Guidance and Visibility Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Guidance and Visibility

AAPL 280.65

-1.2%

Dec 4 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: nokomis who wrote (61985)	7/24/2002 11:59:32 AM
From: Dave Gore	Read Replies (2) of 208838

DPH ----- Near 52 week low @9.50 and had excellent earnings/guidance. But people just aren't excited about it. Not sure why, down from $17.40 and sales strong. PE under 10 and much less for FY2003. People overly worried about GM strategy but with all the O% financing deals taht GM will be offering, DPH's business should be very good. They don't care that GM doesn't make much money, they just want them to sell cars. Might be worth watching, but trading seems lackluster at the moment. This is just another low PE, fundamentally sound stock to keep an eye on. Second Quarter 2002 financial highlights: * Revenue of $7.3 billion (up 5.4 percent from $6.9 billion in Q2 2001) * Non-GM revenue at 34 percent of total revenue for the quarter at $2.5 billion (up 13 percent from $2.2 billion in Q2 2001) * Net income of $220 million (up 29 percent from $171 million(1) in Q2 2001) * Net income margin of 3 percent (compared to 2.5 percent(1) in Q2 2001) * Earnings per share of $0.39, at the high end of our June 25, 2002 guidance and in-line with Thomson First Call consensus estimates * Continued strong operating cash flow of $398 million (2), up 28 percent from Q2 2001

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next