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  • Tech Guru Michael Cahill's Picks for 2007 [View article]
    Why the data mining comparison from 2000? Show me year for year stats including 2005 and 2006 on a stand alone basis comparing Chilton vs. NASDAQ, or better yet – vs. S&P 500.

    1) MSFT - has a 10% upside within next 6 months. ROE is back up to 28.6 for 2006. It is hard not to like a company with zero long term debt and a $27B cushion of current assets over current liabilities. Not to mention $13.5B a year in free cash flow plus a current ratio of 2.2 coupled with a whopping 28.5% net income as percent of revenue. The latter seems to fluctuate between 22% and 41%. BA, GE, GM, IBM, heck, the rest of the Dow including GOOG would love to duplicate these numbers.
    2) GOOG – will probably level off at $520 for sometime in 2007. Yahoo! Finance poll shows 75% wouldn’t buy GOOG today at current levels, if that means something to you. Personally I have a problem with the reliability of the accountability pertaining to the accounting and auditing standards. Aside from that, a great company to work for.
    3) ANAD – definitely talking their own book to some extent. ANAD has underperformed the semiconductor index since mid 2002; however stock has made a strong comeback in H2 2006. So far, ANAD has posted 27 consecutive quarterly losses. Will they go for the record and make it 28? ATHR may be a better play going from 24 to 30 by yearend, if they can keep their option expenses under control.
    4) DISH – never relied on takeover talk unless I knew or saw something that others missed that confirmed ‘something’ was in the works. This is true even with over $2.5 billion of net operating loss carry-forward credits. If rumors are your game, DTV has been named as a possible merger candidate. On its own merit, DISH is a tasty dish. As a duopoly, it should be able to sustain subscription growth. On the downside are regulatory issues and the TIVO lawsuit.
    5) MEMC – no opinion.
    6) SIFY – no opinion.

    Disclosure: This information/comment was submitted by a CrossProfit analyst and may not reflect the opinion of CrossProfit.com. No positions in above (excluding Dow Ind) held by analyst, no conflicts.
    Posted by CrossProfit (IL)
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    Feb 04 10:31 am |Rating: 0 0 |Link to Comment
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