Seeking Alpha

Bill Maurer

View as an RSS Feed
View Bill Maurer's Comments BY TICKER:
Latest comments  |  Highest rated
  • GT Advanced Technologies: The Bankruptcy Shocker [View article]
    I had thought about recommending a put hedge in last week's article, now I wish I had. Wouldn't have completely saved investors but would have substantially limited the damage.

    I'm actually more surprised that they opened it so quickly. I don't think it would have been wrong for the exchange to halt until tomorrow.
    Oct 6 11:49 AM | 6 Likes Like |Link to Comment
  • The Bull Trap That Is Philip Morris International [View article]
    Of course the recent articles are all about the dividend. September is the month where the company raises its dividend. Do this article in March, for example, and I'm sure you'll have a different view.

    I'll address these concerns in a PM article on Monday for all who are interested.
    Sep 19 04:00 PM | 6 Likes Like |Link to Comment
  • When A Stock Fails To Raise Its Dividend: Is It Time To Sell Intel? [View article]
    "Also, with a 53% free cash flow payout, INTC is well-positioned to raise its dividend in the forth quarter."

    Well, not quite. The dividend payout target is 40%, so the company is running well ahead of that.

    Additionally, the company just boosted the buyback by $20 billion and said it would speed it up in Q3 after already speeding it up in Q2.

    The company is NOT likely to raise the dividend until early 2015 at the earliest.
    Sep 2 06:08 PM | 6 Likes Like |Link to Comment
  • Apple: Why The Cash Issue Is So Important [View article]
    How can you say interest rates are not rising for Apple when I clearly showed above how the interest rates were significantly higher in 2014 for Apple, even though the company took out less money?
    Jul 8 01:00 AM | 6 Likes Like |Link to Comment
  • David Einhorn Overlooks Improvement At Keurig Green Mountain [View article]
    I don't think Einhorn cares about a paltry $1 annual dividend. His bigger worry is the share repurchase program and potential for a buyout by Coca-Cola.

    The reason he would be short is because growth at this company has gone from like 100% to single digits in a couple of years, cash flow is volatile and has improved due to the cutting of capex, the multiple is too high, and there have been questions about the accounting at times.
    Jun 20 10:07 AM | 6 Likes Like |Link to Comment
  • Time To Bail On SodaStream [View article]
    Also, the stock is not "near" its 52-week low. It is more than 12% off of it. Furthermore, when the GMCR/KO partnership was initially announced, SODA shares in the after-hours tumbled below $30. Now they are near $40.

    Plus, as Seth mentioned, Keurig Cold is a 2015 story. Not 2014. Lots of time for SodaStream do partner up with someone else.

    2014 was also supposed to be a growth year into US drug and grocery stores. We'll see what happens. At this valuation, SODA is not terrible.
    May 21 02:37 PM | 6 Likes Like |Link to Comment
  • Intel's Economic Moat [View article]
    You lost me in the summary when you said "Intel has maintained revenue growth throughout the demand shift toward mobile devices."

    Two straight years of revenue declines. I don't see that as "maintaining growth".
    Mar 15 09:30 AM | 6 Likes Like |Link to Comment
  • Philip Morris: The Depths Of Despair? [View article]
    The problem is that going into 2013, the bulls kept telling me currencies would start to reverse in the second half of 2013 and things would start getting better. In fact, they are getting worse.

    The point of doing the PM to domestic names comparison is because I'm trying to help determine where they should put money in the cigarette space - domestic or international. We also don't have a ton of usable data on other international based names.

    If I have $1000 to put in a cigarette name, do I go with PM (international) or like LO (domestic) right now? That's the point of doing this comparison. Right now, investors might want to go with names that have higher yields or more growth potential. Just saying.
    Feb 24 10:30 AM | 6 Likes Like |Link to Comment
  • Green Mountain Coffee Roasters Seems Vulnerable To The Coffee Price Spike [View article]

    I guess you missed the entire conference call and 10-Q filing.

    The company has already purchased its entire year's worth of coffee, at 90% fixed costs and they've already purchased a chunk for further years.

    This article's premise is extremely invalid.
    Feb 20 12:39 PM | 6 Likes Like |Link to Comment
  • 13 Reasons To Buy Intel Now [View article]
    I'm just pointing out that as-presented, the numbers don't mean anything. The analysis of those numbers is what's important.
    Feb 11 03:56 PM | 6 Likes Like |Link to Comment
  • Apple's Sell-Off Is An Opportunity... To Sell [View article]
    Apple can't fix its biggest problems - the analysts:

    They didn't miss guidance because guidance was too light, they missed guidance because analysts thought growth would be comparable to Google.
    Feb 4 09:05 AM | 6 Likes Like |Link to Comment
  • Google Missed: Where's The Outrage? [View article]
    Apple doesn't detail product launches, so how do you know nothing is on the horizon?

    And yes, misses matter. Earnings missed by $3 from expectations in 2012, yet the stock soared. So less profitability, but much higher valuation. Why is the same argument not being made with Apple?
    Feb 3 09:25 AM | 6 Likes Like |Link to Comment
  • Google Missed: Where's The Outrage? [View article]
    Google will start disappointing? It already has, 8 times in the past 9 quarters.

    And growth has slowed down, reaching teens in recent quarters.
    Feb 3 09:06 AM | 6 Likes Like |Link to Comment
  • Apple: Don't Panic, This Is An Opportunity [View article]
    Record iPhone and iPad sales, as well as a crushing Mac number despite the PC being dead. Competition is not fully there.
    Jan 28 09:04 AM | 6 Likes Like |Link to Comment
  • Intel: Upside Potential Remains [View article]
    How can you say the dividend offers double digit growth when it has been at the same level for 7 straight quarters. No raise, and probably not one coming this year.

    Also, long-term earnings growth ignores a huge drop the past few years, another decline this year.

    Also, at $10.5 billion of free cash flow, there will be no dividend raise. Payout target is 40%, and the company has been well above it for 3 years.
    Jan 26 08:38 PM | 6 Likes Like |Link to Comment