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Mitch Zeitz

Mitch Zeitz
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  • Tech Rise Is Not A Bubble, But A Change In Leadership [View article]
    I believe the current glut is in bloggers and tech writers.
    Mar 6, 2015. 09:12 AM | 3 Likes Like |Link to Comment
  • PayPal: Still Alive And Kicking [View article]
    There will be an adjustment in the strike price to reflect the value of both parts. Check with your broker about details.
    Mar 6, 2015. 08:49 AM | Likes Like |Link to Comment
  • Verizon: Strong FCF Supporting A Terrific Dividend [View article]
    Good info and I agree with your use of FCF payout ratio, however I see a big drop in margins coming due to the price war. With VZ taking on a large debt load for the buyout , I'm going to sit this one out until I see better risk/reward. Great company though.
    Mar 6, 2015. 08:46 AM | Likes Like |Link to Comment
  • HDFC Bank: A Bank One Cannot Avoid [View article]
    Their ultra-low NPA and consistently rapid growth almost seem too good to be true...and I suspect they are.
    Mar 5, 2015. 04:06 PM | Likes Like |Link to Comment
  • Chevron's Lack Of FCF Is Worrisome [View article]
    Good work, thanks for the post. A similar picture would apply to many other companies who are actually borrowing to pay their dividends, including most of big oil, utility companies, and many more.
    Mar 5, 2015. 12:16 PM | Likes Like |Link to Comment
  • 2 salesforce.com Mysteries [View article]
    Ok, got it. Thx.
    Mar 4, 2015. 03:21 PM | Likes Like |Link to Comment
  • 2 salesforce.com Mysteries [View article]
    Thx Doyle, but in your example the "current" component of deferred revenue would still be 110,000.
    Mar 4, 2015. 03:20 PM | Likes Like |Link to Comment
  • 2 salesforce.com Mysteries [View article]
    Part of the high S&M expense is having Metallica on retainer for all corporate events.
    Mar 4, 2015. 03:18 PM | 2 Likes Like |Link to Comment
  • Another Reason To Buy China Mobile [View article]
    CHL's 4G sub growth numbers are incredible and I'm looking forward to see how they well they translate into revenue growth.
    Mar 3, 2015. 09:57 PM | Likes Like |Link to Comment
  • 2 salesforce.com Mysteries [View article]
    Very interesting analysis, and I agree that the stock will probably implode at some time due to company shenanigans and/or reevaluation of potential profitability. However, I don't understand from your explanation how deferred revenue can at once have a growth gap compared to revenue and at the same time be unchanged in being almost completely current. It seems that this implies they are sandbagging revenue estimates or that future deferred revenue numbers will show a much higher long-term/current ratio. I'd appreciate any clarification you can make on this, thanks.
    Mar 3, 2015. 11:52 AM | 2 Likes Like |Link to Comment
  • Bail From TrueCar Before This Lemon Gets Totaled [View article]
    Solid work, thanks.
    Mar 3, 2015. 10:44 AM | Likes Like |Link to Comment
  • China Won't Be Faking It Much Longer [View article]
    Paulo, peak forgery for internal Chinese competitors maybe, but no protection for foreign multinationals.
    Mar 3, 2015. 08:41 AM | 1 Like Like |Link to Comment
  • A Closer Look At The Swedish Dilemma [View article]
    Any concern over bursting of potential housing bubble with resulting bank/currency weakness? Looks like households overlevered to real estate in Sweden, Denmark...
    Mar 2, 2015. 12:13 PM | Likes Like |Link to Comment
  • Copper: A Rebound - Don't Get Too Bullish [View article]
    Thanks for the update...good info.
    Mar 2, 2015. 11:15 AM | Likes Like |Link to Comment
  • China's Rate Cut Insufficient: Investors Expect More PBoC Stimulus And Yuan Devaluation [View article]
    Great info, thx
    Mar 2, 2015. 11:12 AM | Likes Like |Link to Comment
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