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Sufiy

 
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  • A Close Look At Google's Earnings [View article]
    Yaser,

    Company growth is slowing, free cash flow is flat for the year, margins are down, market cap to free cash flow ratio is 95 (yahoo is 28). Don't you think that it is pure Bubble with completly unjustified expectations build into the stock price?
    sufiy.blogspot.com/200...

    Regards,

    Sufiy.
    Feb 1 05:23 PM | Likes Like |Link to Comment
  • Google: Good News On CapEx and Future Cash Flow [View article]
    Henry,

    Do not you think that CAPEX was "Trimmed" in order just not to kill FCF totally for this year? Cash Flow from operations was down 9% from Q3. I remember you were talking about "normal" MC/FCF of 30, what about present MC/FCF=95 (!) All expences and TAC are rising and rate of growth is falling.

    sufiy.blogspot.com/200...

    Regards,

    Sufiy.
    Feb 1 02:18 PM | Likes Like |Link to Comment
  • Color On Google's Earnings [View article]
    Do not be fooled by Hype, institutions will run to the Exit:

    sufiy.blogspot.com/200...

    Regards,

    Sufiy.
    Feb 1 09:30 AM | Likes Like |Link to Comment
  • A Historical Look At Google's Post Earnings Performance [View article]
    Actual results reported today is even Worse then in my recent projection:
    Free Cash Flow for the Q4 2006 is ... only 0.544 bln USD vs my projection of 0.61 bln USD and it is with Tax rate of 13% (?!) for Q4 and 23% (?!) for the whole year...

    sufiy.blogspot.com/200...
    Jan 31 05:35 PM | Likes Like |Link to Comment
  • The 20 Most Popular Websites [View article]
    Hi,

    My take from this very well written article that Google is actually losing in retention of interest from the internet audience and its importance and further "implide value" are way overated which is becoming evident in technical picture and deteriating fundamentals :

    sufiy.blogspot.com/200...

    Regards,

    Sufiy.
    Jan 29 05:12 AM | Likes Like |Link to Comment
  • The International Silver Bull Market [View article]
    Hi,

    In my opinion the most interesting play will be in resources in the ground close to fesibility and production. One of such companies Silver Junior ASM.v just on the edge of break out:

    sufiy.blogspot.com/200...

    regards,

    Sufiy.
    Jan 29 05:06 AM | Likes Like |Link to Comment
  • Yahoo: 2007 Guidance Range Very Broad [View article]
    Hi,

    YHOO compare to Google valuation is looking good and technicaly on weekly is at Buy, Goole valuation is hopless:

    sufiy.blogspot.com/200...

    Regards,

    Sufiy.
    Jan 24 06:26 AM | Likes Like |Link to Comment
  • Gold Stock Earnings to Shine in 2007 [View article]
    Hi,

    New Junior TNR Gold is bitten into the dust with interesting properties to watch out:

    sufiy.blogspot.com/200...

    Regards,

    Sufiy.
    Jan 24 06:24 AM | Likes Like |Link to Comment
  • Investing in Molybdenum [View article]
    Commodities market is bottoming out

    sufiy.blogspot.com/200...
    Jan 23 06:18 AM | Likes Like |Link to Comment
  • Texas Instruments' Quarter: It Could Have Been Worse [View article]
    Hi,
    All technologies are bearely sustaining current valuation, why chase 15% upside in Google or 20% in Apple with all the risks if commodities market is bottoming up, the difference here is all those Things are Needed in Developing Markets and not just Wanted in Debt Rotten Consumerdriven Developed Market...

    sufiy.blogspot.com/200...

    Regards,
    Jan 23 06:17 AM | Likes Like |Link to Comment
  • Jim Rogers and Eric Sprott: Commodity Bull Run Not Over [View article]
    This BULL has shaken a lot of weak hands from Goldies, now place to be Juniors and Discovery Plays:

    Silver Juniors are close to break out ASM.v, SRLM.ob, MGN, SST.v

    New CU discovery in Argentina plus results from Winchester property by TNR gold:

    sufiy.blogspot.com/200...
    Jan 22 04:54 PM | Likes Like |Link to Comment
  • Leveraging the Price of Silver [View article]
    Silver Juniors are close to break out


    TNR Gold new Winchester Zone Results are out

    "In July 2006 they reported hole 06-45 with 23.6m of 1.9 g/t

    Now in 5 holes 4 returned gold mineralisation with:

    DDH 06-53 with 13.4m of 1.22 g/t and DDH 06-52 with 9.2 m of 1.96 g/t"

    sufiy.blogspot.com/200...
    Jan 22 02:36 PM | Likes Like |Link to Comment
  • Crystallex Affair Requires SEC Investigation [View article]
    Silver stocks are close to break out

    sufiy.blogspot.com/200...
    Jan 21 08:40 AM | Likes Like |Link to Comment
  • Gold ETF Has Brought Liquidity To Market [View article]
    Silver stocks just before break out:

    sufiy.blogspot.com/200...
    Jan 18 04:37 AM | Likes Like |Link to Comment
  • Leveraging Gold With Silver [View article]
    In this New Wave Up most OZ in the ground for maket cap will be the rule of sucsess:

    SST.v ASM.v SRLM.ob MGN

    Most value created in Discovey stage or in following resource estimation process

    sufiy.blogspot.com/200...
    Jan 14 08:01 AM | Likes Like |Link to Comment
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