Nadeem Moulvi

Diamond Offshore and Noble Corp: Drilling Profits

Thanks huber.

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.

Thompson Creek Raises Production Guidance; Pullback Is Buy Opportunity

Sorry about the confusion. I dont expect TC to report a lpss next year. I project a 2010 EPS of $1.10.

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

Corning: Better Days Ahead

Thank you for commenting on the article.

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.

Coach: Time to Shop for a Handbag

Based on S&P equity research, COH has a 20% marketshare in a $8.7 Billion luxury handbags ($100+ handbags) market.

Finding a Golden Nugget in Tessera's Conference Call

Great article. I am no valuation expert, but I plan on performing a valuation analysis of TSRA in the next few days, You just convinced me to add TSRA to my watch list.

Thanks,