Seeking Alpha
View as an RSS Feed

Absolute Return  

View Absolute Return's Comments BY TICKER:

Latest  |  Highest rated
  • Lamprell: A Great Business Reeling From Temporary Setbacks [View article]
    Glad you liked it. Thanks for the comment.
    Dec 31, 2013. 05:07 PM | Likes Like |Link to Comment
  • Altius Minerals: An Excellent Business Trading At A Discount [View article]
    Thanks. I have read it already and am very excited. This happened two days *after* this article was published. Given that 10% of my portfolio is in the company, I like this new development.
    Dec 25, 2013. 06:24 PM | Likes Like |Link to Comment
  • Altius Minerals: Excellent Management For Free [View article]
    I will have a look, thanks.
    Dec 6, 2013. 11:09 AM | Likes Like |Link to Comment
  • Altius Minerals: Excellent Management For Free [View article]
    Thank you ! I will continue to add as prices drop.
    Oct 29, 2013. 04:44 PM | 1 Like Like |Link to Comment
  • Transocean Has A Major Accounting Problem (And Many Others) [View article]
    A very good analysis. Bravo ! The management has made a lot of errors in the last few years and deserve to be fired.

    But, I am long RIG and plan to add more if prices keep dropping. It is very cheap on the assets it holds. Overpaying for acquisitions is nothing new. Major problem is the low cost of oil production from alternative places than deepwater.
    Jun 4, 2012. 03:54 PM | Likes Like |Link to Comment
  • Hewlett Packard: 75% Profit Likely By Mid 2014 [View article]
    @HPBunker: I completely agree. 75% is a great return in 18 months and one should have a significant part of his portfolio in such a stock. It is quite vexing that the author does not even have plans to initiate a position in the next 72 hours !
    May 20, 2012. 07:02 AM | 1 Like Like |Link to Comment
  • Alcoa: The Cheapest Material On The Market [View article]
    You cannot be serious ! Have you followed the management of Alcoa ? Do you know that they started a cost cutting program in 2009 in the midst of the crisis and made the company FCF positive. The company has been generating nice FCF since then. And at the moment is valued at 10xFCF which means that the market is expecting a negative growth in the FCF for a long time to come.

    Do you know that they have constantly been on target with almost all their forecasts ? See the conference call in 2009 and 2010. They have also beaten analyst expectations, quarter after quarter.

    You can't expect them to personally increase the price of aluminum. You also can't expect them to make the market realize the value of their stock. If market was a judge of value there would not have been a housing crash, tulip mania, tech bubble and many more financial calamities.
    Mar 3, 2012. 03:43 AM | Likes Like |Link to Comment
  • Dell: It's Not Apple, But It's Good Enough [View article]
    Dell is down 5% from its 52wk high ($18.36) as of now ($17.42) and 31% up from its 52wk low of $13.29. How has it been punished ? Being 5% down is not a punishment.
    Feb 29, 2012. 02:03 PM | Likes Like |Link to Comment
  • Renaissance Stands Out In Reinsurance Industry [View article]
    You need to look at the float they have, in comparison to the market-cap. The combined-ratio, the cost of float and where the float is invested is quite important before making an investment decision. The most important part of the table is Price/Book, which is not there.
    Feb 15, 2012. 06:15 AM | Likes Like |Link to Comment
  • France Telecom: Very Undervalued Or Is The Dividend At Risk? [View article]
    How is debt/equity sensitive to share price ?
    Feb 9, 2012. 10:36 AM | Likes Like |Link to Comment