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Adib Motiwala Message

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Adib Motiwalamessage

  • rgarga 2012-08-29 14:45

    I am thinking of starting a small fund as well. Would like to talk to you and share ideas. Could you call me at 7066760284 or I can call you if you give me your number?

  • John Emerson 2011-11-01 01:03
    [email protected],  I cant seem to get the message to load.  Please excuse the redundancy if you are gettig the message.
  • davidchulak 2011-06-26 05:34
    Adib Motiwala: Hi David,

    thanks for your reply. Is it possible to get your email. this is a bit cumbersome.

    mine is [email protected]
    Sure Adib.  Just discovered we aren't that far from each other.  I live in Arlington, TX

    [email protected]
  • davidchulak 2011-06-03 12:17
    Adib Motiwala: Hi David,

    Does the other P/E method make sense even if the company has a 'E', but recent profit margins are peakish....?
    Sorry for not answering sooner.  My computer had the "blue screen of death" and I was out of touch for a few days.

    I tried to be very cautious in my explanation.  I like using 3 yield numbers (see below) because of the possible differences that may show up..  What is interesting is that there are several "yield" measurements and none of them ususually match.  That's one of the reasons why I always tried to emphasize the fact that the yield is a suggestion rather than a firm number.

    For instance.  If I use cash return (FCF/EV), earnings yield (E/P), then use "the other P/E" and covert it into a yield for Intel (Intc),

    FCF/EV = 9.56%
    E/P = 10.14%

    P/S / PM converted to yield = 10.97%

    Sometimes it will convince me to do more research if one of the numbers is skewed bad.  It may lead you to something you hadn't considered.. To answer your question more directly, if for any reason your other two yields were thus far unaffected, a lowering of margins may pick up a very different yield.  Comparing the 3 numbers is sometimes useful.  I am to the point where now it's habit....in fact, I have all in an Excel sheet, so a lot is done automatically.  Actually in the process of updating it.

    Hope that helps....thanks for asking to be a friend.  Love to see you write!
  • gurufocus 2010-08-25 04:10
    Adib Motiwala: How do you find the other person. Using his name or username or search?
    You can go to Friends, and click Search, there are a lot of search options in the page.
  • gurufocus 2010-08-15 16:55
    If you want to have private discussion with other users, you can set up a group or use PM (private message)
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