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Matt Hylland  

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  • Chipotle: Buy Before It Gets Expensive [View article]
    "Buy CMG, you probably won't be the greater fool"
    May 8, 2014. 11:13 AM | 1 Like Like |Link to Comment
  • Identifying Thriving Small Banks Using Federal Reserve, FDIC Data [View article]
    Thanks John,
    I have not looked into WASH or SBSI at all. Thanks for the tip, I'll look into them!
    Apr 7, 2014. 04:02 PM | Likes Like |Link to Comment
  • The Richest Man In History Reveals His Simple Wealth Generating Secret [View article]
    I do think its ironic that despite a plethora of articles implying Intel is a Buffett type investment, INTC is a very 'anti-Buffett' pick. In fact, most of the books on a topic of "invest like Buffett" specifically call out Intel as a poor investment choice, its pretty funny.

    Way too much R&D required to stay relevant in the industry, its in a rapidly evolving, 'commoditized' industry with a ton of competition....just no way to get a durable competitive advantage.
    Mar 27, 2014. 03:08 PM | 1 Like Like |Link to Comment
  • Dumb Investment Of The Week: Dividend Funds That Aren't [View article]
    ...In other words, you are saying anything with "dividend" or "income" in its name that is yielding under 3% is "dumb". Pay no attention to the indices or what the actual prospectuses say...all that matters is yield.

    Sure...
    Feb 20, 2014. 05:40 PM | 1 Like Like |Link to Comment
  • Tweet Tweet: #IPO#Valuation#Sina [View article]
    I'm not a market bear by any means...but when I see bullish cases for the new, "hot" stocks with no earnings trading at 40x sales I start to question myself.
    Sep 17, 2013. 10:59 PM | Likes Like |Link to Comment
  • Warren Buffett On Ben Graham's Biggest Mistake [View article]
    Really enjoyed the article and got me thinking. Thank you!
    Sep 13, 2013. 09:24 PM | 2 Likes Like |Link to Comment
  • Invest In Stocks With A Margin Of Safety To Reduce Risk And Enhance Returns [View article]
    You should tell that to the hedge funds that bought Lehman assets since declaring bankruptcy and have made BILLIONS.

    Is a "truely bad company" one that is bankrupt? What could be worse than that? And yet, it traded for a price that was low enough for those willing to buy to profit handsomely.

    If a dollar trades for 75 cents, it is a deal whether it is a dollar in old pennies or a freshly printed bill.
    Sep 13, 2013. 09:16 PM | Likes Like |Link to Comment
  • 3 Indicators That Signaled The 2007 Top: They're Back [View article]
    You wont, i was being sarcastic.


    ...back to things that matter
    Sep 11, 2013. 07:00 PM | 1 Like Like |Link to Comment
  • 3 Indicators That Signaled The 2007 Top: They're Back [View article]
    Yes, in fact I think in Buffett's last shareholder letter he mentioned the importance of the correlation of today's A-D line to that of 2007's when looking at buying opportunities.

    Learn from the best, take warning!
    Sep 10, 2013. 08:50 PM | 1 Like Like |Link to Comment
  • Verizon/Vodafone $130B deal announced, Moody's cuts Verizon's rating [View news story]
    Makes sense, thanks
    Sep 2, 2013. 11:32 PM | Likes Like |Link to Comment
  • Verizon/Vodafone $130B deal announced, Moody's cuts Verizon's rating [View news story]
    VOD shares traded in London were only up about 3% Monday. That translates to a US ADR price of about $33.30. Why they were only up 3% and not more is a mystery to me, as I agree with some other commenters here that it could easily be $40.
    Sep 2, 2013. 11:15 PM | Likes Like |Link to Comment
  • Verizon/Vodafone $130B deal announced, Moody's cuts Verizon's rating [View news story]
    So here is my back of the envelope calculation:
    23.9 b in cash spread among 4.89 b shares is $4.88 per share.
    VZ is issuing 60.2 b in shares between a price of $47 and $51 depending...
    At $47 that means 1.28 b shares issued.
    At $51 that means 1.18b shares issued.

    Which means at $47, 1 share of VOD gets you .2615 shares of VZ, or 1 VZ share for each 3.82 VOD shares you own.

    At $57, 1 share of VOD gets you .2413 shares of VZ, or 1 VZ share for each 4.14 VOD shares you own.

    Anyone agree?
    Sep 2, 2013. 04:34 PM | Likes Like |Link to Comment
  • Verizon, Vodafone reach $130B deal on Verizon Wireless stake: WSJ [View news story]
    VZ's market cap is $135 billion as of Friday's close....so it comes to about $45.40 a share.
    Sep 1, 2013. 07:02 PM | 1 Like Like |Link to Comment
  • Verizon, Vodafone reach $130B deal on Verizon Wireless stake: WSJ [View news story]
    As a VOD shareholder, i am very happy to sell that stake for $130 billion.

    This leaves a dirt cheap VOD, in a much, much better financial position with a lot of power to expand into areas that are growing much more than the US.
    My last article shows that the rest of VOD's assets trade at about 1.2x EBITDA and less than 3x free cash flow.

    Now just to find out how to spend/ distribute all the money...
    Sep 1, 2013. 03:14 PM | 3 Likes Like |Link to Comment
  • Vodafone's Future Without Verizon Wireless [View article]
    I talk here about VOD's cash flow without VZW dividends: http://seekingalpha.co...

    (towards the bottom of the article)

    Last year's dividend cost VOD 4.8 billion pounds, it's free cash flow not including VZW dividend was 5.6 billion.

    The CEO has said multiple times the dividend is covered without any help from VZW, and the numbers seem to back that up.
    Sep 1, 2013. 12:00 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
45 Comments
60 Likes