RallyCry

CAPS Outperform Pitch Reply

RallyCry commented on RallyCry's pitch for SODA. 6:13 PM

After hitting my 3/30/2012 price target of $50 it is time to re-evaluate Sodastream. Looking at $2.47 in 2013 projected earnings and $3.19 in projected earnings for 2014. This means SODA is trading at 14x 2014 earnings today at just north of $53. The [more]

CAPS Outperform Pitch Reply

RallyCry commented on RallyCry's pitch for NLS. 4:09 PM

Projected 25-35% earnings growth in 2013 and 2014 means Nautilus deserves a multiple closer to its growth rate. I'll project just shy of the consensus estimate of 61 cents for 2014 since there are only 2 estimates. I see NLS earning .58 cents and at [more]

CAPS Outperform Pitch Reply

RallyCry commented on RallyCry's pitch for JCP. 11:58 AM

http://caps.fool.com/Blogs/jcp-at-1450-overdone/803224

CAPS Outperform Pitch Reply

RallyCry commented on RallyCry's pitch for PIP. 9:46 AM

Another way to look at this one is they have about 30 and a half cents a share in cash and they are burning through it at a clip of 6 cents every quarter. They doubled the share count in 2010 and raised 21.5 million in cash. A similiar move would be [more]

CAPS Outperform Pitch Reply

RallyCry commented on RallyCry's pitch for PIP. 9:26 AM

Analyst coverage has been discontinued on PIP. I think in part becuase it has a market cap under 100 million and it is losing money. They bring in revenue around 6 million a quarter but lose about 3 million a quarter after SG&A and R&D is [more]