Groupon - Why You Should Sell The 100% Rally [View article]
Deja Vu - This issue of reporting gross revenue instead of net revenue had affected groupon earlier too. They were made to restate their revenues at the time of the IPO. I am not sure how they are reporting revenues now, but if what you say is true then they are going to get it from the SEC once again. Lets just wait and watch.
Is Infosys Technologies Losing Its Charm? [View article]
Optifan, You are clearly taking a shot in the dark here. Infosys is one India's most respected name and the integrity of the management is beyond doubt. What is wrong with a company growing at 25% and making 25% in net income and having a PE of 13? A lot of major Indian companies have moved up the value chain it terms of the work that they do. They do not compete only on price any more, but the quality of service is also a major criteria for a client. These companies are competing head to head with the likes of IBM and Accenture which is a better business strategy than to wipe them out.
Thank you for explaining what a PUT and a SWAP is! If you had written it explicitly in the article itself that the company is hedged 100% through "Puts and Swaps" then this question would not have been asked. You did not mention anything about swaps in the article.
Can you please explain the following contradiction:
Linn Energy is hedged 100% through 2017. They are also hedged in oil 100% until 2016....
same paragraph last line: From 2013 to 2017 the average percent of puts for natural gas is 38.4%. From 2013 to 2016 the average percent of puts for oil is less at 22.75%.
The Hidden Truth Behind IBM's Stellar Return On Equity And Estimating Its Intrinsic Value [View article]
In scenario 5 and 6, the intrinsic value is 168 and 153. The difference between the current market price and the intrinsic value is the premium to intrinsic value.
The Hidden Truth Behind IBM's Stellar Return On Equity And Estimating Its Intrinsic Value [View article]
Yes, I calculated that the average price for the stock bought by the company in 2011 was $173. Here is how I did it, (Value of holding at end of 2011 - Value of holding at the beginning of 2011) / (Number of shares held at the end of 2011 - Number of shares held at the beginning of 2011)
I got all this data because I have access to Bloomberg. But I guess you would get it from their 10K too.
The Hidden Truth Behind IBM's Stellar Return On Equity And Estimating Its Intrinsic Value [View article]
I have considered the cost at which it is purchased. When I say that the stock price has increased I mean that the incremental purchases have been at a higher stock price.
The Hidden Truth Behind IBM's Stellar Return On Equity And Estimating Its Intrinsic Value [View article]
What I am trying to say is: The return on equity number that we see is not real and inflated because of the treasury stock. I never mentioned about the treasury stock not being real.
AT&T: Valuing The Stock On The Basis Of Its Dividends [View article]
AT&T: Valuing The Stock On The Basis Of Its Dividends [View article]
Groupon - Why You Should Sell The 100% Rally [View article]
Groupon - Why You Should Sell The 100% Rally [View article]
Is Infosys Technologies Losing Its Charm? [View article]
Is Infosys Technologies Losing Its Charm? [View article]
You are clearly taking a shot in the dark here. Infosys is one India's most respected name and the integrity of the management is beyond doubt. What is wrong with a company growing at 25% and making 25% in net income and having a PE of 13?
A lot of major Indian companies have moved up the value chain it terms of the work that they do. They do not compete only on price any more, but the quality of service is also a major criteria for a client. These companies are competing head to head with the likes of IBM and Accenture which is a better business strategy than to wipe them out.
Linn Energy Is A Buy Below $40 [View article]
If you had written it explicitly in the article itself that the company is hedged 100% through "Puts and Swaps" then this question would not have been asked. You did not mention anything about swaps in the article.
Linn Energy Is A Buy Below $40 [View article]
Linn Energy is hedged 100% through 2017. They are also hedged in oil 100% until 2016....
same paragraph last line:
From 2013 to 2017 the average percent of puts for natural gas is 38.4%. From 2013 to 2016 the average percent of puts for oil is less at 22.75%.
What exactly do you mean?
The Hidden Truth Behind IBM's Stellar Return On Equity And Estimating Its Intrinsic Value [View article]
The Hidden Truth Behind IBM's Stellar Return On Equity And Estimating Its Intrinsic Value [View article]
The Hidden Truth Behind IBM's Stellar Return On Equity And Estimating Its Intrinsic Value [View article]
The Hidden Truth Behind IBM's Stellar Return On Equity And Estimating Its Intrinsic Value [View article]
The Hidden Truth Behind IBM's Stellar Return On Equity And Estimating Its Intrinsic Value [View article]
Here is how I did it,
(Value of holding at end of 2011 - Value of holding at the beginning of 2011) / (Number of shares held at the end of 2011 - Number of shares held at the beginning of 2011)
I got all this data because I have access to Bloomberg. But I guess you would get it from their 10K too.
The Hidden Truth Behind IBM's Stellar Return On Equity And Estimating Its Intrinsic Value [View article]
The Hidden Truth Behind IBM's Stellar Return On Equity And Estimating Its Intrinsic Value [View article]