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Bill Maurer  

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  • Altria Rewards Investors: 2015 Edition [View article]
    Depends on the situation and what you are looking for.

    Most pure income potential - PM. Also preferred name if dollar continues to weaken.

    As per MO/RAI - I like MO right now because yield is higher and you're not paying as much for it, when you include the buyback.
    Aug 24, 2015. 06:40 PM | 1 Like Like |Link to Comment
  • Not Afraid To Buy? 5 Names To Consider [View article]
    Apple could easily find a bottom if management comes out with a big US debt offering or details another accelerated buyback program.
    Aug 22, 2015. 11:41 AM | 5 Likes Like |Link to Comment
  • Not Afraid To Buy? 5 Names To Consider [View article]
    No, because I'm still in the process of writing about it.
    Aug 22, 2015. 11:41 AM | 1 Like Like |Link to Comment
  • Not Afraid To Buy? 5 Names To Consider [View article]
    Actually Zillow might be the one I might consider the most, and I have traded it in the past.

    I cover too many names to own everything I write about.
    Aug 22, 2015. 10:36 AM | 4 Likes Like |Link to Comment
  • Not Afraid To Buy? 5 Names To Consider [View article]
    Only thing that worries me about QCOM is the potential for INTC to start stealing away some of the iPhone business.
    Aug 22, 2015. 09:21 AM | 2 Likes Like |Link to Comment
  • Not Afraid To Buy? 5 Names To Consider [View article]
    There were 5 companies, and I think you really need to find a better use of your time.
    Aug 22, 2015. 09:20 AM | 12 Likes Like |Link to Comment
  • Not Afraid To Buy? 5 Names To Consider [View article]
    I've written enough articles on Apple lately, so it would have just been repetitive information.
    Aug 22, 2015. 09:20 AM | 2 Likes Like |Link to Comment
  • BlackBerry: More Fat Trimming Is Needed [View article]
    The cash accretive is in relation to the dividend, yes.

    Apple, for instance, borrows short term debt at say 1.5% after tax, but buys back stock with a 1.80% dividend yield.

    So there is a savings of 0.3% there because it saves more on the dividend than it is paying in after tax interest.

    Blackberry doesn't have a dividend.

    Also, BBRY is paying 6% annual interest, with a bond that is convertible at $10 a share, and their buyback is coming at say $7-$8 a share.
    Aug 20, 2015. 02:09 PM | 4 Likes Like |Link to Comment
  • Apple Should Take Advantage Of Rate Pullback [View article]
    That's the standard SA disclosure place.
    Aug 20, 2015. 08:55 AM | 4 Likes Like |Link to Comment
  • Apple Should Take Advantage Of Rate Pullback [View article]
    I disagree. Last time they made the announcement, the stock jumped and a floor was set. Announcing it puts a line in the sand.
    Aug 19, 2015. 08:44 PM | 2 Likes Like |Link to Comment
  • Apple Should Take Advantage Of Rate Pullback [View article]
    Did you read my disclosure? Obviously not.
    Aug 19, 2015. 06:45 PM | 9 Likes Like |Link to Comment
  • Apple Should Take Advantage Of Rate Pullback [View article]
    They probably have been buying. But if they really wanted to put in a floor, a debt issuance or announcement of an accelerated program would certainly help out.
    Aug 19, 2015. 06:34 PM | 16 Likes Like |Link to Comment
  • BlackBerry: More Fat Trimming Is Needed [View article]
    It's hard to say. There are so many institutions out there, where one may sell, another may buy. At some point, either the turnaround works, or if it doesn't, the company probably breaks up and is sold.
    Aug 19, 2015. 01:06 PM | Likes Like |Link to Comment
  • BlackBerry: More Fat Trimming Is Needed [View article]
    Y charts is doing total debt / book value of equity.

    Apple's book value is about $125 billion.

    That's how they get the 0.433.

    Do that for BBRY and you get like .441 or something.
    Aug 18, 2015. 08:18 PM | 1 Like Like |Link to Comment
  • BlackBerry: More Fat Trimming Is Needed [View article]
    $1.25 billion of debt (carrying value even higher) is pretty big when your market cap is only $4 billion.

    Plus, it is more than 1/3 of the cash pile.
    Aug 18, 2015. 08:59 AM | 3 Likes Like |Link to Comment
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