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Misho ILIEV

Misho ILIEV
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  • Buffett ups IBM/SU/DE stakes, exits XOM/COP, enters QSR/FOXA [View news story]
    I was also buying FOXA last year and now it's more than 5% of my portfolio.

    Great investors think alike ;-)
    Feb 18, 2015. 03:01 AM | Likes Like |Link to Comment
  • Starbucks' Record First Quarter Earnings Has Sent Its Shares Higher - Should You Be A Long-Term Buyer? [View article]
    Yes, $83-84 per share for Starbucks may start looking more and more like a mirage from here on.

    I ma amazed that people who could have bought it for less than $80 just a few weeks ago failed to do so and now dream of $84. Not to mention the plunge below $69 in April last year. Human nature...
    Feb 10, 2015. 04:03 PM | 1 Like Like |Link to Comment
  • Google misses by $0.20, misses on revenue [View news story]
    Yes, I have to admit you are right. Net income from continuous operations declined YoY from $5.69 to $5.50. (Consolidated balance sheets - http://bit.ly/1EvZUpu)

    But that in itself does not demonstrate deep analysis of their actual performance. Their revenue increased by 15% but they had unusually high one-time operating expenses.

    Voila!
    Jan 31, 2015. 05:36 AM | Likes Like |Link to Comment
  • Google misses by $0.20, misses on revenue [View news story]
    > GOOG at 26 PE and AAPl at 13 PE? makes zero sense. The two should be reversed.

    Yeah, makes zero sense... Except that GOOG's forward p/e ratio is 15. So not that different from AAPL's.
    Jan 30, 2015. 07:51 PM | 1 Like Like |Link to Comment
  • Google misses by $0.20, misses on revenue [View news story]
    GOOGL ex cash is actually much cheaper.
    Jan 30, 2015. 07:22 PM | 1 Like Like |Link to Comment
  • Google misses by $0.20, misses on revenue [View news story]
    You are a funny guy! Google reported a 4Q 2014 GAAP EPS of 6.91 on 688 million diluted shares outstanding, compared to $4.95 in the fourth quarter of 2013 on 682 million diluted shares outstanding.

    Clear as bell.

    Have attentive read here: http://bit.ly/1ygpIyL
    Jan 30, 2015. 07:08 PM | 1 Like Like |Link to Comment
  • Underlying Themes For WhiteWave Foods [View article]
    Okay growth (so far) has been outstanding.

    But what exactly is special about WWAV that would shelter it from competitive incursions? It's brand is mentioned. How strong is that?

    WWAV doesn't sound like Coca Cola or Walt Disney to me.

    Anything else that can be said here pointing at durable competitive advantage?
    Jan 27, 2015. 11:42 AM | Likes Like |Link to Comment
  • Priceline falls below $1,000 [View news story]
    > On the last conference call PCLN said their earnings are based on a EURO @ 1.25 per $ we are well below that and the earnings comps are awful this quarter and like I keep saying the stock will NOT bottom until they pay a dividend or announce a buyback.

    Yeah, 1.25 EUR/USD isn't good news but that would only be a bump on the road. Plus, those guys must have hedged against a fall of the euro.

    Bad quarter isn't good but the long term perspectives aren't bad. And after a whole year of multiple contraction PCLN has become very much cheaper than it used to be. I think that buying now is more prudent than two years ago was.

    But there it is... Psychology dictates that one should buy when a sock has made a huge run and sell when it dropped... Hard to change that!
    Jan 26, 2015. 03:41 PM | Likes Like |Link to Comment
  • Priceline falls below $1,000 [View news story]
    > technical trading is like astrology

    Indeed! Thought technicals can be useful as a supplement to fundamental analysis if you are an investor (rather than speculator/trader).
    Jan 26, 2015. 03:33 PM | Likes Like |Link to Comment
  • Starbucks' Record First Quarter Earnings Has Sent Its Shares Higher - Should You Be A Long-Term Buyer? [View article]
    This seems very true with SBUX now. The spike this weeks comes after a very long consolidation, on the back of solid results, solid outlook and a unusually high volume of trade - almost 20 million shares traded on Friday vs. the average volume of 5.2 million.

    This all tells me that shares will rather creep higher from here.
    Jan 24, 2015. 10:19 AM | 1 Like Like |Link to Comment
  • Whirlpool Corporation Is Aiming For Growth In Markets All Over The World [View article]
    The global recession is more like a slow down. WHR is well diversified globally. The housing in the US is not great but steadily improving from its very low mark in 2010.

    China's housing is cooling but China will be rebalancing towards more consumer spending rather than investment growth. So yeah, if you invested in iron ore or copper you might be justified to worry about a global slowdown. But less so with WHR.

    It's highly unlikely you'd see WHR at or below $140.
    Jan 24, 2015. 07:57 AM | Likes Like |Link to Comment
  • Whirlpool Corporation Is Aiming For Growth In Markets All Over The World [View article]
    It seems a bit much for the cautious stock-picker.

    But it comes on the back of expectations for 31% profit growth in 2015 and very solid 15%+ in the years to come.

    For highly diversified portfolio managers it's another matter. WHR apparently is perceived as more likely to deliver than not.
    Jan 24, 2015. 07:49 AM | Likes Like |Link to Comment
  • Starbucks' Record First Quarter Earnings Has Sent Its Shares Higher - Should You Be A Long-Term Buyer? [View article]
    See the link posted by Joey below. SBUX estimates that:

    "Full year FY15 GAAP EPS is now expected to be in the range of $3.53 to $3.58"
    Jan 24, 2015. 07:13 AM | Likes Like |Link to Comment
  • Starbucks' Record First Quarter Earnings Has Sent Its Shares Higher - Should You Be A Long-Term Buyer? [View article]
    I very much doubt that shares will fall below $85 from here on. In fact it is more likely they will breach $90 in the coming weeks.
    Jan 24, 2015. 07:08 AM | Likes Like |Link to Comment
  • Update: Starbucks Earnings Report Hits No. 20... Barely [View article]
    Indeed, SBUX is a long term keeper. I'd say one can keep through 2017 at least.

    This is plain silly:
    "I sold in after hours, but I will probably buy back in again ahead of the next earnings report."

    A good recipe for missing out on the bulk of the upward movement of the stock.
    Jan 24, 2015. 07:00 AM | 2 Likes Like |Link to Comment
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