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# Infosys Limited Message Board

helloasiafromusa 36 posts  |  Last Activity: Aug 26, 2015 1:23 PM Member since: Mar 3, 2007
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#### Insiders know FSP is a real value & better value every quarter

by buysellshortorhold Jul 16, 2015 11:06 AM
helloasiafromusa helloasiafromusa Aug 26, 2015 1:23 PM Flag

They will either own FSP or FSP will be acquired.
Rarely do these REITs trade at less than 1.5x book value without takeover.

• #### 0 users liked this posts users disliked this posts 0 Reply What does PEG ratio mean and how do you use it to compute future value

helloasiafromusa by helloasiafromusa Aug 25, 2015 10:17 AM Flag

A company's PEG ratio or "price earnings to growth ratio" is an indicator of the potential future value of a stock. Setting aside dividend, debt and cash, and one time factors, the PEG ratio raw calculation of future value by dividing the current stock price by it's PEG ratio. In the case of CALM:
--\$1.75 debt per share (subtract from calculated PEG based value)
#\$%\$33 cash per share (add to PEG calculated value)
--\$1.27 dividend per share, (likely to be far more this year) (add to calculated value)
--One time factors is the probability of extremely high earnings.
The PEG ratio is currently .13 and stock price \$48.20
48 / .13 = \$370
370 - 1.75 + 5.33 + 1.27 = 376.
Since the earnings are likely to be extraordinary, the actual stock price will clearly not be 376 but most certainly much more than 50.
The missing factors are:\
1. Actual earnings for this year (likely to be extraordinary).
2. Actual earnings after this year / after the layer population is normalized.
3. Dividend to be paid this year based on the company formula (30% of earnings).
4. Dividend to be paid next year based on more normal earnings.
Based on corn prices, various protein source prices, and other lower costs of input, CALM should benefit directly from increased egg prices.
Anybody have a guess on earnings?
Will they pay a "special dividend"?

#### VDSI - Jibun Bank Secures Online and Mobile Banking with VASCO

by robert4444444 Aug 18, 2015 10:09 AM
helloasiafromusa helloasiafromusa Aug 18, 2015 11:15 AM Flag

VDSI security for mobile banking appears to be an increasingly ubiquitous solution in Asia. Asians lead in mobile technology.

• #### 0 users liked this posts users disliked this posts 0 Reply Sysco and U.S. Foodservice among those in this space

helloasiafromusa by helloasiafromusa Aug 14, 2015 10:33 AM Flag

With the trend toward high quality foods in USA, ANFI would make an excellent merger candidate.

#### Doc visits up, lab testing up

by superiorbalancesheets Aug 11, 2015 1:52 PM
helloasiafromusa helloasiafromusa Aug 11, 2015 2:30 PM Flag

No dependency on China and minimal dependency on other countries outside USA & Canada.

#### Where is ANFI going next -- it's a triple

by believerinbalancesheettrends Aug 7, 2015 2:26 PM
helloasiafromusa helloasiafromusa Aug 10, 2015 10:41 AM Flag

Review ANFI balance sheet and you will see the significant improvement in the receivables:payable ratio. Other analysts have reviewed ANFI and established a target price of \$20.50 which is more than 2x the current price which accommodates all negatives. Basmati rice quality is sort of like wine in that aging enhances flavor qualities. That is actually a positive because price is enhanced by ANFI aging process.

#### Where is ANFI going next -- it's a triple

by believerinbalancesheettrends Aug 7, 2015 2:26 PM
helloasiafromusa helloasiafromusa Aug 10, 2015 10:22 AM Flag

Summary: 100,000 metric tons additional demand on the horizon.
Impact on ANFI: Basmati Rice Demand

Published on: Jul 17, 05:06, 2015

"Lifting of global economic sanctions on Iran by the US and EU could facilitate a new record for basmati rice export to that country from here in 2015-16.

"Iran is also expected to cut import duty on Indian Basmati from 40 per cent now to 20 per cent from the new season, starting October.

"Iran may import around one million tons of Indian Basmati rice. India exported around 900,000 tons of basmati rice to Iran in FY 2014-15 (April - March) compared to around 1.44 million tons in FY 2013-14 due to a temporary ban imposed by the Middle East nation citing surplus stocks."

• #### 0 users liked this posts users disliked this posts 0 Reply Short catalysts --under disappearing act -- now within sight

helloasiafromusa by helloasiafromusa Aug 7, 2015 3:55 PM Flag

1. More contracts worldwide. Interesting ones in major Asian banks and governments.
2. Iran situation will instantantaneously disappear totally upon treaty consummation.

#### ANFI

by bernard.portnoy Aug 6, 2015 2:34 PM
helloasiafromusa helloasiafromusa Aug 7, 2015 2:22 PM Flag

I worked in agriculture, in that part of the world, for about 15 years, including part in the middle east and in India.
They have virtually zero research capability compared to my own.

#### Basmati rice prices likely to skyrocket -- See news on basmati rice prices

by isrgaraycmeamsgallgood Aug 3, 2015 3:41 PM
helloasiafromusa helloasiafromusa Aug 4, 2015 10:48 AM Flag

Next 3 quarters should be very good for ANFI with good price stability partially from increased demand (100,000 tons increase) from Iran.

Looked at the earnings report, balance sheet numbers and sure looks like next quarter will be even better than mrq. Liquidity is excellent with plenty of room for worldwide expansion. Sales in USA should continue to do well as folks diversify their cuisine toward more gourmet Asian choices.

#### AMAT makes the equipment for all chips including mobile --- who really competes with that?

by superiorbalancesheets Jul 28, 2015 11:37 AM
helloasiafromusa helloasiafromusa Aug 3, 2015 9:03 AM Flag

Yes. Including mobile / wireless device chips. And, the movement in technology is accelerating with the new Micron/Intel advancements (which will require retooling = AMAT benefits).

#### When the price of beef is too high, chicken demand rises

by buysellshortorhold Aug 3, 2015 8:19 AM
helloasiafromusa helloasiafromusa Aug 3, 2015 8:52 AM Flag

Tyson had great news on the chicken front, not so good on the beef.
Tyson: "Chicken segment operating margin of 11.4%"

#### ERJ reports yet another loss?

by y2k7trillionover Jul 30, 2015 6:44 AM
helloasiafromusa helloasiafromusa Jul 30, 2015 1:00 PM Flag

Brazil has too much corruption resulting in too many questions.
Brazil has too much government, about 40 percent higher numbers than USA or Europe per capita.
Due to too much government absorbing 40% more of the economy than more advanced countries, companies like ERJ just feed the government in all forms of payments, taxes, other stuff.
Most Asian countries where corruption and questionable numbers were horrible 20 years ago, Asian countries, have now cleaned up their act (including India). China numbers really don't exist (determined by what they want the numbers to be). I guess Brazil is in the same boat.
Difference: India is a place where you can invest even with its corruption. Brazil is not... yet.

#### legal trouble

by tomk4ever Jul 30, 2015 5:55 AM
helloasiafromusa helloasiafromusa Jul 30, 2015 6:27 AM Flag

Not a subsidiary.
Not a component.
You had better cover or tell the whole truth.

#### Why this is a \$50 stock...........just facts

by believerinbalancesheettrends Jul 2, 2015 10:59 AM
helloasiafromusa helloasiafromusa Jul 25, 2015 9:30 AM Flag

No question VDSI is the best cyber security stock in the business and worth \$50 plus.
Surprises: +88.90% +180.00% +40.00% +61.90%

• #### 3 users liked this posts users disliked this posts 0 Reply JBS likely to buy all PPC shares it doesn't arleady own

helloasiafromusa by helloasiafromusa Jul 25, 2015 9:22 AM Flag

That makes more sense than anything else as a prediction anyway.
PPC is worth \$25.62 on fundamentals so if JBS were to decide to buy the rest, they could flip it to at least its basic value plus a takeover premium.

#### Nice Buying Oppty - was waiting for the pullback - now time to buy for the next 2 days

by dtrade4food Jul 22, 2015 8:40 AM
helloasiafromusa helloasiafromusa Jul 22, 2015 9:15 AM Flag

Only 4 trading days to earnings.

They have a good history of consecutive earnings beats :
Earnings surprises : +88.90% +180.00% +40.00% +61.90%

#### why market reaction is wrong

by plcsmth77 Jul 2, 2015 3:31 PM
helloasiafromusa helloasiafromusa Jul 20, 2015 8:47 AM Flag

And Western Union is the only company that serves the other 99%.

#### Why this is a \$50 stock...........just facts

by believerinbalancesheettrends Jul 2, 2015 10:59 AM
helloasiafromusa helloasiafromusa Jul 16, 2015 11:41 AM Flag

Ez50 & ez75 next year.
Company leaders are security gurus and their suite of products covers all angles from mainframes to mobile devices. Use their token to vary logon criteria every few minutes. It's a gem.