Seeking Alpha

Snoopy1

Snoopy1
Send Message
View as an RSS Feed
View Snoopy1's Comments BY TICKER:
Latest  |  Highest rated
  • GM Is A Top Pick: Fair Value Of $48 Or More [View article]
    So funfun, when are you planning on shorting GM? Please let us know.
    Aug 1 02:55 PM | 1 Like Like |Link to Comment
  • Tesla Motors beats by $0.07, beats on revenue [View news story]
    I agree DVL. When people can't quantify current value or projected IRRs, they are speculating, pure and simple.
    Jul 31 05:56 PM | 4 Likes Like |Link to Comment
  • Express Scripts: M&A Activity Blurs A Profitable Enterprise [View article]
    I would really appreciate it if you happen across it.
    Jul 30 05:06 PM | Likes Like |Link to Comment
  • Express Scripts: M&A Activity Blurs A Profitable Enterprise [View article]
    Thanks. I think the issue is that he exercised the options and then sold all of the shares.
    Jul 30 04:37 PM | Likes Like |Link to Comment
  • Express Scripts: M&A Activity Blurs A Profitable Enterprise [View article]
    Thanks for the info. Is there a source you got this from?
    Jul 30 04:17 PM | 1 Like Like |Link to Comment
  • Was This A Kitchen Sink Quarter For General Motors? [View article]
    Even though S&P lowered their GM's EPS estimates, they still say the stock is cheap and have a one-year target of $46.

    http://on.barrons.com/...
    Jul 29 09:38 PM | 2 Likes Like |Link to Comment
  • Express Scripts beats by $0.01, beats on revenue [View news story]
    Given the company beat estimates and kept the guidance midpoint, this is good news as ESRX shares seem to be priced for disappointment on a P/FCF basis. The current cheap valuation is great for long term investors as ESRX's buyback program is very accretive.
    Jul 29 05:19 PM | Likes Like |Link to Comment
  • Liberty Global: Levered Returns, Declining Capital Intensity, Strong Management [View article]
    Including the effect of share buybacks, do you have an conservative estimate for 2016 FCF/share? If it's $5 and you apply a reasonable 12x P/FCF, that gives you a $60 target 2 years out or 42% upside from the current $42.25.
    Jul 29 02:35 PM | Likes Like |Link to Comment
  • GM Is A Top Pick: Fair Value Of $48 Or More [View article]
    May I ask why you think 2015 EPS will only be $4.00? Mgmt said they have confidence in margin expansion in GMNA and the Street is at $4.54.

    FYI: I'm projecting a probable range of $38-$42 at year end.

    Disclosure: long shares and 35/42 Jan call spreads and short 27 puts.
    Jul 28 02:06 PM | 1 Like Like |Link to Comment
  • Visa - Dollar Strength And International Tensions Will Have An Impact In The Final Quarter [View article]
    I really don't think you get it.

    First, the CEO runs the business the best he can and short-term market expectations are not necessarily reflective of what is possible assuming the CEO runs the business for the long term. Is Visa supposed to magically overcome emerging market issues and a stronger dollar?

    The ROE is the return on current equity capital. The reason V is using it's FCF for buybacks is because the company can't reinvest all of it's income in new projects at 20%.
    Jul 26 01:57 PM | Likes Like |Link to Comment
  • Visa - Dollar Strength And International Tensions Will Have An Impact In The Final Quarter [View article]
    WMT is a bully and is just mad that it can't push around Visa like all their other suppliers and employees so they try the legal route. As you said, if WMT doesn't want to accept Visa, let them stop doing so and watch their store revenues drop.
    Jul 25 10:04 PM | 1 Like Like |Link to Comment
  • Visa - Dollar Strength And International Tensions Will Have An Impact In The Final Quarter [View article]
    Since you work on the acquiring side, any views on VNTV or GPN?
    Jul 25 05:58 PM | Likes Like |Link to Comment
  • Visa slips despite beating headline estimates [View news story]
    Thanks. It seems most of it was F/X and weakness in emerging markets so not a fundamental slowing of the business. While the 3.5% stock drop seems a tad excessive, valuation was a little high so today corrected for some of this.

    At $215, the current 21x forward P/E seems reasonable (but not cheap) given it's moat and 5 year growth projections. $225 at year end seems likely.
    Jul 25 04:51 PM | Likes Like |Link to Comment
  • Visa - Dollar Strength And International Tensions Will Have An Impact In The Final Quarter [View article]
    Don't GOOG/FB/AMZN still use V and MA's network? The network is the real backbone of credit/debit transactions and serves as a strong moat for V and MA.
    Jul 25 03:36 PM | 5 Likes Like |Link to Comment
  • Should You Buy Comcast, Or This Industry Peer? [View article]
    You do realize that DTV is being acquired by AT&T for $95/share, right? How is this article useful?
    Jul 24 09:36 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
1,107 Comments
1,498 Likes