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Vivek Gupta

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  • GE: The Most Investor Friendly Development [View article]
    Thanks for reading,
    The new entity will get the private level card business of the company. The company has planned a complete spin-off. So, probably GE will have no holdings in the card business beyond 2015.
    Nov 19 07:43 AM | Likes Like |Link to Comment
  • GE: The Most Investor Friendly Development [View article]
    @Cmcleod - Thanks for reading,
    The company mentioned in its related SEC filing: “GE currently intends to complete its exit from Retail Finance in 2015 through a split-off transaction, by making a tax-free distribution of its remaining interest in Retail Finance to electing GE stockholders in exchange for shares of GE’s common stock”.
    So, there is every possibility that the eligible shareholders will get an opportunity to have the shares of new entity based on the number of GE shares they held on the record date. How much and how will one get depends on the valuations and the exchange process followed by the company at that time i.e. 2015.
    Nov 19 07:36 AM | Likes Like |Link to Comment
  • Amazon: Moving Up The Value Chain [View article]
    Hi Michael,
    Thanks for reading. I am glad that you like my article.

    Regarding your question:

    The prime reason that why an enterprise or user upgrades/replaces its Desktop system is that the enterprise/user needs to get that upgraded for the new applications/technolog... which often demand high processing speeds and storage space. But once the enterprise shifts its Desktops to the cloud it will not have to worry about the hardware upgrades/replacements, as in DaaS the actual processing and storage is done by the remote servers.

    So, no doubt that the increasing use of DaaS will hurt the PC market. In-fact, in the future DaaS may well become one of the key reasons behind the decline of the enterprise PC market.
    Nov 19 07:28 AM | Likes Like |Link to Comment
  • GE: A Major Growth Catalyst Is Blossoming [View article]
    Thanks for reading.

    The beginning is good with over half a billion of orders; Future, only time will tell.
    Oct 14 02:55 AM | Likes Like |Link to Comment
  • GE: A Major Growth Catalyst Is Blossoming [View article]
    Thanks for reading.
    GE is not an expert in the IT industry. However, it certainly is an expert in the capital goods industry and is already offering the goods/machines integrated with Predix solution. The customers statements tell that Predix based solutions not only improves the operations but also benefits them economically. Moreover, the company intends to offer Predix solution with its existing orders so it doesn't have to search for customers that means the revenue ramp up from Predix shall be quick (if Predix is really that effective and value accretive for customers). The beginning is good with over half a billion of orders.
    Oct 14 02:52 AM | Likes Like |Link to Comment
  • GE: A Major Growth Catalyst Is Blossoming [View article]
    Thanks for reading and liking. I am glad.
    Oct 14 02:48 AM | Likes Like |Link to Comment
  • Veeva Systems: Cloud Bases Services For The Life Science Industry. [View article]
    Thanks for reading.
    Company’s financial year ends on January 31, so the six months ended July 31, 2013 represents H1 FY 2014.
    Oct 10 12:55 PM | Likes Like |Link to Comment
  • Potbelly Follows A Starbucks Like Strategy. [View article]
    Thanks for reading. The company increases the price range to $12 - $13 from $9 - $11.
    Oct 3 10:47 AM | Likes Like |Link to Comment
  • Benefitfocus: Operates In Very Competitive Industry [View article]
    Thanks for reading and such a nice comment.
    The market for this business is big, but not as big as $59 billion or $55 billion, as this includes numerous segments and the company doesn't deals in all the segments.

    Some of its customers include:
    Bon Secours Health, System Brooks Brothers, Columbia Sportswear, Morganite Industries, The Wet Seal, Aetna Life Insurance, WellPoint.
    Sep 19 01:13 AM | Likes Like |Link to Comment
  • Benefitfocus: Operates In Very Competitive Industry [View article]
    Thanks for reading.
    “If the Company’s IPO is consummated, all of the redeemable convertible preferred stock outstanding will convert into common stock.” (From IPO prospectus)
    The total number of shares (approximately 24,312,049) to be outstanding after this offering includes the shares issued due to the said conversion.
    Sep 18 02:45 PM | Likes Like |Link to Comment
  • Cvent: High Growth Potential, Expensive Valuations [View article]
    Thanks for reading.

    Preliminary and unaudited results, from IPO prospectus, for three months ended June 30, 2013:

    “Revenues are expected to be between $26.7 million to $26.9 million, representing an increase of (i) 35% to 36% as compared to revenue of $19.8 million for the three months ended June 30, 2012 and (ii) 10% to 11% as compared to revenue of $24.4 million for the three months ended March 31, 2013.”

    “Net loss is estimated to be between ($2.5) million and ($2.0) million, as compared to net income of (i) $0.5 million for the three months ended June 30, 2012 and (ii) $0.3 million for the three months ended March 31, 2013. The decrease in net income reflects increased spending in cost of revenue, and sales and marketing in relation to the increase in revenue. The decrease also reflects an increase in general and administrative costs that were primarily related to increases in headcount for administrative operations necessary to prepare for an initial public offering and operate as a public company, depreciation and amortization, stock-based compensation, foreign currency losses and acquisition costs.”
    Sep 16 04:47 AM | Likes Like |Link to Comment
  • MiX Telematics IPO Analysis: Fleet And Mobile Asset Management Solutions [View article]
    Thanks for reading and such a nice comment.
    Aug 9 01:11 PM | Likes Like |Link to Comment
  • PotashCorp: Market-Driven Potash Prices Are A Significant Negative For The Company [View article]
    Thanks for reading.

    The links have been provided within the article for the information you are seeking.
    Aug 5 04:22 PM | Likes Like |Link to Comment
  • PotashCorp: Market-Driven Potash Prices Are A Significant Negative For The Company [View article]
    The company can improve its capacity utilization levels to offset the lower margins (depends, to what extents it ramp up its utilization levels).

    For six months ended June 30, 2013 the cost of production for the company was $124 per/tonne (freight, transportation and distribution charges not included).

    Company should make profits even at $300 levels.
    Aug 5 08:03 AM | Likes Like |Link to Comment
  • Sprouts Farmers Market: Whole Food Market Is Available At Comparatively Better Valuations [View article]
    Thanks for reading.
    Proceeds from the IPO will be used to repay debt that the company raised in April 2013 (April 2013 Refinancing), to refinance its existing debt ($403.1 million) and to make a distribution to its equity holders, to make payments to vested option holders and to pay transaction fees and expenses (about $295 million; shown in the balance sheet above). So, IPO proceeds will make no effective change to its debt position as compare to its debt position in FY 2012. (See the balance sheet above, the pro forma debt position is almost unchanged for the quarter ended March 31, 2013.)
    Jul 31 03:04 PM | Likes Like |Link to Comment
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