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Guraaf

 
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  • Amazon: The Twitch Acquisition Is, For Now, Highly Irrelevant [View article]
    I am with you that Fire phone isn't a success and selling far less than anticipated. But I was wondering if it is still adding to the bottom line? R&D costs are sunk in, correct? So now, the revenue will be $200m annually? Maybe less and I would assume that each phone is sold at a profit of $100-200 even after taking into account the Prime membership rebate of $100. Doesn't that help add $30m approx to bottom line which is good for the stock?
    Aug 29, 2014. 10:43 AM | Likes Like |Link to Comment
  • Gilead: Let's Make A Deal [View article]
    Thanks for the article. BTW how does one pronounce the name Gilead - G as in goat or as in George?

    I know nothing about pharma companies other than Novartis, JNJ, Pfizer, Roche etc. Just keep hearing about Sovaldi and Gilead in the newspaper. BTW - for those new like me, HCV is Hepatitis C Virus.

    So are there smaller companies that could be acquisition targets by others? Not necessarily Gilead? Is there anything that is a decent value today, say with an investment horizon of 2-5 years? Or is everything expensive given the market conditions.
    Aug 28, 2014. 10:38 AM | Likes Like |Link to Comment
  • If STAG Industrial Was A Car It Would Be A Mustang [View article]
    oops
    Aug 28, 2014. 10:36 AM | Likes Like |Link to Comment
  • Seadrill: Earnings Preview And Lookout Points [View article]
    Thanks for the earnings preview.

    Aren't you concerned that the EPS doesn't cover the dividend especially when the company has such high load of debt on the books?
    Aug 26, 2014. 02:36 PM | Likes Like |Link to Comment
  • Why Broadcom Is A Good Bet Even At 52-Week Highs [View article]
    Actually, the P/E is hard to use for Broadcom because they have so many non-cash charges that it makes the EPS meaningless. They have this issue for last 10+ years now and the end is nowhere in sight. The winding down of cellular business will make them take various charges for quarters to come.

    In the end, Broadcom will always remain a good bet, i.e., a stock with potential but never quite managing to deliver. It is a value trap, in my humble opinion. I would rather stick with Qualcomm, TI and perhaps Intel or Analog Devices.
    Aug 26, 2014. 09:42 AM | Likes Like |Link to Comment
  • GlaxoSmithKline: The Bad Isn't All That Bad [View article]
    Thanks for the article but I am a bit confused. Is the consumer healthcare business being spun off or not? It appears that Novartis and GSK are forming a new company. If so, then contribution of consumer healthcare to GSK can't be 24%?

    For example, you said: "As well, the GlaxoSmithKline-Novartis consumer healthcare business will be the second largest consumer healthcare company in the world -- behind only Johnson & Johnson."

    Will that be for the new company? Will that get listed independently? A bit lost.
    Aug 22, 2014. 07:00 AM | Likes Like |Link to Comment
  • 3 Reasons To Own National Presto Industries [View article]
    Well, I have been holding for last 3 years. Bought it when dividend was more than $8 per share and now it is $5. I expect it to further reduce to $4 this year due to poor results so far. Or it may drop even to $3.5.
    Aug 20, 2014. 10:57 AM | Likes Like |Link to Comment
  • 3 Reasons To Own National Presto Industries [View article]
    Are you worried that dividend has been coming down? 8.25 to 6 to 5.05. Also earnings declined by 50% so yes, the dividend might get cut again.

    Also, they put dividend just once a year so hard to hold and then suddenly see the dividend being cut. They are not investor friendly at all.
    Aug 19, 2014. 07:44 AM | 1 Like Like |Link to Comment
  • The Amazon Fire Phone Will Probably Do Even Worse Than Expected [View article]
    Actually, Amazon phone has no custom 3D parts that require it to order 7 million parts at TSMC. In any case, the number of chips depends on the area and technology. Alex Cho doesn't quite know about this semiconductor business.
    Aug 17, 2014. 09:08 AM | 1 Like Like |Link to Comment
  • Update: Continue To Expect A 7% Dividend And Growth From Admiral [View article]
    Thanks for the update. Admiral is a great company but the dividend payout ratio is a bit too high right now.
    Aug 14, 2014. 10:04 PM | Likes Like |Link to Comment
  • How Loony Is It Getting? Three Tales From The Deep [View article]
    Sorry but I didn't quite understand what Enders analysis is doing. Is the person taking FCF and subtracting capex from it? Is that the issue?

    Is the issue that now they are plotting (Operating Cash Flow - 2*capex)? Or is Enders really just plotting Operating Cash flow?

    What does FCF ex capex mean in Enders/Evans website?
    Aug 14, 2014. 07:51 AM | Likes Like |Link to Comment
  • How Loony Is It Getting? Three Tales From The Deep [View article]
    Sorry but I didn't quite understand what Enders analysis is doing. Is the person taking FCF and subtracting capex from it? Is that the issue?

    Is the issue that now they are plotting (Operating Cash Flow - 2*capex)? Or is Enders really just plotting Operating Cash flow?

    What does FCF ex capex mean in Enders/Evans website?
    Aug 14, 2014. 07:51 AM | Likes Like |Link to Comment
  • Broadcom: Buying Opportunity In A Growth Dividend Stock [View article]
    Broadcom has always been a great opportunity -- it just never gets there. Just a trap. Management has failed time and again. Too much difference in GAAP vs. non-GAAP results. Dividend growth is anemic and declining every year. 4c growth every year means that it is growing at a smaller rate. 11%->10%->9% growth.
    Aug 13, 2014. 06:50 AM | 1 Like Like |Link to Comment
  • Update: The Fire Phone Flops Like A Dying Fish [View article]
    The next-gen Fire phone will be a major step up. Most of the design is already done and the hardware platform and components are being finalized and evaluated. There will be a stereo camera for 3D depth perception on the rear side. Much like the Google Project Tango phone and tablet. That will be a big game changer.

    I am short the stock and obviously sitting on a huge paper loss (more than profits that I have made in many other stocks combined). So I follow Amazon quite closely and do feel concerned about the potential for the v2 of the phone.
    Aug 11, 2014. 07:45 AM | Likes Like |Link to Comment
  • BRF SA Doing A Lot More With Less [View article]
    Thanks for the article. I too liked them initially but then decided against investing in Brazil given the currency risks and the socialist tendencies of the government.
    Aug 5, 2014. 09:51 PM | Likes Like |Link to Comment
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