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Derastone

 
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  • A Rebranded Hillenbrand Is Now A Growth Story [View article]
    good article!
    Dec 24, 2013. 04:33 PM | Likes Like |Link to Comment
  • Why I Sold Allergan [View article]
    But do you think it was overvalued?
    What about now?
    Jun 25, 2013. 03:59 PM | Likes Like |Link to Comment
  • Allergan: Is It Still Overvalued? [View article]
    Thanks for your comment, next time I will have to specify what kind of earnings we are talking about.

    For the quarter ended March 31, 2013:
    Allergan reported $0.89 diluted earnings per share attributable to stockholders compared to $0.74 diluted earnings per share attributable to stockholders for the first quarter of 2012.

    Diluted earnings per share for the first quarter of 2013 include the full year 2012 impact of the U.S. Research and Development tax credit, which was signed into law on January 2, 2013 and retroactively reinstated to January 1, 2012.

    The estimated impact of the retroactive Research and Development tax credit for 2012 is approximately $17.3 million, or $0.06 diluted earnings per share attributable to stockholders for the first quarter of 2013.

    Allergan reported $0.98 non-GAAP diluted earnings per share attributable to stockholders compared to $0.83 non-GAAP diluted earnings per share attributable to stockholders for the first quarter of 2012, an 18.1 percent increase.

    Non-GAAP diluted earnings per share attributable to stockholders exclude the full year 2012 impact of the U.S. Research and Development tax credit.

    Source: http://bit.ly/16OEenX
    May 6, 2013. 04:50 PM | Likes Like |Link to Comment
  • Banco Santander Brasil: Declining Asset Quality And Growing Headwinds Hamper Profitability [View article]
    Awesome article! Keep up the good work.
    Aug 23, 2012. 08:27 PM | 1 Like Like |Link to Comment
  • Why Investors Should Avoid Hedge Funds [View article]
    That is why you should own/run a hedge fund but never invest in one. I recommend my clients never to invest in HFs but for other reasons. (Risk of a HF blowing up, liquidity, etc.)

    However, just to give you an 20,000 ft comparison. If you sit down and compare XOM vs. any other HF that focuses on energy you will realize how much better an investment in XOM is rather than a HF.

    a) Liquidity - XOM wins
    b) Capacity and Resources to Invest - XOM wins
    c) Oversight & Business Risk - XOM wins (you have multiple "agencies" trying to cover your back, board of directors, SEC, other investors, a government protecting its oil interests, and the list can goes on...)

    It just doesn't make sense to give your money to some guy, pay 2% annually, get locked up for a year and pray for the best.

    On the other hand, if you purchase XOM, the company will pay you ~2.5% annually (in dividends) and you can unload the stock whenever you want.

    Just doesn't make sense to invest in HFs.
    Aug 9, 2012. 02:00 PM | 5 Likes Like |Link to Comment
  • Is The EUR/USD Heading Toward 1? [View article]
    It is what I call a free lunch:
    a) Sell fixed income securities to all the foreigners. (Better if they are long-term bonds at low yields)
    b) Then, devalue the US Dollar by 20-25%, inflation eventually picks up at a moderately high pace. Interest rates rise, economy is by then doing better.
    c) Fed buys back the long-dated bonds (30 yr bonds) at a discount.
    d) Return to part (a) when another financial crisis hits

    Result: US earns a free lunch.
    Jul 10, 2012. 04:36 PM | 2 Likes Like |Link to Comment
  • In Search Of The Ultimate Efficient Portfolio [View article]
    Dorky, how would you define risk?
    and how do you calculate (express it in numbers) it?
    Jul 6, 2012. 01:19 AM | Likes Like |Link to Comment
  • 3M: Profitability Analysis [View article]
    You can check this in their last 10-Q / 10-K

    Shares Outstanding March 31st. - 693,872,048
    Shares Outstanding January 31st. - 694,543,763
    Jun 23, 2012. 01:53 PM | Likes Like |Link to Comment
  • Dunkin Donuts Drops Pepsi For Coke - Should You? [View article]
    We are long all three with Diageo and ABV (current distributor of Pepsi in Brazil)
    Apr 5, 2012. 05:52 PM | Likes Like |Link to Comment
  • Alaska's North Slope shales may hold as much as 80T cubic feet of gas and 2B barrels of oil, the U.S. Geological Survey reports. The assessment, the first made of North Slope shale resources, is based on success in extracting oil and gas from similar formations, such as the Marcellus Shale. The USGS last year estimated Marcellus may hold as much as 144T cubic feet of gas.  [View news story]
    That is animal cruelty. That dog probably thought of pooping on your lawn all day and then you just come and extract it to feed your energy needs.
    Feb 25, 2012. 03:59 AM | 2 Likes Like |Link to Comment
  • Buy CSX At A Discount To Peers And Fundamentals [View article]
    Good call
    Dec 6, 2011. 04:15 AM | Likes Like |Link to Comment
  • Teavana: The Next Starbucks? [View article]
    It has been brought to our attention that our sources for this article were not included. They include the following:
    CapitalIQ, Google Finance, company fillings, Morningstar, J.P Morgan and Morgan Stanley company research.
    Nov 22, 2011. 03:54 PM | Likes Like |Link to Comment
  • Priceline And Expedia Should Be Fearful Of Google's Travel Plans [View article]
    It has been brought to our attention that our sources for this article were not included. They include the following:
    CapitalIQ, Google Finance, company fillings, Morningstar, Macquarie Securities and Goldman Sachs company research.
    Nov 22, 2011. 03:51 PM | Likes Like |Link to Comment
  • Wal-Mart (WMT) CEO Mike Duke gives a bit of insight on the economy during the earnings call: "Only 1 in 10 Wal-Mart moms that we surveyed view the state of the U.S. economy as good... They're juggling credit cards, using coupons, skipping restaurants and vacations. There is a real sense that the economic strain is taking its toll."  [View news story]
    You are confusing investments with solvency.
    CalPERS has $110.7 billion in public equities (11/11/2011)
    CalSTRS has $73.5 billion in public equities (10/31/2011)

    These are only two pension systems. Each state has a few and most of their assets are invested in public equities.
    Nov 17, 2011. 01:22 AM | Likes Like |Link to Comment
  • Sound And Fury Signifying Nothing [View article]
    The increase in consumer spending is coming from the personal income savings. Savings rate is down significantly, the consumer is bound by its limits. If the labor situation doesn't improve and we don't renew the payroll tax cut, then I will be very worried.
    Nov 15, 2011. 09:15 PM | Likes Like |Link to Comment
COMMENTS STATS
55 Comments
57 Likes