| Spartan Motors, Inc. Q3 2009 Earnings Call Transcript Spartan Motors, Inc. (SPAR)Q3 2009 Earnings Call TranscriptOctober 22, 2009 10:00 am ETComplete Story » seekingalpha.com |
Apple Overvalued? Here's What Else You Can Get for the Price In response to my Amazon post, there have been several comments about Apple (AAPL). This is yet another beloved company whose valuation has left the fundamentals behind. No stranger to momentum, Jim Cramer seems to think it's worth $300 a share. That's reason enough to be bearish on Apple.At the current quote, however, the company ONLY has a market value of $175 billion. For this purchase price, the prospective investor could own any of the following Apple-equivalents:Complete Story » seekingalpha.com |
How the Largest U.S. Airlines Stacked Up in 2009 Robert Herbst submits:For 2009, the nine largest airlines accumulated just over $4 billion in net losses. 2008 wasn’t much better with a $3.5 billion loss. So far, 2010 projections show a $2.7 billion net profit coming from $120 billion in operating revenue.This article analyzes nine key financial and operational categories. A brief 2010 outlook is included at the end.Complete Story » seekingalpha.com |
Defending General Dynamics Corp as a Value Investment Bud Labitan submitsGeneral Dynamics Corporation (GD) offers a portfolio of products and services in business aviation; combat vehicles, weapons systems and munitions; shipbuilding design and construction, and information systems, technologies and services. General Dynamics operates through four business groups: Aerospace, Combat Systems, Marine Systems, and Information Systems and Technology.The Company’s primary customers are the United States Department of Defense and the intelligence community. It has also developed relationships with other United States Government customers, including the Department of Homeland Security and several first-responder agencies.Complete Story » seekingalpha.com |
Southwest Airlines Share-Earnings Curve Victor Cook submits: BALANCE IS THE IDEAL Natural market share and relative earnings are theoretical ideals. Management can realize these ideals only when the inputs necessary for the operation of their business are in balance. Balance means that the inputs cost exactly what they earn – at the margin. That’s the point where total earnings are greatest. This balance cannot be observed. But it can be calculated using a theoretical equation derived from my 1985 Journal of Marketing paper on The Net Present Value of Market Share.Complete Story » seekingalpha.com |