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  • Regardless Of Price, Apple's Intrinsic Value Is Still On Its Way To $1,000 [View article]
    Misho ILIEV,

    The capital structure (net cash position) is vital to assessing the intrinsic value of a company. For example, all else equal, a company with $137 billion in net cash on the balance sheet should trade at a higher multiple than a company with no net cash on the balance sheet, assuming all else equal (including future growth, risk, cash flow, etc). The Street is very confused in this respect and may lead investors to believe that a company's capital structure does not matter. Capital structure and cash matters very much in valuation.

    Kind regards,

    The Valuentum Team
    Jan 30 12:03 PM | 1 Like Like |Link to Comment
  • Regardless Of Price, Apple's Intrinsic Value Is Still On Its Way To $1,000 [View article]
    The short answer is that value is the starting point of our process. The explanation of our Valuentum Buying Index rating can be found at the following link:

    http://bit.ly/viu9MH

    Kind regards,

    The Valuentum Team
    Jan 30 11:58 AM | Likes Like |Link to Comment
  • Regardless Of Price, Apple's Intrinsic Value Is Still On Its Way To $1,000 [View article]
    Hi LGV,

    Thanks for your thoughts. The primary use of the law of large numbers is in the media to somehow use this as an explaination for a price decline. However, it is very important to note that growth is but one factor behind assigning a multiple to a company. The expectation of future free cash flows are the primary determinant of a company's multiple. Pasted below is an explanation of what the P/E really means, and why the law of large numbers makes little sense in this context.

    http://bit.ly/FPiD05

    If you cannot download it or have any questions about it, please contact us at info@valuentum.com.

    Hope you are doing well.

    Kind regards,

    The Valuentum Team
    Jan 30 11:56 AM | Likes Like |Link to Comment
  • Regardless Of Price, Apple's Intrinsic Value Is Still On Its Way To $1,000 [View article]
    Just remember, price is what one pays for a stock. Value is what the company is worth based on its discounted future free cash flow stream. They are very, very different concepts.
    Jan 29 04:59 PM | Likes Like |Link to Comment
  • Regardless Of Price, Apple's Intrinsic Value Is Still On Its Way To $1,000 [View article]
    Our performance is shown at the following location on our website:

    http://bit.ly/MtrQwH

    Thank you for bringing this up.

    Kind regards,

    The Valuentum Team
    Jan 29 04:58 PM | 1 Like Like |Link to Comment
  • Regardless Of Price, Apple's Intrinsic Value Is Still On Its Way To $1,000 [View article]
    The law of large numbers is very interesting as it relates to cash flow dynamics. Large cash flow = large intrinsic value. A company can be drastically undervalued even if cash flows are flat and/or declining. The law of large numbers is hardly a law.

    This paper will help in understanding what a P/E ratio truly means:

    http://bit.ly/FPiD05

    If you can't download it, please contact us at info@valuentum.com, and we can send you the pdf.

    Kind regards,

    The Valuentum Team
    http://www.valuentum.com
    Jan 29 04:56 PM | 3 Likes Like |Link to Comment
  • Waiting For A More Attractive Valuation At Bristol-Myers [View article]
    Hi rwisner,

    Thank you for reading our article. We only make available our fair value estimates to members of our website.

    We hope you may give our research a try.

    Kind regards,

    The Valuentum Team
    Jan 28 01:32 PM | Likes Like |Link to Comment
  • AT&T Sells Just A Couple Of iPhones (8.6 Million Of Them) [View article]
    Thank you all for reading our article. There are many more on our website that you can't find anywhere else.

    Kind regards,

    The Valuentum Team
    Jan 28 01:20 PM | Likes Like |Link to Comment
  • Why We're Not Jumping Headfirst Into Netflix [View article]
    Thank you for reading.

    Kind regards,

    The Valuentum Team
    Jan 27 06:20 PM | Likes Like |Link to Comment
  • Why Microsoft Remains A Terrific Company [View article]
    Thank you for reading our article. We hope you may take a look at our Dividend Growth Newsletter write-up. The link is in the last paragraph of the article.

    Happy investing,

    The Valuentum Team
    Jan 27 05:31 PM | Likes Like |Link to Comment
  • Boeing Still Fairly Valued Despite 787 Concerns [View article]
    Thank you very much for your comments.

    Kind regards,

    The Valuentum Team
    Jan 27 03:29 PM | Likes Like |Link to Comment
  • HCP Raises Dividend In Line With Our Dividend Growth Forecast [View article]
    Hi BruceCM,

    Thank you very much for your kind words. Please be sure to view our website where you can access all of our forward-looking dividend analysis: www dot valuentum dot com

    Kind regards,

    The Valuentum Team
    Jan 27 03:27 PM | Likes Like |Link to Comment
  • Why Apple Is Still A Buy Even Though Amazon And Google Have Better Products [View article]
    Hi James,

    Thank you for your interesting article on Apple.

    Kind regards,

    The Valuentum Team
    Jan 27 12:55 PM | Likes Like |Link to Comment
  • Is Genworth A Gem Worth Looking At? [View article]
    Thank you for your comments.

    Kind regards,

    The Valuentum Team
    Jan 25 11:28 PM | Likes Like |Link to Comment
  • Valero Looks Like a Steal At Its Current Price [View article]
    Excellent call, Valuentum Team!
    Jan 23 02:30 PM | Likes Like |Link to Comment
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