Seeking Alpha
View as an RSS Feed

Codespeed  

View Codespeed's Comments BY TICKER:
Latest  |  Highest rated
  • The Thing About Sprint [View article]
    @Jangandeh
    Don't look at earnings estimates only, as it could be misleading. One very good metric is the EBITDA margin (basically EBITDA as a percent of sales) .

    Sprint's 2012 EBITDA margin is expected to be lesser than 2011 (and this is priced in the stock) because of costs related to the iPhone, BUT Sprint is expected to get the EBITDA margin of more than 15% in 2013 up from 11% in 2012, and have at least 10% further improvement in 2014 going into the 16%+ range.

    Trend in the EBITDA Margin tells if the company is getting more or less profitable as a percent of sales. A higher expected year over year trend makes a stock a good buy.
    Jun 24, 2012. 10:11 PM | 1 Like Like |Link to Comment
  • 5 Reasons Why Seagate Technologies Could Bring You A Sea Of Profits [View article]
    @pipster Thanks for your comment. Seagate has not announced much regarding expansion into SSD, and it wouldn't be a great idea to speculate on the assumption that they will surely venture into SSD.

    To think about it, a 500GB SSD would cost maybe $1500-2000 but the same in HDD would under a $100. SSD has to remain a requirement for niche devices rather than traditional PCs.

    I dont have a more recent article, but this is what Seagate said about this (dated 2011):

    http://bit.ly/MEF4rP
    Jun 23, 2012. 05:33 PM | Likes Like |Link to Comment
  • The Thing About Sprint [View article]
    Thanks @BigAppleDude. I looked at the link you provided and it is very very interesting.
    Jun 23, 2012. 03:16 AM | Likes Like |Link to Comment
  • The Thing About Sprint [View article]
    Good Luck @sugarsail1! At $2.41, S was definitely a good buy.
    Jun 22, 2012. 11:37 PM | Likes Like |Link to Comment
  • The Thing About Sprint [View article]
    @captainron007 Thanks for the comment. The near term future does look very good for Sprint, and I don't disagree with your price targets. As I stated, risks must always make us reconsider our long positions periodically. In this case, I am looking at $4 for technical reasons only and also just review, not necessarily sell (maybe even buy more, all depends on how fast it goes to $4). Sprint's capital structure must always be at the back of your mind though, if you are in it.
    Jun 22, 2012. 04:47 PM | 2 Likes Like |Link to Comment
  • 5 Reasons Why Seagate Technologies Could Bring You A Sea Of Profits [View article]
    Thanks @104192. Yes, STX dividend of 4% is why it stands out in its sector. SSD are costlier, $0.10 per Gigabyte for HDD vs. $1.50 per Gigabyte for SSD (http://bit.ly/Mpn6HA). Two years is a reasonable time to consider for SSD to grow, I'd think.
    Jun 22, 2012. 04:42 PM | 1 Like Like |Link to Comment
  • Top 12 Reasons United Rentals Must Be On Your Summer Shopping List [View article]
    @asciepius8, no doubt this stock has been shorted in ranges and then covered in squeezes, ever since it was in the teens since last year. It used to trade between $14 to $18 in a matter of days. One encouraging thing about this growth story is that the overall trading range has increased three fold since 2011, now it is trading in the range of $31 to $38.
    Jun 22, 2012. 09:28 AM | Likes Like |Link to Comment
  • Top 12 Reasons United Rentals Must Be On Your Summer Shopping List [View article]
    @asclepius8, thanks for bringing that up. True that debit/equity ratio is high, in fact one of the highest among its peers, but EPS has increased from $0.62 to an estimated $2.56 over the past 5 quarters.

    Management is aggressive in achieving substantial growth rate and has been successful in improving the same.

    Total debt/total capital is 97%, agreed, but the industry average is high already at 75%. URI is overall quite efficient in comparison to its peers with a ROE, ROA and Rev per Employee of 273.47%, 2.44%, and $365,866.70 respectively - all higher than peers. URI is best among peers in fact, at managing their owner's equity compared to all other companies in the Rental & Leasing industry. TTM EPS growth is 2000% compared to the industry average of 826%. If being leveraged is working for the business and achieving the best growth, so be it. Of course, there is this risk and "if they sneeze, they lose quite a bit if not all", but the company did reduce the percentage of debt used in its capital structure this year which is encouraging. Nevertheless, I should have mentioned it as a risk in the article.
    Jun 21, 2012. 11:51 PM | Likes Like |Link to Comment
  • Top 12 Reasons United Rentals Must Be On Your Summer Shopping List [View article]
    @bd4uandu Thanks for the comment. Yep I see their equipment/vehicles on the road. I took my kid to the carnival here in Sunrise, Florida and I realized their equipments were used there.

    URI's equipments fleet include general construction/industrial equipment; equipment used for aerial work platforms; traffic control equipment; trench safety equipment; and general tools and light equipment. They have not disclosed numbers tied to government vs. private spending, but it appears to me that they are mainly private sector providers. Anyone else who has more information, please feel free to share.

    Will take a look at Highway Technologies, thanks. Smart thinking - derivatives benefit in uptrends, sometimes more.
    Jun 21, 2012. 05:04 PM | Likes Like |Link to Comment
COMMENTS STATS
198 Comments
47 Likes