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  • Smart Investment Of The Week: Fire Sale Price For This Fallen Russian Media Star [View article]
    Do you know what amount of dividends are tax withheld in Russia?

    EDIT: Found it:
    Apr 4 12:25 PM | Likes Like |Link to Comment
  • Why Red Hat Will Keep Going Higher [View article]
    What do you think of their guidance? Looks like that primarily sank their shares....9% growth in FCF is allright...but a decline.
    Mar 29 04:06 PM | Likes Like |Link to Comment
  • General Communication: Value Hides In Alaska [View article]
    Adam Gaglio is saying that you should not even add the minority interest from the AWN entity because you can isolate the AWN EBITDA and add it to the denominator. It is 2/3 of AWN, which is on pace to generate more than 120M in EBITDA this year.
    Feb 17 11:21 AM | 1 Like Like |Link to Comment
  • Microsoft: For DGI And More [View article]
    Your articles are awesome.
    Feb 12 11:24 AM | Likes Like |Link to Comment
  • Why The 'Cloud Guy' Is The Right Guy To Run Microsoft [View article]
    Excellent article on multiple levels.

    I suppose a consequence of your point is that a generic search like Google may not be as effective in the future. If you want to find a person, you search Linkedin, find an app, use an App Store, find a restaurant, or a company, then a Maps. Perhaps Bing should head in this direction with different apps that plug into it.

    I think this might necessitate having a guy with deep experience building consumer apps to head their Applications division, while Qi Lu is a smart guy, maybe they should consider other options...
    Feb 5 02:14 PM | 1 Like Like |Link to Comment
  • You Won't Believe It, IBM Is An Example Of Poor Earnings Quality [View article]
    Agree with this post. Revenue goes down, costs go up, EBT goes down, but lower tax rate saves the day!
    Feb 3 05:57 PM | Likes Like |Link to Comment
  • IBM 2013 Cash Flow Analysis [View article]
    The way I see it, the point of subtracting receivables is to take out the cash that has't been collected yet. When you don't deduct the Financing receivables, you're including in cash that the firm didn't actually collect, regardless of the nature.
    Jan 22 03:11 PM | Likes Like |Link to Comment
  • Hanger Inc.: Sustainable Competitive Advantages [View article] look at USPH then? No leverage there...
    Jan 19 09:00 PM | Likes Like |Link to Comment
  • U.S. Physical Therapy: Get Physical With This Fast Growing, Fundamentally Strong Small Cap [View article]
    Good idea sir. Do you have an understanding of their competitive strenghts vis a vis Hanger and SEM? I see that this industry is very fragmented, which is good for larger players like this one.
    Jan 19 07:33 PM | Likes Like |Link to Comment
  • IBM Has No Cash Flow Problem At All [View article]
    Interesting to see that you're using a per share metric of FCF per share. As you know, IBM buys back a lot of stock, that expenditure is equivalent to a growth investment - it creates growth in FCF/share, and as a result, you need to deduct it from FCF.

    But if you use just FCF to the firm, then your way makes sense.

    Dec 19 01:50 PM | Likes Like |Link to Comment
  • Microsoft's Google Bash Backfires [View article]
    Windows 8.1 Laptops and Convertibles are the competition to Chromebooks, not the Surface RT.. Surface is a more expensive product aimed at the tablet market. Bad comparison
    Dec 15 11:19 AM | 2 Likes Like |Link to Comment
  • Qualcomm And Apple: A Quick Follow Up [View article]
    Interesting piece, so are there alternatives to QCOM's 3G/4G chips or is it a monopoly?
    Dec 13 07:18 PM | Likes Like |Link to Comment
  • Columbia Laboratories Needs A Carl Icahn [View article]
    You don't feel Molecular is going to be accretive to shareholders? I believe they bought at a pretty favorable valuation relative to free cash flow.
    Dec 2 11:14 AM | Likes Like |Link to Comment
  • Reed's: 50% Potential Upside - Kombucha Is The Best Thing Since Craft Beer In Beverage Industry [View article]
    Voted for the proposal. Good idea, hope more can do this.
    Nov 27 11:32 AM | Likes Like |Link to Comment
  • IBM Has No Cash Flow Problem At All [View article]
    This is a fair way to do it IMO, but in many cases I see people using a growth rate, but not subtracting growth capX to account for it!
    Nov 25 10:46 AM | Likes Like |Link to Comment