Comments on Nadeem Moulvi's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/nadeem-moulvi/articles http://seekingalpha.com/article/143141-thompson-creek-raises-production-guidance-pullback-is-buy-opportunity?source=feed#comment-746592 746592 Thu, 05 Nov 2009 13:20:59 -0500 Thompson Creek releases Q3 earnings tomorrow morning. Any thoughts on what you expect to see in the report?

Mills]]> http://seekingalpha.com/article/141793-thompson-creek-a-molybdenum-stock-to-strengthen-your-portfolio?source=feed#comment-679783 679783 Wed, 16 Sep 2009 17:15:40 -0400
Bard Ventures Ltd. (“Bard” or the “Company”) commissioned the preparation of the first National Instrument 43-101 compliant resource estimate on the Alaskite Zone molybdenum mineralization from the Company’s Lone Pine Molybdenum Property, located in the Omineca Mining division approximately 15 kilometres north-northwest of Houston, BC. The report, dated January 12, 2009, entitled “Resource Estimate Lone Pine Molybdenum Project – Omineca Mining Division, British Columbia”, was prepared by Ronald G. Simpson, P.Geo. of GeoSim Services Inc., a “qualified person” for the purposes of National Instrument 43-101 – Standards of Disclosure for Mineral Projects.

Lone Pine measured, indicated and inferred mineral resource summary:


MEASURED INDICATED
Cut-off % Mo Tonnes ≥ Cutoff (000's) Mo% in-situ lbs Mo (000's) Tonnes ≥ Cutoff (000's) Mo% in-situ lbs Mo (000's)
0.02 43,767 0.078 75,262 107,769 0.066 156,809
0.03 40,450 0.082 73,125 99,967 0.069 152,069
0.04 33,356 0.092 67,654 76,984 0.079 134,079
0.05 26,676 0.104 61,163 58,193 0.090 115,464
0.06 22,486 0.113 56,018 43,968 0.102 98,871
0.07 19,625 0.120 51,919 35,077 0.111 85,839
0.08 17,699 0.125 48,775 29,884 0.117 77,084
0.09 15,853 0.130 45,435 25,703 0.123 69,698
0.10 13,922 0.135 41,435 21,053 0.129 59,875

MEASURED+INDICATED INFERRED
Cut-off % Mo Tonnes ≥ Cutoff (000's) Mo% in-situ lbs Mo (000's) Tonnes ≥ Cutoff (000's) Mo% in-situ lbs Mo (000's)
0.02 151,536 0.069 232,071 27,827 0.084 51,532
0.03 140,417 0.073 225,193 27,555 0.085 51,636
0.04 110,340 0.083 201,733 25,840 0.088 50,131
0.05 84,869 0.094 176,628 22,839 0.094 47,331
0.06 66,454 0.106 154,890 18,295 0.104 41,947
0.07 54,702 0.114 137,758 15,238 0.111 37,290
0.08 47,583 0.120 125,858 13,092 0.117 33,769
0.09 41,556 0.126 115,132 11,800 0.121 31,477
0.10 34,975 0.131 101,310 10,186 0.125 28,070
*Note: Bold indicates Base Case Scenario.

A full text version of the Lone Pine Property resource estimate is being filed on SEDAR today and will be available at sedar.com under the Company’s profile and can also be found by visiting the Company’s website at bardventures.com.

…/Cont’d.

Summary of significant work completed to date since optioning the Lone Pine Property in 2006:

• Completed historic database compilation and review.
• Line-cutting, Geological Mapping and Prospecting including rock sampling.
• Completed 3-D Inversion Induced Polarization and Magnetic Geophysical Surveying.
• A total of 27,012 m of diamond drilling in 55 holes completed on the Property.
• The majority of the drilling has focused on the Alaskite Zone which has been expanded in size from a small outcrop area to a plan view size of 550 m x 310 m and a depth of 800 m and still “open”.
• A total of 21,557.36 m of diamond drilling in 41 holes into the Alaskite Zone.
• Completed detailed airborne surveying and photography for resource modeling and survey control.
• Completed initial metallurgical testing with positive results of greater than 90% recovery to a concentrate grade of 43% Mo.

The Property has an ideal location for operations with established infrastructure including:

• Highway 16;
• a natural gas pipeline;
• a major hydro power transmission line and transformer sub-station; and
• is located only 15 kilometers from the CN rail line in Houston, BC.

A plan of the drill holes in the Alaskite Zone may be viewed on the Company's website at bardventures.com

Bard is earning a 100% interest in the Property under the terms of an option agreement (see News Release dated September 15, 2006). The Lone Pine exploration work is being conducted under the supervision of Qualified Person Jim Miller-Tait, P. Geo., a Director of Bard.
]]> http://seekingalpha.com/article/150379-hansen-natural-should-energize-your-portfolio?source=feed#comment-641211 641211 Sat, 22 Aug 2009 17:06:49 -0400
Weak article.
]]> http://seekingalpha.com/article/141855-diamond-offshore-and-noble-corp-drilling-profits?source=feed#comment-624468 624468 Tue, 11 Aug 2009 06:28:32 -0400
Unfortunately, I was not following those companies during the time period you mentioned. So I can only venture a guess. There can be several reasons for this outperformance.

As you can see, the DO's earnings shot up from 2003 to 2006. The expectation for future growth was probably responsible for the price differential.
]]> http://seekingalpha.com/article/141855-diamond-offshore-and-noble-corp-drilling-profits?source=feed#comment-624452 624452 Tue, 11 Aug 2009 05:51:13 -0400
I would have a question.

In the two years of 2004 and 2005 Diamond significantly outperformed Noble:

Prices January 2, 2004 January 3, 2006 Change
NE 17.80 37.31 110%
DO 20.48 72.83 255%

I think the earnings do not justify this difference:

Earnings 2003 2004 2005 2006
NE 0.63 0.54 1.08 2.66
DO -0.37 -0.06 1.91 5.12

What is the reason for this?
I would appreciate your opinion.]]> http://seekingalpha.com/article/150379-hansen-natural-should-energize-your-portfolio?source=feed#comment-598055 598055 Wed, 22 Jul 2009 11:42:48 -0400 http://seekingalpha.com/article/143141-thompson-creek-raises-production-guidance-pullback-is-buy-opportunity?source=feed#comment-551327 551327 Nadeeem, > You seem very optimistic about TC's 2009 performance (even predicting > a higher EPS than most of the major analysts), but why do you see > 2010 as such a big loss? What will be different? > > Mills]]> Wed, 17 Jun 2009 23:44:35 -0400
Thanks,
Nadeem

On Jun 17 05:02 PM Mills17 wrote:

> Nadeeem,
> You seem very optimistic about TC's 2009 performance (even predicting
> a higher EPS than most of the major analysts), but why do you see
> 2010 as such a big loss? What will be different?
>
> Mills]]> http://seekingalpha.com/article/143141-thompson-creek-raises-production-guidance-pullback-is-buy-opportunity?source=feed#comment-550905 550905 Wed, 17 Jun 2009 17:02:33 -0400 You seem very optimistic about TC's 2009 performance (even predicting a higher EPS than most of the major analysts), but why do you see 2010 as such a big loss? What will be different?

Mills]]> http://seekingalpha.com/article/136770-expect-factset-s-stock-price-to-decline?source=feed#comment-545655 545655 Sat, 13 Jun 2009 19:57:08 -0400 http://seekingalpha.com/article/141855-diamond-offshore-and-noble-corp-drilling-profits?source=feed#comment-536946 536946 Mon, 08 Jun 2009 09:38:29 -0400 http://seekingalpha.com/article/141855-diamond-offshore-and-noble-corp-drilling-profits?source=feed#comment-536728 536728 Mon, 08 Jun 2009 07:06:55 -0400 http://seekingalpha.com/article/141793-thompson-creek-a-molybdenum-stock-to-strengthen-your-portfolio?source=feed#comment-536531 536531 Sun, 07 Jun 2009 23:18:17 -0400 http://seekingalpha.com/article/141793-thompson-creek-a-molybdenum-stock-to-strengthen-your-portfolio?source=feed#comment-536135 536135 Sun, 07 Jun 2009 17:34:48 -0400 http://seekingalpha.com/article/140343-corning-better-days-ahead?source=feed#comment-524704 524704 Sat, 30 May 2009 22:21:06 -0400
The estimates that I use are consensus estimates. I do not use estimates from a single source. For example, in the case of Corning, the estimates were an average of 18 analysts. I can assure you that all the 18 analysts do not and will not have a BUY rating on the stock at the same time. Also, I have access to only 1 analyst research report and he currently has a HOLD rating on the stock. Even if you assume that all the analysts have a BUY rating, the chances that they would have the same price target is remote. I like the idea of coming up with my own entry and exit points instead of relying on a single source.

In performing my analysis, I first select stocks based on a certain criteria (see my profile for further details) and then I study the 10k filings and the annual reports. I also analyze the historical performance, company fundamentals, micro and macro factors and finally develop a multiple based on relative valuation analysis. At this stage I use the average analyst estimate to obtain my price targets.

Aside from the points mentioned above, my articles basically serve as a means of saving my research and thoughts, and I am grateful to the SA Editors for offering me an opportunity to share them in public. I do respect your opinion and you have every right to disagree with my views.





]]> http://seekingalpha.com/article/140343-corning-better-days-ahead?source=feed#comment-524653 524653 Sat, 30 May 2009 20:41:49 -0400
Usually a Buy rating is given after doing your own model for residual earnings where you forecast earnings based on your assumptions of growth drivers going forward. If you take the analysts' estimates of earnings, you are implicitly taking their assumptions. You have no idea what those assumptions are, so why are you giving a buy rating to the company?

Im pretty sure if you check the Analysts' own recommendations, you will see they have the exact recommendation you do because you are both using the exact same numbers...

lol]]> http://seekingalpha.com/article/138588-coach-time-to-shop-for-a-handbag?source=feed#comment-518925 518925 Tue, 26 May 2009 21:29:36 -0400
What do you see growth rate in Japan? As reported, Japan market is not growing both overall and for Coach. Also the number of stores in Japan would be getting maximum, would not match distribution growth. Organic growth would also be questioned.
I see only potential growth other market than Japan outside US.
Any comment?]]> http://seekingalpha.com/article/138588-coach-time-to-shop-for-a-handbag?source=feed#comment-517303 517303 Mon, 25 May 2009 22:36:41 -0400 http://seekingalpha.com/article/138588-coach-time-to-shop-for-a-handbag?source=feed#comment-516185 516185 Sun, 24 May 2009 13:35:21 -0400 http://seekingalpha.com/article/137898-bet-on-the-unemployment-rate-invest-in-small-business-through-peos?source=feed#comment-505348 505348 Fri, 15 May 2009 11:44:46 -0400
i am sitting on PAYX from the $24.00 region, i am happy with owning it at that price, however, should it go below i will be glad to accumulate more.]]> http://seekingalpha.com/article/136830-battle-of-the-retailers-american-eagle-abercrombie-and-aeropostale?source=feed#comment-499882 499882 Tue, 12 May 2009 00:41:39 -0400