Seeking Alpha

Tweakerlabs'  Instablog

Tweakerlabs
13 Followers
6 Following
Send Message
Tweaker was founded by Trent Nevills in Portland, Oregon. Trent has a MS from Carnegie Mellon's Tepper School of Business with focus on quantitative Finance and a BA from the University of Washington. He used that education to work on Wall Street, managing more than $6b in assets at different... More
My company:
Tweaker
My blog:
Tweaker
View Tweakerlabs' Instablogs on:
  • Tweaker Is Right On The Money With Allergan
    On August 9th, 2011, we published an article on Allergan (AGN) discussing its future growth potentials, giving it a price target of $80-$103.00. Since then Allergan is up nearly $20.00 and has hit those targets.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: AGN, Long ideas, pharmaceuticals
    Mar 15 7:11 PM | Link | Comment!
  • Google Offers Hot On Heels Of Groupon
    Google Offers is taking on Groupon and LivingSocial, partnering with daily deals providers and now has 30 partners in 40 cities. Bad for GRPN? Hard to argue why GRPN stock should rise in the future with Google on its heels.

    Bargain hunters are not typically brand loyal - a good deal is a good deal - saving money is the bottom line. If Google can expand to reach Groupon and LivingSocials customers - there is no reason why Google shouldnt take significant marketshare, especially when Google has partners like AT&T.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: GRPN, Short Ideas
    Mar 15 2:31 PM | Link | Comment!
  • Invested In CRM? Salesforce.com's Positive Outlook From CFO Graham Smith
    Invested in CRM? Salesforce.com's CFO Graham Smith says Salesforce will maintain strong billings (+ growth) and cash flow growth (+ margins) over the near-term, and that new bookings will exceed 50% in the next year or two. Adjust your Tweak accordingly.

    With these positive outlooks, CRM goes from "Avoid" to "Caution" in Tweaker.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: CRM, Long Ideas
    Mar 15 1:53 PM | Link | Comment!
Full index of posts »
Latest Followers
Posts by Themes
Cyclical stocks, Facebook IPO, IPO, Long and Short Ideas, long and short ideas, Long and short ideas, Long ideas, Long Ideas, long short ideas, long-ideas, non cyclical stocks, Overvaluation, Overvalued, pharmaceuticals, price target, retail, Short Ideas, short ideas, short-ideas, tech, Tech, valuation, Valuation tool
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.