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1.  Re: goog vs bidu ????? 
price to sales and margins.
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Baidu, Inc.
  magicformulaman   9-Feb-10 08:28 pm
 
2.  is this trading at 25 x sales ? 
is that correct ?
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Baidu, Inc.
  magicformulaman   9-Feb-10 04:41 pm
 
3.  Re: FSC small biz index up 3mo in a row 
bro what is your point ? anyone shorting here is clearly a moron. FSC has Einhorn on the board. IF you have read "Fooling Some of the People all of the time", you will know that Einhorn...
Business & Finance > Investments > Stocks (A to Z) > Stocks F  >  Fifth Street Finance Corp.
  magicformulaman   7-Feb-10 04:16 pm
 
4.  From the 6-K filing - balance sheet detail 
Its on KHDs website : under SEC filings. Cash Minerals $112,540,000 Industrial$294,883,000 Receivables Minerals $7,799,000 Industrial $292,698,000 Current Liabil ities...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  KHD Humboldt Wedag International Ltd. (KHD)
  magicformulaman   7-Feb-10 12:06 pm
 
5.  Re: BOYCOTT THE SUPER BOWL !11111111 
umm....and not watch peyton manning ? are u nuts ?
Business & Finance > Investments > ETFs (A to Z) > ETFs S  >  SPDRs
  magicformulaman   6-Feb-10 08:56 pm
 
6.  Re: If you own KHD what you have after split up? 
who cares at this point. At sub $13 its a homerun. If we were at $17-18, we could argue whether or not there is considerable upside....but at todays price even a monkey could assess that the equity...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  KHD Humboldt Wedag International Ltd. (KHD)
  magicformulaman   6-Feb-10 12:36 pm
 
7.  Re: The problem is the mutual fund and pensions are bigger than Gov&&39;t... 
check out how they are pumping real estate stocks on the back of a mediocre SPG report. Pretty amazing pump job.
Business & Finance > Investments > ETFs (A to Z) > ETFs S  >  SPDRs
  magicformulaman   5-Feb-10 11:56 am
 
8.  Re: How do you lose 
was that you printing the tape with 74$ buys this morning ? bet those dont work out very well
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Simon Property Group, Inc (SPG)
  magicformulaman   5-Feb-10 09:11 am
 
9.  Re: Funds From Operations... 
wow they make it hard to read these reports dont they ? Is this gonna be up or down ? I have no idea from what I just read.
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Simon Property Group, Inc (SPG)
  magicformulaman   5-Feb-10 08:27 am
 
10.  Re: What is Terra Nova worth? 
Cement side = $7.31 Minerals side = $5.62 Both look insanely low imo
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  KHD Humboldt Wedag International Ltd. (KHD)
  magicformulaman   31-Jan-10 01:50 pm
 
11.  Re: What is Terra Nova worth? 
Looks like its currently trading about $4.50 below your $10 assumption.
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  KHD Humboldt Wedag International Ltd. (KHD)
  magicformulaman   31-Jan-10 01:48 pm
 
12.  Re: If you own KHD what you have after split up? 
US dollars $170 MM is around $5.62. Looks absurdly low considering the cash and implied yield. good work. What do you think about the valuation of the KID portion ? This also...
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  KHD Humboldt Wedag International Ltd. (KHD)
  magicformulaman   31-Jan-10 01:19 pm
 
13.  Re: If you own KHD what you have after split up? 
so if this is correct....I assume we can place a current market value of ($280 MM - $160 MM) = $120 MM Euro - 6 MM Euro = $114 MM Euros on Terra Nova ?
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  KHD Humboldt Wedag International Ltd. (KHD)
  magicformulaman   31-Jan-10 01:06 pm
 
14.  Re: Why no analyst is promoting AMZN 
It is because AMZN has grocery store margins yet trades at a multiple of sales implying margins of a software company.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Amazon.com, Inc. (AMZN)
  magicformulaman   31-Jan-10 12:50 pm
 
15.  Re: Why is AMZN P/E TRIPLE APPL and GOOG 
The stock is trading at 2.5x sales with 3% margins. This in itself is an abomination.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Amazon.com, Inc. (AMZN)
  magicformulaman   31-Jan-10 12:27 pm
 
16.  Re: Why is AMZN P/E TRIPLE APPL and GOOG 
you're logic is flawed. AMZN has 3% margins. AAPL and GOOG margins are gigantic. AMZN has been pricing in improving...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Amazon.com, Inc. (AMZN)
  magicformulaman   31-Jan-10 11:52 am
 
17.  Re: If you own KHD what you have after split up? 
This 90% owned industrial services company.... why dont I see this on KHDs balance sheet ?
Business & Finance > Investments > Stocks (A to Z) > Stocks K  >  KHD Humboldt Wedag International Ltd. (KHD)
  magicformulaman   31-Jan-10 11:16 am
 
18.  Re: Rose colored glasses report?? 
i think this is a good write up. It is also the reason AMZN is not up $10+. 1999 accounting.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Amazon.com, Inc. (AMZN)
  magicformulaman   29-Jan-10 09:12 am
 
19.  Re: Obama lifting DOW up 300 points 
USA USA
Business & Finance > Investments > ETFs (A to Z) > ETFs S  >  SPDRs
  magicformulaman   27-Jan-10 10:20 pm
 
20.  Re: McGraw-Hill axed from iPad launch after CEO leaks on TV 
funny stuff
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  The McGraw-Hill Companies, Inc.
  magicformulaman   27-Jan-10 08:51 pm
 

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