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Brian Gilmartin, CFA

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  • What Intel's Capital Allocation To Shareholders Is Telling Us About Intel's Long-Term Growth Prospects [View article]
    Thanks, Currant. yes, I've been "hanging'" too and not happy about it. The 50% capex as a percentage of free-cash-flow is a tough hurdle. Like running with a piano on your back. Studying the dividend and share repo data wasn't comforting. management needs to start driving growth.
    May 21 02:17 PM | Likes Like |Link to Comment
  • Lowe's Earnings Preview: Slightly Cheaper Than Home Depot, With Prospects For Growth [View article]
    KIC, early Feb '14 low was $44.45. The stock spent some time trading around $44 - $45 during the Jan '14 selloff. See how it trades today and where it ends the day. May be a chance to take a shot on the long-side. (Not advice).
    May 21 09:30 AM | Likes Like |Link to Comment
  • Lowe's Earnings Preview: Slightly Cheaper Than Home Depot, With Prospects For Growth [View article]
    Early Feb low was $45.48. If LOW holds that today, you can probably take a shot to the long side. That is not advice. Just chart reading. Watch how LOW trades today.
    May 21 09:24 AM | Likes Like |Link to Comment
  • The Role Of VQT And PHDG In Diversified Portfolios [View article]
    excellent article, Rob. Very informative...
    May 20 01:17 PM | Likes Like |Link to Comment
  • What Intel's Capital Allocation To Shareholders Is Telling Us About Intel's Long-Term Growth Prospects [View article]
    good strategy. Congrats.
    May 20 01:08 PM | Likes Like |Link to Comment
  • What Intel's Capital Allocation To Shareholders Is Telling Us About Intel's Long-Term Growth Prospects [View article]
    Correction sent to editor, Rick. Thanks.
    May 20 01:08 PM | Likes Like |Link to Comment
  • Home Depot Earnings Preview: When Does The 'Return Of Capital' Story Become A Growth Story ? [View article]
    As long as HD stays above the early February '14 low of $73.96, the stock is intact technically. Will likely continue to stay range-bound, unless that low is taken out.
    May 20 08:55 AM | Likes Like |Link to Comment
  • Home Depot Earnings Preview: When Does The 'Return Of Capital' Story Become A Growth Story ? [View article]
    the stock is fairly valued.
    May 18 10:07 AM | 1 Like Like |Link to Comment
  • Ford Earnings Redux: 2014 Is An Investment Year, 2015 Is Growth [View article]
    I think you are greatly complicating the Ford story, RD. Ford is making a better car (and truck) at better margins. THe cash-flow generation is improving. Im not going to worry about what the Dow does. The odds of a recession remain pretty remote. I think that is the real risk for Ford. Pent-up demand given the average age of cars on the road is a huge positive.
    May 16 04:10 PM | Likes Like |Link to Comment
  • Hewlett-Packard Earnings Preview: Cash-Flow Metrics Are Screamingly Cheap [View article]
    Thx, Alpine. You sound like a techie, i.e. someone uber-familiar with tech companies and the intricacies of such. I try and let management work that out, and focus on valuation. Good points though. I feel like all of headwind answers will show up in revenue growth or the margin analysis.
    May 16 04:07 PM | Likes Like |Link to Comment
  • Hewlett-Packard Earnings Preview: Cash-Flow Metrics Are Screamingly Cheap [View article]
    Thx, CF. Didn't understand a lot of what you wrote, but it sounds like build over buy is the strategy HPQ is considering.
    May 16 12:37 PM | Likes Like |Link to Comment
  • Hewlett-Packard Earnings Preview: Cash-Flow Metrics Are Screamingly Cheap [View article]
    DTMM, I am usually in favor of repo's vs dividends, but HPQ is not IBM. HPQ is not the serial acquirer IBM has been. If you acquiring a lot of smaller co's like IBM and CSCO you san strip out redundant expenses and generate more cash. I agree in principle though, would rather see repo's than a divvy, particularly for a company like Intel, where the capex is such a big part of cash-flow. The divided payout is a function of reinvestment needs and growth prospects. IF Hewlett is just a modern day version of Altria (MO), then it may make sense to pay out free-cash as a dividend.
    May 16 12:36 PM | Likes Like |Link to Comment
  • Whole Foods: Comps Will Most Likely Improve [View article]
    Good article, Brian. Very thoughtful from a macro perspective. WFM still generating a lot of free-cash. we've been long and wrong for a few months, but will give it more time.
    May 16 11:48 AM | 2 Likes Like |Link to Comment
  • Cisco Earnings Preview: Trading At 6x Cash-Flow, Ex-Cash, But No Growth Either [View article]
    I think the issue, CCVN, is growth. just an opinion.
    May 15 07:00 PM | Likes Like |Link to Comment
  • Ford Earnings Redux: 2014 Is An Investment Year, 2015 Is Growth [View article]
    exactly. thank you...
    May 15 06:57 PM | Likes Like |Link to Comment
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