Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Stefan Radacovsky

View as an RSS Feed
View Stefan Radacovsky's Comments BY TICKER:
Latest  |  Highest rated
  • Why Is Statoil Undervalued? [View article]
    Hi Michael,
    thanks for follow up!

    Best regards.
    May 20 04:02 AM | 0 Likes Like |Link to Comment
  • National Oilwell Varco's Supercharged Growth Drivers [View article]
    I bought this yesterday at ~68. What boggles me are their margins. Why did they expand since 2006 and what guarantees they will not revert back to levels in 2002-2006?
    Mar 20 06:36 AM | 0 Likes Like |Link to Comment
  • Intel: Busting The Mobile Margin Myth [View article]
    Yes and this guy addressed it in his article. It's there in paragraph named "Intel's Cost Advantage Illustrated".
    Jan 10 10:43 AM | 5 Likes Like |Link to Comment
  • Intel: Busting The Mobile Margin Myth [View article]
    "Intel will have to sacrifice margins"
    -> have you even read the article :-( You are making the same old argument author addressed in article.
    Jan 10 09:22 AM | 7 Likes Like |Link to Comment
  • Marvell: Is It Time To Throw In The Towel? [View article]
    Ha ha! I actually added reading sections about outstanding litigation into my analysis process before analyzing MRVL, VSH and AMAT. I passed on MRVL for exactly this litigation. My WIN :)
    Dec 27 07:24 AM | 0 Likes Like |Link to Comment
  • Vivendi: Undervalued French Media And Telecom Conglomerate [View article]
    You should maybe cancel your Morningstar subscription if you pay them anything. That information is clearly wrong.
    Dec 10 09:05 AM | 1 Like Like |Link to Comment
  • With Dividends Unexpectedly Up, Has BP Turned The Corner? [View article]
    Hi Steven.
    In my understanding the biggest unknown and biggest possible fine comes from Cleanwater act. That still hasn't been settled.
    Nov 16 05:54 AM | 0 Likes Like |Link to Comment
  • Vodafone Results Below Par But Dividend Increase Maintained [View article]
    2 rw1270: If they buy back shares they will need to pay less dividend in years to come. Makes sense IMO.
    Nov 13 12:18 PM | 0 Likes Like |Link to Comment
  • The SandRidge Mississippian Trust I - Declining Distributions Will Lead To Negative Returns [View article]
    You are American, I assume...
    Oct 23 05:40 AM | 1 Like Like |Link to Comment
  • The SandRidge Mississippian Trust I - Declining Distributions Will Lead To Negative Returns [View article]
    What an asinine comment! Did you read the article and his research?
    Oct 15 09:04 AM | 9 Likes Like |Link to Comment
  • Marvell: Deep Value Or Value Trap? [View article]
    Has anyone read 10-K? They have incredible amount of litigation going on. And usually it's them who is sued. There is another one in November. I am pretty much scared because of this.
    Oct 7 06:48 PM | 0 Likes Like |Link to Comment
  • Vivendi: Undervalued French Media And Telecom Conglomerate [View article]
    Vivendi CEO Levy to quit: http://bloom.bg/MY1Vgw
    Jun 28 10:09 AM | 0 Likes Like |Link to Comment
  • Vivendi: Undervalued French Media And Telecom Conglomerate [View article]
    Hi Hammer.
    We get 1eur for every share held PLUS 1 new share for every 30 held.
    May 9 11:23 AM | 0 Likes Like |Link to Comment
  • 5 French Stocks On Sale For A Limited Time Only [View article]
    France already owns part of FTE. Since 2012 dividend tax has been hiked to 30% :(
    Apr 19 06:55 PM | 0 Likes Like |Link to Comment
  • Vivendi: Milking A French Cash Cow [View article]
    See one comment above :-)
    Mar 1 10:37 AM | 0 Likes Like |Link to Comment
COMMENTS STATS
73 Comments
58 Likes