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Intel Corporation Message Board

coachd40 27 posts  |  Last Activity: Aug 20, 2015 6:51 PM Member since: Jan 20, 2006
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  • Like herding sheep. You get them a little spooked and they may run off a cliff to "save" themselves.

  • coachd40 coachd40 Aug 19, 2015 11:23 PM Flag

    Your strong affections for MZ are apparent - but do you have to spew it on every post? Nobody is knocking FB. It's just not the only social media giant out there.

    TWTR is running up some impressive numbers and will make somebody a pile of money. It may not happen by noon tomorrow - which is the investment horizon of most internet message board investors - but those who buy now and wait will get paid. Most won't have the will or the patience - but some will - and they will get rich because of it.

  • coachd40 coachd40 Aug 19, 2015 11:10 PM Flag

    I didn't cherry pick anything. I laid out the revenue growth for the last several quarters and even the projected revenue growth for the next quarter. Twitter has over 300 million users. Do you think advertisers MIGHT be interested in that audience given that it is roughly equivalent to every man, woman, and child in the US?

    You are pretty much making a case for the longs. They have not grown the user base at a rapid rate and yet REVENUES HAVE SKYROCKETED. It is the tip of the iceberg. Revenues will continue to soar even if the user base doesn't - but if the user base starts growing - which is probable - then revenues will grow at an exponential rate.

  • Reply to

    twitter needs to reach $12 a share to be acquired

    by jgf8u Aug 19, 2015 10:57 PM
    coachd40 coachd40 Aug 19, 2015 10:58 PM Flag

    Right. You heard it here from mister anonymous message board dude. He's crunched the numbers.

  • coachd40 coachd40 Aug 19, 2015 10:53 PM Flag

    Right, because that's how revenue growth is measured - right? How about -

    Q3 2015 estimated revs 559M versus Q3 2014 = 361M - an increase of 198M which is 55 percent
    Q2 2015 = 505M revs versus Q2 2014 = 312M revs - an increase of 190M which is 61 percent
    Q1 2015 = 436M revs versus Q1 2014 = 250M revs - an increase of 186M which is 74 percent
    Q4 2014 = 479M revs versus Q4 2013 = 243M revs - an increase of 236M which is 97 percent

    Granted, the percentages will decrease as they get closer to SIGNING UP EVERYONE ON EARTH - but not a lot they can do about that. Once your user base becomes Earth then you are pretty much depending on population growth to get bigger.

    If any company were to measure revenue increases sequentially quarter over quarter instead of year over year then the growth rates are going to be totally misrepresented to a lot lower number for that company.

  • FB is a darling with only 39 percent revenue growth. NFLX is supposedly growing fast enough to justify an astronomical PE with only 23 percent revenue growth. Same deal for AMZN with only 20 percent revenue growth.

    TWTR is growing revenues at OVER 50 PERCENT FASTER THAN FB
    and pretty much TRIPLE THE RATE OF NFLX AND AMZN.

    SO, if this is how the stock "struggles" then imagine what it will be like once the user growth starts roaring - and it will. Revenues are already sky-rocketing - but adding user growth on top of it would make it exponentially faster.

  • but don't focus on that. Listen to Cramer or whatever other blabbering idiot you choose to worship and focus on whatever they tell you to. They will tell you it's not about the money. IT IS ALWAYS ABOUT THE MONEY.

    Just a matter of time before this thing shoots past 50 at which point Cramer and all the other bashers will be on board singing its praises. He's great about praising stocks after they have already sky-rocketed but bashing them when you should be buying them.

    28 million to 2 BILLION in 5 years is PHENOMENAL GROWTH - and it's only just beginning.

  • Reply to

    Increase in Lease revenues and profits

    by coachd40 Aug 4, 2015 1:02 PM
    coachd40 coachd40 Aug 6, 2015 12:11 AM Flag

    My opinion - people who focus on revenues are idiots. Idiots may not be a strong enough word. Profits are what matters. I'd much rather make $1 off of $1.50 in revenues than make that same dollar off of $100 in revenues. If ANYTHING goes wrong with the higher revenues model then you are screwed.

    More cars for leases = lower revenues BUT MUCH HIGHER PROFITS in the long term. More cars for third parties equal higher revenues and profits for the quarter but really doesn't do much for you going forward. Building up the lease fleet is brilliant - and they are still exceeding their profit numbers while they are doing it.

    For this stock to be trading at a PE of 7 is absurd. This stock should easily be over 100. Hopefully the market won't stay irrational about it for long.

  • Am I reading that right in that leasing revenues for 2Q 2014 were 14 million and doubled to 28 million in 2Q 2015? Also, it looks like the profits from leasing jumped from 7 million in 2Q 2014 to 17 million in 2Q 2015? With the lease fleet being 100 percent utilized it looks like it makes a lot of sense to build up the lease fleet. With the backlog they have they can hit, miss, or even double estimates anytime they want to just by shipping more to 3rd parties - but building up the lease fleet looks like it will pay off big time.

    Lately it looks like ARII is trading in lock-step with oil. I understand why but it is obviously stupid given all that is going on with this company and this industry. Oil will not be down forever - but even if it stayed down long term the profits for ARII will continue to climb.

  • and I turned out okay on that one. Not seeing anything too alarming.

    TWTR is EXTREMELY popular with younger people. Your grandma uses FB. Just about everybody under 40 uses TWTR.

  • Reply to

    Prediction for Friday

    by beebopaloola Jul 12, 2015 9:21 PM
    coachd40 coachd40 Jul 22, 2015 12:24 PM Flag

    With the stock down almost $20 from its highs of about a month ago it looks like an awful quarter and an awful outlook has already been priced into it. This was $118.50 no time ago and has dropped to these levels on no news. It would seem that anything less than awful ought to be really good news for the stock.

  • that it's not even a workable solution. It might as well be dial up service. It's awful. Have regretfully been a Comcast user for years and dread going through the hassle they give you if you try to drop them but I will not be a Comcast user for much longer.

  • Revenues will be up, future sales will be up, the dividend will be up, the buyback will be up, margins will be up, etc. This stock is already significantly undervalued. For it to drop with the overall market is a mistake. Time will tell.

  • coachd40 coachd40 Jun 21, 2015 3:02 PM Flag

    It's not about that. Apple is trying to avoid paying ALL artists, writers, producers, etc for 90 day windows. Taylor Swift has plenty of money. She is just taking a stand against Apple to try to help those who don't have $100 million. The people who will get screwed by Apple are those who have one-hit wonders or struggling artists who are just starting to gain popularity.

    USAToday has a decent article up on it that explains it all.

  • Apple is basically stealing content from artists, writers, and producers just because they are big enough that they can get away with it. It's wrong. Asking artists to go unpaid for 3 months is ridiculous. When a new artist has their first (and maybe only) hit song then it's very unlikely that it will even still be a hit 3 months later.

    Apple is just stealing money from these people because they can - like they don't have enough money coming in already. The company needs to step up and do the right thing.

  • - Sales of $4.5 billion, up 4% from a year ago; 12% growth excluding impact of foreign exchange
    - Best ever quarterly core operating earnings of $294 million, up 21%
    - Adjusted earnings per share of $2.28, up 24%
    - Company operating margin of 6.5%, up from 5.6% a year ago
    - Improved margins in both business segments
    - Completed acquisition of Eagle Ottawa
    - Increased quarterly cash dividend by 25%
    - Increased share repurchase authorization to $1 billion
    - Returned $134 million to shareholders through share repurchases and dividends
    - Lear credit ratings outlook upgraded to positive by Standard & Poor's

    However - an analyst predicted revenues would be 4.56 billion and they came in at 4.52 billion (what's that? 15 minutes worth of revenues? shocking) so the shorts and options players try to get everyone focused on that instead of the true story with this company. Note that revenues are still HIGHER than last year. Amazing how some of these articles get spun.

    It is truly amazing that these analysts can stick whatever absurd number they want on earnings or revenues and regardless of how a company performs the story becomes how they perform in relation to whatever the analyst threw out there. If EVERY part of the business is doing MUCH better then who cares what the analyst said?! That guy may sit in a bar all day and be a complete failure at his job and little or nothing to base his estimates on but somehow his estimate becomes the story instead of the company's performance.

  • Without that they would have SIGNIFICANTLY blown out the quarter. There is NO WAY that loan loss provisions should be 43 percent higher than last year. If that were a realistic number then the entire economy would be in the tank in an almost unimaginable way.

  • If you read the report it sounds more like an upgrade even though it was moved from a buy to a hold. Stock looks cheap here but I will sit this one out. I'm thinking the Nissan trucks coming out later this year could be a catalyst to get this one moving higher.

  • estimates were for 1.52. What's stupid is estimates were for 1.43 until 90 days ago when they raised guidance. If they had not raised guidance then this would have beat estimates plus been up significantly from last year so it would have been great news. The company is growing like crazy and is priced below where it should be - just needs to keep expectations going forward more modest so the numbers are easier to beat.

    Still, growing earnings per share at 17 percent year over year in a tough economy so anyone who wants to panic and sell will regret it later. The economy won't be tough forever. I will continue to add.

  • DFS should be 100+ but they need someone like Icahn to come in and show them how to unlock the value already sitting in the company. The stock trades at a PE of 11 whereas most of their competitors are double that.

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