Browse by ▼

mark cabaniss

Editor's Choice

  • Smoking that Good Ol' Amazon Hopium

    By mark cabaniss - September 7, 2012 | Tickers: AMZN, AAPL, GOOG, NFLX | Editor's Choice

    There are many reasons to like Amazon.com (NASDAQ: AMZN) the company, but Amazon the stock is increasingly problematic, unless you are a trader.  If you are a trader and have made money buying Amazon low and selling it high, then great for you!  But if you are an investor rather than a trader, you might want to consider the recent price strength as an excellent opportunity to put in more »

  • Will Salesforce Ever Make a Profit? (Hint: The long answer is "Maybe.")

    By mark cabaniss - August 13, 2012 | Tickers: AMZN, MSFT, CRM | Editor's Choice

    ​And The short answer is "No."  To understand why Salesforce.com (NYSE: CRM) will never make a profit, (in this writer's opinion,) we need to consider two things:  i) the difference between GAAP numbers (which Salesforce downplays) and non-GAAP numbers (which Salesforce trumpets every conference call;) and ii) the reason why Salesforce has such a huge disparity between these two sets of numbers.  

    GAAP is an acronym meaning "Generally more »