Nice article at the Fool in the Rule Maker portfolio with a quick run of the numbers:
fool.com 
"My best guess is that Intel will do $8.55 billion in sales, or about 17% greater than last year. Gross margins should be around 62%. That leaves about $5.3 billion in gross profits, from which one must subtract about $2.4 billion in expenses and $1.19 billion in depreciation and amortization of goodwill (both of those numbers are taken from the press release). Adding in $900 million in interest income, I get about $2.61 billion in pre-tax income. Intel expects the tax rate to be about 31.8%, which leaves us with $1.78 billion in net income. That's about 23% growth in net income from the third quarter last year.
In short, I expect Intel to exceed every single Rule Maker metric with flying colors in the third quarter. Sure, Wall Street analysts expected more, but we don't focus on Wall Street expectations for our companies. We know that when a company disappoints, whether it be revenues, earnings, or what have you, the stock gets hammered in the short run. But as long as the business continues to show strength, we don't particularly worry about it. We focus on the business, not the stock. As the business increases in value, over time so will the stock."
Not too many large companies in that kind of league.
BB |
