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Brian Gilmartin, CFA

 
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  • Hewlett-Packard Earnings Preview: 4X Cash Flow, Ex Balance Sheet Cash - Still A Fan [View article]
    Yes, JS, the cash hoard is growing, and debt is shrinking. The dividend pay-out ratio is very low, understandably so. Revenue growth is the only metric missing.
    Aug 19 08:29 PM | Likes Like |Link to Comment
  • Hewlett-Packard Earnings Preview: 4X Cash Flow, Ex Balance Sheet Cash - Still A Fan [View article]
    Yes, the PSG ticker had nothing to do with the article. PSG as I understand it is the Personal Systems Group, which is printing, PC's and laptops. The S/A editorial staff has done that before, but not a big deal. Most readers understand what happened. There is even a company for EPS (earnings per share), actually it is an ETF.
    Aug 19 08:28 PM | Likes Like |Link to Comment
  • Hewlett-Packard Earnings Preview: 4X Cash Flow, Ex Balance Sheet Cash - Still A Fan [View article]
    Thus, the point about revenue growth.
    Aug 19 08:23 PM | Likes Like |Link to Comment
  • Hewlett-Packard Earnings Preview: 4X Cash Flow, Ex Balance Sheet Cash - Still A Fan [View article]
    Laugher and Tech, the key is revenue growth: w/out rev growth, HPQ has to reduce expenses, and protect shareholders.
    Aug 19 08:22 PM | 1 Like Like |Link to Comment
  • Hewlett-Packard Earnings Preview: 4X Cash Flow, Ex Balance Sheet Cash - Still A Fan [View article]
    thx, II. Saw the Lenovo headline. good point.
    Aug 19 08:20 PM | Likes Like |Link to Comment
  • Hewlett-Packard Earnings Preview: 4X Cash Flow, Ex Balance Sheet Cash - Still A Fan [View article]
    thx, Buzz.
    Aug 19 08:07 AM | Likes Like |Link to Comment
  • Hewlett-Packard Earnings Preview: 4X Cash Flow, Ex Balance Sheet Cash - Still A Fan [View article]
    thx for the correction, Casey.
    Aug 19 08:07 AM | Likes Like |Link to Comment
  • J.C. Penney Earnings Preview: Some Improvement, But Cash Flow Is King [View article]
    good comments, SMTM
    Aug 14 08:42 AM | Likes Like |Link to Comment
  • J.C. Penney Earnings Preview: Some Improvement, But Cash Flow Is King [View article]
    depends on cash-flow trajectory Upbeat.
    Aug 14 08:42 AM | Likes Like |Link to Comment
  • Wal-Mart Earnings Preview: Low Expectations As Traffic Continues To Erode [View article]
    Long AMZN too.
    Aug 12 08:19 AM | Likes Like |Link to Comment
  • Cisco Earnings Preview: Stock Fairly Valued Here As Core Business Still Struggles [View article]
    CCVN, I could be wrong. I just don't see anything that CSCO is doing that would really catalyze the shares. It desperately needs some growth.
    Aug 11 04:32 PM | 1 Like Like |Link to Comment
  • Peabody Earnings Preview: How Hated Is Coal? Peabody Requires Patience [View article]
    Gary, would not want to answer that until I looked at the 10-Q and their debt service coverage. 2020 is 6 years, better than 10 years, for sure. Need to update the cash flow statement too. Sorry, im not much help, but that is a tougher call. What is BTU's credit rating on outstanding debt ?
    Jul 22 01:46 PM | Likes Like |Link to Comment
  • Peabody Earnings Preview: How Hated Is Coal? Peabody Requires Patience [View article]
    Stock hasn't reacted yet. Could be in the stock already. Revenue growth in q2 '14 better than expected. Let's see how it trades today.
    Jul 22 08:16 AM | Likes Like |Link to Comment
  • Peabody Earnings Preview: How Hated Is Coal? Peabody Requires Patience [View article]
    Thx, Jon.
    Jul 21 06:19 PM | Likes Like |Link to Comment
  • Peabody Earnings Preview: How Hated Is Coal? Peabody Requires Patience [View article]
    Thx, T1.
    Jul 21 06:19 PM | Likes Like |Link to Comment
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