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NIKE, Inc. Message Board

asiaandusa 12 posts  |  Last Activity: May 9, 2015 12:58 PM Member since: Apr 26, 2012
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  • Sure looks like really good numbers going into next quarter?
    Please verify these numbers.
    Please correct any numbers in case I incorrect. TIA.
    Stock should be over $70.00
    Beats estimates consistently, including mrq (good).
    Clearly under promises and over delivers (good).
    PEG ratio of .79 indicates 21% underpriced.
    Stock needs to be $69.05 to be true value computed as: 54.55 / .79 = $69.05
    When a company has cash, need to add that cash / share to value based on PEG = $69.05 + $5.01 = $74.20.
    When a company has debt, need to subtract debt / share from value based on PEG = $74.20 - .33 = $73.87.
    Profit Margin (ttm): 34.24%
    Operating Margin (ttm): 53.31%
    Current ratio of 7.74 is one of the best of all stocks on the market(higher the better).
    Annual free cash flow of $1.91 / share is excellent.
    Annual operating cash flow of $2.72 per share is excellent.
    Short 19.60% means there are 5.3 million short waiting to buy on a takeover. Longs should love them on ANY stock with strong financials.
    Quickscore (acid test ratio) of 5. The higher the quickscore ratio, the greater the company's liquidity, with at least 1 being benchmark.
    Return on Assets (ttm): 35.35% excellent management.
    Return on Equity (ttm): 41.04% excellent management.
    Guiding gross margin up: 75% to 76%
    Guiding revenue up $403 million to $408 million, up from previous guidance of $395 million to $405 million.
    Guiding R&D up by $1 million.
    Cash up to $208,772,000 from $105,587,000 prior year.
    Receivables up to $797,150,00 from $61,325,000 prior year.
    Payables down to $16,994,000 from $20,982,000 prior year.
    Current portion LT debt down to $908,000 from $1,009,000 prior year.
    Total stockholders' equity up to $427,246,000 from $294,765,000 prior year.

  • Reply to

    Playing chicken

    by xardas1111 May 7, 2015 4:57 AM
    asiaandusa asiaandusa May 8, 2015 1:34 PM Flag

    At least 2 chicken restaurant chains IPO this year. Bojangles and El Pollo Loco. Both will roll out nationwide over the next several years and then expand internationally. I see no end to the demand for chicken (nb: retired chicken producer for meat, eggs).

  • Reply to

    One way to recapture all and then some

    by asiaandusa May 8, 2015 8:05 AM
    asiaandusa asiaandusa May 8, 2015 9:24 AM Flag

    PEG Ratio:0.76 or 53.04 / .76 = $69.79 valuation based on price/earnings/growth PEG.
    Ultimately, LCI is a $70 stock, most likely within 12 months or 32% above $53.

  • December 65 strike price calls: $460 each last trade.
    65.00 LCI151218C00065000 4.60

  • If you did not or cannot read a balance sheet coming out of this quarterly report, sell.
    If you can read a balance sheet, you will likely buy more.

  • CELG is now a bargain in my book.

  • Reply to

    target IBN = INR400 = $14

    by fred_woodstone Apr 30, 2015 3:35 PM
    asiaandusa asiaandusa May 4, 2015 9:33 AM Flag

    Target $14.00
    Current $10.80
    Difference $3.20
    Difference percent 29.6%

  • Reply to

    My reason for investing in VDSI

    by asiaandusa May 1, 2015 10:13 AM
    asiaandusa asiaandusa May 1, 2015 10:20 AM Flag

    Competition also has massive negative retained earnings and debt liability charges.
    This company is under priced with faster growth and vastly superior fundamentals.
    The problem is that investors do not understand how enterprise, server, application and data security works. Banks now do understand and that is why they are choosing VDSI.

  • Considerations on VDSI as investment.

    Results keep getting better AND company increased guidance for NEXT quarter.
    Next quarterly is only 58 trading days away
    $3.49 cash per share, best in sector.
    VDSI next year's p/e is 18, best in security sector.
    Consistently clobbers estimates.

    Results 1st quarter, 03-28-2015:
    Revenue increased 68%
    Net income up 287%
    Operating income up 313%
    Cash $149.1 million compared to $137.4 previous quarter
    Debt $0.00, no bank borrowings at either March 31, 2015 or December 31, 2014.

    Previous quarter: Revenue up 44%, operating income up 218%, Cash up 38%

    Guidance coming out of next quarter:
    Entering into quarterly report for next quarter guidance increased.
    Two major tech savvy governments chose to VDSI during quarter, Belgium and Singapore
    Major new push into health care industry and integrators.
    One massive international bank chose VDSI during quarter, Mizuho Bank, Japan
    Consistently clobbers estimates

    Other / institutional activity:
    150 institutions increased by +19,727,085 shares (or held existing positions)
    081 institutions decreased by -5,326,395 share holdings
    Net all institutions added +14,400,690 shares

    Corporations are finally beginning to take security threats seriously enough to begin utilizing strongest security solutions VDSI delivers.

    Sentiment: Strong Buy

  • VASCO (VDSI) Reports Results for First Quarter 2015
    "Revenue from continuing operations for the first quarter of 2015 was $65.1 million, an increase of 68% compared to the first quarter 2014; Operating income from continuing operations for the first quarter of 2015 was $16.1 million, an increase of 313% compared to the first quarter 2014."

  • Reply to

    trying to sort out the short issue

    by muskiemuskie Apr 29, 2015 4:28 PM
    asiaandusa asiaandusa May 1, 2015 8:29 AM Flag

    Next year's p/e ratio: 18 after adjusting for cash & no debt ($0.00 debt)
    $3.79 cash / share (coming out of latest quarter).
    Major banks & financial institutions adopting serious VDSI security technology.

  • asiaandusa asiaandusa Apr 23, 2015 11:15 PM Flag

    Not compliant for the same reason Enron went belly up.... complicity between responsibilities.

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