"The Street" wants us to compare AMBA to INTC and realize AMBA has a trailing P/E of 48 while INTC is at 18. When you take into account each companies projected 5 year growth rate, AMBA has a PEG of 1.95 while INTC is at 1.91. Almost identical. Then when you consider that AMBA earnings estimates are trending up while INTC estimates are trending down, you begin to understand the truth. AMBA is in fact a better value play than INTC. Of course, with INTC, you can collect a 2.7% dividend. If that floats your boat, then sell AMBA and buy INTC. Double digit real growth or 2.7% dividend? I'm sticking with AMBA.
What's in it for the shareholders? Share appreciation which is bolstered by stock buybacks. IMO a better use of cash flow than dividends which create an immediate tax liability for the shareholder.
guidance for the rest of 2015 seems to indicate you are wrong.
That makes no sense. They have done their growing while competing with those companies and other "deep discounters". The uninformed were saying the same thing in 1980,1990, 2000,2010. Nonetheless Walgreens has increased their stock price more than 5000% since 1980. Their best growth period was 2012-2014. This is a company with unparalleled retail savvy. Now the world will learn. WBA has a huge footprint in Europe and is going to work on Asia and South America. Who is the competition that will put a lid on them in Egypt? Chile? Croatia? Slovakia? China? Mexico? England? Italy?
Your ignorance is showing. You have posted on this board 141 times, beginning on Feb 5th. All of your posts have been negative. The stock price has rise from $60 to $90 during that time. Obviously you have been wrong 141 times.
Why do you expect a good earnings report? I don't recall any press releases indicating new sales of EV's since the first of the year. Why would they be selling EV's and keeping it quiet?
That is one of the problems with KNDI from the investor's point of view. They stay in a quiet period for extended periods. They have always suffered from poor PR. I've heard the argument that we must understand the difference in the Chinese business culture where much less information is made public. I say, if you are going to list on a U.S. exchange, you should cater to your stockholders by learning and executing according to the common practices of U.S. companies. I don't think KNDI needs to sell in other Asian countries until they fully establish themselves as a successful manufacturer and marketer of EV's in China. The company has extreme potential. To realize that potential they still have a lot of work to do. If KNDI management is busy and productive, it would help for them to make that clear and understood with steady and predictable press releases. One should not have to join a private message board to find out what the company is about.
Good info, thanks. While I believe we can trust the info HA feeds us, it is always a good idea to verify for yourself when able.
It just seems like normal consolidation after a rapid run-up the first few days in April. Should firm up here and begin a slow advance until there is news or next earnings report in July.
No bubble Carl. Trading at a PEG of 1.24. CEO's Guidance for rest of the year was phenomenal, yet analysts have not raised estimates for this quarter. SKX will see $120 share price soon. Rapid growth companies often see huge gaps that are never filled.
Mike, for those finding it difficult to stay long in the interest of protecting recent gains, it would be good to consider the flip side of the coin. Imagine having shorted this morning, and rightly concerned about getting out this afternoon with profits intact. The thought of being short when truth is revealed after close is a far more terrifying scenario than holding intact ones long position. For longs time will heal any damage. For shorts the damage increases with time.
I don't tell anyone how to invest. There is more than one way to "skin a cat" and more than one way to invest. For some it may be advantageous to avoid dividend paying stocks. For others it may be just the opposite. We may have different approaches to stock ownership but that doesn't make either of us right or wrong. Over the years my best investing results during bull markets has been with rapid growth stocks paying no dividend and not buying back shares either. Presumably they can put the money to better use than I. It's more difficult today than any time I can remember to avoid share buybacks. It seems to be the trend. I do try to avoid tax liability when it's practical. That is after all one of the major points of 401K's and IRA's. Since the emphasis of my investing has been on ROTH IRA's, I expect to have a lower tax rate upon retirement than I have now. That plays into my approach. I'm sure companies with good cash flows give a lot of thought to using cash to raise the share price and what type of shareholder they want to attract.