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Buffett Junior

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  • Apple Trading At 2.56x 2016 Cash Flow [View article]
    I have also talked to some people in China and they told me that Apple products really aren't as popular as they are here. People there prefer Samsung products, according to them.
    Dec 10 10:50 PM | 1 Like Like |Link to Comment
  • Apple Trading At 2.56x 2016 Cash Flow [View article]
    Apple has already said they are coming out with an iPhone 5s in June of 2013. This is getting old, in my opinion. Once upon a time this company came out with new and innovative products now its just the same old thing every few months. I personaly wont buy the 5s, I will wait for the 13s to come out in a few years lol.
    Dec 10 10:44 PM | Likes Like |Link to Comment
  • Apple Trading At 2.56x 2016 Cash Flow [View article]
    I have a feeling Apple will eventually turn into something like HP by making a ton of worthless acquisitions just to fuel growth.
    Dec 10 10:40 PM | Likes Like |Link to Comment
  • Apple Trading At 2.56x 2016 Cash Flow [View article]
    Good that you mentioned that, I seem to have forgotten about it. We also need to include acquisitions in there as well.
    Dec 10 10:38 PM | Likes Like |Link to Comment
  • Apple Trading At 2.56x 2016 Cash Flow [View article]
    Buffett never models or forecasts and yet he is the greatest investor of all time. The purpose of the margin of safety is to render a forecast unnecessary.
    Dec 10 10:34 PM | Likes Like |Link to Comment
  • Apple Trading At 2.56x 2016 Cash Flow [View article]
    I agree, this is not a very good article. The guy obviously knows nothing about business valuation or even basic discounted cash flow valuation.
    Dec 10 10:21 PM | Likes Like |Link to Comment
  • Apple Trading At 2.56x 2016 Cash Flow [View article]
    "Apple generated $50.9 billion in cash flow." Why aren't you subtracting CAPEX? Is Apple developing some kind of new technology that will allow it not to have to spend money on CAPEX in the future? Using “cash flow from operation” from the cash flow statement without taking into account CAPEX (tangible and intangible) is not much better than valuing a company using EBITDA. I also suggest you subtract stock based compensation expense, which is close to $2 billion and rising.
    Dec 10 10:18 PM | 3 Likes Like |Link to Comment
  • Deckers Outdoor Corporation Could Fetch As Much As $92 Per Share [View article]
    Can you post the link?
    Dec 10 02:09 PM | Likes Like |Link to Comment
  • Fight Your Fear. Buy Bargains. [View article]
    Outstanding article! Technical analysis is pointless! Fundamental analysis always wins over the long-term!

    If a stock is trading at a 50% discount to its fair value, I don't need to know the bottom. In fact, I hope that the stock continues dropping after I buy so I can acquire more shares at an even better price.

    All of this trying to predict bottom nonsense is why most people under-perform index funds. Emotion is your own worst enemy when it comes to investing, in my opinion.
    Dec 5 07:57 PM | 3 Likes Like |Link to Comment
  • Green Mountain Coffee Roasters Is Still A Buy At This Level [View article]
    A stock goes up for a few days and people get excited. They start to believe it’s the greatest investment in the world and that the good times will last forever. In fact, they like it even more now than when it was 50% cheaper a few months ago. To me (I like to be rational it’s more profitable) it simply doesn’t make sense.
    Dec 5 07:45 PM | 1 Like Like |Link to Comment
  • Green Mountain Coffee Roasters Is Still A Buy At This Level [View article]
    Enron and WorldCom were also considered growth stocks right up until the day they were exposed to be frauds and went bankrupt.

    We need to "concentrate on earnings growth." You mean net income (accounting earnings), which are not true earnings and are easily manipulated?

    I always thought that the "intrinsic value" of a stock was the present value of future CASH FLOWS.

    From speaking with management from various companies, I know how easy it is to manipulate net income (legally) to trick investors.

    How about the next article you write you focus on the free cash flow? Analyze the last decade of net income and free cash flow and you will see that something just doesn't seem right.

    Don't even get me started on the other accounting tricks GMCR has been using and also its expiring patents.

    Anyone who truly knows how to analyze a business wouldn't touch this stock with a ten-foot pole.
    Dec 5 07:38 PM | 2 Likes Like |Link to Comment
  • MusclePharm: A Fast Growing Sports Nutrition Company [View article]
    I didn't even know this company was public. Their supplements are very popular and selling well. Thanks for the article!
    Dec 5 05:22 PM | Likes Like |Link to Comment
  • Deckers Outdoor Corporation Could Fetch As Much As $92 Per Share [View article]
    I know exactly what you mean by that. I own a large number of call-option contracts and these 10% up/down stock movements are causing a lot of volatility in my portfolio (especially considering the leverage options give you).
    Dec 3 05:20 PM | Likes Like |Link to Comment
  • Deckers Outdoor Corporation Could Fetch As Much As $92 Per Share [View article]
    I expect more upgrades in the coming weeks. It would be very dangerous to short this stock even if you don't like the company.
    Dec 3 04:21 PM | Likes Like |Link to Comment
  • Deckers Outdoor Corporation Could Fetch As Much As $92 Per Share [View article]
    Can you post the link please?
    Dec 3 02:25 PM | Likes Like |Link to Comment
COMMENTS STATS
234 Comments
175 Likes