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Philip Marlowe

Philip Marlowe
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  • LaGuardia Airport to be torn down and rebuilt, with Delta's help [View news story]
    Source?
    Jul 28, 2015. 03:09 AM | Likes Like |Link to Comment
  • LaGuardia Airport to be torn down and rebuilt, with Delta's help [View news story]
    Any word on who the main contractor is going to be?
    Jul 27, 2015. 07:14 PM | 1 Like Like |Link to Comment
  • Fairway Group: Is A Turnaround In Sight? [View article]
    I feel like a broken record now, but I will keep repeating myself, because I do not want you to mislead inexperienced investors.

    They do not make money. Their free cash flow is negative, their net income is wildly negative. They do not make money by any reasonable definition of "making money".

    EBITDA is not making money. It is very possible for a company to go bankrupt while making positive EBITDA.
    Jul 27, 2015. 05:54 PM | 2 Likes Like |Link to Comment
  • Skyworks drops 5.3% post-earnings; fresh target hikes arrive [View news story]
    I should add to hshintis post that forward outlook was also a solid beat. For the current quarter, SWKS expects revenue of $875 million and EPS of $1.51. The outlook was for revenue of 859 and eps of 1.42.
    Jul 24, 2015. 07:02 PM | 5 Likes Like |Link to Comment
  • Skyworks drops 5.3% post-earnings; fresh target hikes arrive [View news story]
    I think SWKS' fall today has a lot to do with China. Chinese markets fell hard today and the philadelphia semiconductor index was also 2% down. I have noticed lately that the philadelphia semiconductor index is very closely correlated to china's stock markets even thought I do not believe any of its components actually trade in China.

    It seems that a lot of rich chinese people are invested in US semiconductors. I imagine they decided that that is one of the few us industries that will not be completely defeated by chinese products in the near future. And now with chinese markets crashing they are selling their us holdings to meet margin calls in china.

    Otherwise, SWKS delivered nothing but good news on their call. Their results were great, their outlook was excellent and we know they are usually conservative with their outlook.
    Jul 24, 2015. 05:27 PM | 9 Likes Like |Link to Comment
  • Skyworks Solutions beats by $0.05, beats on revenue [View news story]
    Great job SWKS! Another quadruple beat. The forward guidance beat was even more impressive.
    Jul 23, 2015. 05:02 PM | 2 Likes Like |Link to Comment
  • Alliance Fiber up 6.2% after Q2 beat, strong Q3 guidance [View news story]
    Good job AFOP! This and infinera and f5 prove that server and communications demand is still strong.

    Afop has the advantage of being undervalued.
    Jul 22, 2015. 06:26 PM | 1 Like Like |Link to Comment
  • Apple suppliers sell off following Apple's results/guidance [View news story]
    This is silly. The revenues of the apple suppliers now depend more on the iphone 6S build outs which are happening as we speak. And the taiwanese press is reporting that Apple is ordering much more 6s phones than the number of 6 phones they ordered last year.
    Jul 21, 2015. 07:23 PM | 3 Likes Like |Link to Comment
  • Fairway Group: Is A Turnaround In Sight? [View article]
    Before you said that they make fcf. Now you said they broke even on fcf basis. I am glad you are slowly coming around to reality. Well the truth is that for the last quarter, their FCF was negative two million dollars.

    In the last conference call, the ceo said that their fcf was zero (or "neutral") for the last half of the year. He previously said that fcf was plus two million for Q3. This means that it was negative two million for Q4.
    Jul 20, 2015. 12:31 PM | Likes Like |Link to Comment
  • Fairway Group: Is A Turnaround In Sight? [View article]
    They are not making free cash flow. I don't know where you got that idea. But their free cash flow for the last quarter was negative two million. That is a large reason why the stock has been falling.
    Jul 20, 2015. 12:01 PM | 1 Like Like |Link to Comment
  • Report: Avago looking to bid for Marvell in wake of Broadcom deal [View news story]
    MRVL is small compared to BRCM, but even then it would be a little tough to swallow right after BRCM acquisition. My guess is Avago will wait a bit to digest BRCM and to show the street that the integration is going well. After that, they will go hunting for more multi-billion dollar acquisitions.
    Jul 17, 2015. 04:46 PM | 1 Like Like |Link to Comment
  • Coal pension plan sues Peabody, Arch Coal to assume $800M in liabilities [View news story]
    You don't really understand these things. Sanctions removal is not giving money to anyone. It means resumption of trade and free trade usually benefits both sides.

    And now that we have established that obama is not giving iran money, why do you think the government should give coal companies money?

    A sale is a transfer of ownership but should it be a transfer of liability? This is usually not the case. Can I create a corporation, give it all my cradit card debt and then sell that corporation and then tell the credit card companies that they shouldn't ask me to pay back my debt, they should be asking the corporation?

    Again the law usually does not allow this.
    Jul 16, 2015. 10:38 PM | 2 Likes Like |Link to Comment
  • European energy players eye gain from Iran deal; U.S. opportunities are few [View news story]
    Check out my previous comments.

    http://seekingalpha.co...
    Jul 16, 2015. 04:24 AM | Likes Like |Link to Comment
  • Intel beats estimates, guides strong; shares jump (updated) [View news story]
    Data center group revenue was up 5% sequentially and up 10% yoy. The rumored fall of server processor spending never materialized, thank God. I was hoping people were reading too much into QLGC's warning, and it seems like that was the case.
    Jul 15, 2015. 04:09 PM | 14 Likes Like |Link to Comment
  • Fairway Group: Is A Turnaround In Sight? [View article]
    Wegman's is 3.5 miles away from Fairway's red hook store, that is close enough for there to be competition. This is Brooklyn, not Manhattan, a lot of people there drive. Furthermore, those large specialty stores are supposed to draw customers from a larger area.
    Jul 15, 2015. 02:18 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,278 Comments
1,924 Likes