to 105-125mm - consensus was 254mm. EPS .05-.10 vs. .38 consensus.
        Thu, 4:15 PM
        Reply (1)
        • Alan Brochstein: I thought you said it would never get to my "floor" level of 535!
          Thu, 6:31 PM
          • Alan Brochstein
            GTAT really is a turd
            Thu, 11:14 AM
            Reply (5)
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            • Alan Brochstein: I have been following this stock since the summer and think that there's probably some more downside, as I indicated last night.
              Thu, 3:31 PM
            • vireoman: Given that volume was 460% of normal, I would say you are right. I'll be buying more after the dust settles. Thanx 4 sharing ur opinion tho.
              Thu, 9:37 PM
              • Alan Brochstein
                $GTAT has a lot of "cash", but they have customer deposits and deferred revenue too. $350mm cash but $600mm debt, deposits and def rev
                Wed, 9:29 PM
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                  • Alan Brochstein
                    $GTAT TBV = 1.20 roughly - suggests maybe 2.40 value
                    Wed, 9:28 PM
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                      • Alan Brochstein
                        $GTAT trades at 4.5X TBV. WFR = 0.8X, RBCN = 1X, CREE 1.4X
                        Wed, 9:27 PM
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                          • Alan Brochstein
                            $WFR CFO bolts after stock drops almost 50% in 16 months
                            Wed, 9:14 PM
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                              • Alan Brochstein
                                Best way to really play $FB: $GOOG
                                Wed, 9:13 PM
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                                  • Alan Brochstein
                                    $AAPL - thanks for all the bashing everyone
                                    Wed, 9:12 PM
                                    Reply (6)
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                                    • Hillbilly Stock Star: They are my homeboys! Just staying long.....
                                      Wed, 9:58 PM
                                    • Alan Brochstein: Diversify, young man
                                      Wed, 10:03 PM
                                      • Alan Brochstein
                                        Why didn't $GTAT guide - they usually include guidance in their press release
                                        Wed, 9:11 PM
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                                          • Alan Brochstein
                                            GTAT orders were a whopping $35mm - HOLY CRAP, that's a 0.1X Book-to-bill ratio
                                            Wed, 9:07 PM
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                                              • Alan Brochstein
                                                $GTAT looks like a disaster. Nice orders - less than the miss
                                                Wed, 8:57 PM
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                                                  • Alan Brochstein
                                                    Is the internet killing $AVP? It sure seems that way in North America
                                                    Mon, 8:54 AM
                                                    Reply (4)
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                                                    • aholzer: Forced by the facts.AVP made mistake not taking .You assume the new CEO and even the board really is in the know.Looks like roach motel now.
                                                      Tue, 12:06 PM
                                                    • Alan Brochstein: I have never been involved in the name, but I did recommend it to a client in the pre-market today. It's not quick money though
                                                      Tue, 12:42 PM
                                                      • Alan Brochstein
                                                        Restaurants are looking interesting to me - $RRGB as a turnaround, $CAKE as a high quality GARP stock with accelerating earnings potential
                                                        Mon, 8:54 AM
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                                                          • Alan Brochstein
                                                            $HD looks like it's finally cracking - been trading above 50dma since early October
                                                            Mon, 8:48 AM
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                                                              • Alan Brochstein
                                                                $STJ upgrade by GS today, MS last week - stock is cheap, but Riata cloud still there
                                                                Mon, 8:47 AM
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                                                                  • Alan Brochstein
                                                                    $TW - cheap stock, great chart - did dilutive acquisition today that is probably a good buy on weakness opportunity
                                                                    Mon, 8:44 AM
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                                                                      • Alan Brochstein
                                                                        $PLPC earned 1.50 in Q1 and should earn at least $6.50 in 2012. With no net debt, astounding that the stock is offered at 58.50. Worth 78
                                                                        May 11, 10:42 AM
                                                                        Reply (4)
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                                                                        • Alan Brochstein: I should have said "minimal" net debt - it's 6mm compared to equity of $225mm. They have grown substantially in the last few years.
                                                                          May 12, 8:29 AM
                                                                        • rentec: 0 leverage does not make any sense (think about the tax shield). If you believe in the CAPM, so σ=total risk, PLPC is probably not your pick
                                                                          Thu, 4:40 PM
                                                                          • Alan Brochstein
                                                                            Looks like Gold may have bottomed - can't believe how cheap and beaten up $GDX is
                                                                            May 10, 10:09 AM
                                                                            Reply (3)
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                                                                            • suryan: hey Alan why would you call a bottom on GDX? Gold couldnt break thro 1600 today
                                                                              May 10, 12:38 PM
                                                                            • Alan Brochstein: Outside reversal day yesterday. I like it at 43, but I loved it at 54! Ouch!
                                                                              May 10, 12:53 PM
                                                                              • Alan Brochstein
                                                                                $EOG very upbeat on Eagle Ford and Bakken
                                                                                May 10, 9:22 AM
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