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VMware, Inc. Message Board

equityrich 26 posts  |  Last Activity: Oct 21, 2014 4:09 PM Member since: Apr 16, 1998
  • equityrich equityrich Aug 4, 2014 9:00 AM Flag

    KORS always has guided conservatively and beat their own guidance handily. Traders far too short term in their thinking. KORS will be over $5 in 2015 and even if they slow down considerably well over $6 in 2016. A 20 PE (lower than their growth rate still in 2016) gives them 120/share target end of 2015. 50% conservative upside

  • All the numbers and guidance were fantastic. Stock trading down typical wall street head fake. way too many people went short into this and trying to create doubt from the longs to get a chance to cover. Stock was originally up 10 bucks premarket until the shorts came piling in.

    Even if KORS growth slows to a still incredible 30% (which it shows no signs of) they will earn over 5 bucks in 2015. A PE of just 20 is a 100+ per share stock. I'll stick with KORS and take shares from the shorts giving it away premarket

  • Reply to

    THESE GUYS GOT THEIR WINGS CLIPPED

    by meester_mccormik Jul 30, 2014 10:55 AM
    equityrich equityrich Jul 30, 2014 11:02 AM Flag

    Interesting that the BWLD outlook and eps growth stronger than Chipotle yet the multiple is just half of chipotle's. BWLD growing EPS at 30% and CMG just under this. PE at BWLD around 30 while CMG double that at 60. I think CMG has run too far too fast while BWLD is right around fair value based on PEG (Price to Earnings Growth).

    I think the only reason CMG is so high is the momentum players are all riding it up and they keep beating the analyst set estimates which is an arbitrary game. I've seen stocks double and triple on declining revenue and earnings for years as long as the company beats the ever lowered estimates each quarter. Interesting game.

  • equityrich equityrich Jul 24, 2014 4:56 PM Flag

    Visa is smart. You should look at their buybacks of past and present authorization. Buyback is a better use for you, me and all shareholders. Furthermore you WANT lower prices when your company is buying back stock as Visa is. Read on Warren Buffett's philosophy on this which worked out extremely well for him. That said let's hope Visa plummets to 100! Anything lower is good for shareholders with a 5 plus year horizon

    Here is the bible on buybacks from Buffett

    http://www.valueinvestingworld.com/2012/09/warren-buffett-on-share-repurchases.html

  • Reply to

    Tomorrow... opens at $226

    by bigideaportugal Jul 24, 2014 4:15 PM
    equityrich equityrich Jul 24, 2014 4:49 PM Flag

    After hours is meaningless. Just shorts using low volume to paint the tape and make people think something was wrong.

    On the flip side as Buffett says if you are a long term holder and your company is buying back shares (as Visa is ) you want lower share prices. Why? Far more leverage on eps over the long term. Long term investors and the company should hope for lower prices. Plenty of cash (1.9B) left on the current authorization for buyback and a ton of cash on the balance sheet if they want to do more.

    Visa is a lifetime holding for me so from this perspective I encourage weak hands to sell so my company can take away their shares at much lower prices. I want to pay as little as possible. Fewer shares means higher ownership for me and higher stake on earnings and dividends in the future.

  • equityrich equityrich Jul 23, 2014 8:52 AM Flag

    The interesting thing is many of my kids friends had larger screen phones and then went to an iphone 5 which is much smaller. They had no problem with the smaller phone.

    My point was that with the demographic from kids, teens, young adults and extending into the 20's the screen size may not be as important as people are thinking. Furthermore this is exactly what Tim Cook and Steve Jobs said themselves! It is the reason they never did a large iphone.

    They may ship one and show that yes there is some demand but it may not be 100% of the market. What if it is just 1/3 of the market? That means that anyone who wants and has a smaller iphone 4 or 5 may not upgrade. Trouble for apple. Just food for thought.

VMW
81.95-6.24(-7.08%)Oct 22 4:03 PMEDT

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