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Misho ILIEV

Misho ILIEV
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  • Why XL Group Is A Compelling Long-Term Buy [View article]
    Nice!

    You were right - shares are up 50% since your article.

    I am not sure that XL is still a buy, though. It certainly trades at a relatively low multiple, cheaper than its peers but the estimates for 2014 are for flat earnings and probably that is why.
    Jun 11, 2013. 05:04 PM | Likes Like |Link to Comment
  • The Paradigm Shift Has Begun - This Isn't Going To Be Pretty [View article]
    Totally agree with Julian. The stocks in my portfolio did not change their value on a p/e basis compared to a year ago but they appreciated by more than 20%. All that based on increased earnings.

    I don't see direct link with QE. Indirect, yes.
    Jun 11, 2013. 02:45 PM | 1 Like Like |Link to Comment
  • SodaStream: When Will The Madness End? [View article]
    Bill, I agree baically with your logic.

    But I think that Barclays' upgrade was not based on speculation about a takeover but rather on SODA's growth potential. It seems that at least part of this recent run is based on Barclays' upbeat stance on SODA.
    Jun 11, 2013. 08:07 AM | 2 Likes Like |Link to Comment
  • S&P 500: Do Not Buy This Dip [View article]
    Curls,

    These things are notoriously very hard to predict. The best way to go is to look for a good opportunity and put a bit of money in, wait till it grows by 10-12% and put a little bit more in another one. And so on. Of course going suddenly all in at any point in time is precarious.

    If you want to invest, start now with a small sum.

    Buy a bit of Visa (outstanding, high margin, high barriers of entry business) or FedEx (somewhat undervalued with nice potential for 2014).
    Jun 10, 2013. 05:23 PM | 1 Like Like |Link to Comment
  • With Significant Upside Potential, Valero Is A Buy On The Recent Pullback [View article]
    A recent spin off! CST, that's what makes me excited!
    Jun 9, 2013. 01:53 AM | Likes Like |Link to Comment
  • Valero: An Energy Stock Value Buy [View article]
    How about this CST thing? It's probably super cheap now that Valero's shareholders are desperate to dump their shares on the market?
    Jun 9, 2013. 01:46 AM | Likes Like |Link to Comment
  • Western Union Is Ready To Recover [View article]
    Indeed, WU is used primarily for transfers where at least one of the parties has no bank account. So in that nichey they will likely remain leaders.

    But still with the compressed margins WU is dependent on low margin revenue growth - a very precarious situation.

    The stock is trading at a low multiple with good reason. Which is not to say that their new strategy won't work. It might. But it might not. And then the stock will be going down again.
    Jun 9, 2013. 01:35 AM | 1 Like Like |Link to Comment
  • Visa (V -1.6%) says it has three new deals with mobile point-of-sale providers in its back pocket to help it provide merchants with more wireless payment solutions. Though seemingly in competition with mobile POS leader Square, Visa is also an early round investor in the company. [View news story]
    Agreed, chopchop. They Paypal and Square help Visa and MA increase their revenues and profits.

    I believe that V and MA payment processing systems remain unrivalled and extremeley hard to replicate.
    Jun 6, 2013. 04:13 AM | Likes Like |Link to Comment
  • The hot rumor on Tuesday was that Coca-Cola in interested in buying SodaStream (SODA); today's hot speculation is that PepsiCo (PEP) is in negotiations to acquire the Israeli company for $2B or more, well above its market cap of $1.43B. PepsiCo could even be willing to pay as much as $95 a share, or 37% more than SodaStream's close of $69.35 yesterday. However, the latter also wants to check its options with Coca Cola. [View news story]
    This time not even a link to a tweet! :-) Where does this rumour come from?

    (Not that I have any objections!)
    Jun 6, 2013. 04:05 AM | Likes Like |Link to Comment
  • The hot rumor of the day is that Coca-Cola has an interest in making a bid for SodaStream (SODA +1.5%). Though there's nothing substantial to the chatter, shares are higher on the day to follow up on yesterday's rally inspired by a price target increase from Barclays. [View news story]
    I don't know if the time has come for SODA to be acquired by KO or any other company. But if they prove not to be a fad that time will come.
    Jun 4, 2013. 06:16 PM | Likes Like |Link to Comment
  • SodaStream (SODAgains 5.5% premarket after Barclays ups its price target to $100 from $55, saying the product is not a fad and its channel checks indicate 20% top-line growth is conservative. Barclays' bull case for Soda sees the shares as high as $150. [View news story]
    Can we really trust these tweets, though? Who's that guy anyways?
    Jun 3, 2013. 09:18 AM | 1 Like Like |Link to Comment
  • SodaStream (SODAgains 5.5% premarket after Barclays ups its price target to $100 from $55, saying the product is not a fad and its channel checks indicate 20% top-line growth is conservative. Barclays' bull case for Soda sees the shares as high as $150. [View news story]
    Hmmm... Just as I was considering more and more seriously selling half of my position in SODA (just in case) and bam! Barclays had a glance into its crystal ball and told the world about the USD 100 target price.

    Can't complain about that!
    Jun 3, 2013. 09:16 AM | 1 Like Like |Link to Comment
  • More on AIG: Shares are off 2.5% following news the Chinese buyers of its aircraft-leasing unit (ILFC) failed to come up with a 10% deposit by the May 15 deadline. Under terms of the $4.2B deal, AIG has the right to back out of the sale. This may please some who thought ILFC was being sold too cheaply, but if AIG could have gotten a better price, wouldn't it have gotten a better price? Stay tuned. [View news story]
    Apparently ILFC was offered at a below book value price. And given that AIG is not desperate for cash, as Bugle Boy says, it seems good that the deal didn't go through.
    Jun 1, 2013. 04:21 PM | Likes Like |Link to Comment
  • Is It Time To Bail On SodaStream? [View article]
    This is a bit worrying, indeed.

    But Forbes still remains optimistic and seems to be hinting at a possible short squeeze:

    http://onforb.es/11pkVcG
    May 29, 2013. 01:35 PM | 1 Like Like |Link to Comment
  • S&P 500: Do Not Buy This Dip [View article]
    No bright spot so far but the Eurozone has some outstanding companies that are doing very well.
    May 29, 2013. 01:32 PM | 1 Like Like |Link to Comment
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