Seeking Alpha
View as an RSS Feed

The Value Investor  

View The Value Investor's Comments BY TICKER:
A, AA, AB, ABBV, ABT, ACM, ADBE, ADM, AEO, AGIO, AGN, AIG, AKRX, AMAT, AMBA, AMBR, AMD, AMGN, AMT, AMZN, AN, ANF, ANFI, APA, APC, APFC, AR, ARMK, ARO, ASCA, ASPN, ASTC, AVA, AVAV, AVGO, AVP, AZN, AZZ, BA, BAC, BBEP, BBY, BCC, BEAM, BIO, BLK, BLOX, BMC, BMY, BP, BRC, BRLI, BTU, BURL, BWLD, CAG, CALM, CAMP, CAR, CASY, CAT, CBS, CBST, CCL, CECO, CERN, CHD, CHGG, CHK, CHRW, CHTR, CHUY, CL, CLH, CLR, CMCSA, CMCSK, CMG, COH, CONE, COP, COST, COUP, COV, COVS, CPB, CPWR, CREE, CRM, CROX, CSCO, CTB, CTLT, CTSH, CTXS, CVG, CVS, CVT, CVX, CY, CYBR, CYNI, DAR, DD, DDD, DE, DECK, DF, DHR, DIS, DLTR, DMND, DNKN, DRC, DRI, DRIV, DRQ, DUK, DVN, EBAY, ECR, ED, ELOQ, EMC, EME, EMR, ENDP, EOG, EVHC, EXPE, EXTR, EYES, F, FANG, FAST, FATE, FB, FCAU, FCX, FDO, FE, FEYE, FI, FIVE, FLS, FLTX, FMC, FNSR, FOXF, FRAN, FSLR, FTR, FUEL, GE, GILD, GIMO, GIS, GLW, GM, GMCR, GNC, GNW, GOGO, GOOG, GOOGL, GPC, GPRO, GRUB, GS, GT, GTI, HABT, HAIN, HAL, HAS, HBI, HCP, HD, HEI.A, HELE, HLF, HNZ, HON, HPQ, HRB, HRL, HTZ, HUBS, HUN, IBM, ICPT, INT, INTC, ISRG, ITW, JAZZ, JBL, JCI, JCP, JDSU, JEC, JMBA, JNJ, JOY, JWN, K, KING, KKD, KMB, KMX, KN, KNX, KO, KORS, KR, KRFT, KS, LEA, LEAF, LEN, LKQ, LLY, LMIA, LMNS, LMT, LNKD, LOCO, LOW, LPX, LUK, LULU, LUV, LVS, MA, MBLY, MC, MCD, MCS, MDLZ, MDR, MDT, MFRM, MG, MGNX, MHFI, MIDD, MIK, MKC, MKTO, MMM, MNST, MO, MOBL, MODN, MOLX, MON, MONT, MOS, MRK, MRKT, MRO, MRVL, MS, MSFT, MTLS, MTZ, MU, MUR, MVNR, NAV, NCLH, NDAQ, NDLS, NEOG, NFLX, NGVC, NHI, NKE, NOC, NOV, NVDA, NVGS, OLED, OMED, OMI, ONNN, OPWR, ORCL, OUTR, OVTI, OXY, P, PACW, PANW, PAYC, PAYX, PBPB, PCAR, PCLN, PEP, PETM, PF, PFE, PG, PGEM, PII, PM, PNK, PNRA, POST, POT, PSX, PX, PXD, QCOM, QLYS, RAD, RAX, RDS.A, RH, RHT, RIG, RKUS, RNG, ROC, ROSE, ROST, RPM, RS, RUBI, RVBD, RWLK, S, SABR, SAFM, SBUX, SCCO, SD, SDRL, SE, SERV, SFD, SHLD, SKUL, SLB, SLXP, SMLP, SN, SNDK, SNX, SO, SODA, SPLK, SRPT, SSNI, SSNLF, STAY, STBFY, STL, STX, SVU, SWHC, SYF, SYK, SYNA, SYY, T, TAP, TEVA, TEX, TFM, TGT, THO, TIBX, TIF, TJX, TOL, TRLA, TRN, TSCO, TSLA, TSO, TWC, TWTR, UBNT, ULTA, UMPQ, UNP, UNS, UPL, UPS, USB, UTX, V, VALE, VEEV, VIA, VIAB, VLO, VMC, VMEM, VMW, VNCE, VNR, VOYA, VRA, VRNS, VRS, VRX, VSLR, VZ, WAG, WDAY, WEC, WFC, WFM, WLB, WLL, WMT, WTS, WTW, WWAV, WWWW, WYNN, X, XCO, XOM, XON, XONE, YUM, YUME, Z, ZEN, ZNGA, ZOES, ZOLT, ZTS, ZU
Latest  |  Highest rated
  • Sysco: Better Days Ahead With Peltz On Board, But Future Plans Are Still Unknown [View article]
    I fully agree that reported earnings are very important and more realistic.

    Most of the difference in recent times between both earnings metrics stems from merger related expenses, which I am happy to consider as one-time. Other than that I fully agree with you and I specifically mentioned the word ¨adjusted¨ when I talk about non-GAAP earnings in the article.
    Aug 20, 2015. 09:28 AM | Likes Like |Link to Comment
  • Symantec: Lots Of Cash But Uncertain Future [View article]
    Through. Although 10 times earnings might be a lot if your business is eroding by double digit percentages. Also do not forget that many cash holdings are abroad, and depending on how they deal with those assets, Symantec might see a big tax repatriation bill.
    Aug 20, 2015. 12:05 AM | 1 Like Like |Link to Comment
  • Mobile Iron - Sudden But Dramatic Growth Slowdown Raises Red Flags In This Recent Offering [View article]
    Like so many ¨similar¨ offerings.
    Aug 20, 2015. 12:04 AM | Likes Like |Link to Comment
  • Sysco: Better Days Ahead With Peltz On Board, But Future Plans Are Still Unknown [View article]
    Sure. But it is unmistakably the case that sales are up 50% over the past decade while margins have come under pressure. Volume growth was not enough over this time period.
    Aug 20, 2015. 12:03 AM | Likes Like |Link to Comment
  • Target - Well Positioned And Fairly Valued [View article]
    I was not able to listen to it. The initial big jump could be driven by the 13cent quarterly earnings beat. In that light the 10ct FY guidance raise was pretty minimal suggesting that the outlook for 2H was the same or slightly worse than before.
    Aug 20, 2015. 12:02 AM | Likes Like |Link to Comment
  • Sprouts Farmers Market - Starting To Look Appealing As Growth Remains Solid [View article]
    Thanks for pointing out it fell so low. WFM new lows today as well. Good luck
    Aug 20, 2015. 12:00 AM | Likes Like |Link to Comment
  • Symantec: Lots Of Cash But Uncertain Future [View article]
    It does not really.

    Makes you question what the performance would be if the industry was not growing.
    Aug 19, 2015. 04:05 PM | Likes Like |Link to Comment
  • Echo Global Logistics: Words Of Caution After A Nice Deal [View article]
    It is getting much better. Still 20 times pro-forma earnings after taking into account synergies, while leverage is on the high side. Might consider to slowly built a position rather than timing a certain level and gradually buy more if we move down.

    I am looking to buy first trench at $22-$24.
    Aug 19, 2015. 01:07 PM | Likes Like |Link to Comment
  • Freeport-McMoRan: Management Needs To Make A Decisive Move Soon [View article]
    And thank you for your elaborate and insightful response.

    I agree that the company survived difficult conditions in the past. The one thing which strikes me is that many commodity (oil) companies need to continue to produce in order to make debt payments, and are being forced by creditors to keep pumping. In previous downturns large payers cut back voluntarily on production at times, something which appears to be happening in a much more limited scale now.
    Aug 19, 2015. 12:43 PM | Likes Like |Link to Comment
  • Marathon Oil - Swift Action Is Needed To Combat The Relatively High Cost Of Production [View article]
    I am not too familiar with BP.

    At least they have downstream activities, a huge plus compared to any pure player in today's environment.
    Aug 19, 2015. 09:34 AM | Likes Like |Link to Comment
  • Viacom's Focus On Shareholder 'Value' Creates Unnecessary High Risks For Investors [View article]
    Fully agree

    mgmt buying at $75 to see the stock 40% later within 6 months is very stupid given the ¨insight¨ they have in the numbers.
    Aug 19, 2015. 09:02 AM | 2 Likes Like |Link to Comment
  • Viacom's Focus On Shareholder 'Value' Creates Unnecessary High Risks For Investors [View article]
    DIS is much better diversified with their parks, presence in sport (live event instead of program tv).
    Aug 19, 2015. 12:01 AM | Likes Like |Link to Comment
  • Sysco: Better Days Ahead With Peltz On Board, But Future Plans Are Still Unknown [View article]
    Peltz is usually not too much focused on leverage. Personally I think that he will aim for operational improvements.
    Aug 18, 2015. 11:58 PM | Likes Like |Link to Comment
  • Sysco: Better Days Ahead With Peltz On Board, But Future Plans Are Still Unknown [View article]
    Well Buffett just bought PCP. Acquiring SYY within a few months from here seems a bit stretched given his philosophy to operate with solid cash holdings.
    Aug 18, 2015. 03:54 PM | Likes Like |Link to Comment
  • Freeport-McMoRan: Management Needs To Make A Decisive Move Soon [View article]
    yeah sure. It could provide a short term boost.

    Unless it will have a big and lasting impact, it will hardly move the needle I am afraid.
    Aug 18, 2015. 03:19 PM | Likes Like |Link to Comment
COMMENTS STATS
2,012 Comments
569 Likes