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Misho ILIEV

Misho ILIEV
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  • McGraw Hill Financial: Very Good Progress [View article]
    I have the feeling that the analysts are upping the expectations for earnings growth for 2014 (14.23%) and 2015 (13.26%).

    Correspondingly the share price is reaching all time highs.

    (Long MHFI)
    Feb 11, 2014. 05:00 PM | Likes Like |Link to Comment
  • Union Pacific Corporation: Perfectly Poised To Grow [View article]
    Why is the split of importance?
    I am also long UNP. But not sure right now, at an all time high, it's an ideal moment to buy/increase.
    Feb 11, 2014. 04:56 PM | 1 Like Like |Link to Comment
  • Load Up On SodaStream Especially If It Drops To $30 [View article]
    Nice rebound for SODA today but I am also skeptical for the long term.

    I used to hold shares, I bought the machine with the very positive attitude that I will be using the machine but... no I gave up using the machine and that made me sell the shares too...
    Feb 11, 2014. 04:47 PM | Likes Like |Link to Comment
  • Visa: Is It The Best Long-Term Stock In The Credit Services Sector? [View article]
    You know, Stan, I am looking at this article again...

    Your title is utterly wrong. You ask the question about the long-term and your reasoning is all about the short-term...
    Feb 9, 2014. 12:21 PM | Likes Like |Link to Comment
  • The Stock Market Is Down 5% Year To Date, Now What? [View article]
    Indeed this bleep will mean nothing in 10 years, probably even in 6 months.

    After the Friday rally SPY is down only 2.8% from its peak.
    Feb 9, 2014. 09:37 AM | Likes Like |Link to Comment
  • Alliance Data Systems Corporation beats by $0.06, beats on revenue [View news story]
    Outstanding fundamentals! The stock is up 10% already. The TTM p/e must is now 26 and the forward p/e 21.
    This stock has more upside in the next few months.
    (I am long ADS)
    Feb 6, 2014. 03:16 PM | Likes Like |Link to Comment
  • Apple Is A Steal Even At $700 [View article]
    Good maths, dgulick!

    (It's another matter that I do not consider it possible to value AAPL and for that reason it's better to stay away.)
    Feb 5, 2014. 03:22 PM | 2 Likes Like |Link to Comment
  • McGraw-Hill Companies Inc. beats by $0.03, beats on revenue [View news story]
    Well done, McGraw Hill!
    Feb 4, 2014. 02:08 PM | Likes Like |Link to Comment
  • Should You Buy Into MasterCard's Sell-Off? [View article]
    I also thought that $70 is not unrealistic but on the other hand I see that MA is holding out at $74.45 right now despite all the stress in the markets.
    Feb 3, 2014. 02:28 PM | Likes Like |Link to Comment
  • Should You Buy Into MasterCard's Sell-Off? [View article]
    Yes, MA missed but Visa beat estimations. Last quarter it was the other way round. I wouldn't think there is a secular negative trend for plastic. On the contrary.
    So it depends on the time-horizon. It could be that MA will consolidate for 6 months. But eventually it will continue its rise.
    I think its not a bad deal now but I'm not yet buying (I did buy more Visa at $220, though). Could be better if MA drops to $70, and at $65 would an absolutely no-brainer. But unfortunately I don't think it would come to that.
    There is also this interesting thing that MA's customers migrate to Visa:
    http://cnb.cx/1nACBkt
    Feb 1, 2014. 12:47 PM | Likes Like |Link to Comment
  • Despite Record Earnings, Whirlpool Seems Vulnerable To Latin American Disruption [View article]
    OK, if EPS drops to $5-6 then you are absolutely right.

    But it is strange that analysts are predicting a growth of profits of 21% in 2014 and 18% in 2015.
    Jan 31, 2014. 09:15 AM | Likes Like |Link to Comment
  • Despite Record Earnings, Whirlpool Seems Vulnerable To Latin American Disruption [View article]
    I don't know much about WHR but it seems to be quite reasonably priced at a multiple below 13 and a forward p/e of 10.8 (according to Bloomberg).

    Now, I agree that their expected earnings growth might be exaggerated but with these low multiples even if they miss that won't be a tragedy. Isn't it?

    At what levels would you find it attractive?
    Jan 31, 2014. 07:07 AM | Likes Like |Link to Comment
  • Has The Market Topped? [View article]
    >A 100%+ rally over 3.5 years followed by a 30% rally in one year? Not a sign of euphoria? Seems so to me.

    Well, yes. But the 100% came after a severe downturn. So it was natural that the market should rebound. Plus corporate earnings have reached 50 year high. And on top of that we have quite a steady US economy and improving consumer confidence and labour market.

    So why not have this run?

    I agree we don't have a fully fledged euphoria. It will probably come towards 2016.
    Jan 30, 2014. 04:29 PM | 1 Like Like |Link to Comment
  • How To Retire At 30! [View article]
    Sounds appealing what they did but that's definitely not feasible for everyone.
    Jan 30, 2014. 02:42 PM | Likes Like |Link to Comment
  • Strong volume the key for Visa in FQ1 [View news story]
    There can be some issues with security. I am wondering is that the only thing that prevents the stock from flying even higher, back to 230s.


    "Visa Inc. V +0.98% and other payments processors are under pressure as retailers like Target Corp. TGT +0.07% are hit by hackers who steal customers’ credit- and debit-card numbers."

    http://on.mktw.net/1eb...
    Jan 30, 2014. 02:06 PM | Likes Like |Link to Comment
COMMENTS STATS
575 Comments
366 Likes