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Shrideep Murthy

 
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  • Endo Health Solutions - The Market Is Exaggerating On The Paladin Deal [View article]
    Can someone please shed some light on the PDUFA date that the company had on 2/28/2014? I saw this on the biopharmacatalyst website but the company never released any news. I am sure that I have missed some news, just want to know what that is?
    Mar 3 03:42 PM | Likes Like |Link to Comment
  • How The Market Is Mispricing Ethan Allen Interiors [View article]
    Not sure if you read the entire article before commenting. I have a SELL recommendation on the stock with a minimum price target of $18.
    Jun 28 02:20 PM | Likes Like |Link to Comment
  • AT&T: Valuing The Stock On The Basis Of Its Dividends [View article]
    Yes, Source of data is Bloomberg.
    Jan 22 10:25 PM | Likes Like |Link to Comment
  • AT&T: Valuing The Stock On The Basis Of Its Dividends [View article]
    I use the CC that is available through Bloomberg.
    Jan 22 10:53 AM | Likes Like |Link to Comment
  • 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.
    Jan 15 07:59 PM | Likes Like |Link to Comment
  • Groupon - Why You Should Sell The 100% Rally [View article]
    Good comprehensive article.
    Jan 15 02:05 PM | Likes Like |Link to Comment
  • Is Infosys Technologies Losing Its Charm? [View article]
    Well, if you did dig it up then why don't you write an article about it. It would be very interesting!
    Jan 8 09:48 AM | Likes Like |Link to Comment
  • 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.
    Jan 7 12:22 PM | Likes Like |Link to Comment
  • Linn Energy Is A Buy Below $40 [View article]
    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.
    Jan 4 03:58 PM | Likes Like |Link to Comment
  • Linn Energy Is A Buy Below $40 [View 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%.

    What exactly do you mean?
    Jan 4 02:00 PM | 1 Like Like |Link to Comment
  • The Hidden Truth Behind IBM's Stellar Return On Equity And Estimating Its Intrinsic Value [View article]
    I'm afraid I don't know the answer to this question.
    Dec 27 12:24 PM | Likes Like |Link to Comment
  • 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.
    Dec 27 11:10 AM | Likes Like |Link to Comment
  • The Hidden Truth Behind IBM's Stellar Return On Equity And Estimating Its Intrinsic Value [View article]
    Adjusting the RoE was just an exercise for investor awareness. DCF was meant to be another article but SA would not publish only the RoE part.
    Dec 26 11:49 PM | Likes Like |Link to Comment
  • The Hidden Truth Behind IBM's Stellar Return On Equity And Estimating Its Intrinsic Value [View article]
    Common shares held by investors are not considered treasury stock.
    Dec 26 03:32 PM | Likes Like |Link to Comment
  • 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.
    Dec 26 03:31 PM | 1 Like Like |Link to Comment
COMMENTS STATS
44 Comments
11 Likes