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SA Editor Samir Patel

 
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  • SA Editor Samir Patel
    I think $VOD's value is much too low. http://seekingalpha.com/p/1axdu
    9/3/13
    Reply
      • SA Editor Samir Patel
        At the after-hours price, $HPQ is trading at a >15% FCF yield according to my model. If it holds, will probably buy more tomorrow.
        8/21/13
        Reply (2)
        • J Mintzmyer: Agree that it's cheap, but I must ask, did you buy last year when it was $14-$18?
          8/21/13
        • SA Editor Samir Patel: Yeah. I started buying around this time last year, bought a bunch more after the Autonomy writedown.
          8/21/13
          • SA Editor Samir Patel
            Interesting thoughts from McKinsey on making earnings calls more productive: http://bit.ly/194m8AE
            8/5/13
            Reply
              • SA Editor Samir Patel
                $INTC Q2 largely what I expected; not thrilled about guidance cut but big picture still solid. http://seekingalpha.com/p/17tms
                7/17/13
                Reply (1)
                • heatnup: Big picture IS horrible. Intel is cutting desktops boards in q4, expect much more loss to top line, pray for job cuts to help raise eps
                  7/17/13
                  • SA Editor Samir Patel
                    WFCWS tops $15. If my model's correct, plenty more upside there. $WFC
                    7/15/13
                    Reply
                      • SA Editor Samir Patel
                        What makes a great investment idea? Chris DeMuth has some great ideas on that: http://seekingalpha.com/p/17lzi
                        7/14/13
                        Reply (3)
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                        • SA Editor Samir Patel: No - we use the criteria stated in the FAQ. Nonetheless, I think Chris has some really valuable thoughts here.
                          7/15/13
                        • Regarded Solutions: Yes he does, so by pointing them out, why wouldnt the editors use these as a foundation of some kind?
                          7/15/13
                          • SA Editor Samir Patel
                            Awesome interview with a fund manager, complete with South Park analogies. http://bit.ly/10YONOD
                            6/5/13
                            Reply
                              • SA Editor Samir Patel
                                Sell-side analysts upgrading $CE: http://bit.ly/13qKzRN, http://bit.ly/15Ad4R9#
                                4/22/13
                                Reply
                                  • SA Editor Samir Patel
                                    "Q1 tablet volume more than doubled from Q4, and we expect it to double again in Q2." - Stacy Smith, $INTC http://seekingalpha.com/a/sun5
                                    4/16/13
                                    Reply (4)
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                                    • bd4uandu: http://seekingalpha.com/a/sqjx
                                      4/16/13
                                    • bd4uandu: BT your way ahead of the curve... http://bit.ly/10gfyTK
                                      4/17/13
                                      • SA Editor Samir Patel
                                        Awesome last call from an amazing CEO. Mr. Otellini, you will be missed. $INTC
                                        4/16/13
                                        Reply (6)
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                                        • Ashraf Eassa: Chines33, such deep insight!
                                          4/16/13
                                        • Ashraf Eassa: bigthinker...what part of that Intel's net income/revenues have increased significantly don't you seem to want to acknowledge?
                                          4/16/13
                                          • SA Editor Samir Patel
                                            Anyone think the sell-off in $DIA, $SPY, $QQQ today may (at least partially) be margin selling off the $GLD plunge?
                                            4/15/13
                                            Reply (1)
                                            • 1980XLS: Yes, thank you Captain Obvious.
                                              4/16/13
                                              • SA Editor Samir Patel
                                                A rational look at the recent PC estimates. http://bit.ly/14ZViGo $INTC $MSFT $HPQ $DELL
                                                4/11/13
                                                Reply
                                                  • SA Editor Samir Patel
                                                    I don't short a lot, but if it wasn't quite so difficult, I would probably short bitcoins right about now. http://bit.ly/XB0y1g
                                                    4/9/13
                                                    Reply (7)
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                                                    • Chris DeMuth Jr.: More legal trouble for bitcoins as Notice of Inquiry on Virtual Currencies announced -- http://bit.ly/15ve03L
                                                      8/12/13
                                                    • Chris DeMuth Jr.: Bitcoin gets the FBI, Homeland treatment: http://cnb.cx/14BhMbE
                                                      8/15/13
                                                      • SA Editor Samir Patel
                                                        $HPQ at ~$12 in November was one of the best buys I've made in a while.
                                                        3/22/13
                                                        Reply (5)
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                                                        • SA Editor Samir Patel: I do like Whitman. What impressed me was her honesty - maintaining that this is not easy, it's a 4-5 year thing, etc.
                                                          3/22/13
                                                        • David Klein: same here, unfortunately I also bought before the shock of Autonomy & other ill-advised PR. My ave is 25 so not to much pain at this point.
                                                          3/22/13
                                                          • SA Editor Samir Patel
                                                            Anyone know what's going on with $CE?
                                                            3/6/13
                                                            Reply (2)
                                                            • REIT: excellent pick
                                                              3/6/13
                                                            • REIT: maybe profit taking after a big upside, but could make enough strength to break the previous peaks reaching $60
                                                              3/6/13
                                                              • SA Editor Samir Patel
                                                                Someone call the doctor. My portfolio's bleeding.
                                                                2/20/13
                                                                Reply
                                                                  • SA Editor Samir Patel
                                                                    If you could only use one strategy to hedge tail risk, what would it be?
                                                                    2/13/13
                                                                    Reply (8)
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                                                                    • REIT: maybe adding what congress members are buying ....or sell everything and switch to Real Estate
                                                                      2/13/13
                                                                    • REIT: furb gold bug? lol
                                                                      2/13/13
                                                                      • SA Editor Samir Patel
                                                                        $DELL currently trading at $13.66, a penny above the LBO price. Maybe the market thinks Denali can be convinced to pay a higher price?
                                                                        2/11/13
                                                                        Reply (1)
                                                                        • inandoutnevertoolate: Almost seems like a good short at this price, given the renewed uncertainty surrounding LBO's success in the near future.
                                                                          2/12/13
                                                                          • SA Editor Samir Patel
                                                                            $DELL... :'(
                                                                            2/5/13
                                                                            Reply (1)
                                                                            • Julius Ferraro: One less stock on my watch list. Perfectly fine with me
                                                                              2/5/13
                                                                              • SA Editor Samir Patel
                                                                                I detest averaging up but I think I'm gonna have to with $CE.
                                                                                1/28/13
                                                                                Reply (4)
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                                                                                • JosefK: Was there any news in the quarterly reports concerning the start up of the TCX demo plant at Clear Lake? Any news at all since sart up?????
                                                                                  1/31/13
                                                                                • SA Editor Samir Patel: Josef: yeah they're looking to be operational by next year. transcript here: http://seekingalpha.com/a/oh23
                                                                                  1/31/13