Tuesday, November 27, 2012

Overreaction to FDA - Dynavax' HBV Decision

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The Vaccines and Related Biological Products board voted its confidence in the immunogenicity of Dynavax 's (DVAX-$2.44) Heplisav by...
Monday, November 19, 2012

Priceline Paddles Upstream with Kayak Software

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Though Kayak Software (KYAK-$39.68)  is looking to move beyond the meta-search business, its business model is tethered to the “hunt.” In...
Tuesday, November 13, 2012

Carl Icahn - Netflix 'Tomb Raider' or Savior?

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Unlike past proxy battles, Icahn’s $168.9 million invested in Netflix (NFLX-$79.60) is a highly leveraged bet. He controls his stake ...
Tuesday, November 06, 2012

Monster Beverage's Stock Needs Caffeine Jolt

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Although Monster Beverage’s (MNST-$45.50) net sales in the second quarter grew by 28.2% to $592.6 million, gross profit fell 100 basis ...
Monday, October 29, 2012

How Much is Enough for Workday's Duffield?

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Both Workday (WDAY-$50.00) co-CEOs Duffield and Bhusri have had success building and selling software companies during the past twenty ...
Wednesday, October 24, 2012

Workday Stock Price Soars to Stratosphere, For How Long?

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With Workday (WDAY-$54.00) management admitting in regulatory filings that profitability is not yet within reach, investors seem fixated...
Saturday, October 20, 2012

How Reasonable Rackspace Hosting's Sky-High PE?

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San-Antonio-based Rackspace Hosting (RAX-$64.75) is hoping to differentiate itself from its cloud-computing competitors by developing ...
1 comment:
Sunday, October 14, 2012

Research in Backward's Motion?

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Research in Motion (RIMM-$7.80) is counting on the new BB10 to revive sales growth and stop market share losses to Apple Inc.’s iPhone an...
Thursday, October 04, 2012

How Tasty is Buffalo Wild Wings' Stock Price?

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If one embraces the concept that trending same-store sales is a healthy barometer of both consumer acceptance and future growth – which m...
Monday, July 23, 2012

Adult Diapers, Stealing Content and PR Newswire Executives

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While the 10Q Detective cannot confirm the veracity of this claim, we can tell you that PR Newswire continues to pirate our articles withou...
3 comments:
Sunday, July 22, 2012

Entertainment Weekly's KILLER Headline

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In light of the massacre during a midnight showing of the film, "The Dark Knight Rises," at a Colorado movie theater that left...
2 comments:
Wednesday, July 11, 2012

The Denver Post: Another Example of "LAZY" Journalism

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  The Denver Post prides itself on commanding one of Colorado's largest media footprints, hosting 5.2 million unique monthly visitors a...
1 comment:
Thursday, April 12, 2012

Best Buy No Longer for ex-CEO Dunn

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Best Buy (BBY-$21.96) disclosed that terms of former chief executive officer Brian Dunn ’s resignation were still being finalized. Assuming...
Thursday, March 22, 2012

Out to Lunch

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The 10Q Detective is taking a creative break from the diurnal drudgery of digging through dusty and dry SEC filings. Hope to see you after ...
Friday, December 23, 2011

SEC Filings Topping Santa's Naughty List in 2011, Part II

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Yahoo’s (YHOO-$15.50) online search ranking in the U.S. continued its slide this year – falling to an all-time low in September: Digital i...
4 comments:
Wednesday, December 21, 2011

SEC Filings Topping Santa's Naughty List in 2011, Part I

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In straightforward fashion, News Corp. (NWS-$17.83) reported that the company faced criminal investigations regarding the well-publicized ph...
Wednesday, December 14, 2011

Hiding Losses at Chicos?

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Notwithstanding its namesake brand, average dollar sales and transaction counts are supposed to be up across all other brands at Chicos FAS ...
Tuesday, November 22, 2011

Significant Upside to Dendreon Stock in a Buyout

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Acquiring Dendreon (DNDN-$7.50) offers a better-capitalized pharmaceutical company an opportunity to buy control of a potential blockbuster...
1 comment:
Thursday, November 17, 2011

Is "The Sky Falling" at Dendreon?

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Dendreon’s (DNDN-$7.50) balance sheet shows the strain of what happens when it takes 15 years to bring a novel, first-in-class cancer treat...
Friday, November 04, 2011

MF Global Stakeholders Trusted Corzine, Lose Everything

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Highly leveraged, with limited liquidity, MF Global was unable to meet margin calls or the demands from regulators to boost capital reserve...
3 comments: