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  • The Vringo Vs. Google Verdict: Did Vringo Investors Win As Well? [View article]
    And lets not forget where the stock was trading before there were talks of getting royalties from goog
    Nov 7 03:26 PM | Likes Like |Link to Comment
  • The Vringo Vs. Google Verdict: Did Vringo Investors Win As Well? [View article]
    If you look at the table that $125 is not a lot to VRNG as the stock price is already reflecting these payments
    Nov 7 03:24 PM | Likes Like |Link to Comment
  • The Vringo Vs. Google Verdict: Did Vringo Investors Win As Well? [View article]
    You need to discount the future cash flows and adjust for tax and legal fee as well. Plus need to use a higher discount rate as there these nos are still uncertain
    Nov 7 03:23 PM | Likes Like |Link to Comment
  • Buy Western Union At 3-Year Lows [View article]
    Thanks for the additional info.
    Nov 7 01:46 PM | Likes Like |Link to Comment
  • The Vringo Vs. Google Verdict: Did Vringo Investors Win As Well? [View article]
    Thanks John, this is exactly what we tried to communicate with our pre trial report.
    Nov 7 11:46 AM | Likes Like |Link to Comment
  • The Vringo Vs. Google Verdict: Did Vringo Investors Win As Well? [View article]
    Can you kindly explain the math behind your broad statement that Vringo is worth more than $10 now? $368mm/ no of shares out standing?
    Nov 7 11:45 AM | Likes Like |Link to Comment
  • The Vringo Vs. Google Verdict: Did Vringo Investors Win As Well? [View article]
    Ironman thanks for your comment. The article doesn't ask anyone to short but only to take profits as this is an opportune moment. If Google decides to challenge this decision, the stock would slump and investors would loose money. If you talk about long term perspective; Nokia patents have nothing to do with Lycos patents and this decision doesnt affect any future court decision based on Nokia patents. BUT a weak decision here reduces the chance that Vringo would be able to bully out settlements in the future.
    Nov 7 11:44 AM | Likes Like |Link to Comment
  • Are High-Dividend Yielding Utility Stocks Overvalued? [View article]
    DUK is expected to grow by 4-5%. Most utilities have growth rates in low single digits. You can go over detailed analysis by clicking on links we have provided. Thanks
    Nov 7 03:48 AM | 1 Like Like |Link to Comment
  • This 11.5% Dividend Yielder Is Safe Despite Operating In Volatile Drybulk Shipping Industry [View article]
    Cliff, sorry for the delayed reply. Shippers are paid in USD and all charter rates are listed in USD.
    Given that no dry bulker shows any adjustments/losses/gains for exchange rate implies that they are not hedging against fx. They pay dividends in USD. We will need to check what percentage of expenses are in non-USD currencies. Will get back on this. Thanks
    Nov 7 03:30 AM | 1 Like Like |Link to Comment
  • Annaly Capital's Dividend Yield Will Be Threatened If Fed Accelerates MBS Buying Plan [View article]
    Firstly, Fed is buying Agency MBS. Secondly, itys not the flattening of yield curve alone. Rather, you need to look at long term rates vs MBS rates. This spread is most important (flattening of yield curve does depress margins but the key is where is MBS-Treasury rate). We are publishing a detailed review of which mREITs will be least affected by Fed's QE3. We will compare pre-payments rates, exposure to agency/non-agency and fixed/variable rate securities, dividend coverage ratio and sensitivities to see which mREITS have the highest cushion against a further drop in net interest margins.
    Nov 6 01:09 PM | Likes Like |Link to Comment
  • AIG Earnings Beat, Cheap Valuation Make Us Bullish [View article]
    Thank you ahouseoforange for your comments.
    AIG's average book value over the past five years is $260 per share, while the average price to book value over the same time period is 0.48 times. If the stock approaches its 5 year averages by the time the warrants expire, we can expect the stock price to be at around $125 per share. Even in that case the warrants provide an excellent opportunity for investors. However, one should also look for the discounted valuations to go away and can trade near book value.
    Nov 6 10:11 AM | Likes Like |Link to Comment
  • Kellogg Company: A Dividend Stock To Buy [View article]
    Yes if you are looking for dividend income, K is a stock to consider. However, the margins have declined and valuation is a bit on the high side, so best to wait for a better entry point in case you are looking for capital appreciation.
    We will do another report to see if K can offer dividend growth as well. Thanks
    Nov 6 08:32 AM | Likes Like |Link to Comment
  • Buy Chesapeake: A Turnaround Energy Stock [View article]
    Thanks for your opinion on the stock. We can’t take negative earnings of 3.19 to calculate average earnings, primarily because of one time line items are included in it. Here is another problem with your calculation, if we assume that negative earnings of $0.22 is correct , then after multiplying it with the growth rate of 177%, it comes out to be positive, not negative.
    Nov 6 06:58 AM | Likes Like |Link to Comment
  • Buy Chesapeake: A Turnaround Energy Stock [View article]
    We believe this is the right time to take position in the stock, primarily because of three reasons 1) its diversification into liquid market. 2) Bright prospects of increasing natural gas consumption with the structural shift from oil to natural gas, eventually benefiting the company. 3) It is trading at a price to sales of 1x and and EV/EBITDA of 5.33x, at considerable discount when compared to its competitors.
    Nov 6 06:56 AM | 1 Like Like |Link to Comment
  • Buy Chesapeake: A Turnaround Energy Stock [View article]
    In our opinion, Jack Welch’s might be right that natural gas is the next internet revolution in America but as far as CHK is concerned, we see it transforming into liquids business. As we can see in graph above, its major proportion of capital spending of around 85% & 88% for FY 2012 and FY 2013 are focused towards liquid business. Moreover, its Average annual production of liquids has increased by 51 percent over the course of last one year.
    Thanks
    Nov 6 06:55 AM | Likes Like |Link to Comment
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351 Comments
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