Cramer's Picks - 1 To Buy, 1 To Hold, 1 To Sell [View article]
This is strictly a quantitative analysis. The growth forecasts are based on average analyst estimates. CLF is expected to increase its EPS by 27% this year followed by flat earnings growth. If you think that the estimates are incorrect, you can change the future EPS forecasts and apply a suitable P/E. You can always refer to my discount rate if you so desire.
4 Recent Cramer Stock Picks To Avoid [View article]
I agree. Equity and capitalization are two very different things. I have already asked the editors to fix the issue.
The Lt D/E for SE is correct. Lt Debt of 10,146 and equity of 8,323 gives you approximately 122%. In any case, those numbers do not have a meaningful impact to the valuation. Plus, you can always adjust the model to your liking by changing the inputs used. The analysis is very transparent.
Thanks Finian for the reply. I used to hold a similar view which is why I was long AIXG till a few hours ago. For the company to be a profitable investment, the EPS will have to rise back to $1.89 (2010 levels). Based on the projected growth rates, I really do not see that happening anytime soon. I think there are better opportunities elsewhere to make money.
Thank you for the reply. I agree that AIXG is not like the other firms (with the possible exception of VECO). I have presented the other firms for comparison and paid little weight to the other companies to project the future P/E.
Goldman Sachs' Tech Picks: 3 To Buy, 2 To Avoid [View article]
Hey, thanks for the comment. The purpose of the article to find out if it makes sense to follow goldman in these stocks. You are right, NOK might be a speculative play for Goldman, but when I buy a stock, I plan on holding it for approximately 5 years. My analysis is based on that implicit assumption.
Yes, i did..Not in the analysis shown above. I did a residual in come based valuation which primarily uses the book value. the valuation estimate for SIRI is lower than the one shown above.
Cisco Systems: Capital Gains And Dividend Increase Opportunity [View article]
Cramer's Picks - 1 To Buy, 1 To Hold, 1 To Sell [View article]
Thanks,
4 Recent Cramer Stock Picks To Avoid [View article]
The Lt D/E for SE is correct. Lt Debt of 10,146 and equity of 8,323 gives you approximately 122%. In any case, those numbers do not have a meaningful impact to the valuation. Plus, you can always adjust the model to your liking by changing the inputs used. The analysis is very transparent.
4 Recent Cramer Stock Picks To Avoid [View article]
I apologize.
4 Recent Cramer Stock Picks To Avoid [View article]
Apple: A Residual Income-Based Valuation [View article]
This Stock Is Overvalued By 43% [View article]
This Stock Is Overvalued By 43% [View article]
This Stock Is Overvalued By 43% [View article]
Goldman Sachs' Tech Picks: 3 To Buy, 2 To Avoid [View article]
Sirius Is Seriously Overvalued [View article]
Sirius Is Seriously Overvalued [View article]
Goldman Sachs' Tech Picks: 3 To Buy, 2 To Avoid [View article]
Goldman Sachs' Tech Picks: 3 To Buy, 2 To Avoid [View article]
Sirius Is Seriously Overvalued [View article]