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  • Garmin's Transformation Continues [View article]
    Any chance that someone takes them out? A cash machine from an operational perspective, a lot of cash on their balance sheet, zero debt, and a transformational type company typically attracts the attention of guys like Icahn, etc.
    Dec 11, 2014. 11:09 AM | Likes Like |Link to Comment
  • Cramer's Mad Money - 5 Retailers That Might (Or Might Not) Recover (8/26/14) [View article]
    Mohawk -- Never goes down. I mean they make flooring. Stock far from cheap at a 20 multiple to trailing EPS and a 10% growth rate. Someone will downgrade shortly would be my guess. Anyways, stock's been an animal.
    Aug 27, 2014. 10:32 AM | Likes Like |Link to Comment
  • Kohl's Offers Good Value At These Prices [View article]
    Expensive stock in the high $50's. Sorry. No earnings growth, lackluster performer, fiercely competitive industry. At $58, trading with a 14ish multiple to earnings. Given its a 10% grower (at best -- in reality its a 5% grower), then a 10ish multiple is needed better the stock is cheap. I like in the mid to low $40's. Up here, it's a great short given its drifted higher with the general market. 4% dividend or higher is also needed.
    Aug 20, 2014. 10:06 AM | Likes Like |Link to Comment
  • KLA-Tencor misses by $0.06, misses on revenue [View news story]
    Hugely expensive stock.
    Jul 24, 2014. 04:23 PM | Likes Like |Link to Comment
  • Is Intel A Good Bet In The Long Run? [View article]
    Can't compare to AMD Stupid to do so. INTC is a utiltiy company atthis stage. Given EPS growth, it should be trading with a max multiple of 11-12. Based on a generous $2.50 in EPS, the stock should be at $27.50 to $30. Current prices reflect short covering, and massive bull tape for large cap tech (bubble???). Stock has 10-15% downside risk with little upside at current prices. No reason to own.
    Jul 21, 2014. 03:28 PM | Likes Like |Link to Comment
  • 4 Reasons Intel Is Worth Buying [View article]
    Everything mentioned in article is already priced into an expensive stock. Sorry. Great company, very, very expensive stock. Lack of mobile is going to kill them in long run too. But, why pay a 20+ multiple for a utility company with a well below average yield??? Growth in earnings is 5-10%. AAPL is cheaper, about same dividend yield, sweet spot with respetc to mobile, better growth, etc. Again, INTC is a good company but limited upside right here. It should be trading below $30.
    Jul 21, 2014. 03:15 PM | 1 Like Like |Link to Comment
  • Microsoft And Intel Are Putting The 'Win' Back In Wintel [View article]
    INTC and MSFT are fantastically expensive stocks. Both basically exhibit zero earnings growth over the long haul, yet trade at 15-17 type multiples. INTC demonstrated a very good quarter, but it'll be a one time shot. Stock buybacks are stark evidence of the lack of growth opportunities. But, my biggest beef is with valuation -- 15-17 times with a 5-10% growth rate. These are utility companies and should be valued as such.
    Jul 17, 2014. 01:32 PM | 4 Likes Like |Link to Comment
  • Shares Of Intel Corporation Climbed Nearly 7% In Late Morning Trading [View article]
    So, congrats...if you bought 12 years ago, you're breaking even! Wow. Also, good numbers no question, but bad news for INTC given the AAPL/IBM news. Plus, does anyone REALLY believe the P.C. is back? Really??? Finally, does anyone EVER look at valuation? Trading at 15-18 times depending on your perspective, but with 7-10% growth. Low revenue growth is DEFINITELY confirmed given the massive stock buyback. Only way to "pump" up earnings is through buybacks not growth. This is a utility company that is trying to "mask" as a growth company. The reality is that they should increase the dividend and scrap the stock buyback. The stock will go down (a little), but not to the degree that it is going to tank after the next few EPS announcements.
    Jul 16, 2014. 04:58 PM | 2 Likes Like |Link to Comment
  • eBay +1.2% in spite of soft guidance; Marketplaces better than feared [View news story]
    why is this stock up??? at best fairly valued, at worst, it should be trading in the mid to low $40's. EBAY becoming more and more irrelevant compared to AMZN.
    Jul 16, 2014. 04:50 PM | 1 Like Like |Link to Comment
  • Yahoo Offers A Great Trading Opportunity Over The Alibaba IPO [View article]
    Don't disagree. I'm sure it has value, but probably not much. So, let's assume that their Alibaba and their Yahoo Japan stakes are worth $35B (after tax). Well, we can't really get to that cash, so let's slap a 10-15% discount on it (it could go up or down depending on teh reception of the IPO which is a ways off still). So, It's really only worth $30-31B or so. That gives the rest of YHOO a value of $3-5B or so -- probably in the ball park. So, the stock seems fairly valued. I would argue that if YHOO wasn't "forced" to shed their stake, the stock would be up rather than down. Or, if Marisa said she'd use the proceeds to buy Alibaba on tteh IPO, the stock would be up. Even better, if Marisa said that she'd be buying back stock or even better still , paying a special dividend, then the stock would pop. But, until the IPO gets priced, and, more importantly until we know the actual use of the cash, the stock is dead money at best. I do own it, but I am not that enthusiastic at this stage. Not much downside, not much up-side.
    May 7, 2014. 03:02 PM | Likes Like |Link to Comment
  • Yahoo Offers A Great Trading Opportunity Over The Alibaba IPO [View article]
    Nothing to do with Alibaba valuation. It is well known that its a $175-200B company. The problem is the cash that YHOO will recieve. Cash trades at a zero multiple, whilst Alibaba trades at a robust multiple. So, YHOO is worth less today than yesterday. In another words, you'd be willing to pay a lot more if YHOO owned the equivilent amount of Alibaba stock compared to cash. Cash is cash. Valued at one times. Stock in a hyper growth company is much better than cash. She should take the proceeds and but Alibaba stock on the deal. If Marisa announced that, the stock would be at $40 rather than $34.
    May 7, 2014. 02:16 PM | Likes Like |Link to Comment
  • Yahoo Offers A Great Trading Opportunity Over The Alibaba IPO [View article]
    I.E., a company with 100% cash should trade at 1 times that cash. Unless, you can't get to that cash -- then it should trade at a discount to that cash. Which is where YHOO is trading.
    May 7, 2014. 01:15 PM | Likes Like |Link to Comment
  • Yahoo Offers A Great Trading Opportunity Over The Alibaba IPO [View article]
    Except cash trades at no multiple compared to growth. YHOO today is a less valuable company becasue they are being forced to sell their Alibaba stake. YHOO will be hard pressed to find a better growth story than Alibaba. So, today, they are a worse company. Different story if YHOO wasn't forced to sell. So, until we know what the use of cash will be, this is dead money to maybe even lower money. Unless, YHOO core business improves, or they do something dynamic with the cash. But, YHOO is worse off today than yesterday. No question about it.
    May 7, 2014. 01:15 PM | 1 Like Like |Link to Comment
  • Yahoo Offers A Great Trading Opportunity Over The Alibaba IPO [View article]
    Yhoo going down. There is nothing there except cash.
    May 7, 2014. 12:12 PM | Likes Like |Link to Comment