Monthly archive: February, 2008

What company has new cancer treatment using robots to control radiation damange to good cells?

IPO
Deena asks:

This is a recent nasdaq ipo and their product improves the abkility to treat tumors with blasts of radiation reducing damamge to surrounding tissue even if the patient or tumor moves during the treatment. Will replace surgery with a scalpel for cancer.

how do i market an IPO (Intial Public Offering)?

IPO
Maida asks:

what is the product marketed in an IPO, who is the target market, and how are IPO’s evaluated by investment bankers and investors?

Visa IPO Analysis

Lien asks:


http://st0ckman.blogspot.com/2008/03/stockmans-visa-ipo-analysis.html
check my blog for a full analysis
$42, that would put it at PE at 26.6,
$44, that would put it at PE at 28,
$50, that would put it at PE at 31.6,
$55, that would put it at PE at 35,
$60, that would put it at PE at 38,
$65, that would put it at PE at 41,
MA was offered and opened at PE of 15 at $39 IPO and today’s price of
MA is at PE of 26, which puts Visa at par with MA at $42, given they
have same earnings.

DIRECT COMPETITOR COMPARISON

MA AXP DFS Pvt1 Industry
Market Cap: 27.33B 48.56B 7.28B N/A 132.24M
Employ­ees: 5,000 67,700 12,800 N/A 51
Qtrly Rev Growth (yoy): 27.80% 12.40% 4.60% N/A 16.30%
Revenue (ttm): 4.07B 31.45B 4.10B N/A 110.01M
Gross Margin (ttm): 100.00% 44.16% 100.00% N/A 39.62%
EBITDA (ttm): 1.23B 8.89B N/A N/A 14.65M
Oper Margins (ttm): 27.83% 26.21% 32.58% N/A 0.27%
Net Income (ttm): 1.09B 4.05B 588.63M N/A -386.67K
EPS (ttm): 8.002 3.355 1.229 N/A N/A
P/E (ttm): 26.04 12.52 12.37 N/A 18.08
PEG (5 yr expected): 1.51 1.11 1.66 N/A 1.17
P/S (ttm): 6.72 1.54 1.78 N/A 1.64
AXP = American Express Company
DFS = Discover Financial Services
Pvt1 = Visa Inc. (privately held) *****this has to be updated****
Industry = Business Services
-keep in mind that people with pre market shares usually dump them for an immediate profit. these sellers need to be washed out of the market. this is one of the reasons master card did not do well right away. master card also did very well because it came out with a pe of 15 then the stock went down which also decreases then pe ration bringing more value into the stock. as of the close yesterday the stock has a pe ration of roughly 36, the highest pe in the sector. as a value play the stock is expensive. keep in mind the average pe on the dow jones is 14.27.

DOW JONES AVERAGES INDEX FUNDAMENTALS

Index
P/E (Incl. Negative)

P/E (Excl. Negative)

P/Book Value

Div. Yield

P/Sales

P/Cash Flow
Trailing

Projected

Trailing

Projected
Industrial Average
14.27

12.60

14.01

12.60

3.31

2.57

1.06

16.14
Transportation Average
14.73

13.88

14.73

13.88

2.16

1.42

0.79

8.34
Utilities Average
15.30

14.21

15.30

14.21

2.05

3.39

1.34

6.84

visa is seen by some(video below) as a hedge against a recession or a weak economy because visa charges per sale, they do not finance and people use their cards more in tough times.

lets not forget the markets are in a down trend and in very bad shape. as many of you know i am expecting a major crash in the markets world wide.

keep an eye on the highs and lows and of course the trend. i would not go long this stock with out a option hedge. because of v’s price to earnings ratio this is not a master card mirror. dont get me wrong it could do very well. ide just sit on the side lines for now. subscribe to my blog for updates. you can subscribe with any reader or your email.

Anyone have info on the Visa IPO?

IPO
Lyndon asks:

has it released yet, what’s the ticker, etc/ ?

How are you going to participate tomorrow’s VISA IPO?

IPO
Lida asks:

I am planning to put 10K when market opens.. sell 80% of my shares either by tomorrow morning or on the same day if it reaches 25-30% gain.

Then I’ll patiently wait for pull back and build my position on its way down.
by tomorrow morning i mean next day morning (Thursday)

The $3 billion Reliance Power IPO had a big-bang opening on Tuesday morning and the issue was oversubscribed?

IPO
Abbey asks:

in the above statement
3billion is equal to how much or
1 billion is equal to how much ?

Will the Visa IPO be a good deal?

IPO
Johnny asks:

I know the issue is hot and being compared to MasterCard. MasterCard is up well over 4 times its’ initial price. However,I also heard that at its’ current price MC has a P/E of 26-30. If Visa is priced at $39 per share, it would already have a P/E of 30. So how much could it really go up?

what is post-issue in ipo?

IPO
Belkis asks:

ipo (intial public offering)

Was MSFT’s IPO similar to Google’s IPO?

IPO
Lynda asks:

Did Microsoft’s IPO jump like Google’s IPO?

list of the top ipo underwriters in the United States, particularly western U.S?

IPO
Cassy asks:

not insurance underwriters, but those who underwrite initial public offerings

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