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Derastone

 
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  • What is Research in Motion Worth? [View article]
    You should source your estimates. Where did they come from? where is the underlying earnings model? Where did you pull out the numbers from?

    If you did calculate the 2011E revenue, how did you get to that number? what are the underlying assumptions? How do you get to the Earnings?
    Aug 10, 2010. 12:14 AM | 5 Likes Like |Link to Comment
  • Hedge Fund Tiger Global Targets the Tech Sector [View article]
    There is another Tiger-cub that has invested in Pacific Biosciences a few years ago. It looks quite promising...
    Jul 27, 2010. 07:50 PM | 1 Like Like |Link to Comment
  • North American Auto Production Update [View article]
    This article doesn't focus on a Company's global production. The scope of this article is mainly limited to Japanese cars produced in North America. I think there is enough material on F and GM out there. It is well reported and well documented. I used them as a secondary comparison.

    If I would have had the time, I would have gone through the numbers of US truck production. It is an interesting story unfolding as the economic recovery takes place.
    Jul 25, 2010. 10:53 PM | Likes Like |Link to Comment
  • North American Auto Production Update [View article]
    Thanks for the feedback,

    The columns are divided into 4 groups.
    From left --> right they should be:
    June 2010
    June 2009
    Y to CY-2010
    Y to CY-2009
    Jul 25, 2010. 06:35 PM | Likes Like |Link to Comment
  • Seeking Alpha Celebrates 500,000 Registered Users! [View article]
    Congratulations on the 500k users. The best piece of information that I got from seeking alpha was on Linn Energy (LINE) in December 2009 which helped me solidify my thesis that they were going to honor their dividend.
    Jul 24, 2010. 12:05 PM | 1 Like Like |Link to Comment
  • Eli Hoffmann Is Seeking Alpha's New VP Content and Editor In Chief [View article]
    Mazal Tov! This portal never stops to amaze me.
    Jul 24, 2010. 01:33 AM | 1 Like Like |Link to Comment
  • Thoughts on Google's Earnings [View article]
    The problem is one has to price in the risks of a certain company performing up to "expectations".
    Here are just a few of the risks and they are changing as the economy and intrinsic factors evolve:

    1) Macro: As the US economic recovery slows down so should google's view on the expected revenue and profit growth. We all know that advertising is one of the largest discretionary items on a Company's budget.
    2) Intrinsic: Google's cost structure went up significantly resulting in 320 bps of YoY EBITDA margin compression to 59.3%. Costs are going up faster than revenue which is worrying.

    Both of them are fixable and the market will pay attention to numbers affecting them.
    Jul 18, 2010. 05:50 PM | Likes Like |Link to Comment
  • A New York Fed paper shows how the shadow banking system remains larger than traditional banks despite its contraction, and that the system's inherent weakness makes it vulnerable to future bank runs. But unsnarling it is problematic: Regulate it more tightly, and you probably need government backstops. Shut it down or restrict it, and you suck credit out of the system.  [View news story]
    I think it is in the interest of the FED and the US to have it remain in the shadows. It allows for expansion of credit without the US Gov't balance sheet guaranteeing anything.
    Jul 13, 2010. 03:24 PM | Likes Like |Link to Comment
  • 74 Solid, Growing Companies in a Recession [View article]
    Their financial results are highly dependent on the automotive/mobile segment, which now represents over
    70% of their revenues and may be maturing leading to lesser growth than what they have experienced in the past.
    However, internationally, this market growth may now be slowing as penetration rates increase but competing technologies will emerge. Slowing growth, along with the significant price reductions that have occurred during the past two years, probably will lead to lower
    revenues in the future. As margins have also declined in this segment, slowing growth may also result in lower earnings per
    share.
    Jun 30, 2009. 10:23 AM | 1 Like Like |Link to Comment
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