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Bill Maurer  

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  • 3D Systems: Short Interest Hits New High [View article]
    The main problem with non-GAAP is that it takes out stock based compensation. Taking out a meaningful expense isn't logical.

    By the way, the most valuable company, Apple, uses GAAP.
    Mar 27, 2015. 01:12 PM | 1 Like Like |Link to Comment
  • Cisco Pullback Brings Yield Above 3.00% [View article]
    I don't think it can go that high if the dollar stays elevated or rises further. Too much pressure on revenues and earnings.
    Mar 26, 2015. 08:42 PM | Likes Like |Link to Comment
  • 3D Systems: Short Interest Hits New High [View article]
    But I believe that P/E is based on non-GAAP EPS. If you look at GAAP earnings, the valuation is a bit higher.
    Mar 26, 2015. 09:05 AM | Likes Like |Link to Comment
  • BlackBerry: The Floor Is Yours [View instapost]
    Depends when it went on sale. If a certain carrier didn't start selling them until after the quarter, not sure if they can book them.
    Mar 25, 2015. 07:33 PM | Likes Like |Link to Comment
  • Facebook: The Quarter-Trillion Monster [View article]
    Yeah, the next pullback should provide a decent buy opportunity.
    Mar 25, 2015. 09:08 AM | 1 Like Like |Link to Comment
  • Facebook: The Quarter-Trillion Monster [View article]
    Meant $20 billion for next year. Also, I think the dilution has already been accounted for.

    Low 30s times next years currently expected non-GAAP EPS is a decent price for the growth, especially against a name like Google.
    Mar 23, 2015. 11:02 PM | 3 Likes Like |Link to Comment
  • Facebook: The Quarter-Trillion Monster [View article]
    Why would I mention Altria in a Facebook article?
    Mar 23, 2015. 01:46 PM | 2 Likes Like |Link to Comment
  • Tesla: Forget Range Anxiety, What About Investor Anxiety? [View article]
    No good reason to be anxious about the stock? What about the massive valuation shares trade for?
    Mar 23, 2015. 01:38 PM | 8 Likes Like |Link to Comment
  • Facebook: The Quarter-Trillion Monster [View article]
    You don't account for acquisitions that way. Facebook made a real profit of nearly $3 billion last year.
    Mar 23, 2015. 12:33 PM | 4 Likes Like |Link to Comment
  • Facebook: The Quarter-Trillion Monster [View article]
    Well in Facebook's case, the company, had a GAAP profit of just under $3 billion last year, so that logic is very flawed.
    Mar 23, 2015. 12:22 PM | 8 Likes Like |Link to Comment
  • Tesla: Forget Range Anxiety, What About Investor Anxiety? [View article]
    I've discussed dilution in the past, but the company hasn't had any recent equity sales. Yes, there is minor SBC, but that's not doing much at the moment. Also, in current quarters, more shares is good because it spreads out the loss better.
    Mar 23, 2015. 12:18 PM | 1 Like Like |Link to Comment
  • Facebook: The Quarter-Trillion Monster [View article]
    Facebook had a net income figure of nearly $3 billion last year. I don't think Beats was anywhere near that.
    Mar 23, 2015. 12:06 PM | 16 Likes Like |Link to Comment
  • Facebook: The Quarter-Trillion Monster [View article]
    Find me another true momentum stock that has over a billion users, will crack $20 billion in revenues this year or next, and has GAAP profits that could top $5 billion next year.

    NFLX, TSLA, TWTR, GMCR, etc.
    Mar 23, 2015. 11:52 AM | 19 Likes Like |Link to Comment
  • Facebook: The Quarter-Trillion Monster [View article]
    Look at P/E valuation based on non-GAAP EPS estimates for 2016. Low 30s vs low 60s. You're paying 1/2 for FB what you are paying for TWTR.
    Mar 23, 2015. 11:49 AM | 12 Likes Like |Link to Comment
  • Apple's Reported Price Raises: Will They Help Or Hurt? [View article]
    I sometimes do some short-term trades, usually very unrelated to what I write about.
    Mar 23, 2015. 10:18 AM | Likes Like |Link to Comment
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