Cadence Design Systems Inc. (CDNS)

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All Comments on CDNS

  • commenter
    User 168670
    Jul 05 02:41 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    very silly article-no value unless some has a week of time to review. Reply
  • commenter
    mpharbold1
    Jul 05 11:11 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    David, In late January you liked VSH. Today it is much cheaper, but every quarter they seem to take a new non-recurring charge that turns out to be anything but non-recurring.The stock was moving up from 8.5 to 10.5 and now after a couple of terrible weeks, its back under 9 again. It looks cheap to me, but I don't see any catalyst on the horizon for it to go up. What are your thoughts today on VSH? Reply
  • commenter
    kurt walter
    Jul 04 08:11 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Get serious. If you must own so many stocks just buy IYY and go on vacation. Reply
  • commenter
    granger
    Jul 04 01:40 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Thanks for the list. I a always looking for starting points unique from my own. I will run through on my P & F charts, then start my fundamental analysis. A few on my watchlist are DHR, GPC, TECH, SYY and VFC. For growth, i am watching TSCO and BWLD. Reply
  • commenter
    NEH
    Jul 04 10:56 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Why NM David? I know it's highly leveraged, but I think with patience it will shine. My one concern is how the relationship will work between NM and NMP, how the assets will shift and of course, the distribution of profits. That being said, I'm long NM and just think that in this market investors have to be more patient with their speculative holdings. Maybe I'm just willing to hold on longer than you are. I'd like to hear your thoughts. Reply
  • commenter
    BlueOkie
    Jul 04 09:56 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Too many to have any value. Not managable Reply
  • commenter
    Ozarker
    Jul 04 09:45 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Why don't you just list every stock in the world? There would probably be some good bets in there some where. Reply
  • commenter
    Eric Fox
    Jul 03 03:53 PM
    My Website
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    David...add ANAT to the list. It is the sister company of NWLIA - both controlled by the Moody Family. Also, KCLI is another unappreciated insurer trading below book. Disclosure - I am long both. Reply
  • commenter
    YIkes
    Jul 03 02:24 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    how do you choose your stocks to go long with? Reply
  • commenter
    Frankie62
    Jun 21 01:26 PM
    Lowest P/E Ratios in the Nasdaq 100 [view article]
    PETM looking good to me. No one ever seems to cut back on their dog's food and toys. Reply
  • commenter
    sunrises
    Jun 19 01:36 AM
    Lowest P/E Ratios in the Nasdaq 100 [view article]
    Hello Big:

    Is there a reason for the pullback in NVDA? The valuations appears quite reasonable.     Reply
  • commenter
    David V.
    Jun 18 05:25 PM
    My Website
    Cadence Takes a Page Out of Microsoft’s Playbook [view article]
    According to www.madmergers.com MENT is trading at a 5% discount. You can view all the merger arbitrage returns for all pending stock mergers for free at www.madmergers.com. Reply
  • commenter
    David V.
    Jun 18 05:24 PM
    My Website
    Mentor Will Fight Cadence's Hostile Bid [view article]
    According to www.madmergers.com MENT is trading at a 5% discount. You can view all the merger arbitrage returns for all pending stock mergers for free at www.madmergers.com. Reply
  • commenter
    Rahm S
    Jun 18 01:52 PM
    Cadence Takes a Page Out of Microsoft’s Playbook [view article]
    On balance this merger is going to be mostly suboptimal to the end users, employees at both companies, the larger EDA community, and Cadence shareholders. The real beneficiaries of this merger will be Mentor shareholders and the institutions that finance this deal.

    EDA market is $5B+ supporting a $250B semiconductor market. And, it's growing albiet slowly at ~5% CAGR. In my opinion, that market size and growth should be able to support 3 or 4 large players.

    From an user perspective, the more choices they have the better the quality of products and services. This merger results in too many product overlaps and diminished product choices which is not going to help the end user.

    There will be retrenchment at the combined companies. Internal political battle will stranglehold development. And, the smart folks will simply run to an exit after the merger.

    From a larger EDA ecosystem -- EDA startups, which have been the perennial suppliers of new technology will now have one less exit opportunity given that an IPO is all but impossible these days. And, the VCs will be less enthused to invest in EDA startups.

    Mentor shareholders will receive a bump in their stock valuation, however I predict Cadence share price will continue to deteriorate since they will not be able to provide a whole lot of value with the merger (other than cost reduction) and Cadence will be unable to aggressively invest in R&D since they have to service the huge merger debt.

    Well, the only clear winners may be the financial institutions who finance this deal and the Mentor shareholders.
    Reply
  • commenter
    selene
    Jun 17 12:15 PM
    Lowest P/E Ratios in the Nasdaq 100 [view article]
    This chart would be even more useful if it also included trailing PEs. Reply

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