Too Many Tech Bargains: Which Is The Best Bet For Now? [View article]
@Jon408
It seems recklessly to read only final words part in the article to make your conclusion about my conclusion. I think it would be sensible to penetrate the entire article (not only the summary).
Which Banking Stock Is The Least Troublesome, Most Profitable Bet For 2013? [View article]
@buffett's_apprentice
Thank you for your comment! Sure! I have checked today. The fair value for WFC indeed spans between $58 and $85. The stock is undervalued (with 75% upside potential). However, this fact has not changed my opinion on the best bet for 2013. Thanks!
Which Oil Giant Is A Winning Bet For 2013? [View article]
Hello dear readers! Thank you for your attention, interesting opinions and comments. I would like to clarify the most sensible notes from your comments.
@ JeffParrel @ Fp1
You say: “According to the table above XOM is undervalued and Chevron is overvalued. Please explain your final verdict.” If the company is overvalued it does not mean directly the company is a buy. The same story with undervalued companies which are not considered a sell exactly. The stock valuation is one of the numerous factors that affect buy/hold/sell decision on any stock. The received results make me consider RDS.A and CVX the best oil options by analyzing all pros and cons for every company. Overvalued Chevron indeed has a potential for the next share price increase driven by relatively more attractive growth opportunities when compared to its peers. The stock price upturn will allow benefiting by its shareholders in the coming future. In our case, we cannot evaluate RDS stock price (over- or undervalued), so we do not have one of the most important metrics for decision making. However, the price/book ratio of this company is quite affordable. Nevertheless, RDS.A is presently offering an unmatched dividend yield, a healthy EPS and promising future prospects.
Despite XOM is well undervalued, yield-hungry investors would not feel themselves excited with XOM’s dividend, when there are other hot oil horses. PetroChina is also undervalued, but it has a relatively poor performance (low ROE of 11.6%) and high debt/equity ratio when compared to its peers. As I said, there are not many positive sentiments for PetroChina future, due to slippage in profits for Q3 2012.
@buyand squeeze @ JonGrows
I applied the discounted earnings plus equity model, developed by EFS Investment Partners. How it works you can find here http://bit.ly/ruR7CU You can also use it easily for your own calculations.
Are Improved Quarterly Results A False Dawn For Ford? [View article]
Dear readers! Thank you for your attention, interesting opinions and comments. I would like to clarify the most sensible notes from your comments.
@cbroncos You say: ‘’So Ford had better 3rd quarter earnings because there was a positive perception by investors? Did they buy a load of cars?’’ It is well-known that not only high sales build strong performance of the company. Investor’s relation indeed drives share price performance of the company and a peer group; then it helps to focus the company where it is more competitive and has the best risk-adjusted returns. I believe every self-respected investor is familiar with the investor behavior theory (for example, you should learn well the report “Providing Investor Feedback on the Company’s Credibility and Growth Strategies”.) Ford’ stock has often traded at a considerable discount to its peer group and the S&P 500, reflecting its quality, performance and investors’ positive perception of the company. Finally, Positive perception affects making buy/hold/sell decisions on any stock.
You say: "Ford into forming a partnership with General Electric Company (GE) to research, develop and sell alternative-fuel vehicles. This should help improve the status of the Ford C-Max plug-in hybrid vehicle as the car industry delves into the world of green living." So GE is going to help Ford sell C-max's? It is a fact! We should keep it in mind too.
@Tdot You say: “Setting aside all the typos and other errors (eg: "bank payments of $500,000 annually" should say $500 million)…” The figures in my article are correct, including the Payments of $500,000 per year. You can make sure here http://reut.rs/UDfMfT
General Electric Vs. Siemens: Which Is A Winning Bet For 2013? [View article]
@Uncle Pie
The reason of your fair doubts lies in the fact that many reliable sources indicate different numbers of dividend yield, as well as it also happens to PE in some cases. The point is which source seems to the author (me) as well as to an investor (you) more credible.
I used data from Morningstar that currently indicates SI's dividend yield of 2.75%. http://bit.ly/UBO4lS
The data from Seeking Alpha highlights SI's dividend yield of 2.77% http://bit.ly/L8FQg9
The finviz data indicates the number of 3.76% (I guess you follow this source)
Freeport-McMoRan And Southern Copper: Which Is The Best Bet For 2013? [View article]
p_salerno1
Thank you for your opinion and comments! The phrase "From initial impressions" was derived from looking firstly at the most important stock quotes, which expose the company's performance - - earnings growth, dividend yield, ROE, etc. Comparing those of SCCO and FCX, I made my first impression on which company was faring better in investor's eyes. Not to be taken in the first impression, then we go deeply in analyses of other metrics as well as facts.
Too Many Tech Bargains: Which Is The Best Bet For Now? [View article]
It seems recklessly to read only final words part in the article to make your conclusion about my conclusion. I think it would be sensible to penetrate the entire article (not only the summary).
Too Many Tech Bargains: Which Is The Best Bet For Now? [View article]
Thank you for your interest to my bio :)
Too Many Tech Bargains: Which Is The Best Bet For Now? [View article]
Thank you for your notes! Sure, there were typos and they will be corrected asap.
PS- Sometimes it happens to all of us :)
Which Industrial Giant Is A Winning Bet For Now? [View article]
To get the range of "Estimated Fair Value" You can use this source http://bit.ly/ruR7CU
Which Industrial Giant Is A Winning Bet For Now? [View article]
Which Industrial Giant Is A Winning Bet For Now? [View article]
Which Automaker Is The Best Bet For Now? [View article]
However, I like your big appetite ))
Which Automaker Is The Best Bet For Now? [View article]
What is a source for suggesting EPS of $1.51. Do you have a link or anything else?
Nokia's Revival: The Ship Has Sailed [View article]
Nokia's Revival: The Ship Has Sailed [View article]
Which Banking Stock Is The Least Troublesome, Most Profitable Bet For 2013? [View article]
Thank you for your comment! Sure! I have checked today. The fair value for WFC indeed spans between $58 and $85. The stock is undervalued (with 75% upside potential). However, this fact has not changed my opinion on the best bet for 2013.
Thanks!
Which Oil Giant Is A Winning Bet For 2013? [View article]
Thank you for your attention, interesting opinions and comments. I would like to clarify the most sensible notes from your comments.
@ JeffParrel
@ Fp1
You say: “According to the table above XOM is undervalued and Chevron is overvalued. Please explain your final verdict.”
If the company is overvalued it does not mean directly the company is a buy. The same story with undervalued companies which are not considered a sell exactly. The stock valuation is one of the numerous factors that affect buy/hold/sell decision on any stock.
The received results make me consider RDS.A and CVX the best oil options by analyzing all pros and cons for every company. Overvalued Chevron indeed has a potential for the next share price increase driven by relatively more attractive growth opportunities when compared to its peers. The stock price upturn will allow benefiting by its shareholders in the coming future. In our case, we cannot evaluate RDS stock price (over- or undervalued), so we do not have one of the most important metrics for decision making. However, the price/book ratio of this company is quite affordable. Nevertheless, RDS.A is presently offering an unmatched dividend yield, a healthy EPS and promising future prospects.
Despite XOM is well undervalued, yield-hungry investors would not feel themselves excited with XOM’s dividend, when there are other hot oil horses.
PetroChina is also undervalued, but it has a relatively poor performance (low ROE of 11.6%) and high debt/equity ratio when compared to its peers. As I said, there are not many positive sentiments for PetroChina future, due to slippage in profits for Q3 2012.
@buyand squeeze
@ JonGrows
I applied the discounted earnings plus equity model, developed by EFS Investment Partners. How it works you can find here http://bit.ly/ruR7CU
You can also use it easily for your own calculations.
Are Improved Quarterly Results A False Dawn For Ford? [View article]
Thank you for your attention, interesting opinions and comments. I would like to clarify the most sensible notes from your comments.
@cbroncos
You say: ‘’So Ford had better 3rd quarter earnings because there was a positive perception by investors? Did they buy a load of cars?’’
It is well-known that not only high sales build strong performance of the company. Investor’s relation indeed drives share price performance of the company and a peer group; then it helps to focus the company where it is more competitive and has the best risk-adjusted returns. I believe every self-respected investor is familiar with the investor behavior theory (for example, you should learn well the report “Providing Investor Feedback on the Company’s Credibility and Growth Strategies”.) Ford’ stock has often traded at a considerable discount to its peer group and the S&P 500, reflecting its quality, performance and investors’ positive perception of the company. Finally, Positive perception affects making buy/hold/sell decisions on any stock.
You say: "Ford into forming a partnership with General Electric Company (GE) to research, develop and sell alternative-fuel vehicles. This should help improve the status of the Ford C-Max plug-in hybrid vehicle as the car industry delves into the world of green living." So GE is going to help Ford sell C-max's?
It is a fact! We should keep it in mind too.
@Tdot
You say: “Setting aside all the typos and other errors (eg: "bank payments of $500,000 annually" should say $500 million)…”
The figures in my article are correct, including the Payments of $500,000 per year. You can make sure here http://reut.rs/UDfMfT
Thanks
General Electric Vs. Siemens: Which Is A Winning Bet For 2013? [View article]
The reason of your fair doubts lies in the fact that many reliable sources indicate different numbers of dividend yield, as well as it also happens to PE in some cases. The point is which source seems to the author (me) as well as to an investor (you) more credible.
I used data from Morningstar that currently indicates SI's dividend yield of 2.75%.
http://bit.ly/UBO4lS
The data from Seeking Alpha highlights SI's dividend yield of 2.77%
http://bit.ly/L8FQg9
The finviz data indicates the number of 3.76% (I guess you follow this source)
Freeport-McMoRan And Southern Copper: Which Is The Best Bet For 2013? [View article]
Thank you for your opinion and comments!
The phrase "From initial impressions" was derived from looking firstly at the most important stock quotes, which expose the company's performance - - earnings growth, dividend yield, ROE, etc. Comparing those of SCCO and FCX, I made my first impression on which company was faring better in investor's eyes. Not to be taken in the first impression, then we go deeply in analyses of other metrics as well as facts.