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Bill Maurer  

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  • 3D Systems: The Silence Is Deafening [View article]
    The company generated almost $30 million in FCF last year, plus had $200 million of cash on hand at the end of Q1. If they don't do any acquisitions, they can easily announce a $100 million buyback, where they maybe buy back say $25 to $30 million a year (or more if results finally improve).
    Aug 3, 2015. 03:34 PM | Likes Like |Link to Comment
  • 3D Systems: The Silence Is Deafening [View article]
    A lot of cash has been spent on acquisitions, which management already said would slow down.

    I want them to announce a share repurchase, with $100 million being an example. The program could take a few years to complete.
    Aug 3, 2015. 03:14 PM | Likes Like |Link to Comment
  • Philip Morris: Updating My 2015 Dividend Raise Prediction [View article]
    The "cut the dividend" premise was based on a continued acceleration of the US dollar, which we have not seen. If the DCI had rallied into the 100-105 range, we most likely would be talking about a flat to down dividend currently.

    Of course, we still have another month to go. This prediction could change again if we see a large move in the dollar before then.
    Aug 2, 2015. 01:08 PM | 1 Like Like |Link to Comment
  • Philip Morris: Updating My 2015 Dividend Raise Prediction [View article]
    I don't see it being that high, given lower cash flow, no buyback, etc., unless the dollar substantially weakens in the next month.
    Aug 1, 2015. 01:10 PM | 2 Likes Like |Link to Comment
  • Philip Morris: Updating My 2015 Dividend Raise Prediction [View article]
    Usually the 2nd week of September, best guess probably the 10th/11th or 15th/16th.
    Aug 1, 2015. 01:09 PM | 1 Like Like |Link to Comment
  • BlackBerry: Not There Yet [View article]
    They don't have more cash than ever before - you have to take out the debt.

    How many things have we heard about being the most important product in BBRY history?

    Revenues still going lower, lower, lower.
    Jul 29, 2015. 10:10 PM | 4 Likes Like |Link to Comment
  • Yahoo: Don't Mistake Change For Growth [View article]
    $3 million on over $1 billion in revenue is basically a rounding error, and I believe the 6-month figure is down.
    Jul 29, 2015. 10:08 PM | Likes Like |Link to Comment
  • Is Apple Making An iPhone Mistake? [View article]
    It's not about people using a 6 going back to a small screen. It's about people with previous models wanting to keep their current sized phoned, while still upgrading to ones with better technology.
    Jul 28, 2015. 05:43 PM | 16 Likes Like |Link to Comment
  • Is Apple Making An iPhone Mistake? [View article]
    3 phones would be okay. I mean, they are currently selling 4 if you think about it, so they really would only be going to 5. I understand both arguments, but in terms of market share selling the most options works best.
    Jul 28, 2015. 04:49 PM | 4 Likes Like |Link to Comment
  • Google: The Wider The Discount Of C-Shares The More I Prefer Them [View article]
    The last time you made this argument (going against my strategy), the gap was about $15, and it is now approaching $40.

    With less Class A shares outstanding, the premium will probably continue to expand.
    Jul 22, 2015. 01:12 PM | 3 Likes Like |Link to Comment
  • Apple: 4 Was Not The Magic Number [View article]
    Not sure how the math would actually work. Remember - Apple pays a huge tax bill on US earnings. So the company may be paying less than 15% in certain countries, which would still result in a tax bill.
    Jul 22, 2015. 12:43 PM | 4 Likes Like |Link to Comment
  • Apple: 4 Was Not The Magic Number [View article]
    Don't forget that Apple has taken on over $54 billion in debt, and much of that cash is outside the US (big tax bill if repatriated).
    Jul 22, 2015. 11:44 AM | 6 Likes Like |Link to Comment
  • Yahoo misses by $0.02, beats on revenue [View news story]
    Have to subtract traffic acquisition costs.
    Jul 21, 2015. 05:35 PM | 2 Likes Like |Link to Comment
  • Investors Are Bailing On Google's Class C Shares [View article]
    I think your statement about an increase of supporters is a bit out of context.

    I was promoting the Class A shares even before the split happened, which would be several months before your original article.
    Jul 21, 2015. 04:17 PM | 2 Likes Like |Link to Comment
  • Apple: 5 Is The Magic Number [View article]
    It was reported recently Apple has ordered around that much for the rest of calendar 2015.

    Between mid-September launch and end of year, 90 million phones is certainly possible, especially if they launch 3 separate phones.
    Jul 21, 2015. 12:49 PM | 1 Like Like |Link to Comment
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