Seeking Alpha

NKOTB

NKOTB
Send Message
View as an RSS Feed
View NKOTB's Comments BY TICKER:
Latest  |  Highest rated
  • GT Advanced Technologies Is Ready To Electrify The Mobile World [View article]
    What is your predictuons for their growth with the sapphire and this pv cell products ? May I know ?
    Mar 4 10:05 PM | Likes Like |Link to Comment
  • GT Advanced Technologies Is Ready To Electrify The Mobile World [View article]
    I did the financial modeling and key in the assumptions of the management y2014 and y2015 forecast and subsequently 25% growth , 30% gross margin, target debt/equity 60% , cost of equity 9%, cost of debt 6% , terminal value at 3% growth. 2 years realization of customer deposit, inventory level follow. This company will start accumulate excess cash started on y2016 and valuation based on DCF is $31. The management guidance for revenue 600mil and 1 billion will be easily achieved just by clearing the 52% of existing backlog based for my goal seek charge. I went in at $3.7, take profit at $6 before apple deposit. After finished with my modeling, went in again at $10.97 which I am glad that I did. However, as a caution to you, I am an amateur in financial modeling..
    Mar 4 02:28 PM | Likes Like |Link to Comment
  • Linn Energy: A Very Disappointing Quarter [View article]
    Should be $12.5/ share after deducted debt and add cash. Thank you for your info. Definitely the nav is higher now with 101.2 and 4.6, oil and natgas price..that is a quick reference, adding the distribution received capitalised at 10%, that make the share value more than $41.3, r u agree ?
    Mar 2 05:20 PM | Likes Like |Link to Comment
  • Linn Energy: A Very Disappointing Quarter [View article]
    Thanks, rawenergy. I traced in the 10-k and found under oil and gas suplement, line predicted future net cash flow. It is 11,899m divided by diluted no of shares 237.5m shares. I got $50 nav based on only $98/ barrel price and $3.97/cf. Did I miss something here ?
    Mar 2 04:46 PM | Likes Like |Link to Comment
  • Linn Energy: A Very Disappointing Quarter [View article]
    I am not too sure about the SEC-10 value you are referring to. However, If you are referring to the book value as stipulated in their balance that was just a capitalization of the cost based successful effort acc method will not represent line NAV valuation. I wish someone will present a real valuation for LINE and argumentation on the assumption used to do the NAV valuation will be interesting...
    Feb 28 02:12 PM | Likes Like |Link to Comment
  • Linn Energy: A Very Disappointing Quarter [View article]
    Does it make sense to do LINE NAV valuation based on their current reserves ? If yes, does anyone has it already ? I look forward for that kind of articles and argumentation on the assumption made in that valuation
    Feb 28 10:55 AM | Likes Like |Link to Comment
  • Silvercorp Metals Inc. misses by $0.03, misses on revenue [View news story]
    Revenue drop inline with the drop in silver price. Steady production when market is week. Isn't that good news that they actually keep the reserves and have better opportunity to sell at higher prices next especially when prices rebound. Does that make senses or I am just being too naive and simple minded ?
    Feb 13 10:06 PM | 1 Like Like |Link to Comment
  • Issuer Direct: Undiscovered Micro-Cap With Asymmetric Upside Of 70+% [View article]
    Thanks for your response. It appear to me that Industry entry barrier is weak
    Feb 13 09:57 PM | Likes Like |Link to Comment
  • Issuer Direct: Undiscovered Micro-Cap With Asymmetric Upside Of 70+% [View article]
    This is interesting. Management owns more than 50% of shares. Does this company has competitors ? If yes, who are they ?
    Feb 12 11:44 PM | 1 Like Like |Link to Comment
  • Microsoft - Little Known Revenue Streams Have Big Potential [View article]
    I think the only reason msft stock price appreciation was because of the current low interest rates environment. I will not buy it at this level. ato maybe impressive for the past few years but PM will keep on declining.
    May 7 03:09 PM | Likes Like |Link to Comment
  • Halliburton: An Undervalued Energy Stock [View article]
    I thought $HAL q/q increase only marginally 1.5% and ops margin infact drop from 18% to 12%, did I see the wrong report ? Why there so many analyst recommending this? I thought, their profitability is in jeopardy, can someone enlighten me on this issue please ?
    Apr 24 02:48 PM | Likes Like |Link to Comment
  • Gold And Silver Royalty Companies Part 3: Silver Wheaton Corp. [View article]
    I been buying slw since the price drop to $34-$22 and suffered badly on unralised losses.. but just hang on hoping the fear for deflation is fading or even the deflation is happening, the cure is inflation. Both ways, the silver will bounced back sooner or later. Meanwhile, just sit on the stocks and enjoy the dividend. This company cost for acquiring silver and gold at equivalent to silver is +/- $5 and they have committed to distribute 20% of the earning as dividend. Keep our finger cross silver will not drop below $$6 or else slw will be in the red after other expenses..
    Apr 22 11:07 AM | 1 Like Like |Link to Comment
  • A rash of negative commentary helped BlackBerry (RIMM -6.4%) close with big losses again; shares are now down 26% on the week. Evercore joined Credit Suisse in downgrading BlackBerry, citing steep unsubsidized pricing and limited initial availability for the Z10, and a lack of timing details about the QWERTY-featuring Q10. Canaccord and MKM are also downbeat on BB10's prospects, and shots have been fired at the Z10's low-light camera performance and (Bing-powered) mapping software. Goldman, which upgraded in November, is staying positive[View news story]
    Whatever going up must come down for some reason. I think main reason for RIMM declined is simple.. overbought.
    Jan 31 08:35 PM | Likes Like |Link to Comment
  • Bespoke's list of the S&P's most overbought stocks, based on the number of standard deviations each are trading above their respective 50-day moving averages, is noteworthy for its lack of high-fliers and its plethora of energy names: CHK, DVN, VLO, HES, PSX and MPC comprise six of the top eight. The others are PG and NFLX[View news story]
    I own chk and technically still think that chk still bullish and still have rooms tothe upside with Tp $25. Fundamental, a bit tricky however, analyst mean tp is $23. TA for oil also bullish, therefore still could not find any reason to be bearish on CHK
    Jan 31 08:29 PM | 1 Like Like |Link to Comment
  • Is Research In Motion's Impressive Surge About To End Badly? [View article]
    I was happy taking profit at $15. I do not think want to go back into the share at this price level despite the bb10 launch. But would agree with goldman sach analysis on the binary view ( % chances on either way excluded). I viewed RIMM like a country with rich natural resources but lack of qualified human resources.
    Jan 29 09:09 PM | Likes Like |Link to Comment
COMMENTS STATS
41 Comments
19 Likes