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  • Stocks Are Two-Faced, And One Is A Pathological Liar [View article]
    CHUCK,

    A GREAT PRESENTATION! I HAVE FORWARDED THIS TO MY TEEN SON AND DAUGHTER SO I CAN PREPARE THEM FOR THE "REAL WORLD" on how to invest today and in the future.

    IN ADDITION, AS YOU MENTIONED MR. BUFFET WRITES... "A climate of fear is your friend when investing; a euphoric world is your enemy".

    I value using your FAST GRAPHS service to assist on my research. I would be interested to learn your take of the investing climate. Do you believe we are beginning to see a euphoric climate where too many are simply chasing the price and the newest can't miss stock with total disregard of earnings?

    Keep up the excellent work.
    Mar 7, 2014. 09:45 AM | 2 Likes Like |Link to Comment
  • How Investors Can Mitigate Their Portfolio Risk In Today's Tumultuous And Volatile World: Part 1 [View article]
    Chuck,

    I find that each time I go on seekingalpha.com your articles tend to be the first I "seek" out. Each article is very informative and I highly recommend others to read your previous published articles as well.
    I have also been a subscriber to fastgraphs from the beginning. Fastgraphs has been incredibly helpful to me. Keep up the great work and I suggest you think about writing a book in the near future!
    Aug 30, 2013. 11:35 AM | 2 Likes Like |Link to Comment
  • Seth Klarman Re-opens Position in PDL BioPharma [View article]
    As you know Intrinsic Value is subjective to many and one can use many different calciulations. Using today's share price the EPS of .95 and a terminal growth rate of 4% with a discount rate between 12 and 15. I'm estimating that the margin of safety at this point is between 25% -47% or a Fair Value of $7.29 to $10.21 respectfully. This was using the book value of -2.2. I used a growth value of $7.84 and $8.77 and a terminal value of $1.65 and $3.64.
    Feb 15, 2011. 01:50 PM | Likes Like |Link to Comment
  • Seth Klarman Re-opens Position in PDL BioPharma [View article]
    This is a very compelling value situation. In running my stock screener on this company as of 2/152011 the following was determined:

    EARN. YIELD (EPS/PRICE PER SHARE: +16.15%
    CURRENT RATIO: 1.1
    PROFIT MARGIN: +44.30%
    GROSS PROFIT MARGIN: +89.41%
    CASH FLOW 5 YR GROWTH RATE: +37.39%
    RETURN ON INVESTMENT TTM: +69.54%
    RETURN ON ASSETS TTM: +47.29%
    OPERATING MARGIN 5YRS: +28.06%
    EBITA MARGIN: +89.41%
    REVENUE GROWTH: +27.05
    PRICE/SALES RATIO: 2.0
    PEG RATIO: 0.2
    EPS PRO GROWTH NEXT YEAR VS THIS YEAR +30.81%

    I am long PDLI as I believe their intrinsic value has not yet been reached and their is a good margin of safety.
    Feb 15, 2011. 09:58 AM | 1 Like Like |Link to Comment
  • 20 Statistically Cheap Stocks Worth Researching Further [View article]
    Shane you are correct. Harris Corp has been on the top of many value screens
    Jan 17, 2011. 02:20 PM | Likes Like |Link to Comment
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