Seeking Alpha

Efsinvestment

 
View as an RSS Feed
View Efsinvestment's Comments BY TICKER:
Latest  |  Highest rated
  • Bank Of America Reaches New Highs After Settling With MBIA [View article]
    Hi MexCon,

    You are surely right about the book value. It is exaggerated by a goodwill of $70 billion (what goodwill?) and intangible assets of $6.6 billion. However, BAC is one of the few financials that is still trading way below its pre-crises valuation.
    May 10 07:34 AM | Likes Like |Link to Comment
  • ARM Move Sharply Higher After Beating Estimates [View article]
    Ashraf is like a 'team of analysts' himself. Obviously, his knowledge of subject is better than many of the professional analysts who keep upgrading/downgrading the stocks on an almost random basis.
    May 2 08:15 AM | Likes Like |Link to Comment
  • ARM Move Sharply Higher After Beating Estimates [View article]
    Yes. It is pretty high. But its growth pace is similar to that of Apple's growth in the last decade. At 2005, Apple was also trading at a P/E ratio of about 100+, but now it is trading at a P/E of less than 10. Meanwhile shareholders quadrapled their investment in the last decade.
    May 1 05:34 PM | 1 Like Like |Link to Comment
  • Suncor Has A 50% Upside Potential [View article]
    Everything is down today. Suncor is relatively more volatile than the rest of the market.
    May 1 03:56 PM | Likes Like |Link to Comment
  • Suncor Has A 50% Upside Potential [View article]
    Yes. It does not have to just cash. Anything that has a value is an addition. It could be cash, inventory, land, or even the trademark.
    May 1 03:29 PM | Likes Like |Link to Comment
  • Suncor Has A 50% Upside Potential [View article]
    John,
    Thank you for the comments. You are right about the Year 0 EPS. However, as you might noticed, I assumed '0 growth' after 5 years. So that is a reasonable addition.

    The book value is the theoretical liquidation value. Most companies has excess cash over liabilities, which you are entitled as a shareholder. The upper level is the maximum, so that does not mean the exact fair value.
    May 1 12:48 PM | Likes Like |Link to Comment
  • Suncor Has A 50% Upside Potential [View article]
    Thanks rjj1960 for the comments. The prices change very rapidly in the markets. The recent hike in price supports my point.
    May 1 10:12 AM | Likes Like |Link to Comment
  • What Is Going On With Potash Corp.? [View article]
    The company is doing fine. But the stock is not doing well so far in this year.
    Apr 25 11:27 AM | Likes Like |Link to Comment
  • 4 Greek Stocks To Consider For Big Profits [View article]
    Do you know that NBG's subsidiary Finansbank (in Turkey) has a market cap of $5 billion?
    http://bloom.bg/12iRnkJ
    Apr 24 05:19 PM | 1 Like Like |Link to Comment
  • What Is Going On With MetroPCS? [View article]
    Thank you Chris for the feedback.
    Apr 19 11:06 AM | Likes Like |Link to Comment
  • 4 Dividend Stocks For The Long Haul [View article]
    I think PBI is cheap. It is a value stock that will stay for a much longer period than dot.com buzzers. It could be a good buy after a pull back.
    Apr 17 07:20 PM | Likes Like |Link to Comment
  • What Is Going On With J.C. Penney? [View article]
    Thank you bebopr. It is a risky stock, but it has the backup of William Ackman. Looks too cheap at the current prices.
    Apr 17 09:53 AM | Likes Like |Link to Comment
  • High Risk Trading With Armour Residential [View article]
    It was just another missing '0'. It should be corrected soon. Thanks for pointing out the typo.
    Apr 13 12:57 PM | Likes Like |Link to Comment
  • High Risk Trading With Armour Residential [View article]
    That was hard to catch. Thanks for pointing out the typo.
    Apr 13 12:56 PM | 1 Like Like |Link to Comment
  • Is It Time To Consider DryShips? [View article]
    I am not pumping the stock. I just think that the market has overreacted. I tend to prefer stocks which are beaten down. Lost a lot money on bankrupt ones. But catching one turnaround was more than enough to double my entire money.

    Sorry, but I have to end this argument as it is becoming not so professional.
    Apr 12 03:33 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,596 Comments
1,681 Likes