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Guraaf  

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  • LinkedIn -23.9%; weak guidance blamed on forex, ads, job services, Lynda.com [View news story]
    Pre-acquisition they could do $200M but after acquisition they can only do $20M. Simple. <wink><wink>
    May 1, 2015. 04:03 PM | Likes Like |Link to Comment
  • LinkedIn Announces First Quarter 2015 Results [View article]
    Needs to be deflated even more. They continue to lose money every quarter. Why would we not look at GAAP and ignore stock-based compensation? Why even have GAAP?

    Can they earn $1.5 even on non-GAAP basis in a year? Why would the P/E on non-GAAP basis be more than 20? Shouldn't this be a $30 stock?
    May 1, 2015. 10:53 AM | Likes Like |Link to Comment
  • LinkedIn -23.9%; weak guidance blamed on forex, ads, job services, Lynda.com [View news story]
    Finally some sense. LinkedIn is a <$50 stock given how it is burning cash on sales and marketing with no profits in sight.
    May 1, 2015. 10:05 AM | 1 Like Like |Link to Comment
  • Broadcom Still Undervalued, And With Cards To Play [View article]
    Altera made some sense for Intel - keep their foundries busy and running. Broadcom process is more suited to TSMC, SMIC, UMC etc. It would be much harder switch to Intel process node.

    Scott wouldn't have the final word. It would be Henry Samueli, I would imagine.
    Apr 29, 2015. 07:54 PM | Likes Like |Link to Comment
  • Broadcom Still Undervalued, And With Cards To Play [View article]
    Do you think the two Henrys want to sell out? Not sure what Nicholas has been doing in last ~6-7 years after he was forced out but he perhaps still holds a huge chunk of the stock.

    Qualcomm might make sense now that Broadcom got out of baseband business.
    Apr 29, 2015. 04:24 PM | Likes Like |Link to Comment
  • Chipotle's Bad News Adds Uncertainty That Is Not Worth The Price [View article]
    I agree - I see Chipotle coming doing below $550 in the current quarter. Profit growth will come down to 30% Q-on-Q by end of the year and the P/E will come down as well. I would see now if I had any investment.
    Apr 23, 2015. 10:09 AM | 2 Likes Like |Link to Comment
  • Fastenal Has What It Takes To Hold Together Your Dividend Growth Portfolio [View article]
    Thanks for the article. There is some threat in terms of Amazon getting into the business of supplying fasteners and other products that are Fastenal's mainstay. At least some business will be lost to Amazon and margins may come under pressure.

    What is the moat? The largest distribution network? The automated vending machines or something else? I have been trying to figure out but don't get a convincing answer. There must be something given the high P/E the stock trades at typically.
    Apr 22, 2015. 10:43 AM | 1 Like Like |Link to Comment
  • Chipotle Mexican Grill, Inc. Announces Fourth Quarter and Full Year 2014 Results [View article]
    "franchises"? You do realize that Chipotle does not use the franchise model. All restaurants are owned by CMG themselves.
    Apr 21, 2015. 10:05 PM | Likes Like |Link to Comment
  • Why Amazon's Next Earnings Report Is Important [View article]
    Logical Thought - it is a commodity business as such but Amazon does have a head start. Their API is more advanced. They offered better tools and software for a designer to manager their apps, load balancing and report generation.

    Others are catching up but right now the AWS offers better tools for the software developer. The price may be more or less. The hardware across companies may be similar but the actual API is better at Amazon. Now everyone may not need it... but still.

    None of this justifies the current stock price (in my humble opinion) but that is another matter.
    Apr 17, 2015. 12:25 PM | 4 Likes Like |Link to Comment
  • 5 Solid Dividend Stocks With 5%-Plus Yields [View article]
    Then you file Form 1116 which is complicated.
    Apr 14, 2015. 07:08 AM | Likes Like |Link to Comment
  • Qualcomm: Still A Cash Machine, Samsung-Based Negativity Overblown [View article]
    The phones from Xiaomi, Huawei, Lenovo, ZTE and other Chinese manufacturers aren't all using QCOM chips. Think Mediatek and other Chinese players (erstwhile Spreadtrum).

    If the market for mobile chips is growing and Qualcomm will get a bigger market share then why hasn't this happened so far? Why have earnings grown slowly over the last 6-7 quarters? Growth is definitely slowing.

    Samsung Exynos will be used in non-Samsung phones as well. The chips in 2016 will be 10 nm from Samsung while Qualcomm may not get access to that technology via TSMC by then. They may still be 22nm or 14nm. Could make a difference there as well.

    Qualcomm has distractions too like the e-Ink companies (Mirasol and Pixtronix) that didn't go anywhere. Then their own Smartwatch (Toq), health initiative, Internet of Things... Still not able to displace Broadcom from WiFi/BT combo chips. ARM-based servers may also require huge investments and little differentiation from Cavium and others. It is a brutal market.

    And a reader suggested to wait till $65. Is $2.50 really that important? What is the approx. holding period considered? Over 2-5 years, I doubt $2 is important. Why then try to get it at 65 and not right away?
    Apr 7, 2015. 08:45 PM | 1 Like Like |Link to Comment
  • Qualcomm: Still A Cash Machine, Samsung-Based Negativity Overblown [View article]
    Qualcomm will lose more business. First at Samsung and then at other phone companies. Intel is catching up - both modem and APs. Mediatek is giving them a run for their money as well. Apple may buy their modem elsewhere or design inhouse.

    You are primarily looking at trailing earnings and P/E. Look at what might be coming in 2016 and beyond. Things aren't that rosy.
    Apr 7, 2015. 09:57 AM | 3 Likes Like |Link to Comment
  • Netflix: The Real House Of Cards [View article]
    I agree and don't understand why so many buyers think otherwise? Content obligations are huge and that should keep the earning per share rising up quickly. So why is everyone paying $450 for the stock? I must be missing something.
    Apr 4, 2015. 01:30 PM | 3 Likes Like |Link to Comment
  • Lincoln Electric Facing A Tougher Year [View article]
    Thanks for the article.

    Who could potentially acquire them? Someone like Emerson, Dover, Honeywell, ITW, Colfax, Danaher or someone else?
    Apr 4, 2015. 12:36 PM | Likes Like |Link to Comment
  • Bancolombia: Buy This Fast-Growing Bank At 5-Year Lows [View article]
    Ian, Thanks for the excellent article and the engrossing stream of comments that it generated. Well done.

    --> "As for me, I'm DCAing... not in Bancolombia per say, but by buying into companies in various country's whose currencies have fallen sharply against the dollar. "

    You mentioned that you are building a portfolio of foreign stocks. I would love to hear some other ideas. Thanks in advance!
    Mar 17, 2015. 06:39 AM | 2 Likes Like |Link to Comment
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