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Alan Brochstein

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  • 6 Retailers Ripe For LBO [View article]
    RUE didn't make the list, as it had a higher valuation than my limit (and higher growth), but it was acquired by private equity for $42, a 23% premium, in a deal announced this morning...
    May 23 08:55 AM | 0 Likes Like |Link to Comment
  • Medical Marijuana Inc. Q1 Report Feeds The Bears But Gives Bulls Some Promise [View article]
    It doesn't really change my view - best suited for private companies for now. When the regulatory landscape changes, then I can see the public markets playing a role. For now, investors in these stocks are getting oregano and not the real thing.
    May 23 12:40 AM | 0 Likes Like |Link to Comment
  • Medical Marijuana Inc. Q1 Report Feeds The Bears But Gives Bulls Some Promise [View article]
    Abuelo Favorito: Pass! They have been converting debt into stock at .01 per share as recently as April. This isn't a real business, at least not yet. CEO musical chairs - here is the latest:

    Ms. Morrissey has been a self-employed entrepreneur for more than 20 years. During that time, she owned and operated a construction and remodeling company and obtained a Realtor license

    I will go out on a limb and show you the future: MYHA. Check that out - she was the COO there... Before NTRR, she was CEO of EHSI.

    Good luck!
    May 23 12:16 AM | 0 Likes Like |Link to Comment
  • Medical Marijuana's Journey To $0: CannaVEST Payment Was Worthless [View article]
    I am not going anywhere. I was just saying that it wasn't worth it to write again on MJNA given the lack of revelation in the CANV filing. Rumor has it that I will likely not be impacted by the new rules - as I said there are exceptions. It's unfortunate that a few bad apples have caused so much trouble (it wasn't in MJ stocks). I prefer that SA err on the side of being too conservative when it comes to guarding the reputation...
    May 23 12:08 AM | 0 Likes Like |Link to Comment
  • Medical Marijuana's Journey To $0: CannaVEST Payment Was Worthless [View article]
    No, this just happened today. Quite frankly, my last article didn't get so many page-views and I don't see a lot to discuss from the skinniest 10-Q ever (that apparently cut and paste from another company for one section where it was talking about "SGT"). I do find it interesting that there is no contemporaneous reporting, but I think the answer is that the inventory was a Q1 event for MJNA and Q2 for CANV. The actual transfer of stock took place in April (Q2). I think it's odd that the seller can book ahead of the buyer, but that is the way it appears. Same thing for Q4 - MJNA booked the license in Q4, while CANV booked it in Q1.

    CANV is worth very little. I laid out a scenario where Mona and Llamas can screw MJNA and end up with control over PhytoSPHERE and probably keep their .05 per share that they paid for the 7mm shares too.
    May 22 09:58 PM | 0 Likes Like |Link to Comment
  • Medical Marijuana Inc. Q1 Report Feeds The Bears But Gives Bulls Some Promise [View article]
    Remind me if you don't hear from me by Monday - it's a long weekend and when I finish this project by Friday I will look at it.
    May 22 08:20 PM | 0 Likes Like |Link to Comment
  • Medical Marijuana Inc. Q1 Report Feeds The Bears But Gives Bulls Some Promise [View article]
    I HATE CBIS, so I can't fault you there. I don't know NTRR at all, but I can take a look. Not sure you want to hear what I might have to say! That is one volatile stock...
    May 22 07:56 PM | 0 Likes Like |Link to Comment
  • Medical Marijuana's Journey To $0: CannaVEST Payment Was Worthless [View article]
    I doubt anyone cares about CANV! It trades by appointment
    May 22 07:51 PM | 0 Likes Like |Link to Comment
  • Medical Marijuana Inc. Q1 Report Feeds The Bears But Gives Bulls Some Promise [View article]
    You should stop pasting them - just post a link! Include a summary or a small excerpt. The reason I say that is that you are violating copyright. As an author who gets his stuff pasted all over the place, I surely don't like when that happens to me! If anyone complains, it will come down, as SA certainly doesn't want to knowingly violate copyright.

    Thanks for the link - I will check it out. Hey, on another subject, did you know that Keber was arrested this weekend in Alabama and charged with a felony (possession of a controlled substance)?
    May 22 07:47 PM | 0 Likes Like |Link to Comment
  • Steinway Musical Instruments - The Good, The Bad, And The Ugly [View article]
    No comments? No one is looking, so I will! Thanks for the write-up...
    May 22 06:47 PM | 0 Likes Like |Link to Comment
  • Medical Marijuana's Journey To $0: CannaVEST Payment Was Worthless [View article]
    SA has a policy now that pretty much eliminates any further writing on the MJ stocks (>$100mm market cap and >$1 price now for even mentions). There will probably be exceptions, but it looks like this policy will cut down on articles in the sector.
    May 22 05:26 PM | 0 Likes Like |Link to Comment
  • Medical Marijuana Inc. Q1 Report Feeds The Bears But Gives Bulls Some Promise [View article]
    Oral delivery does sound maybe like MJNA. They have their gum but need help marketing it...
    May 22 03:31 PM | 1 Like Like |Link to Comment
  • Jos A. Bank Warns On Earnings; We're Not Touching This Stock [View article]
    You are missing something I think - look at how the stock is acting. I smell a return of cash to shareholders or potential LBO.
    May 22 03:01 PM | 0 Likes Like |Link to Comment
  • Why I'm Buying Multiband Hand Over Fist [View article]
    Do you realize the company received an acquisition bid?
    May 22 11:41 AM | 0 Likes Like |Link to Comment
  • Will Google Throw In The Towel In The Endgame Against Vringo Due To Legal Precedents? [View article]
    Why do you call this a pump and dump? It was over-hyped, that's for sure, but that was a long time ago.
    May 22 11:14 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
5,303 Comments
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