Western Union WU
September 10, 2017 - 8:30am EST by
member
| 2017 | 2018 | ||||||
| Price: | 18.70 | EPS | 1.85 | 1.95 | |||
| Shares Out. (in M): | 472 | P/E | 10.1 | 9.6 | |||
| Market Cap (in $M): | 8,826 | P/FCF | 9.9 | 9.8 | |||
| Net Debt (in $M): | 2,718 | EBIT | 1,116 | 1,130 | |||
| TEV (in $M): | 11,544 | TEV/EBIT | 10.3 | 10.2 | |||
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| 36 | |
I read today that Cook has 1 million shares that vest between 2016 and 2021. But thats nothing compared to the "worst compensation package of all time"!
http://www.macobserver.com/columns/thebackpage/2001/20010618.shtml | |
| 34 | |
Torico, I sincerely hope you held onto this stock the whole time and are now retired and sipping a vodka soda somewhere in the Carribean. | |
| 32 | |
| 31 | |
| 29 | |
VIC did not agree with you. | |
| 28 | |
Your timing was as good as mine was bad! Congratulations. | |
| 27 | |
As I said. Target was 19.70 ~ 20 (to make it simple)
As stated I don't know how to value music yet. Couple of problems with the music valuation. 1) Its created a surge in... login to read the rest | |
| 26 | |
Torico,
You mentioned in your write-up a target price of $19. Is that still your target?
My initial target is $18.60 and above that it would be around $25, but to get there we would need... login to read the rest | |
| 25 | |
Margins on song sales are huge.Its all incremental | |
| 24 | |
oops posted too quickly...
Forget about what apple makes on the music for apple customers. The big market is the pc users. Look at the ipod sales over the past week (see apple pr).... login to read the rest | |
| 23 | |
Apple 5% of market. Wait till the pc version comes out in 6 months.
--
doob | |
| 22 | |
I don't know how to value music yet. Total back of the envelope though:
4 mln songs per month at 30 cents with an 80% margin gives gross profit of 11 mln yearly. Take out tax... login to read the rest | |
| 21 | |
take the money and run or are you holding? | |
| 20 | |
I spoke to the guy last week. He would not know value if there was a stack of 100s 10 inches thick laying in front of him!! | |
| 19 | |
Word is apple is working on iTunes for PC. They are currently hiring several PC software engineers for an "iTunes for PC" project.
Could be huge...
--
doob | |
| 18 | |
Not too shabby. I'd hate to have to put a valuation on this thing if it becomes the legal Napster. | |
| 17 | |
This is a huge success and the stock is up on the news. I have used the service and agree that they really did get it right.
They also announced that they sold over 110,000... login to read the rest | |
| 16 | |
To me, there does not seem to be a lot to get excited about. Your downside is limited to the cash on the books and if they crank out a blockbuster product at some... login to read the rest | |
| 15 | |
Nice write-up. I was working on writing up Apple as well but have been too busy with other work to get it done. I agree with your analysis. I believe Apple is... login to read the rest | |
| 14 | |
Jobs is getting paid too much and the board here is clearly a bunch of cronies because they essentially let him exchnage his WAY out of the money puts for shares at the current price... login to read the rest | |
| 13 | |
What % of apple's sales come from the education market? My concern here is that most governments are cutting back on their budget, and similarly, spending on computer will be curtailed. In this type of | |
| 12 | |
I doubt AAPL will buy Universal Music in its entirety. But it wouldn't surprise me to see them take a 20% stake for $1B or some such nonsense. | |
| 11 | |
I've owned this stock in the past and I believe you are correct in many respects about the values and the products. Unfortunately as others have posted, there is a huge issue here of... login to read the rest | |
| 10 | |
Have you focused on Jobs' option restructuring in March? It was truly outrageous. To refresh your memory, Jobs held options on 27.5 million shares (20mm struck at $43.59 and 7.5mm struck at $18.30).... login to read the rest | |
| 9 | |
I think thats why i own them along witht the shares... | |
| 8 | |
Actually, I had shorted those puts last summer and bought them back earlier this month when I started feeling uncertain about Apple's future. The floor on the stock gets much lower if they trade much | |
| 7 | |
Are you subtracting net cash from TEV, yet including interest expense in your FCF calculation? If so, I think you are miscalculating the TEV / FCF multiple of 3-4x.
I agree that the company looks cheap... login to read the rest | |
| 6 | |
The may 12.50 put is really cheap. I didn't mind trading off a bit of return for the insurance against a jobs blunder... I think thats how you have to trade it,... login to read the rest | |
| 5 | |
I recently closed out my bullish position in Apple. What concerned me was how carefully worded their press release was. As I recall, it said Apple has not made an offer to buy Vivendi Music.... login to read the rest | |
| 4 | |
We agree, the processor situation is rapidly being address.
About the potential V deal, which if pursued would be more like a V disease for apple. Apple has a history of floating insane rumors to... login to read the rest | |