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Sorted by: Date | Top Results
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| 1. |
VSAT: Big miss in results, cheating on non GAAP calculation 
Missed big on revenues. Added back bogus $7Mn of acquisition
related expenses to calculate non GAAP income. Even
more troubling is that in their calculation...
Business & Finance > Investments > Stocks (A to Z) > Stocks V >
ViaSat, Inc. (VSAT)
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shortofaname_99 |
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8-Feb-10 04:50 pm |
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| 2. |
The real truth
Even if earnings halve, JTX will still earn ~$0.40
of EPS for the year. Put a conservative 12x multiple
and you get double the current stock price. Also,
their issues will not last forever. They could earn
$1 next year, in which...
Business & Finance > Investments > Stocks (A to Z) > Stocks J >
Jackson Hewitt Tax Servic (JTX)
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shortofaname_99 |
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8-Feb-10 11:17 am |
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| 3. |
Re: LFUS: no cash generation
For the full year, they appear to have generated barely
$10Mn ex the stock comp add back. So the stock is
trading at 60x free cash flow!
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Littelfuse, Inc. (LFUS)
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shortofaname_99 |
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8-Feb-10 07:57 am |
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| 4. |
Missed EPS, fair value $21
Missed EPS by 10% and guidance is below estimates.
Put a 16x multiple on $1.30 of earnings and this is
a $21 stock. Expect a 15-20% drop tomorrow, and then
trend down over time.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Advisory Board Compan (ABCO)
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shortofaname_99 |
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4-Feb-10 04:24 pm |
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| 5. |
Missed EPS, fair value $34
Put a 15x multiple on $2.27 of EPS and you get $34.
Most oil services stocks in fact are selling at single
digit multiples. Look at RIG, ESV, DO and NE for instance,
which...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Carbo Ceramics Inc. (CRR)
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shortofaname_99 |
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4-Feb-10 08:53 am |
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| 6. |
Re: DCP - a takeover target at current levels?
Yes, very likely. Really cheap on earnings, so could
be nicely accretive for someone.
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
DynCorp International Inc.
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shortofaname_99 |
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3-Feb-10 05:54 pm |
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| 7. |
CNQR fair value $20
Aggressive 25x multiple on $0.80 of EPS. And that is
after pro-forma'ing out a huge amount of stock
comp.
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Concur Technologies, Inc. (CNQR)
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shortofaname_99 |
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3-Feb-10 04:36 pm |
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| 8. |
Re: Huge stock comp, negligible GAAP earnings
Oops, looks like I bought back too early. It's
down even more now.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Riverbed Technology, Inc.
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shortofaname_99 |
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2-Feb-10 05:22 pm |
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| 9. |
Re: Huge stock comp, negligible GAAP earnings
I shorted more of it today. Put in an order to cover
some @ $23.06 in the afterhours just on a lark, and
I got filled on it. So clearly, someone was willing
to sell it 3% below the...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Riverbed Technology, Inc.
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shortofaname_99 |
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2-Feb-10 04:53 pm |
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| 10. |
Huge stock comp, negligible GAAP earnings
This is a $10 stock at best. Most of the cash flow
from operations is the stock comp add back. Sell now
before management starts dumping their shares tom
orrow.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Riverbed Technology, Inc.
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shortofaname_99 |
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2-Feb-10 04:14 pm |
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| 11. |
Fair value of ACI is $15
Put an aggressive 20x multiple on $0.75 of 2010 EPS
and you get $15. Management was smart enough to sell
stock at $17.50 last year in a secondary offering.
I'd imagine these buyers are furious...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Arch Coal, Inc. (ACI)
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shortofaname_99 |
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29-Jan-10 08:33 am |
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| 12. |
CY alchemy: How to turn 2c into 21c
Pay your people mostly in stock, and then pro-forma
it out. Don't even bother to tax adjust this like
most companies do. Wait for dumb investors to buy
your stock, and then dump it on them.
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cypress Semiconductor (CY)
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shortofaname_99 |
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28-Jan-10 08:15 am |
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| 13. |
Horrible cash flow at GMCR
Free cash flow was negative this quarter, with huge
increase in receivables. Free cash flow has been negative
for the past 12 months too. This does not...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
Green Mountain Coffee (GMCR)
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shortofaname_99 |
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27-Jan-10 04:07 pm |
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| 14. |
Re: VLTR: no cash generation
And don't forget, they usually report a 2% tax
rate (this quarter, in fact, they reported a benefit).
If you tax their cash flow, then they make less than
$10Mn a year.
Business & Finance > Investments > Stocks (A to Z) > Stocks V >
Volterra Semiconductor Co (VLTR)
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shortofaname_99 |
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25-Jan-10 07:45 pm |
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| 15. |
Re: VLTR: no cash generation
Take out the $5Mn stock comp add back, and they generated
barely $12Mn of cash in the last year. So the stock
is trading at > 30x trailing FCF.
Business & Finance > Investments > Stocks (A to Z) > Stocks V >
Volterra Semiconductor Co (VLTR)
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shortofaname_99 |
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25-Jan-10 07:37 pm |
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| 16. |
VLTR: no cash generation
Check the balance sheet. Didn't generate any cash
this quarter. Cash went up just $2Mn, which is what
they would have got from the exercise of options.
Look for mgmt to start...
Business & Finance > Investments > Stocks (A to Z) > Stocks V >
Volterra Semiconductor Co (VLTR)
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shortofaname_99 |
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25-Jan-10 04:49 pm |
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| 17. |
CREE: Poor cash flow
Burned $20Mn this quarter. Stock is trading at 80x
trailing free cash flow. This is a bubble that is
going to burst after management sells all their s
tock...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cree, Inc. (CREE)
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shortofaname_99 |
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19-Jan-10 04:13 pm |
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| 18. |
Missed EPS by a mile; FCF negative for the year
No profits, no free cash flow. Just a lot of capex,
restructuring charges, debt and losses. This is a
$6 stock at best folks. Look for institutions...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Alcoa, Inc.
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shortofaname_99 |
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11-Jan-10 04:30 pm |
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| 19. |
Poor cash flow at MDRX continues
Company has hardly generated any cash over the last
12 months. Something fishy here.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Allscripts-Misys Healthcare Solutions, Inc.
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shortofaname_99 |
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11-Jan-10 08:19 am |
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| 20. |
No need to panic
In these days of easy money, they will easily be able
to replace SBBT.
Business & Finance > Investments > Stocks (A to Z) > Stocks J >
Jackson Hewitt Tax Servic (JTX)
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shortofaname_99 |
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24-Dec-09 09:16 am |
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