Archive for October, 2007
Amazon.com (AMZN) Insanity the Sequel
12 Comments Published October 25th, 2007 in investing, stocks, business.* Full Disclosure: I own the AMZN Jan 2008 70 puts
Despite a forecast for declining margins in the 4th quarter, Amazon.com (AMZN) finished at $88.73 yesterday, down just 2.8% below the $91.28 price the stock had been at when the market opened the previous day (before surging nearly 10% that day on euphoric earnings expectations). Further, according to MarketWatch.com, 12 of the 22 analysts […]
Stock Short of the Week: Omniture, Inc (OMTR)
10 Comments Published October 9th, 2007 in Uncategorized, investing, stocks, business.Omniture (OMTR), the largest pure-play web analytics company, is incredibly overvalued at its current price of $34.50 per share.
This company is the dominant player in a great space - web traffic reporting and optimization tools (recently announced a smart acquisition of a company called Offermatica). However, a quick, back-of-the-envelope analysis shows that OMTR is worth no […]
