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,For instance, if they shorten their dress to show a little leg or have a scooping neckline in their dress and reveal a little cleavage, their ordinary wear becomes a bold, sultry dress.Good article, balanced views and realistic assumptions.Since NFLX doesn't have unique competitive strength as other market leaders in high tech fields, it shouldn't load too much debt.Subscription numbers appear to be stable for now, but major competitors could make some surprising moves to threaten its survival.Nov 30, 2015.04:31 PMThis calculation is too simplistic? To get the benefit of NOL, you need a good business with substantial earnings.
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,Like Marino or Montana and Gretzky or Lemieux, it will likely rage forever.But, cats like Williams constantly misread what a P/E and most other metrics that gauge "value" in relation to stock price mean.Or, at least, what they should mean to long-term investors.Based on what he wrote in the article I am addressing, it's probably a safe bet that Williams would call AMZN overvalued.I guess it's part of the bubble.Its forward P/E is a ripe 69.But the number is not the point.You should take bullish meaning from stocks - with strong, innovative and pioneering businesses that are in perpetual start-up mode - that the quants "over-value." I am not saying that every stock on the recent IPO list is a buy.
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,200920102011201220132014Revenue $$ in 000's49,29666,121140,836183,986200,932258,261 % Increase 34.1112.830.69.228.5Source: Flotek Form 10-Ks for each respective yearIt is important to note that Flotek's advanced energy chemicals revenue has increased significantly every year since 2009, and the above revenue represents a CAGR of 39.3% from 2009 through 2014.With Solazyme's total revenue of only $37.3 million in 2014, it can be seen how dramatically Encapso could transform the company.It should also be realized that Flotek's energy chemicals revenue is made up mostly by chemicals utilized in well completion category.
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,The strip also makes more logical sense from a producer standpoint.Assuming a producer sells its output over the course of a year, the strip is the approximate average price they receive.And because most producers use the futures and forward markets to hedge production, the strip gives a good indication of prices a producer can lock in through hedges.However, in this case, the trend in the 12-month strip isn much healthier than for the near-month futures.The price of gas recently slumped to its lowest levels since 2003-08 and is less than where it was at the height of the recession in late 2008-09.
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