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Alex Cho

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  • AOL: The Hail Mary Pass Of 2013 [View article]
    It's definitely possible, the company was able to pull off upper-double digit growth the past year even when excluding the patent sale to Microsoft. The web property AOL only has a market capitalization of $2.5B and they haven't fully leveraged their 3 main platforms for the full ad-revenue potential. Also they can switch the licensing agreement with Google in 2015 to be more beneficial to AOL. The Huffington Post continues to grow, and will eventually charge higher ad-premiums,and is likely to grow overseas. In fact the Huffington Post division of AOL is worth more than the New York Times at this point.

    The company is currently worth $2.5B the calculation assumes a market capitalization closer to $15B by 2018. It seems realistic to me, after thinking about it over, and over. My mouth was hanging open after I fully concluded my observations. I really like to think that my forecast was extremely conservative, but when anyone talks about 500% growth rates over a 6-year span, conservative doesn't really sound conservative.
    Dec 25 07:06 PM | Likes Like |Link to Comment
  • AOL: The Hail Mary Pass Of 2013 [View article]
    When I zoomed the graph back on my charting software it looked more symmetrical, but any break above a triangle formation is indicative of higher prices.
    Dec 25 07:01 PM | Likes Like |Link to Comment
  • Cisco Could Have 27% Upside [View article]
    What shrideep said.
    Dec 25 06:11 PM | Likes Like |Link to Comment
  • American Manufacturing Is Not Dead: Buy Ford [View article]
    You have to use the annual report, for the most accurate EPS figures.
    Dec 25 02:15 PM | Likes Like |Link to Comment
  • In 2013 Yum Brands Will Shed $3 Billion In Market Capitalization [View article]
    I've been investing for 7 years and invest into small businesses thanks.
    Dec 25 01:13 PM | Likes Like |Link to Comment
  • American Manufacturing Is Not Dead: Buy Ford [View article]
    Well Macro the stock is still likely to appreciate, it's just not going to head substantially higher until they're able to stabilize at a higher growth rate.
    Dec 25 01:12 PM | 3 Likes Like |Link to Comment
  • American Manufacturing Is Not Dead: Buy Ford [View article]
    I see what you mean Macro, but I'm anticipating an upside catalyst somewhere so I can later readjust the forecast. But I'm not ready to slap a higher growth rate than what the rest of the analyst community feels, not yet.

    Also, Ford never got a bailout remember?
    Dec 25 08:00 AM | 4 Likes Like |Link to Comment
  • American Manufacturing Is Not Dead: Buy Ford [View article]
    Ah those P/E numbers are really off, and not indicative of the true P/E because the company was able to gain tax provisions (one time net-income boost), the P/E excluding that boost in earnings is closer to 10-12. I ended up reading the whole financial statement because something was off about 2011.
    Dec 25 07:58 AM | 1 Like Like |Link to Comment
  • American Manufacturing Is Not Dead: Buy Ford [View article]
    ..... oh man that sucks dude.
    Dec 25 06:50 AM | 1 Like Like |Link to Comment
  • American Manufacturing Is Not Dead: Buy Ford [View article]
    You're the bond expert Charles, not me! You should write that article =D
    Dec 25 04:49 AM | Likes Like |Link to Comment
  • In 2013 Yum Brands Will Shed $3 Billion In Market Capitalization [View article]
    Hmmm, rarely accurate? We'll see about that, but realistically I'm confident that options traders will be able to better hedge their portfolios with this information. Speculators will gain better context on what the price of the stock should be, based on the known factors.

    Anyhow stay speechless. I adopted the form of analysis from a professor colleague I was collaborating with on a project. I'm not a professor, but being on great terms with some of the brightest people rubbed some good fortune on me.
    Dec 25 03:49 AM | Likes Like |Link to Comment
  • 4 High-Yield Retailers With Great Upside [View article]
    Whaaaat XD thanks man.
    Dec 25 12:13 AM | Likes Like |Link to Comment
  • In 2013 Yum Brands Will Shed $3 Billion In Market Capitalization [View article]
    @Vinsavi different forecast formulas aim for different points along a non-linear price curve. DCF calculation calculate towards the upper-deviation, I try to calculate between the upper and lower deviation, meaning I calculate for the 5-year mean of future prices (basically the average price for the next 5 years for each year). Hope that helps to answer your question.
    Dec 24 11:59 PM | Likes Like |Link to Comment
  • 4 High-Yield Retailers With Great Upside [View article]
    You read my articles O.O no way????
    Dec 24 09:34 PM | 1 Like Like |Link to Comment
  • 4 High-Yield Retailers With Great Upside [View article]
    Ha ha ha ha, best of luck Matt on your call.
    Dec 24 08:59 PM | 1 Like Like |Link to Comment
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