Wall Street Smart's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/988791/comments http://seekingalpha.com/news-article/5611491-eog-resources-reports-outstanding-2012-results-increases-eagle-ford-and-leonard-reserve-potential-announces-new-texas-delaware-basin-wolfcamp-play-raises-common-stock-dividend-by-10-percent?source=feed#comment-14980701 14980701 Thu, 14 Feb 2013 09:41:33 -0500 http://seekingalpha.com/article/1129021/comments?source=feed#comment-14078731 14078731 Wed, 23 Jan 2013 21:49:43 -0500 http://seekingalpha.com/article/1113231/comments?source=feed#comment-13744411 13744411 Tue, 15 Jan 2013 15:38:23 -0500 http://seekingalpha.com/article/1091321/comments?source=feed#comment-13228221 13228221 Wed, 02 Jan 2013 14:28:40 -0500 http://seekingalpha.com/article/1090691/comments?source=feed#comment-13227231 13227231 Wed, 02 Jan 2013 14:03:39 -0500 http://seekingalpha.com/article/1090601/comments?source=feed#comment-13226971 13226971 Wed, 02 Jan 2013 13:58:13 -0500 http://seekingalpha.com/article/1077111/comments?source=feed#comment-12856651 12856651 Fri, 21 Dec 2012 09:04:26 -0500 http://seekingalpha.com/article/1076891/comments?source=feed#comment-12856541 12856541 Fri, 21 Dec 2012 09:01:47 -0500 http://seekingalpha.com/article/1073471/comments?source=feed#comment-12789531 12789531 Wed, 19 Dec 2012 16:24:36 -0500 http://seekingalpha.com/article/1072241/comments?source=feed#comment-12789251 12789251
He said buy BTU at 65 as i was going to 90. The stock went to 18.

He said sell BAC at 6 while it went to 11

He said buy CMG at 400 and it went to 250

He said buy NFLX at 250. It did pop to 300 but quickly spiralled down to 60.

He said CHK was awesome at 35. Everything was wrong about this company with bad management, low nat gas prices and hidden debt. The stock went to high teens.

Cramer does not have to know and analyze like a 1000 names. I would much rather have someone who can track 100 names rather well. It is not about qunatity you track. It is about quality.]]> Wed, 19 Dec 2012 16:20:13 -0500
He said buy BTU at 65 as i was going to 90. The stock went to 18.

He said sell BAC at 6 while it went to 11

He said buy CMG at 400 and it went to 250

He said buy NFLX at 250. It did pop to 300 but quickly spiralled down to 60.

He said CHK was awesome at 35. Everything was wrong about this company with bad management, low nat gas prices and hidden debt. The stock went to high teens.

Cramer does not have to know and analyze like a 1000 names. I would much rather have someone who can track 100 names rather well. It is not about qunatity you track. It is about quality.]]> http://seekingalpha.com/article/1069331/comments?source=feed#comment-12769451 12769451 Wed, 19 Dec 2012 09:23:44 -0500 http://seekingalpha.com/article/1072241/comments?source=feed#comment-12768991 12768991 Wed, 19 Dec 2012 09:17:20 -0500 http://seekingalpha.com/article/1062281/comments?source=feed#comment-12573781 12573781 Thu, 13 Dec 2012 15:03:09 -0500 http://seekingalpha.com/article/1062281/comments?source=feed#comment-12570131 12570131
"Have you noticed how the bulls offer facts and the bears offer nothing but opinions, innuendo, Job's absence and the "law of large numbers?""]]> Thu, 13 Dec 2012 13:54:49 -0500
"Have you noticed how the bulls offer facts and the bears offer nothing but opinions, innuendo, Job's absence and the "law of large numbers?""]]> http://seekingalpha.com/article/1008171/comments?source=feed#comment-12564951 12564951
I have a question on the OI and E income for of $381 mn project by PO for Q1.

Is this income the retun that they generate on their cash investments net charges for hedging? If that is the case it looks like a lousy return to me at less than 1% a year. Am I missing something?]]> Thu, 13 Dec 2012 11:48:00 -0500
I have a question on the OI and E income for of $381 mn project by PO for Q1.

Is this income the retun that they generate on their cash investments net charges for hedging? If that is the case it looks like a lousy return to me at less than 1% a year. Am I missing something?]]> http://seekingalpha.com/article/1062281/comments?source=feed#comment-12562511 12562511
1. The average of Gross margin beat over the last 8 quarters comes to 300 bps. If we apply that we are at 39%. If we apply the GM beat for Q1 over the last 2 years we are at 40+%.

2. Iphone 5 yields have tremendously improved and low yields at the beginning of the quarter when PO guided is no longer an issue.

3. Lower priced product does not mean lower margins for the company. The whole myth that Ipad mini is going to pull GM down is a myth. Even if Ipad mini comes in at 30% GM there are other product lines like Itunes and Iphones which have much higher GM. A smaller product like Ipad mini dragging the entire margins down is an outright lie.

4. Economies of scale for Iphone. I remember when PO made the point that the economies of scale for Iphone are tremendous. The moment they go past 30 mn phones the GM grows at a much faster clip than it did for the first 30 mn phones.


Another point to be noted in general is that 35% margins in the long run is not a bad margin for a company trading at 9 times earnings without cash. Even if Apple grows at 20% over the next 5 years and we assume our margins go down to 35% we double our earnings in the next 5 years along with a cash pile atleast double of where we are currently. The stock is not trading like one with 35% GM growing at 20%. It is trading like the GM is 20% and the company is not growing]]> Thu, 13 Dec 2012 11:01:12 -0500
1. The average of Gross margin beat over the last 8 quarters comes to 300 bps. If we apply that we are at 39%. If we apply the GM beat for Q1 over the last 2 years we are at 40+%.

2. Iphone 5 yields have tremendously improved and low yields at the beginning of the quarter when PO guided is no longer an issue.

3. Lower priced product does not mean lower margins for the company. The whole myth that Ipad mini is going to pull GM down is a myth. Even if Ipad mini comes in at 30% GM there are other product lines like Itunes and Iphones which have much higher GM. A smaller product like Ipad mini dragging the entire margins down is an outright lie.

4. Economies of scale for Iphone. I remember when PO made the point that the economies of scale for Iphone are tremendous. The moment they go past 30 mn phones the GM grows at a much faster clip than it did for the first 30 mn phones.


Another point to be noted in general is that 35% margins in the long run is not a bad margin for a company trading at 9 times earnings without cash. Even if Apple grows at 20% over the next 5 years and we assume our margins go down to 35% we double our earnings in the next 5 years along with a cash pile atleast double of where we are currently. The stock is not trading like one with 35% GM growing at 20%. It is trading like the GM is 20% and the company is not growing]]> http://seekingalpha.com/article/1031281/comments?source=feed#comment-12090021 12090021 Thu, 29 Nov 2012 17:15:11 -0500 http://seekingalpha.com/article/1031281/comments?source=feed#comment-12038131 12038131 Wed, 28 Nov 2012 11:48:00 -0500 http://seekingalpha.com/article/1031281/comments?source=feed#comment-12037741 12037741 Wed, 28 Nov 2012 11:39:30 -0500 http://seekingalpha.com/article/1030151/comments?source=feed#comment-11996531 11996531 Tue, 27 Nov 2012 11:17:20 -0500 http://seekingalpha.com/article/1024901/comments?source=feed#comment-11996321 11996321
EOG has a proven track record of monetizing their assets quarter after quarter without having to give excuses like others in every single conference call. Mike Papa is a brilliant CEO who has consistently delivered. They just dont talk about barrels of proven reserves but abou wells drilling and returning value to shareholders at a rate lower than the cost of capital.]]> Tue, 27 Nov 2012 11:12:14 -0500
EOG has a proven track record of monetizing their assets quarter after quarter without having to give excuses like others in every single conference call. Mike Papa is a brilliant CEO who has consistently delivered. They just dont talk about barrels of proven reserves but abou wells drilling and returning value to shareholders at a rate lower than the cost of capital.]]> http://seekingalpha.com/article/747631/comments?source=feed#comment-11956881 11956881 Mon, 26 Nov 2012 10:14:29 -0500 http://seekingalpha.com/article/1011101/comments?source=feed#comment-11692811 11692811 Fri, 16 Nov 2012 13:21:29 -0500 http://seekingalpha.com/article/1011101/comments?source=feed#comment-11682261 11682261 Fri, 16 Nov 2012 09:58:46 -0500 http://seekingalpha.com/article/1003831/comments?source=feed#comment-11639321 11639321
EOG or CLR or WLL?]]> Thu, 15 Nov 2012 10:33:10 -0500
EOG or CLR or WLL?]]> http://seekingalpha.com/article/977721/comments?source=feed#comment-11235961 11235961 Mon, 05 Nov 2012 08:01:40 -0500 http://seekingalpha.com/article/913761/comments?source=feed#comment-10343111 10343111 Tue, 09 Oct 2012 15:59:03 -0400 http://seekingalpha.com/currents/post/576691?source=feed#comment-10328611 10328611 Tue, 09 Oct 2012 11:26:13 -0400 http://seekingalpha.com/article/902051/comments?source=feed#comment-10328261 10328261 Tue, 09 Oct 2012 11:20:38 -0400 http://seekingalpha.com/article/902051/comments?source=feed#comment-10167011 10167011 Thu, 04 Oct 2012 12:40:02 -0400