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Margin of Safety Investing

 
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  • Spectra Energy Review: No Thank You [View article]
    Nice returns!
    Do you have a timeline in mind for re-evaluating / selling?
    Ben
    Oct 26 03:18 PM | 1 Like Like |Link to Comment
  • Vulcan Materials: This Company's Not for Me [View article]
    Hello bagger,
    Thank you for you comment. Can you share a bit more with us what leads you to think that the current price is a good one?
    Have a great week,
    Ben
    Oct 18 02:41 PM | 1 Like Like |Link to Comment
  • About Apollo Group's Strong Balance Sheet and Wide Moat, Part 1 [View article]
    Hello Tom,
    Why do you say the business model is dishonest? And would you hold the same view of the listed for profit education companies or is there something you see in particular with APOL?
    Thank you
    Ben
    Oct 14 06:30 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson: Strong Company At an Attractive Price, Part 2 [View article]
    Glad you find it good enough it makes the cut for your paper! :-)
    Let me know your grade.
    Ben
    Oct 5 02:25 PM | 1 Like Like |Link to Comment
  • Applied Material (AMAT) quick review - Not an investment for me! [View instapost]
    Great, maybe that gives a good opportunity for a "growth investor" to enter then?
    Sep 27 04:49 PM | 1 Like Like |Link to Comment
  • Not Loving McDonald's [View article]
    Hello Cbush,
    What are the dividend stocks you prefer in your current portfolio?
    Ben
    Dec 28 11:13 AM | Likes Like |Link to Comment
  • Kinetic Concepts Stock Review: Wounded Balance Sheet [View article]
    Hello Miscreant,
    Debt / FCF may not be too high in absolute at 4.6x - it may even have been higher in 2002-2004 but what I should have said is that it's too high for me. Debt creates some volatility and I prefer not having to take this risk.
    I agree with you that FCF growth is troubling.
    Thank you for your comment and merry x-mas!
    Ben
    Dec 24 09:02 PM | Likes Like |Link to Comment
  • 4 Software Infrastructure Companies to Consider [View article]
    Hello Jeffrey and Miscreant,
    To add to your points, revenue and operating income growth over the last 3 years have been 10.7% and 16.5%, respectively (source: Morningstar). So using an 8% 'implied' growth as a cutoff point sounds reasonable by historical standards. Add to that no debt and strong retunrs and the company performance seems solid. However, the current valuation could still be a bit high.
    What would be your entry target?
    Cheers,
    Ben
    Dec 23 12:27 PM | Likes Like |Link to Comment
  • 4 Software Infrastructure Companies to Consider [View article]
    Hello Miscreant,
    Thank you for your response. Are you using Free Cash Flow or Earnings, or something else for your DCF?
    Cheers,
    Ben
    Dec 23 12:19 PM | Likes Like |Link to Comment
  • 4 Software Infrastructure Companies to Consider [View article]
    Hello Miscreant,
    Could you share your calc for getting to the 9-10.5% growth?
    Thank you
    Ben
    Dec 21 11:05 AM | Likes Like |Link to Comment
  • 4 Software Infrastructure Companies to Consider [View article]
    Hello Jeff,
    Thank you fro the references. I've had JCOM for a while but was never too sure about it! (Bought it on the basis of the Greenblatt "Magic Formula").
    Happy holidays,
    Ben
    Dec 21 11:03 AM | Likes Like |Link to Comment
  • What Are the Best U.S.-Listed Dividend Plays? [View article]
    For sure S&P would be the best source!
    Dec 20 12:00 PM | Likes Like |Link to Comment
  • What Are the Best U.S.-Listed Dividend Plays? [View article]
    Hello No Free Cake,
    Thank you for the info! I wonder why Morningstar has it different. Maybe one is LTM when the other is looking forward?
    Cheers,
    Ben
    Dec 19 10:00 PM | Likes Like |Link to Comment
  • ConAgra Review: Reasons for Concern [View article]
    Hello Friendlink,
    What is your price target for CAG?
    Cheers,
    Ben
    Dec 18 12:33 PM | Likes Like |Link to Comment
  • ConAgra Review: Reasons for Concern [View article]
    Hello Obvious1
    Do you know what they have divested? Do you think their cash generation and returns will improve as a result? Those have been my biggest worry with CAG, so if the business they have divested are more commodity like, maybe the remaining business has more of a moat and better financials?
    Thank you
    Ben
    Dec 18 12:25 PM | Likes Like |Link to Comment
COMMENTS STATS
107 Comments
28 Likes