While I fully expect share price to decrease to be more in line with NAV, I have greater interest in their earnings and cash flow stream. If they can not reproduce the cash flows with new investments that they achieved with prior investments, what would be good target for dividend? $.60 - .$.70? my other concern is consistency in dividend. I would be more satisfied with a reduced dividend that is sustainable than a dividend that jumps up and down qtr. to qtr. or even yr to yr. I would be interested in comments re: above.
Blackberry has good assets, but lousy business model. Are they selling technology through cloud service, technology directly or something else? What business are they in?
Aerohive, a competitor to Aruba also based in Silicon Valley filed an S1. Aerohive's Revenu 12 months ended October 2013 were $93 Million. Aerohive revenue run rate is approx. 1/5 that of Aruba. Aerohive's YoY Growth rate is 27% compared to Aruba's 11% (According to Yahoo). Given the size disparity it will take many years (if ever) for Aerohive to catch up to Aruba. Aerohive could be a strong IPO.
I like Yelp as a company. It may be a good stock eventually. At 30 times Sales it is too rich for me. They must execute perfectly. What is the upside? $100..What is the downside...50...
Agreed...The stock is fortunate to be down only 11%....25% is more likely...
Stock will tank to 30...Wait until the lockups expire...
Sentiment: Strong Sell
I believe in KWEB and the model they provide for investing in the explosion of China internet stocks. China is growing more slowly at 7.5% but that is still a huge growth compared to US. Cloud, mobile and social are growing as the primary access for the mid market consumer in China. I will stay the course.
Depends on your time-frame...These are Chinese internet stocks...Expect big moves in both directions...
Has the story changed for you? Has your conviction changed?
This is short term hit to QIHU, but I still believe it is trading at too high a multiple...should see another 10% reduction from here.
You all miss the point...Look at 1999....Warren could not match the market...driven by technology..So what...look at the downturn the markets had in the following years and how Berkshire responded....clearly trouncing all indexes and managed accounts. The risk/reward ratio is significant...Great value play.
If you questions the value of BRK then lets talk in 2,3 or 5 years after the severe market downdraft. It will happen, I just don't know when. Then BRK will demonstrate why it is so valuable....BRKB is a buy in 113s and a steal if it takes a hit to 111s.
My daughter is 21 just graduating from college with her first job. She put $5K in Fidelity Biotech& $5K in Fidelity Technology....The next $5K will go into BRKB and KWEB...China Tech ETF. Balance the long term risky growth (justified for a young person) with a sound base of BRKB...As the funds grow over time, profits will be transferred to BRKB. 30 years from now she should have no concerns as her BRKB continues has the foundation of her portfolio.
I am new to this stock...What is the basis for believing this company will grow?
What is in the pipeline that is being discounted by the market overall?
Thanks for your comments
You have no idea what the institutions can do to the stock. The VCs want to capitalize on their investments. They will sell.