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thesuer

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  • IBM: The Transformation Strategy On Full Throttle [View article]
    Hi, You should definitely break your portfolio into different categories. For example take out all the stock that are dividend stocks and put them in one category, stocks that are high risk, high beta, high, PE, PS in another category.
    What you will find is that now you have thre or four different portfolios and it will help you with your portfolio analysis. Microsoft and IBM are value investing/income stocks. Apple is now defined as a consumer discretionary company and a growth stock. The exercise will surprise you with your findings. YOu should end up hopefully with 5 to 9 different portfolios.
    Apr 24, 2015. 04:09 AM | Likes Like |Link to Comment
  • MEI Pharma: Upcoming Catalysts Will Drive Stock Rebound [View article]
    14% losses since the false breakout it is a sell under 2 usd
    Apr 23, 2015. 09:20 AM | Likes Like |Link to Comment
  • MEI Pharma: Upcoming Catalysts Will Drive Stock Rebound [View article]
    whats your take profit? thanks
    Apr 21, 2015. 07:10 AM | Likes Like |Link to Comment
  • IBM: The Transformation Strategy On Full Throttle [View article]
    Oops....
    Apr 20, 2015. 04:31 PM | 1 Like Like |Link to Comment
  • Sysco: Company May Succeed Against FTC Objection To US Foods Acquisition [View article]
    buy with debt and sell piecemeal to pay of debt how can that be a win win shareholder friendly solution. Too much Barbarians at the gate.
    Apr 20, 2015. 09:21 AM | Likes Like |Link to Comment
  • Sysco: Company May Succeed Against FTC Objection To US Foods Acquisition [View article]
    The company's long-term debt was $7.25 billion as compared to $2.65 billion at the end of the prior quarter.......

    leverage will kill the firm if they dont improve their top line......
    interest levels go up June will also kill the firm........
    They are living on borrowed capital probably also to fund the acquisition......
    Huge upside if deal happens...if
    Apr 19, 2015. 08:19 AM | 1 Like Like |Link to Comment
  • IBM: The Transformation Strategy On Full Throttle [View article]
    Someone please explain to me why everyone says its the weather or FX what about hedging. The fall in the Euro was anticipated by the central bankers worldwide, they are not cleverer than the financial wizards at these fortune 500 companies. Ibm has had 11 quarters of revenue misses and that is reality. Old school business not innovative etc. As long as they keep increasing dividends it's an ok stock to hold. Monday is d day. They will beat revenue and eps estimates because they are sooooooooooooooo low, that I am laughing my ass off.
    4/20/2015 Q115 $2.86 $19.82 billion
    The last time expectations were so low was in same quarter 2014.
    4/16/2014 Q114 $2.54 $2.54 $22.93 billion $22.48 billion


    They have changed so much in this year and have had higher earnings and revenues in the last three quarters that why they will not beat is a mystery.
    Fixed markets..... All in
    1/20/2015 Q414 $5.48 $5.81 $25.03 billion $24.11 billion
    10/20/2014 Q314 $4.32 $3.68 $23.37 billion $22.40 billion
    7/17/2014 Q214 $4.29 $4.32 $24.13 billion
    Apr 19, 2015. 07:06 AM | Likes Like |Link to Comment
  • Warren Buffett Increases Berkshire Hathaway's Stake In IBM - Let's Analyze It [View article]
    Monday is d day. They will beat revenue and eps estimates because they are sooooooooooooooo low, that I am laughing my ass off.
    4/20/2015 Q115 $2.86 $19.82 billion
    The last time expectations were so low was in same quarter 2014.
    4/16/2014 Q114 $2.54 $2.54 $22.93 billion $22.48 billion

    They have changed so much in this year and have had higher earnings and revenues in the last three quarters that why they will not beat is a mystery.
    Fixed markets..... All in
    1/20/2015 Q414 $5.48 $5.81 $25.03 billion $24.11 billion
    10/20/2014 Q314 $4.32 $3.68 $23.37 billion $22.40 billion
    7/17/2014 Q214 $4.29 $4.32 $24.13 billion
    Apr 16, 2015. 04:13 PM | Likes Like |Link to Comment
  • Why I'll Be Playing Wait And See With IBM [View article]
    Ridiculous that ibm and the other big international companies say it's the weather or fx why they earn less! has no ever heard of hedging? Ibm has had 11 quarters of revenue misses and that is reality. Old school business not innovative etc. As long as they keep increasing dividends it's an ok stock to hold. Monday is d day. They will beat revenue and eps estimates because they are sooooooooooooooo low, that I am laughing my ass off.
    4/20/2015 Q115 $2.86 $19.82 billion
    The last time expectations were so low was in same quarter 2014.
    4/16/2014 Q114 $2.54 $2.54 $22.93 billion $22.48 billion

    They have changed so much in this year and have had higher earnings and revenues in the last three quarters that why they will not beat is a mystery.
    Fixed markets..... All in
    1/20/2015 Q414 $5.48 $5.81 $25.03 billion $24.11 billion
    10/20/2014 Q314 $4.32 $3.68 $23.37 billion $22.40 billion
    7/17/2014 Q214 $4.29 $4.32 $24.13 billion
    Apr 16, 2015. 03:44 PM | Likes Like |Link to Comment
  • IBM drops 2.8% as euro sells off [View news story]
    Ridiculous has no ever heard of hedging? Ibm has had 11 quarters of revenue misses and that is reality. As long as they keep increasing dividends it's an ok stock to hold. Monday is d day. I'm will beat revenue and eps estimates because they are sooooooooooooooo low, that I am laughing my ass off.
    4/20/2015 Q115 $2.86 $19.82 billion
    The last time expectations were so low was in same quarter 2014.
    4/16/2014 Q114 $2.54 $2.54 $22.93 billion $22.48 billion

    They have changed so much in this year and have had higher earnings and revenues in the last three quarters that why they will not beat is a mystery.
    Fixed markets..... All in
    Apr 16, 2015. 03:33 PM | Likes Like |Link to Comment
  • Dover cuts 2015 earnings and revenue outlook [View news story]
    68 sounds like a great position to open as that was a new high in Feb 2011 before it fell in July 2011 and then broke through in Jan 2013, it has been a major support and was tested once in Dec 2014 and the stock has traded between 69 and 76.30 since.
    The problem is that the stock is trading below its 200 day, 50 day and 13 day EMA and the volume on Friday was huge 3X.
    Looking at volume in the past expect some selling so the stock should fall further towards 67/67.50. I am a buyer at 67.5.

    The PE was 14.9 and that is still one of the lowest making it a good buy. Taking an average of PE multiples of Idex corp, 3,42 EPS and 22 PE, Illionis tool works, 4.68, 20.84, and Danaher 3.63 and 23.42 we are looking at a PE of 22 making Dover undervalued.

    GE was similar and now has a PE of 18 wwhich is where its peers sit.

    This would make CAT an INTERESTING BUY WITH A PE OF 14.
    Apr 12, 2015. 04:06 PM | Likes Like |Link to Comment
  • Analysts Remain Bullish On Gilead Despite Safety Warning [View article]
    Wow, you are well informed. Thanks, my position in Gild will be cashed out at 125 usd. It is over valued. Regarding houses, you should come to Germany we build such houses with no or very little chemicals. Www.baufritz.com
    Apr 9, 2015. 04:26 PM | Likes Like |Link to Comment
  • Analysts Remain Bullish On Gilead Despite Safety Warning [View article]
    It saves lives as well, hence the parabolic success. If not mistaken 10 billion was added to their revenues in a year due to the success of this one drug. I agree with a lot you say and try to stay away from gun manufacturers but on the other hand buy steel companies that provide the raw material to these gun manufacturers. Clothes made by child labour- Ralph lauren etc same same I stay away but companies need to have corporate social responsibility and that is what you, if you have not, should read for Gild. Just for the record I live an organic life, am vegan, built a house with no chemicals but love stocks hence my choice to buy into Gild, biogen as they are fundamentally solid companies.
    Apr 8, 2015. 04:37 PM | 1 Like Like |Link to Comment
  • Analysts Remain Bullish On Gilead Despite Safety Warning [View article]
    Can we please stay on fundamentals. We are talking about a stocks valuation and yes our lives are important and yes companies do stupid things but as investors we are and should be aware. Either Gild will fall or it will rise and since CAPITALISM IS A NECESSARY EVIL it will prevail. I am not being offensive HEPC just tired of reading about our social evils when I have to make investment decisions. Sorry about your loss and thanks for making me more aware. I still dont see why GILD CAN fall further.
    Apr 8, 2015. 04:53 AM | 1 Like Like |Link to Comment
  • Time To Load Up On Biogen? [View article]
    Thanks for another fine article. Quick questions in your DCF you take Risk free rate assumption as 4.3% is it that high when interest rates have been hovering around 0 for 6 years?
    What happens when a rate hike happens this year or next year is that taken in to account in your calculation?
    Are buy backs taken into consideration as that would increase shareholder value?
    Thanks
    Mar 30, 2015. 04:56 AM | Likes Like |Link to Comment
COMMENTS STATS
334 Comments
105 Likes