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Lululemon Athletica Inc. Message Board

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  • cash_back_7 cash_back_7 Dec 16, 2011 12:56 PM Flag

    they have weeklies since when

     

    tech,

    mickey dee - are u seeing it

    sucker who participates in dividend reinvesting just got his new most expensive shares ever in his account

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    • Yes.

      Value fund managers should get the crap kicked out of them if they aren't selling McD's. It is no longer anywhere close to a value.

      Value should be based upon valuation and CASH FLOW YIELD, not dividend yield. Fund managers are making epic mistakes that will cost clients billions. Literally.

      That's ultimately why Apple, Google and MSFT are the best investments in the world. The floor of their valuations increases signficantly every day. Wall Street is already pushing the limits of the extent to which it can manipulate and undervalue them. Frankly, I'd love to see each and every one of them issue roughly half their market cap in debt and buyback that value in shares. Can you imagine what would happen to the stock price in each on of them? Apple issues $175B in debt. Pays maybe 5%. Needs to use less than $10B of its $40B a year in cash flow to service the debt. Share count down by 50%. FCF per share up 75%. EBITDA multiple below 5...

      The point is that these incompetent value fund managers are paying up for McD when at some point in the not to distant future AAPL, GOOG and MSFT will either lever up (my preference because they all have the cash flow to sustain it and they'd get the interest benefit) or issue higher dividend yields that are more sustainable and likely to grow...

 
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