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Dave McKay1

Dave McKay1
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  • Why I Prefer Fortinet To Palo Alto Networks As A Long-Term Holding [View article]
    Forget about the P/E when it comes to aggressive growth stocks. Case in point..Peoplesoft has a PE of 100 BEFORE it started its rocket ride to the moon.
    Apr 2, 2015. 09:57 AM | 2 Likes Like |Link to Comment
  • Why I Am Finally Selling Vipshop Holdings Stock At All-Time Highs [View article]
    Thanks for this article. My takeaway from it is to put JD on my watchlist.
    Mar 26, 2015. 09:30 AM | 2 Likes Like |Link to Comment
  • Skyworks: One Of The Best Performing Stocks For The Long Term [View article]
    thinkdifferent said..""Neither has AVGO (which went from 106 to 98 and never looked back) whose PE is closer to 50 assuming 2015 EPS while 2015 PE for SWKS is around 21.7 and that for QRVO around 30. ""

    Might want to recalculate that. AVGO FY 2015 (October) estimates are for $8.40 consensus. Nowehere near a P/E of 50. QRVO P/E is around 18, not 30.
    Mar 23, 2015. 08:33 AM | 1 Like Like |Link to Comment
  • Skyworks: One Of The Best Performing Stocks For The Long Term [View article]
    ""Other competitors, Analog Devices (NASDAQ:ADI) and Linear Technology""

    I think closer competitors would be AVGO and NXPI.
    Mar 22, 2015. 09:57 AM | 4 Likes Like |Link to Comment
  • Why Skyworks Solutions Stock Is Still A Buy [View article]
    The debt load of NXPI keeps me from buying it, compared to its peers like SWKS and AVGO. All of these have low PE's. Even lower are QRVO and TSEM.
    Mar 10, 2015. 09:10 AM | 2 Likes Like |Link to Comment
  • Munster's Revenge: Amazon Forward PE Is Now 912 [View article]
    Thieving bastards? We are on the other side of the equation. IMO, those stupid bastards are losing a ton. My wife quit going to the mall. (who wants measles, a cold or the flu?) and just shops at Amazon instead. She signed up for Prime, which includes me and all of our kids orders. For example, recently bought a set of 4 martini glasses. It came in a big box, cost $10 for all four glasses and free shipping. Bought 100 K-cups coffee. 2 big boxes, $44 plus free shipping. The best deal going is free shipping with amazon prime, not to mention free music downloads and other perks.

    No wonder they are not very profitable.
    Feb 26, 2015. 10:07 AM | 6 Likes Like |Link to Comment
  • Skyworks Solutions: Earnings Preview [View article]
    Those are GAAP earnings..GAAP is screwed up. Always go right to the source... link below..

    4th qtr earnings last Sept were $1.12, not $90c

    BTW, Investors Business Daily does it right, unlike your sources.
    Jan 21, 2015. 09:30 AM | Likes Like |Link to Comment
  • Skyworks Solutions: Earnings Preview [View article]
    You said..""Skyworks is trading at 31x trailing P/E and it is obvious that the stock isn't as cheap as it was last year. ""

    Where do you get 31x? Every source I can find says 23x.
    Jan 21, 2015. 08:42 AM | Likes Like |Link to Comment
  • Qualcomm: Cash Machine With 20% Upside, 2% Dividend And 20% Dividend Growth [View article]
    It was mentioned on CNBC last night that 97% of QCOM revenues are from overseas. With the strong dollar and getting stronger, that can't be good. They put up a chart of the semi sector vs. QCOM, ever since the dollar started it's moonshot, and it was quite the divergence. QCOM looks better as a short instead of a long. Especially with only single digit revenue growth.
    Jan 10, 2015. 08:26 AM | 1 Like Like |Link to Comment
  • Twitter Is Buried By Junk Accounts [View article]
    ""when it was discovered that Mitt Romney magically accumulated more than 100,000 new (fake) followers in a single day. Of course, Mitt Romney was not the first, nor the last, to engage in this deceitful practice.""

    I challenge you to provide evidence that Romney did, in fact, do this. They categorically deny doing it. What is much more likely is that the Obama team did it to him (it's very cheap $$ to do), then "exposed" the fake accounts to make him look bad. Keep politics off of SA. Evidence, facts and figures only, please. Your bias is showing. Shame on you.
    Jan 1, 2015. 09:15 AM | 1 Like Like |Link to Comment
  • SuperCom's CEO: I'm Up More Than 50x And Still Not Selling [View article]
    Israeli companies always trade at low PE's for some reason. Been that way for decades. Perhaps it is the constant threat of attack from a Arab country.
    Dec 23, 2014. 09:38 AM | 1 Like Like |Link to Comment
  • BDC Leverage And Interest Expense Coverage [View article]
    You mortgaged your house and bet it on the stock market? Really? And how do you get a 5.4x interest coverage? Doesn't seem possible with yields on fixed income securities that are currently available.
    Dec 15, 2014. 10:14 AM | Likes Like |Link to Comment
  • Twitter Shares Are Junk, Too! [View article]
    Fake accounts on FB is very valid criticsm. For example, my dog has a facebook page and you would not believe how many dogs there are on FB. Cats too!
    Dec 9, 2014. 08:34 AM | 2 Likes Like |Link to Comment
  • The Long Case For NXP Semiconductors [View article]
    Way too much long-term debt versus shareholder equity. And according to projections, it will get worse. That's always a big red flag. AVGO and SWKS look like much better bets in this space, IMO.
    Dec 1, 2014. 08:40 AM | 1 Like Like |Link to Comment
  • Zacks' Bull Of The Day: Skyworks Solutions [View article]
    ""And that's why investors will continue to pay 12-15X for Skyworks growth giving us a run for $70+ soon.""

    That's really cheap. I remember in the mid 1990's when 35x next years earnings was "cheap" for networking companies like Cisco, Newbridge Networks, Ascend, Stratacom, etc. And that was many years before the dot-com craziness. Now you might say that those networking companies were growing faster, but if SWKS estimates ..""They see FY16 EPS estimates of $6"", come true and EPS grows from $4 to $6 from FY15 to FY16, that's almost on par with those networkers. And if the whole semi sector gets hot, then you might see fireworks from Skyworks!
    Nov 26, 2014. 07:56 AM | 1 Like Like |Link to Comment