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spbaines

Steve Baines
UK

Joined Dec 21, 2010

Professional investor in UK long/short equities. Dabbles in the US market on a personal basis.

1

spbaines
"Around 20% of [Autonomy] senior management has gone, because they simply couldn't work with HP" http://t.co/0afPutz0 $HPQ $$

May. 25 at 6:09 AM

from Twitter
spbaines
Tiffany FY12 forecast: "Worldwide net sales (in US$) increasing 7-8%, versus the previous expectation calling for 10% growth." $TIF $$

May. 24 at 7:05 AM

from Twitter
spbaines
Tiffany: "Regions outside the Americas performed generally as expected. However, the Americas region underperformed." $TIF $$

May. 24 at 7:03 AM

from Twitter
spbaines
Great cartoon take on the Facebook IPO from Matt in the @Telegraph today: http://t.co/oPgbHNeZ $FB

May. 24 at 4:01 AM

from Twitter
spbaines
So $DELL now has EV of $8.1bn. Post-downgrades is expected [on most bearish of forecasts] to generate $7.7bn in cash in next 3yrs. $$

May. 23 at 3:07 PM

from Twitter
spbaines
So $DELL now has EV of $8.1bn. Forecast to generate $7.7bn in cash in next 3yrs [most bearish of forecasts], . $$

May. 23 at 3:06 PM

from Twitter
spbaines
Expedia PT upgraded from $44 to $53 at Piper Jaffray. $EXPE $$

May. 23 at 10:04 AM

from Twitter
spbaines
@conorsen @Bourbon_Meyer $DELL bought back $2.7bn of stock in FY12. D'you reckon this'll continue/increase? Would be >11.2% of mkt cap.

May. 22 at 4:39 PM

from Twitter
spbaines
@conorsen I think comparisons with $RIMM are massively overblown. Corporates are likely to continue shopping at $DELL for years to come.

May. 22 at 4:26 PM

from Twitter
spbaines
As it happened, $DELL share count declined from 2.6bn in 2004 to 1.8bn today. Main issue has been a PER derating, from ~36x to 7.4x.

May. 22 at 4:16 PM

from Twitter
spbaines
My key concern with $DELL in 2004 was nothing operational, but that much of the net income growth would be eaten by insider option dilution.

May. 22 at 4:11 PM

from Twitter
spbaines
My "Introduction to Equity Investing" at my first job was to do a case study of $DELL. It was autumn 2004 (price: ~$36). I was bearish.

May. 22 at 4:10 PM

from Twitter
spbaines
Argus believes Domino's Pizza will increase its margins and that the growth outlook is strong. I agree. $DPZ $$

May. 22 at 1:40 PM

from Twitter
spbaines
Domino's Pizza target raised to $46 from $39 at Argus. $DPZ $$

May. 22 at 1:39 PM

from Twitter
spbaines
"VODAFONE CFO: VERIZON CASHFLOW 'HOPEFULLY' ON REGULAR BASIS" $VOD $$

May. 22 at 7:51 AM

from Twitter

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Experience: Professional
Assets Traded: Equities
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