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Microsoft Corporation Message Board

bwu106 6 posts  |  Last Activity: Sep 23, 2014 10:31 PM Member since: Jul 30, 2004
  • 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

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