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Lou Gray

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  • Fidelity National Financial: 33% Of The Title Insurance Market At The Cusp Of A Housing Recovery [View article]
    Interesting business but rather niche and thus hard to analyze. The unrelated businesses add further complexity. If you want exposure to the housing recovery, I think there are more straightforward ways to invest.

    Thanks for introducing me to this company, Intangible Valuation.
    Apr 26 03:33 AM | 1 Like Like |Link to Comment
  • Samsung's S4 Delayed [View article]
    Karl, agree - smartphones are close and getting closer to being commodities for the mass-market user who does want to pay high prices for gimmicks.
    Apr 25 04:58 PM | Likes Like |Link to Comment
  • Mediocre Earnings And Revenues [View article]
    Thanks for these charts! I hadn't seen such data. Could you share the median value over as long a period as possible?
    Apr 24 06:11 PM | Likes Like |Link to Comment
  • Broadcom Blasts Through Expectations [View article]
    Thanks, Bret. BRCM has good record of beating expectations now. I think technology/competition risk helps explains the low P/E.
    Apr 24 03:11 AM | Likes Like |Link to Comment
  • Buy Caterpillar On 25% Pullback [View article]
    Thanks. Yahoo Finance have them at 1.8.
    Apr 24 02:59 AM | Likes Like |Link to Comment
  • Buy Caterpillar On 25% Pullback [View article]
    Canadian Investor, may ask what source you use for the 1.9 beta for CAT? I agree that it is cyclical company but that is a very high beta.
    Apr 23 05:59 PM | Likes Like |Link to Comment
  • 3 High-Risk, High-Reward Stocks [View article]
    Wouldn't be fair to say that Alcoa trades at high multiples only in anticipation of recovery after its EBITDA crashes?
    Apr 22 06:06 PM | Likes Like |Link to Comment
  • Delta To Profit From Mergers [View article]
    Stone Fox, do you think they can really "easily" close the refinery? Admitting failure is never easy and even less so for such unusual high-profile moves.
    Apr 22 05:55 PM | Likes Like |Link to Comment
  • 2 Drillers Moving Up On Good News [View article]
    Agree. I don't want to name sites but the extra dividends at the end of 2012 showed you should check it all yourself.
    Apr 21 04:24 PM | Likes Like |Link to Comment
  • 5 Reasons To Invest In Movie Theater Giant IMAX [View article]
    Chris, what would say about the valuation? 27x P/E (2013 estimated earnings) and only 10-13% revenue growth.
    Apr 21 04:13 PM | Likes Like |Link to Comment
  • IPO Preview: Blackhawk Network Holdings [View article]
    Thanks. Good call despite the higher pricing!
    Apr 19 05:17 PM | Likes Like |Link to Comment
  • IPO Preview: Blackhawk Network Holdings [View article]
    Great overview, IPOdesktop.

    "Safeway is also one of HAWK's largest distribution partners".

    Do we know what Safeway's strategy on HAWK is over the medium run? If Safeway plans to sell the remaining c. 80% of shares shortly, could Safeway negotiate more vigorously and make the distribution terms worse for HAWK? In other words, is the current deal between HAWK and Safeway arm's length?
    Apr 19 03:14 AM | 1 Like Like |Link to Comment
  • Is HTC A Better Rebound Play Than Nokia And BlackBerry? [View article]
    Thanks for the peer comparison, Michael. TEV/EBITDA would have been useful too. Do you think that a successful HTC means bigger Android pie or the Android market is more or less fixed and the two company are just competing for market share? I don't see the HTC phone bringing much new to the Android system...
    Apr 13 07:44 AM | Likes Like |Link to Comment
  • Google Now, Not Google Glass, Is A Game-Changer [View article]
    Matt, I don't see Now and Glass as such distinct projects. One of Google's strength is the complementarity between most of its products - as you say, mostly to support search. I think that if Google Glass has a killer app, it would be Google Now. Conversely, if Google Now works very well one day (i.e. addresses comments such as that by Dale Napier above), it would be most useful on Google Glass, where you do not need to do anything proactively such as looking at your phone. Thanks for the article!
    Apr 13 07:01 AM | 1 Like Like |Link to Comment
  • Can Goldman Shares Keep Rising? Highlights And Earnings Estimates [View article]
    Thanks for the heads up, Profit Fan. Healthy debt issuance (underwriting revenue) in the quarter should help them. We will find out on Tuesday.
    Apr 13 06:30 AM | Likes Like |Link to Comment