Qineqt's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/2214541/comments http://seekingalpha.com/article/1030761/comments?source=feed#comment-12061721 12061721 Thu, 29 Nov 2012 03:53:52 -0500 http://seekingalpha.com/article/1033741/comments?source=feed#comment-12050481 12050481 Wed, 28 Nov 2012 16:46:38 -0500 http://seekingalpha.com/article/1025941/comments?source=feed#comment-11950791 11950791 Mon, 26 Nov 2012 03:04:48 -0500 http://seekingalpha.com/article/1025941/comments?source=feed#comment-11950771 11950771 Mon, 26 Nov 2012 03:00:39 -0500 http://seekingalpha.com/article/1013581/comments?source=feed#comment-11687541 11687541 Fri, 16 Nov 2012 11:28:16 -0500 http://seekingalpha.com/article/1006651/comments?source=feed#comment-11596711 11596711 Wed, 14 Nov 2012 12:29:37 -0500 http://seekingalpha.com/article/1006651/comments?source=feed#comment-11596491 11596491 1) The Gross Margin decreased from 42.8% in the previous quarter to 40% in the quarter ended September. The margins for iPhone 4s were just shy of 58% and the numbers for the current quarter reflect that margins for iPhone 5 could be as low as 50%.
2) We believe the margins for the iPad series would be below 30% in the coming quarters i.e. 28%-30%. These margins had been in the range of 30%-35% previously.

For Nokia and Rimm we are using estimates of 2013/14 assuming sales would rebound by then]]> Wed, 14 Nov 2012 12:26:43 -0500 1) The Gross Margin decreased from 42.8% in the previous quarter to 40% in the quarter ended September. The margins for iPhone 4s were just shy of 58% and the numbers for the current quarter reflect that margins for iPhone 5 could be as low as 50%.
2) We believe the margins for the iPad series would be below 30% in the coming quarters i.e. 28%-30%. These margins had been in the range of 30%-35% previously.

For Nokia and Rimm we are using estimates of 2013/14 assuming sales would rebound by then]]> http://seekingalpha.com/article/982841/comments?source=feed#comment-11594331 11594331 http://seekingalpha.co...

http://seekingalpha.co...

Thanks ]]> Wed, 14 Nov 2012 11:45:40 -0500 http://seekingalpha.co...

http://seekingalpha.co...

Thanks ]]> http://seekingalpha.com/article/1000571/comments?source=feed#comment-11593371 11593371 performance of JCP in the future and therefore stand by a short position.]]> Wed, 14 Nov 2012 11:33:12 -0500 performance of JCP in the future and therefore stand by a short position.]]> http://seekingalpha.com/article/995551/comments?source=feed#comment-11592931 11592931 Wed, 14 Nov 2012 11:25:06 -0500 http://seekingalpha.com/article/1006651/comments?source=feed#comment-11591871 11591871 ps price targets and recommendations have been changed because of the changing dynamics of the industry as well as product launches. ]]> Wed, 14 Nov 2012 11:07:55 -0500 ps price targets and recommendations have been changed because of the changing dynamics of the industry as well as product launches. ]]> http://seekingalpha.com/article/1003701/comments?source=feed#comment-11561101 11561101 Tue, 13 Nov 2012 15:14:28 -0500 http://seekingalpha.com/article/996241/comments?source=feed#comment-11484021 11484021 they should not expect this high dividend yield to continue. In 2010, the company paid total dividends in north of $1.5 per share and in 2011 the total dividends were near $2.5 per share. In 2012, the total dividends paid increased to more than $3.7 (trailing twelve months yield near is near 10%). ]]> Sun, 11 Nov 2012 18:09:28 -0500 they should not expect this high dividend yield to continue. In 2010, the company paid total dividends in north of $1.5 per share and in 2011 the total dividends were near $2.5 per share. In 2012, the total dividends paid increased to more than $3.7 (trailing twelve months yield near is near 10%). ]]> http://seekingalpha.com/article/986431/comments?source=feed#comment-11382421 11382421 Thu, 08 Nov 2012 14:37:41 -0500 http://seekingalpha.com/article/986431/comments?source=feed#comment-11359641 11359641 Thu, 08 Nov 2012 05:23:31 -0500 http://seekingalpha.com/article/986431/comments?source=feed#comment-11359611 11359611 Thu, 08 Nov 2012 05:22:42 -0500 http://seekingalpha.com/article/986431/comments?source=feed#comment-11359601 11359601 Thu, 08 Nov 2012 05:22:14 -0500 http://seekingalpha.com/article/986431/comments?source=feed#comment-11338601 11338601 Wed, 07 Nov 2012 15:26:17 -0500 http://seekingalpha.com/article/986431/comments?source=feed#comment-11338531 11338531 Wed, 07 Nov 2012 15:24:44 -0500 http://seekingalpha.com/article/986431/comments?source=feed#comment-11338481 11338481 Wed, 07 Nov 2012 15:23:47 -0500 http://seekingalpha.com/article/985871/comments?source=feed#comment-11332881 11332881 Wed, 07 Nov 2012 13:46:53 -0500 http://seekingalpha.com/article/986431/comments?source=feed#comment-11326591 11326591 Wed, 07 Nov 2012 11:46:26 -0500 http://seekingalpha.com/article/986431/comments?source=feed#comment-11326551 11326551 Wed, 07 Nov 2012 11:45:44 -0500 http://seekingalpha.com/article/986431/comments?source=feed#comment-11326491 11326491 Wed, 07 Nov 2012 11:44:14 -0500 http://seekingalpha.com/article/983941/comments?source=feed#comment-11312361 11312361 Wed, 07 Nov 2012 03:48:48 -0500 http://seekingalpha.com/article/970311/comments?source=feed#comment-11312161 11312161 Given that no dry bulker shows any adjustments/losses/gains for exchange rate implies that they are not hedging against fx. They pay dividends in USD. We will need to check what percentage of expenses are in non-USD currencies. Will get back on this. Thanks]]> Wed, 07 Nov 2012 03:30:09 -0500 Given that no dry bulker shows any adjustments/losses/gains for exchange rate implies that they are not hedging against fx. They pay dividends in USD. We will need to check what percentage of expenses are in non-USD currencies. Will get back on this. Thanks]]> http://seekingalpha.com/article/982271/comments?source=feed#comment-11289481 11289481 Tue, 06 Nov 2012 13:09:19 -0500 http://seekingalpha.com/article/978261/comments?source=feed#comment-11281191 11281191 AIG's average book value over the past five years is $260 per share, while the average price to book value over the same time period is 0.48 times. If the stock approaches its 5 year averages by the time the warrants expire, we can expect the stock price to be at around $125 per share. Even in that case the warrants provide an excellent opportunity for investors. However, one should also look for the discounted valuations to go away and can trade near book value.]]> Tue, 06 Nov 2012 10:11:50 -0500 AIG's average book value over the past five years is $260 per share, while the average price to book value over the same time period is 0.48 times. If the stock approaches its 5 year averages by the time the warrants expire, we can expect the stock price to be at around $125 per share. Even in that case the warrants provide an excellent opportunity for investors. However, one should also look for the discounted valuations to go away and can trade near book value.]]> http://seekingalpha.com/article/981901/comments?source=feed#comment-11276141 11276141 We will do another report to see if K can offer dividend growth as well. Thanks]]> Tue, 06 Nov 2012 08:32:15 -0500 We will do another report to see if K can offer dividend growth as well. Thanks]]> http://seekingalpha.com/article/980041/comments?source=feed#comment-11273631 11273631 Tue, 06 Nov 2012 06:58:52 -0500