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Dave McKay1

Dave McKay1
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  • 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
  • Update: Franklin Wireless Reports Solid Earnings [View article]
    What's the bear case?
    Nov 21, 2014. 11:58 AM | Likes Like |Link to Comment
  • Update: Franklin Wireless Reports Solid Earnings [View article]
    I read the 10-Q. If I am reading it right, they have close to $1.00 a share in cash and $1.50 a share in stockholder equity and the stock is only trading at $1.75? And it looks like they landed a big contract. Sounds like a great deal to me. Yes/No?
    Nov 21, 2014. 09:12 AM | Likes Like |Link to Comment
  • FireEye: A Next-Generation Cyber Security Play [View article]
    Sell FireEye, buy Palo Alto instead, PANW. Yes, it's that simple.
    Nov 21, 2014. 08:52 AM | Likes Like |Link to Comment
  • Jazz Pharmaceuticals, Inc. misses by $0.06, misses on revenues [View news story]
    Revenue growth is decelerating sharply, that is the reason
    Feb 26, 2014. 08:01 AM | Likes Like |Link to Comment
  • Galena Biopharma Issues Letter To Shareholders, And A Case Of Insider Seller's Remorse [View article]
    Thanks for the response. I have read your blog. BTW, you would do yourself a great service if you would stop your immature comments towards GALE and belittling ad hominem attacks on people who respond to you on your blog and SA. Not towards me, though. You do bring up some valid points. I am also very interested in Abstral sales for Q4 and the current Q1. Some old drugs can indeed be brought back to life, (see Questcor) with a new sales initiative and the stock can do very well.
    Feb 20, 2014. 11:33 AM | 1 Like Like |Link to Comment
  • Prospect Capital: How Long Can It Sustain Dividends? [View article]
    keltus said...""Most of the 'investments' BDCs make would probably qualify in the S&P credit rating area of single B, triple C, or lower.""

    If that is true, then why do the 6.95% PSEC Senior notes, symbol PRY, have a investment grade rating of BBB? I understand the "lipstick on a pig" AAA MBS debacle got us the great recession in 2008, but the same concept applies here. If all you make is junk investments, how can YOUR paper be rated investment grade?
    Feb 20, 2014. 09:32 AM | Likes Like |Link to Comment