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From: StockTwits <admin@stocktwits.com>
Date: Mon, 12 May 2014 15:04:27 +0000 (UTC)
To: <mainandwall@gmail.com>
ReplyTo: admin@stocktwits.com
Subject: This Week on StockTwits: You Want a 20% Return? Cisco Beat Ahead? China's Tesla
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With the earnings calendar winding down and economic data light, this week will be all about the risk curve. Do you try to catch the bottom in some beaten-up Nasdaq names or do you stay with dividend-paying, global-exposed Dow names to ride out the rest of the year?
With $TWTR, $FB, $AMZN tearing it up in early trading and bonds ($TLT), $XLU falling, traders are clearly choosing to risk up.
Much of the early action in Twitter is being driven by an upgrade to "buy" at SunTrust Robinson Humphrey by one of our favorites, Robert Peck.
The stock -- which went as low as $29 last week -- gets to $45 by applying a 13x forward revenue multiple and 60X forward EBITDA multiple, according to the analyst.
Peck, who simplifies the complicated metrics of social networks better than anyone, tells clients in his note to look at it this way:
"For an investor buying at these levels and requiring a 20 percent annual return, the stock would need to reach $55 by the end of 2016 implying a 9x forward revenue multiple or 30x EBITDA, reasonable we believe compared to estimated growth rates at that point of 36% and 56%."
With the Fed pulling away and the bull market aging, I would think most StockTwits users could settle for 20 percent these days.
Happy Trading,
@stocktwitsjohn.
CEO, StockTwits
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| Day | Time | Ticker | | Monday | After Market Close | $RAX | | Monday | After Market Open | $MNKD | | Monday | After Market Close | $MCK | | Tuesday | Before Market Open | $XXIA | | Tuesday | After Market Close | $FOSL | | Tuesday | Before Market Open | $TTWO | | Wednesday | Before Market Open | $DE | | Wednesday | Before Market Open | $M | | Wednesday | Before Market Open | $SODA | | Wednesday | Before Market Open | $IOC | | Wednesday | After Market Close | $CSCO | | Wednesday | After Market Close | $NTES | | Wednesday | After Market Close | $A | | Wednesday | After Market Close | $JACK | | Thursday | Before Market Open | $WMT | | Thursday | Before Market Open | $CA | | Thursday | Before Market Open | $KSS | | Thursday | After Market Close | $JCP | | Thursday | After Market Close | $ADSK | | Thursday | After Market Close | $JWN | | Thursday | After Market Close | $AMAT | | Friday | Before Market Open | $SCCO | | Friday | Before Market Open | $ACO | |
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Economic Events This Week |
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| Day | Time | Event | | Monday | 2:00pm ET | Treasury Budget | | Tuesday | 8:30am ET | Retail Sales | | Wednesday | 8:30am ET | Producer Price Index | | Wednesday | 10:00am ET | Housing Market Index | | Thursday | 8:30am ET | Weekly Jobless Claims | | Friday | 9:55am ET | Consumer Sentiment | |
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@hirokisensei Andrew Berg points out an inverse head and shoulders pattern forming in Cisco ahead of earnings this week. As $CSCO continues to break above the "neckline" this bullish technical formation (the opposite of its more commonly-known sister) points to a possible beat ahead. | |
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| Kandi Technologies (KNDI)
So-called China's Tesla had overwhelming bullish activity on the site to end last week with more than 90% bullish messages. This is not for the traders light of heart however as nearly 23% of the float is sold short. What's more...the 52-week range on shares of this electrical vehicle play is $4 to $22. |
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New and Noteworthy Follows |
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| Tom Aspray (@TomAspray)
Tom Aspray, professional trader and analyst, is a senior editor for MoneyShow.com. He has been writing about the financial markets for over 30 years and is considered a pioneer in computerized technical analysis. |
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