SI
SI
discoversearch

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 : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: gcrispin who wrote (50417)4/16/2013 11:28:31 AM
From: MCsweet1 Recommendation  Read Replies (1) of 78768
 
Hi gcrispin,

CNET's 10-k didn't particularly impress me. There was no share buyback and they are spending lots of money in new projects (i.e., investing cash flows highly negative and more than offset positive operating cash flows). When a stock has a PE of 5 and is selling below book, the owners are either stupid or criminals not to be buying back stock IMO.

Revenues are up, but profits not that great. As long as the valuation is cheap, those metrics are somewhat secondary to me. What I want is "Show Me the Money". Cheap Chinese companies are plentiful, so I only am concerned with ones that are legitimate and working in shareholder's best interests. I want to see large buybacks and dividends -- a flow of money back to shareholders -- not spending on new projects.

Any thoughts? I am missing something? The earnings call is tomorrow.

Thanks,
MC
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News