The traders who look at P/E just don't get it; it's meaningless in many cases and especially with growth companies. If you looked strictly at P/E to evaluate whether to buy companies like MSFT GOOG AAPL GMCR CMG during their growth years you would have missed out all the gains. Don't you think there's a reason why these companies trade at higher multiples than others? Perhaps their chance of success is much higher relative to others? Does anyone here think the UA brand is going away any time soon? I can't go anywhere without seeing UA something.
Ultimately it's the numbers that matter, and not whether the food is any good. But I think the food is just okay, and I don't know anyone who doesn't think it's either bad or just okay. A place everyone wants to try when it's new in the area as it has a great theme, but will there be any return customers after the initial buzz wears off? Eventually the food will influence the numbers and I don't see much promise here. I'm comparing this to say a PNRA or CMG where people love the food.
I don't dabble in REIT's too much so it's a little bit unfamiliar territory. I'm in AMT primarily for capital appreciation and the larger distributions will just be a bonus. Since a REIT has to pay out at least 90% of their earnings, can we determine with some accuracy the next dividend payment based on earnings, or are there are lot more variables in play?
Not unusual to see strange trades (high or low) AH that don't amount to anything. Anyways appears stock is going to hold very strong through the spinoff.
I've heard this advice given over and over again for the past 2 years. Eventually someone will be right when the time comes. But if you listened to the advice you would have missed on out significant gains across the board. Bottom line; don't try to time the markets; buy strong companies for the long term.
I think the company has a good niche; same crowd that shops at BBBY. I guess in your terms maybe +/- upper middle class. All the shops in my area are always full. The issue here is this company does not have a strong history of profitability; that doesn't change just because the company goes public.
NTAP is not far from having $22 cash/share; where are you getting your number from?
Management realizes this company won't be able to compete with the big boys in the long run. They sell nothing that is truly proprietary. Look at what percentage of their revenue comes from the top 3 customers. And that hasn't really changed over the past couple of years. What happens if they lost one of those?
Acquisition makes sense for SNDK as they have no enterprise storage footprint. The yearly revenue FIO generates is less than what EMC gets from their largest customers.
Exactly what I said you don't know anything about the products; you just pulled this from a marketing campaign LOL.
" Fio's hyperscale customers to allow it to design in future solutions well ahead of the competition which will be more attractive in terms of price, performance and reliability"
EMC has already been selling full or integrated SSD solutions for well over a year. It has low sales just because it's cost prohibitive for the majority of installations; same issue for FIO really.
Well consider the stock was at $89 not too long ago and has touched $85 on multiple locations. $100 is not that much greater than those levels. Congrats to the longs.
Yes they do; it's been one of their picks for at least several months. Everybody is quick to call them Fools when their picks go down, but no mention when they go up. I looked at the stock based on their recommendation but decided not to purchase.
So it was management's agenda to run the company into the ground and effectively devalue the stock? It would obviously be much more rewarding for them to run a successful company that either stood along or was purchased a higher price. I guess your losses are making you a bit emotional and irrational.
There's certainly a chance a higher bid will come in. But for people looking for $20, it's not going to happen. Keep in mind the company has been shopped for awhile.
20 PE seems to be the standard now for these low growth dividend income stocks. Better question find me a blue chip that is NOT trading at 20 PE.
PG KMB GE PEP all 20+; CAT/UTX 18
So by your logic RSH is worth $15 and not a penny less because it traded at those levels 2 years ago? And it's not relevant that they're burning through cash the past 2 years with no signs of improvement? I think you need to stick to mutual funds.
I don't understand your logic; company that can't turn a profit sells itself for a premium to its trading value before offer. Premium is much lower than historical values, but company has been losing valuation over time due to failure to execute. How does this give lawsuits merit?
PS - I'm long the stock and it's my worst purchase ever. Thankfully I also bought TRIP at the same time, both in the mid 20's and can at least laugh at this piece of junk. Just happy the ordeal will soon be over with.
Do you actually know anything about the products NTAP EMC STX and FIO sell, or do you think they're all the same because they are in the "storage" space? I can tell you EMC and NTAP are not breaking sweat about this deal.