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Misho ILIEV

Misho ILIEV
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  • 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 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 03:22 PM | 1 Like Like |Link to Comment
  • McGraw-Hill Companies Inc. beats by $0.03, beats on revenue [View news story]
    Well done, McGraw Hill!
    Feb 4 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 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 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 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 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 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 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 02:06 PM | Likes Like |Link to Comment
  • Has The Market Topped? [View article]
    VoilĂ !

    From Bloomberg:
    "The U.S. economy expanded at a 3.2 percent pace in the fourth quarter as Americans’ spending climbed the most in three years, laying the ground for further improvement in 2014."
    http://bloom.bg/1fpEs86
    Jan 30 09:30 AM | Likes Like |Link to Comment
  • Has The Market Topped? [View article]
    @dwdallam
    Judging by the pretrading today, the SPY will be going up today.
    @Aristofanis
    I don't see exactly why the S&P cannot go higher by December 2014 if the outlook for 2015 is positive.
    A strong 2015 is quite a reasonable expectation for the US economy.
    Jan 30 09:22 AM | Likes Like |Link to Comment
  • Strong volume the key for Visa in FQ1 [View news story]
    One can always rely on Visa for robust revenue and profit growth :-)
    Good to hear too that guidnace for 2014 stays the same (i.e. positive). As it seems Visa is not expecting the current EM turbulence to affect it.

    Nice profit generator!
    Jan 30 08:27 AM | Likes Like |Link to Comment
  • Visa Inc. beats by $0.04, beats on revenue [View news story]
    I say, these are solid results. Not fanatastic but very robust.
    Jan 30 08:22 AM | Likes Like |Link to Comment
  • Has The Market Topped? [View article]
    Thanks, Aristofanis.

    Predicting earnings is somewhat easier than the (short-term) market reaction. My feeling is that smart money is predicting growth in earnings in the next couple of years (though margins might fall slightly).

    But as for the "animal spirits" that's something that even smart money can't predict.
    Jan 29 03:25 PM | Likes Like |Link to Comment
COMMENTS STATS
570 Comments
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