SiRF Technology Holdings Inc. (SIRF)
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SIRF Forum Topics
- All Comments on SIRF
- General Discussion on SIRF
- Best and Worst Performing Stocks Seven Months Into 2008 [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Most Volatile Stocks on Earnings [view article]
- What Is SiRF's Valuation? [view article]
- The Best and Worst Performing Stocks in the U.S. [view article]
- An Analysis of SiRF's 'Challenging Quarter' [view article]
- High Tide for SiRF Technology [view article]
- Q1's Best and Worst Performing Stocks [view article]
- Amid Worries About Closing Map Deals, Navteq and Tele Atlas Slide [view article]
- Will Garmin Direct Bulls Towards Healthy Returns? [view article]
- Wall Street Breakfast: Must-Know News [view article]
loading ...Recent SIRF Articles
- Best and Worst Performing Stocks Seven Months Into 2008
- Wall Street Breakfast: Must-Know News
- Demand for GPS-Enabled Cellphones Good for SiRF - UBS
- What Is SiRF's Valuation?
- An Analysis of SiRF's 'Challenging Quarter'
- Are SiRF and Marvell a Good Match?
- The Best and Worst Performing Stocks in the U.S.
- SiRF: Merger or Acquisition?
- SiRF's Canning is Out; Investors Celebrate
- Amid Worries About Closing Map Deals, Navteq and Tele Atlas Slide
- Full List of Articles »
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Amid Worries About Closing Map Deals, Navteq and Tele Atlas Slide [view article]
Ant thoughts on (grmn's) new phone? Speculation one this becoming huge part of the company in the next 3.5years- thoughts comments ReplyEditors
General Discussion on SIRF
Is this a buy or a sell? Replyyst
Will Garmin Direct Bulls Towards Healthy Returns? [view article]
I agree, GRMN has been beat up too much lately. They just blew away their earnings last quarter, which is something this company has a strong track record of doing. There is a reason that Garmin has 55% of the PND market, they are simply the best GPS manufacturer out there. If other companies that are trying to add GPS navigation to their existing products are smart they will outcource this task to the best in the business, since it is not one of their core competencies. One way or another I believe Garmin will continue to dominate the PND market and the PND market will continue to outpace the overall economy. ReplyWall Street Breakfast: Must-Know News [view article]
TIF Tiffany recall reading a potential pitfall to forward earnings is the inventory calculations and valuation and wouldn't that mean so much of the earnings are based on the price of gold relative to the net margins, i see a ascending triangle forming quickly, is it time for a potential put, just discovered this site, very impressive can we email the authors ReplyWall Street Breakfast: Must-Know News [view article]
Mazel Tov Eli!!! ReplyHigh Tide for SiRF Technology [view article]
Hi I'm David. My recommendation is that you buy Sirf. The stock has cash of $2...plus if you add yours in the mix it will have more cash. The multiples exceed everyones expectations and we should see valuation in the mid $12 range. If you factor in the number of hairs the president has in his nose it could even go higher! Sirf sure is a swell stock and it rhymes with Surf. Hey dude surfs up man. Any stock that has surf in it is a sure bet and someday we can smoke some weed under the setting sun and reflect on this swell purchase. ReplyWall Street Breakfast: Must-Know News [view article]
even 10 is not moral hazard. it may help to avoid the big crisis. ReplyHigh Tide for SiRF Technology [view article]
Well, another shoe dropped today. Looks like Alan was right about the risks. ReplyWall Street Breakfast: Must-Know News [view article]
Re:Economists argued whether the amended move created a so-called "moral hazard". Any idiot who sees this as a time to take additional risk can have the same haircut Bear Sterns shareholders received. ReplyWall Street Breakfast: Must-Know News [view article]
great-if u can believe any of the info thats out there. ReplyWall Street Breakfast: Must-Know News [view article]
Great Info, we need all the info on Wall Street to stay alive! ReplyHigh Tide for SiRF Technology [view article]
Garmin is not Sirfs only customer but it is its largest for the GPS IC chip sets. Sirf does command 80% of this market. Broadcom ( Garmin has its own chipsets as well but not near the quailty compared to Sirfs) is chipping away at this market but hey let em take another 10% market share....Sirf still has alot of growth with 70% market share.Oh and yes I'm long on Sirf.
In His Grace Reply
Nathel
Best and Worst Performers YTD [view article]
I noticed TurboChef was on the worst performing list and I just posted a briefing about them on my blog...and below. If you like this article check out my blog where I highlight stocks that travel under the radar of the free financial media at DanielNathel.Blogspot....After hours price as of 02.28.08 - $8.54; Conference call scheduled for 03.03.08 at 4:45 pm.
TurboChef Technologies (OVEN) is a tough call, but it deserves a little more than the cold shoulder before they announce their quarterly earnings on Monday. If the ticker and the company name are not enough of a hint, TurboChef specializes in speed cooking technology. Their narrow market focus and the increasing demand for food cooked fast offers an opportunity for strong economic growth. Unfortunately, from 2004 to 2006 there income statement would prove otherwise, with revenue consistently declining from over $70 mil in'04 to under $48 mil in '06. Don't be mistaken though, they have been on the up and up, and in the 9 months beginning last January they already reported over $52 mil in revenue.
OVEN lost about 50% of its market value just in '08, mainly because news broke that Starbuck's, one of their top 3 customers, reported that they would phase out their hot sandwich offerings in the fall (they were stinking up their coffee shops) and they just couldn't recover from the down trading market. Volume has been on the rise recently and the price started following this week making an upward move of about 10%.
Their are a ton of risks associated with OVEN including a history of negative earnings, there is not really a direct competitor to compare them against, 60% institutional ownership, almost 38% is held by insiders, 18% of the float was short at the end of January and the list goes on. But, there is some upside potential in the short run, if not long, for at least a ride on the rebound if they report good news Monday.
I say long run because they make good, expensive, speed cooking products that should spread globally over time; as they have in the US. They also offer an extremely upper end speed cooking oven for residential kitchens (that I am sure has had a tough time selling along side of the new home starts) that will probably not be so uncommon in the future. To top it off, the consensus of analysts covering OVEN expect earnings to be a positive 3 cents for the last quarter of '07 and to stay out of the red rising to .19 cents for the fourth quarter of '08.
If you are interested in purchasing shares of OVEN check out some of the other players in the cooking equipment market including Middleby Corp. (MIDD) and companies that you feel operate with similar demand, but don't expect OVEN to move in sync with them (because of their R and D focus). Most of those guys did good recently and I think the upside potential should out way the downside risks, which look like they have already been factored in, for Mondays conference call.
Disclosure: I may, or may not, invest in or trade shares of OVEN, but I currently have no position in the company. Reply
Best and Worst Performers YTD [view article]
You missed PAL. ReplyHigh Tide for SiRF Technology [view article]
still there is a mistake -"With projected earnings growth of 40%, a Price to Sales Ratio of 1.5-2.0 could be supported easily--translating into a price of $5.00-$7.00."
it should translate into a price of $10-$12 Reply