Buffett Style Valuation Of Johnson & Johnson [View article]
I believe KO has more safety because its undervalued in an owner earnings analysis and they only have 1 product (essentially), JNJ has more so there are more ways they can screw it up (plus all the M&A they are doing)
Had Johnson executed his shop in shop strategy without his uncalibrated Fair and Square pricing, JCP would have done fine. I bet he regrets dearly having changed the pricing strategy, it removed all the cash he needed to make the necessary changes
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
This could be true but why should Intel do well in terms of margins? If people won't pay premium for intel inside tablets then Intel won't bank in any major way. The people who bitch about battery life might just want to suck it up and stay with their complaints given that they might not want to pay significantly higher prices for an intel inside device
Why Lot78 Stock Is Likely To Collapse [View article]
The stock has gone parabolic, its a virtual certainty that longs will be losers both in the short and long-term. Except perhaps if they are just daytrading the stock
Look at what Buffett has said about M&A, he has been very critical of CEOs who gamble lots of money on that just to feel more powerful. In the last few years he publicly criticized Kraft for doing that. If he was running the M&A of IBM I would be thrilled but he is not
Thanks for your reply. What I don't understand about your figures is why are you not subtracting software capex? As I understand IBM separates capex from software capex maybe thats why you are arriving at a 11% growth rate as a reasonable number while I didn't
Well, they can return that cash to shareholders or do innovative capex. The former is easier than the latter but M&A is just too difficult to do well in the tech sector due its uncertainty. I don't trust anyone to predict the future while using OPM in the process
UniPixel: Hey Citron, Where's The Beef? [View article]
http://bit.ly/10yA7rU
Buffett Style Valuation Of Johnson & Johnson [View article]
Buffett Style Valuation Of Johnson & Johnson [View article]
Uni-Pixel: Carclo, Kodak, And Apple - Facts And Rumors [View article]
Did Ron Johnson Wreck J.C. Penney? [View article]
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
Intel: Something Big Is Coming On May 6 [View article]
Why Lot78 Stock Is Likely To Collapse [View article]
Sorry Warren, IBM Is Too Risky [View article]
What Soros Sees In J.C. Penney [View article]
Sorry Warren, IBM Is Too Risky [View article]
Sorry Warren, IBM Is Too Risky [View article]
Why Lot78 Stock Is Likely To Collapse [View article]
Why China Housing & Land Development Should Be Trading Substantially Higher [View article]
http://1.usa.gov/ZyUVPr
HGSH is mentioned by name