Seeking Alpha
View as an RSS Feed

Guraaf  

View Guraaf's Comments BY TICKER:
Latest  |  Highest rated
  • LinkedIn: Be Greedy When Others Are Fearful [View article]
    well said! why does everyone continue to ignore GAAP profit (loss) and not care about stock-based compensation? isn't that real money? LinkedIn is still losing money, correct? how will they turn revenue growth into real dollars?

    who is buying at $200? what are they thinking? that the EPS can grow to $10? On what basis?
    Jul 31, 2015. 04:00 PM | Likes Like |Link to Comment
  • BorgWarner Is A Great Opportunity For Value Investors [View article]
    Down 9% today. Wait for a few more days or buy today? Anyone got any ideas?
    Jul 30, 2015. 10:41 AM | Likes Like |Link to Comment
  • Lincoln Electric Trying To Manage The Nearly Unmanageable [View article]
    Could a bigger company like ITW or perhaps GE come after them? Consolidation in the industry? Danaher goes for Colfax?
    Jul 30, 2015. 07:05 AM | Likes Like |Link to Comment
  • Honeywell And Melrose Tango For Mutual Benefit [View article]
    Thanks for the article. How is Landis+Gyr in this space?
    Jul 29, 2015. 09:06 PM | Likes Like |Link to Comment
  • LinkedIn: Be Greedy When Others Are Fearful [View article]
    You wrote: "LinkedIn (NYSE:LNKD) will report its 2Q15 on Thursday with consensus expecting $0.30 in EPS and $679m in revenue, +27% y/y"

    That would be non-GAAP EPS, correct? Or is LinkedIn expected to generate GAAP earnings of 30c this time around?
    Jul 27, 2015. 08:24 AM | Likes Like |Link to Comment
  • Dover On The Defensive [View article]
    :-) I am sure you will make through the day. An hour at a time.
    Jul 24, 2015. 03:07 PM | 1 Like Like |Link to Comment
  • The Timken Company - Has The Spin-Off Really Unlocked Value? [View article]
    Timken (TKR)
    Jul 24, 2015. 03:06 PM | Likes Like |Link to Comment
  • IPO Quiet Period Expiration: Teladoc [View article]
    BTW, you linked this article to PCP - Precision Castparts when you wanted to say primary care physician. You should perhaps put double braces. Surprised that editors aren't catching these simple problems.

    The article isn't about (PCP) at all!!
    Jul 24, 2015. 11:57 AM | Likes Like |Link to Comment
  • The Timken Company - Has The Spin-Off Really Unlocked Value? [View article]
    What do you think of Timken now with the yield at 3%?
    Jul 24, 2015. 11:48 AM | Likes Like |Link to Comment
  • Dover On The Defensive [View article]
    Thanks Stephen. Eaton is now close to $61 and at a 3.6% forward dividend yield. I would be curious to see what your updated numbers suggest about valuation.

    On a separate note, it appears that Eaton dividend is return of capital? If yes, would it better to buy Eaton in a regular taxable brokerage account on in a traditional IRA or perhaps a Roth IRA account? Any tips/pointers?

    Thanks much!
    Jul 24, 2015. 11:41 AM | Likes Like |Link to Comment
  • Inexpensive Income Investment: Eaton [View article]
    Would one advise to buy Eaton in a regular taxable brokerage account on in a traditional IRA or a Roth IRA account?

    Thanks!
    Jul 24, 2015. 11:39 AM | Likes Like |Link to Comment
  • Dover On The Defensive [View article]
    Thanks for the article.

    I have held Dover for more than 4 years now but am wondering if I should exit now. I realize that I have quite a few industrials but perhaps I chose the weaker ones. Crane, Dover, Nucor, Emerson, Siemens, Sun Hydraulics and a few more.

    Do you think that switching Dover to Honeywell or Rockwell or even Eaton at today's price would make sense? Getting rid of Nucor and buying Cummins perhaps?
    Jul 23, 2015. 05:07 PM | Likes Like |Link to Comment
  • Qualcomm posts mixed results, guides light, announces job cuts [View news story]
    How can Jana dictate what to do with less than 2% of shares? They don't even have a board seat, do they?

    Also, Samsung S7 is almost surely a S.LSI Exynos chip. S6 and Note 5 are internal and so will S7 be. Samsung isn't going back to Qualcomm ever.
    Jul 23, 2015. 12:29 PM | Likes Like |Link to Comment
  • Qualcomm posts mixed results, guides light, announces job cuts [View news story]
    In my ~7 years of investing, this was perhaps the only right thing that I did - sold Qualcomm when it was $76.
    Jul 23, 2015. 11:14 AM | 3 Likes Like |Link to Comment
  • Is The European Telecom Sector Still Attractive? [View article]
    Not necessarily. Because there is competition and it is a capital intensive industry. Right now interest rates are low but when they start to increase, the cost of debt will increase. Network equipment is very expensive to update and upgrade.
    Jul 18, 2015. 10:41 AM | Likes Like |Link to Comment
COMMENTS STATS
1,606 Comments
1,346 Likes