http://zachstocks.com/2007/08/netgear-inc-ntgr/ Dynamic Investments for Exceptional Traders Sun, 05 Sep 2010 11:22:28 -0600 http://wordpress.org/?v=2.8.6 hourly 1 http://zachstocks.com/2007/08/netgear-inc-ntgr/comment-page-1/#comment-475 ZachStocks » Blog Archive » Atheros Communications (ATHR) Thu, 30 Aug 2007 11:31:05 +0000 http://zachstocks.com/2007/08/netgear-inc-ntgr/#comment-475 [...] articles by ticker NTGR DECK WFR FIG SCOR FMD OXPS MCO CMG COH VCLK PNK ICE LM STAR TPX STP CPLA NUE MTOX ACM FCSX TLM NVEC [...] [...] articles by ticker NTGR DECK WFR FIG SCOR FMD OXPS MCO CMG COH VCLK PNK ICE LM STAR TPX STP CPLA NUE MTOX ACM FCSX TLM NVEC [...]

]]> http://zachstocks.com/2007/08/netgear-inc-ntgr/comment-page-1/#comment-414 boris Sat, 25 Aug 2007 18:30:31 +0000 http://zachstocks.com/2007/08/netgear-inc-ntgr/#comment-414 ZACK, a margin trend and potential analysis request. Chipotle had earth shattering margin expansion that lead to eps rising >80% on a more modest and stable revenue advance of 34%. the big question is how long or how much will earnings gains outpace the generic annual goal of a + 30%-35% easy going topline. if the story is margin expansion and this is proper path to share price formulate, then the current annual earnings run rate might be $2.40 based on just reported fully dilluted 60 cents. and next years earnings might be movin towards $3.60-$3.80 or a 50% gain on plain sales growth. if so, the $90s for B shares is still low-ish. a few but not all of the theorical growth leavers that might give 2008, 2009, 2010, 2011 a serious margin a kick in the pants are new 2 entree assembly lines, Drive Through, greater Gift Cards useage for expedited payments, August 2007 McDOnald's buying Co-branding TV Ads free for Chipotle, International expasion with maybe 200 units in Mexico City. some of these levers might work, the international units on margins is murky. Rolling out one a year might lift margins so that while top line grows around 30%+ the bottom line grows around 40%+ for a few extra years. ZACK, a margin trend and potential analysis request. Chipotle had earth shattering margin expansion that lead to eps rising >80% on a more modest and stable revenue advance of 34%. the big question is how long or how much will earnings gains outpace the generic annual goal of a + 30%-35% easy going topline. if the story is margin expansion and this is proper path to share price formulate, then the current
annual earnings run rate might be $2.40 based on just reported fully dilluted 60 cents. and next years earnings might be movin towards $3.60-$3.80 or a 50% gain on plain sales growth. if so, the $90s for B shares is still low-ish. a few but not all of the theorical growth leavers that might give 2008, 2009, 2010, 2011 a serious margin a kick in the pants are new 2 entree assembly lines, Drive Through, greater Gift Cards useage for expedited payments, August 2007 McDOnald’s buying Co-branding TV Ads free for Chipotle, International expasion with maybe 200 units in Mexico City. some of these levers might work, the international units on margins is murky. Rolling out one a year might lift margins so that while top line grows around 30%+ the bottom line grows around 40%+ for a few extra years.

]]> http://zachstocks.com/2007/08/netgear-inc-ntgr/comment-page-1/#comment-404 boris Fri, 24 Aug 2007 22:53:49 +0000 http://zachstocks.com/2007/08/netgear-inc-ntgr/#comment-404 the federal reserve discount rate cut rally has huffed and puffed up 6 days of upticks. with fridays nasdaq 35 point gain nothing short of stellar. while the rate cut wasnt cleancut enough for a 1-2 month rally. lets settle for 10 days worth of upticks and then begin to open the next wave of shorts. be the fast money! the federal reserve discount rate cut rally has huffed and puffed up 6 days of upticks. with fridays nasdaq 35 point gain nothing short of stellar. while the rate cut wasnt cleancut enough for a 1-2 month rally. lets settle for 10 days worth of upticks and then begin to open the next wave of shorts. be the fast money!

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