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Latest comments  |  Highest rated
  • AMD: Sell-Off Is Warranted As AMD Disappoints So Early In The Recovery Cycle [View article]
    Thanks.

    traders pushed up the stock too much in recent times by one-on-one accounting for INTC's gains into AMD's shares. The sell-off is a correction for that and some more, given the weakness.

    Long should/could hold, poor execution has definitely created some long term uncertainty with me.
    Jul 18, 2014. 09:17 AM | 3 Likes Like |Link to Comment
  • Darden Restaurants - The Worst Is Yet To Come [View article]
    This discussion is a major problem overall. Too many side jobs and directorships accepted by too many executives. Especially when times are rough, investors are right to complain about these issues.
    Jun 27, 2014. 01:39 AM | 3 Likes Like |Link to Comment
  • Mobile Iron - Sudden But Dramatic Growth Slowdown Raises Red Flags In This Recent Offering [View article]
    That seems far fetched with Q1 revenue growth slowing down to a paltry 9%, and the company reporting annual revenues about a $100 million currently.
    Jun 20, 2014. 04:12 AM | 3 Likes Like |Link to Comment
  • National Oilwell Varco: Sell-Off Creates Long-Term Entry Opportunity [View article]
    The distribution business which is showing operating margins which are inferior to the other major two business units of the firm. Such a move allows shareholders to value each business on its own merits and could boost the combined business as seen with many other limited partnerships or spin-offs initiated by energy companies especially over the past year.
    Apr 29, 2014. 03:47 PM | 3 Likes Like |Link to Comment
  • Cree: Staying On The Right Path [View article]
    Hi, let me react
    Gross margins for the quarter were 37.5%, guided to improve to 37.7% for the current quarter.
    Note that I was talking about operating margin expansion, not gross margin expansion to fuel earnings. While Cree has seen gross margin compression (down 100bps on year), it guides for 20bp sequential improvement in the quarter. For earnings growth, I believe margins expansion should come from leveraging R&D, SG&A costs, not gross margin expansion.
    If you noticed the 60 watt down $3 at HD, I am sure Cree must be aware of that and factored that into their forecast.
    Jan 24, 2014. 10:56 AM | 3 Likes Like |Link to Comment
  • Ford - Happy With The Dividend Hike [View article]
    yeah sure, options were implying a hike as well. Just bringing the news here. Many more companies have hikes coming, but Ford tends to make it a tradition of it in recent years, announcing it before the start of the new fiscal first quarter.
    Jan 9, 2014. 04:14 PM | 3 Likes Like |Link to Comment
  • Micron Technology - All Eyes On Next Week [View article]
    Thanks good comments, and quite optimistic. Let's see indeed in a few day's time what's ahead.
    Jan 2, 2014. 04:25 PM | 3 Likes Like |Link to Comment
  • Smith & Wesson: Take Profits After Repurchase-Driven Momentum [View article]
    From SWHC's filing:

    "We recognize revenue when the following four basic criteria have been met: (1) persuasive evidence of an arrangement exists; (2) delivery has occurred or services have been provided; (3) the fee is fixed or determinable; and (4) collection is reasonably assured."

    They recognize revenue when delivery has occurred. So the checks are a pipeline for future/nearby sales.
    Dec 13, 2013. 12:39 PM | 3 Likes Like |Link to Comment
  • Cisco Systems - Citigroup Throws Salt In Cisco's Shareholders' Wounds [View article]
    Quick update with new events after the article appeared:

    Cisco lowered revenue growth rate from 5-7% to 3-6%.
    Dec 12, 2013. 12:02 PM | 3 Likes Like |Link to Comment
  • McDonald's - More Downside Risks Are Emerging [View article]
    Nice disclosure.
    Oct 22, 2013. 09:33 AM | 3 Likes Like |Link to Comment
  • Violin Memory - Failed Public Offering On 'Insane' Management Compensation [View article]
    Take home was indeed not correct.

    Earlier in the article I wrote "Note that Violin Memory awarded its CEO equivalent to 3% of its current market capitalization over the past year, an insane amount."

    Indeed the CEO does not get all the money in cash, and this is not an cash outlay for the company. Yet it does causes real dilution to shareholders, to the tune of 3%, which is a bit steep to me.
    Sep 29, 2013. 10:02 AM | 3 Likes Like |Link to Comment
  • Salesforce.com - Investors Are Disappointed With Yet Another Expensive Dilutive Acquisition [View article]
    non-GAAP earnings of course

    As you have read, I am quite skeptic about the reporting of earnings, with a large gap between GAAP and non-GAAP earnings.

    The company is consistently using stock-based compensation as a non-GAAP compensation tool, while it is really part of operating expenses.
    Jun 4, 2013. 01:59 PM | 3 Likes Like |Link to Comment
  • Olin - Compelling Math Behind A Huge Deal [View article]
    I wrote the article/investigated the issue following the same frustration as you have. Coverage from traditional media outlets is not that great in these areas.
    Mar 30, 2015. 08:25 AM | 2 Likes Like |Link to Comment
  • Vasco Data Security - Great Quarter, I Have Some Momentum Concerns [View article]
    Looks good from the optics. Given that the orders are announced relatively soon after the quarterly results, I think most of these have been priced into the guidance. Still positive.
    Mar 19, 2015. 09:07 AM | 2 Likes Like |Link to Comment
  • Abraxas Petroleum - Relatively Attractive Shale Play [View article]
    Those PV-10 measures are a bit stupid but standardized measures by SEC. On top of my head they assume average 2014 prices of >$90 for oil and $4 for gas. The good thing is the replacement ratio, many of these players actually grow reserves quite aggressively.
    Mar 12, 2015. 02:25 AM | 2 Likes Like |Link to Comment
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