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LSI Corporation Message Board

  • data_analyst_dude data_analyst_dude Oct 23, 2013 7:53 PM Flag

    Strong Quarter

    Very happy with earnings report. Product lines continue to outpace markets, Solid cash, another dividend, continue the share buy-back program opportunities. Very solid company and exciting new products on the horizon. This is definitely a hold to a buy.

    Sentiment: Buy

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    • You are a very easy investor to please.

      Strong quarter? Revenues below the mid-point of the outlook range given last quarter, and well below the revenues of the quarter a year ago. Outlook for the next quarter is weak. Growth has turned into decline.

      Dividend? A paltry 3 cents a quarter.

      Share buy-back program? Small and mostly eaten away by the stock-based compensation.

      Products lines continue to outpace markets? So why have the revenues stagnated for over a year?

      Exciting new products on the horizon? So it has been claimed year after year.

      Note that due to the large pension liability on the books and the equally large goodwill and intangible, the tangible book value of LSI is short of $1/ sh. This is an important parameter in a takeover price consideration.

      Is LSI a hold or a buy now? IMO, it is a hold.

    • A hold, but not a buy now. They led analysts to the Q4 estimate of $638 million and now $580-620 million or a $600 million midpoint.
      Two others things I do not like- stock based compensation is so high even though stock price has flat lined over last year and that huge $565 million unfunded pension liability. What tech company has pension plans anymore?

 
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