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Microsoft Corporation Message Board

bwu106 2875 posts  |  Last Activity: Dec 15, 2014 12:07 PM Member since: Jul 30, 2004
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  • bwu106 bwu106 Dec 15, 2014 12:07 PM Flag

    almost all the companies in the world , regardless whatever they make, are evaluated by p/e. Only thing ever evaluated by edib=da is for aol. We all know what has happened to aol and other internet companies!

  • Yet, debt is at 3 billions, and it is like 10 years of net profit. The company has had to dig more and more gas just to maintain the same EPS over the last 3 years. Wall Street is at sleep to allow RRC to be trading at p/e 40 for such weak fundementals.

    This stock is overvalued at least by 60%. It should be traded at $15 per share at most!

  • If one takes out the money they made from derivatives, you will get net profit like 50-100 millions each of the last 3 years. This gave a p/e 30-50!!!! Plus, huge debt load, with no growth in profit. It does not look good at all!

  • The company made most of its money last quarter from hedging activities. In fact, they made some where like 100 millions operation profit over the last year. This is noting. Market cap way too high, for a company with such high net debt!!! Sell, sell, and sell!

  • Reply to

    QUALCOMM Price Target Raised to $95.00 (QCOM)

    by gutboy09 Oct 25, 2014 1:30 PM
    bwu106 bwu106 Oct 25, 2014 4:59 PM Flag

    qcom p/e is 13- 14, not not 17 for Gods seek.

    For the year 2014 just ended Sept 30, 2014, earnings will be at 5.3, so p/e is 76/5.3 = 14.

    For current year, just started from Oct. 1, 2014, earnings will be 5.8 (average of 5.6-6 , based on historical trends), so forward p/e is 13.

    The stock is very cheap, with 30 billions in the bank,and growth rate at 8-12% for top and bottom line. Best buy among S+P 500.

  • bwu106 bwu106 Oct 22, 2014 4:28 PM Flag

    I was reading about these 3g upgardes to 4g in most parts of the world. Qcom acturally stands to collect both 3g and 4g fees, if their phones use 4g and they are yet have to be compatible with 3g. These will surely increase qcom top and bottom line easily. Plus, worldwide smartphone and tablets sales are all increasing at more than 10% a year. Qcom is a growth story.

  • Nearly 1.2 million new postpaid smartphones added; smartphones accounted for 91 percent of postpaid phone sales .

    This shall be good news for Qcom, as new smartphones generate new income for qcom.

    Apple Iphone sales are also very good news for qcom.

    Expect good 3rd and 4th quarters for qcom.

  • Reply to

    QCOM is the stock to own..

    by elivate Sep 23, 2014 7:12 PM
    bwu106 bwu106 Sep 23, 2014 10:31 PM Flag

    agree with your analysis. JUst curious, what other companies you feel that have similar qualities. I already have a lot of qcom, just want to buy somethings else to diversify.

  • KORS is in great shape when compared to COH and Kate. KORS tope line will soon pass COH, and it bottome line is almost at $200 millions a quater. COH is closing hundreds of their stores, and this is great for KORS, and COH has to pay dividened and its top loine and bottom line are both going down to the toilets. Kate has some top line growth, but it has net loss for God seek, it is certinaly a bad business.

    Besides, KORS has almost $1 billilliomns of cash at hand, and it has zero debt to talk about. Kate has 400-500 millions of debt, and again bad business to own. Babalance sheet wise, and business wise, KORS is the KING!!!

    Valuation, forward p/e at 16-18, and top line growing at more than 40% a year, and yet the company doesnot have many stors yetr, unlike COH. I see KORS double and triple their top line over coming 2-3 years, ad profit at least triple.

    BUy, buy, and buy, before it is too late and miss the boat!!!!

  • Reply to

    Book Value Per Share (mrq): $8.87

    by zachperonio Aug 5, 2014 8:44 AM
    bwu106 bwu106 Aug 5, 2014 8:56 AM Flag

    obviously, you have no idea what you are talkign abot. cask at hand is about $6 each share. The MC name tag is worth many billions itself. Their design team is worht many billions. Their infrstuturs for sales is worth nany billions.

  • bwu106 bwu106 Aug 5, 2014 8:53 AM Flag

    do not forget KORS went up about 10% to 92 premarket yesterday first, then a bunch of WS idoit analysts came out to single mindedly focus on margin drop from 31 to 30%, then the stock went nose drive. There are so many good things going on for KORS, yet not a sigle analysts came out mention these.
    As for p/e, you can take 1.2 billions out of the 16 billions of market cap, then, you work out the number. SO, 16 minus 1.2, you get 14.8, then you have yearly earnings about 1 billion, 14.8 divided by 1, you kind of get about 15.

    Sentiment: Strong Buy

  • Comany has no debt, and 1.2 billions $ cash. It has being growing at 40-50% for many quaters and they will continue to grow at such high rates over coming quaters. True margin is down a very small %, but net profit margin is still at very high of 20%, this is still among the highest of any industry or any leading company in the world. Forward p/e is at 15-16. Yet, the comapny is growing at 40-50% a year. Goig forward, even if growth rate domes down to 12%, this 16 p/e is still very attractive!!! Considerring MK is still not big in Europe and they are still very small in Asia, they should be able to double to triple freom here.

  • Reply to

    KORS vs LULU high growth phase

    by highflier2go Aug 4, 2014 6:30 PM
    bwu106 bwu106 Aug 5, 2014 3:07 AM Flag

    Completely agree.

    I wish i can find some other compaies that can grow 40% a year and yet sellig at forward p/e just 18.

    JUst listened to their conference call. I am convinced of their massive growth ahead, both catagorically and geographically.

    Sentiment: Strong Buy

  • Do not listetn to those stupid analysts, since they get them wrong most of the time. They are possibly trying to shake some shares off from weak hands. I just doouble my position today. If I make some nice money here, I may look for a summer home this year!!

    Is it stupid that a compmay is growing like 50% or higher, but sellig at forward p/e 18???!!!! This is a life time opportunity to make serious money!!!!

  • yesterdays interim rpeort was about the 1st 2 months of the quater. As we all know, retail gasline prices were very week during Jan - Feb. However, both oil prices and rertail gasline prices were up sharply. SO, CVX should be able to make earnings of about 2.75 for the 1st quater, due to the very strong March fundementals.

    CVX has the best balance sheet and very high dividened yield. Priduction volume and earnings should start to gain big strength later this year and next year. Very strong buy!!!!

  • both oil price and natural gas price have stayed high during the 1st quater. Especially, natural gas consumption in the US was very, very high. SO, my guess is profit in the 1st quater shold be very improssive.

    Anyone else has any thoghts?

  • Reply to

    when & how much ?

    by tiglet2l Mar 31, 2014 9:54 AM
    bwu106 bwu106 Apr 7, 2014 9:54 PM Flag

    CVX has been increasing divi at abotu 10% over the years. Since payout ratio is still at very of 30-40%, so I woud think they will still increse it from $1 to $1.1. This shold bring dividend yield to 3.7% at current share price. This is very attractive, expecially considerring we will have production growth of some 5-6% over the comig year or so. Massive filed from the golf of Maxico and Austrillia will comeon stream laster this year, so managemtn shold feel [retty confident to raise ddivi by 10%.

  • We have this massive withdral of natral gas from storage during the 1st quater, due to the historical cold in some 50 years. Sure higher gas prices shuold difinately benefit CVX and XOM. However, I do not know how the higher volume will affact CVX's top and bottom line. Based on my reading, natural gas in storage has come down from more than 3 trillions cubic feet to just 0.8 billion cubic feet this week. This kind of massive use of natural gas has not been seen over the last 10 years. So, I do noto think many has figured out how much of a positive effect both higher natural gas price and higher N. gas volume will have on CVX's net profit.

    I am prety sure this will be very positive for CVX over the 1st quater.

    ANother question. CVX has been bookign natrual gas price at 2.7-3.2 over the 3rd and the 4th quaters of 2013. My understanding is, CVX has been storgint thes egas in storage. However, when CVX sold these gas during the 1st quater, they booked price for all the gas in stoage at 4-6. i would imagine, CVX should be able to book the price difference for all the gas during the 1st quater. Am I right on these? If not, can someone tell me how CVX balance theor book for such difference?

  • weekend analyiss in the media suggest chance fior a oil deal for Iran is close to zero, now with US and Russia relation is such bad shape. This can further add fuel to oil price, on top of the uncertinaty of oil supply from Russia.

  • The biggest thing for Russia is their oil, in fact their total oil prodcution is only behind US and Suadia Ribia. To really hurt Russia, oil is the only thing to do somthing about it. Besides, even if oil is not targeted, a wonded Russia will take their eye balls of thier focus on oil. This bound to reduce Russia oil production over the short and medium term.

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