Prudent Guy

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9 Comments

    • Sun Oct 26th 00:09 AM | Rating: 0 0
      Commented on:
      GE Could Tap Fed Fund, Goose Credit Markets
      Some of you people are astounding in your ignorance. Do you have any clue at all what GE is doing here?

      They are trying to help restore cash to some of their short-term debtholders (such as pension funds and state gvt's). So they are planning to buy back their debt from those folks, restoring liquidity to the system, and instead funding their short-term debt through the fed program.

      Virtually ALL big companies use commercial paper to some extent; it's not like GE is a black horse for doing that. However, GE would probably rather their short-term debt customers don't go up in smoke in the long term...so this is a good move.

      Do your homework before you start bashing. K?
      View article »
    • Mon Feb 25th 09:44 AM | Rating: 0 0
      Commented on:
      Research in Motion: Unlike Apple, No Slowdown in Subscriber Growth
      BTW, in case you somehow missed the issue with RIMM I'm referring to, see here. It talks about the fact that RIMM raised subscriber add guidance, as you trumpet here, but did NOT raise revenue guidance.

      finance.yahoo.com/tech...
      View article »
    • Mon Feb 25th 09:42 AM | Rating: 0 0
      Commented on:
      Research in Motion: Unlike Apple, No Slowdown in Subscriber Growth
      Sulli,

      First. How are you comparing subscriber growth? Supply orders for various Apple components is not device-in-hand-bought-... subscriber growth. You're not even comparing the same thing!

      Second. RIMM subscribers up, but no revenue increase. That is getting ignored and is a VERY bad sign. What's the explanation for their margins not holding? RIMM revenue is not increasing as much as it should for increased subscriber takedown.

      Maybe Apple has issues, maybe not. But this kind of unscientific garbage journalism is one of the reasons why I grow less and less interested in wasting time on Seeking Alpha.
      View article »
    • Tue Feb 12th 14:27 PM | Rating: 0 0
      Commented on:
      Could Modu Be the iPhone Killer?
      Oh, and the interfaces on their phones...I guess they are prototypes, but they look to be ca. 2005 or so?
      View article »
    • Tue Feb 12th 14:13 PM | Rating: 0 0
      Commented on:
      Could Modu Be the iPhone Killer?
      So my choices are:
      1 - iPhone, with a fantastic user experience, with models from a company that consistantly proves it's ability to add memory and functionality to new models;
      2 - an object with very little memory from an unproven small company that is somehow going to either a) get exclusive partnerships to integrate with companies who make every device I use every day or b) blow through craploads of R&D capital to create their own "jackets" (basically their very own devices) to compete with the existing specialized devices?

      Heh.

      I mean, if they get a proven product out there and the user experience is great, then, hey, I'll be all over it. I'm not going to hold my breath though.
      View article »
    • Wed Jan 23rd 15:00 PM | Rating: 0 0
      Commented on:
      Blame it on iPod's Near Zero Growth
      FreeRange,

      My comment was directed at the author, not you. I agree that there is more to just Apple than iPod; valuing it just based on iPod numbers is extremely myopic. My point was that even if you JUST look at the iPod numbers, the author is a dunce.

      (Anyway, the problem is people's interpretation of their low guidance.)
      View article »
    • Wed Jan 23rd 12:10 PM | Rating: 0 0
      Commented on:
      Blame it on iPod's Near Zero Growth
      Yet another individual who doesn't understand the relationships between unit growth, revenue growth, and margins. Go back to finance 101 and then get back to us.
      View article »
    • Sat Nov 3rd 14:34 PM | Rating: 0 0
      Commented on:
      Navios Maritime Poised For Substantial Growth
      To clarify, I think I see why (numerically) their margins are so much worse...their cost of revenue is really crazy as a % of total revenue vs the competition. What I'm trying to understand is WHY that is.

      I.e., Cost of revenue vs. total revenue for these co's:
      NM 161m vs. 212m
      DRYS 6m vs. 112m
      DSX 8m vs, 43m
      GNK 8m vs. 45m

      The SG&A, depreciation, etc, are all pretty close for all four companies. The cost of revenue just seems outlandishly high for NM.

      I.E., it's taking them like 20x the expenses to generate 2-4x the revenue of the others. And it's been that way all of the last four quarters. Why? :P
      View article »
    • Sat Nov 3rd 14:21 PM | Rating: 0 0
      Commented on:
      Navios Maritime Poised For Substantial Growth
      (I asked this question on the Y! Finance boards as well - nothing doing there, so thought I might ask here.)

      Before I get to my point, one thing. I'm currently long NM. I like the growth prospects, I like the management, and they seem to be going in the right direction.

      That said, something concerns me - margins.

      Why does NM have inferior margins to what seems to be all of its competition? Does anyone know? I've sifted through everything I can find and don't see a good indication.

      Note - these are taken from my broker's fundamental #'s, I think they are more recent that Y! Finance. I'll only list three other drybulk shippers here.

      NM
      Gross Margin (TTM) 30.2%
      Net Profit Margin (TTM) 13.4%
      Operating Margin (TTM) 23.5%
      Pretax Margin (TTM) 14.1%

      DSX
      Gross Margin (TTM) 78.1%
      Net Profit Margin (TTM) 56.4%
      Operating Margin (TTM) 59.7%
      Pretax Margin (TTM) 56.4%

      GNK
      Gross Margin (TTM) 79.9%
      Net Profit Margin (TTM) 42.7%
      Operating Margin (TTM) 54.3%
      Pretax Margin (TTM) 42.7%

      DRYS
      Gross Margin (TTM) 93.6%
      Net Profit Margin (TTM) 60.1%
      Operating Margin (TTM) 73.1%
      Pretax Margin (TTM) 60.1%

      What gives?
      View article »
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