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Alex Rasmussen

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  • What Cooper Tire & Rubber Is Worth [View article]
    ^thanks that's great.
    Jun 7 01:22 PM | Likes Like |Link to Comment
  • What Cooper Tire & Rubber Is Worth [View article]
    Interesting that you apply the matching principle of rates to future cash flows. I'm not so sure though because the discount rate yields a present value, and I think in order to get present, you have to use rates in the current environment, otherwise you may be comparing apples to oranges (cash flows in a future interest rate environment to the current interest rate environment). Just a thought and I'm not entirely sure myself. Thanks for the quick response, Alex
    Jun 6 11:22 AM | Likes Like |Link to Comment
  • What Cooper Tire & Rubber Is Worth [View article]
    To build on the previous comment, an ERP of 6.5% is also slightly on the high side of things. I'm not suggesting you're wrong - more just curious about these inputs and why you picked them? Thanks! Alex
    Jun 4 09:35 PM | Likes Like |Link to Comment
  • What Cooper Tire & Rubber Is Worth [View article]
    I liked this methodology but stopped paying attention when I saw the risk-free rate of 4.3%. Haven't seen many models using figures that high with the US 10 year currently at 2.15%
    Jun 4 09:33 PM | Likes Like |Link to Comment
  • I've Never Owned A Rolex, But Maybe It's Time To Invest In Taubman [View article]
    You perform some excellent analysis. Would be great to see this same quality applied to undiscovered small-cap equities outside of the REIT space. Thanks! Alex
    Apr 29 07:59 PM | Likes Like |Link to Comment
  • General Motors: The Stars Are Aligned For A Double [View article]
    Totally agree. Sometimes a simple look at market cap tells you all you need to know. In my mind, GM should be $50B company at the least. Long GM
    Apr 11 12:40 PM | 2 Likes Like |Link to Comment
  • An Interesting Trade In Tesla [View article]
    Looks like a good one Paulo, any interest in doing a volatility trade and structuring it for a slight long bias? Don't know if the reward-risk is better...just feel that you can be more confident in the size of the move than in the direction it will go.
    Mar 30 04:11 PM | 1 Like Like |Link to Comment
  • Holding My Nose And Buying 'Government Motors' [View article]
    You've inspired a longer response. Check it out below if you want.

    http://bit.ly/10ccOQK
    Mar 26 07:17 PM | Likes Like |Link to Comment
  • Holding My Nose And Buying 'Government Motors' [View article]
    Totally agree Brett,

    PEG at 0.47 and cash at almost 70% of market cap vs. Ford with PEG at 0.89 and cash at just over 45% of market cap. Both autos are good buys but GM has much bigger upside. Buyside agrees and this is a top 10 hedge fund holding. Einhorn spells out the value thesis better than anyone and he is arguably the king right now.

    Full disclosure I'm long.
    Mar 26 02:12 PM | 3 Likes Like |Link to Comment
  • Apple Could Learn A Thing Or Two From Qualcomm [View article]
    Amen Bret. I'm in at $423, and I'm expecting that we can realistically see $580-$610 range by the end of the year.
    Mar 5 12:38 PM | Likes Like |Link to Comment
  • Bruce Berkowitz Expects To Make 4 Times His Money On His Core Holdings [View article]
    Not sure if you were referencing my comment when you said "all the talk about doing due diligence" but yes I have taken the time to understand the industry (albeit, a cursory understanding), I knew the risks, and I also know if I had been paralyzed with fear - as you seem to be - I wouldn't be sitting on the gains I have now.

    I agree there seems to be a 'bandwagon' factor now, but that has only developed to a significant degree over the past month. For those of us that were long for much of 2012 (or even earlier), this was a textbook value investment.

    Respectfully, Alex
    Mar 2 10:45 AM | Likes Like |Link to Comment
  • The Not So Hidden Catalyst For General Motors [View article]
    ^not the average market participant - responsible to taxpayers not shareholders, so there's an inherent difference of incentives. To "be out" is perhaps more valuable than waiting in hope of profit.
    Feb 27 12:53 AM | 1 Like Like |Link to Comment
  • The Not So Hidden Catalyst For General Motors [View article]
    Fantastic! thank you - long GM
    Feb 27 12:09 AM | Likes Like |Link to Comment
  • Diversifying Your Portfolio: The $100,000 Growth Strategy [View article]
    With the exception of FCX this is a fantastic portfolio well done.
    Feb 20 04:08 PM | Likes Like |Link to Comment
  • General Mills Is A Top Choice For Risk-Averse Investors [View article]
    http://bloom.bg/Xe4bnS
    Feb 15 12:03 PM | Likes Like |Link to Comment
COMMENTS STATS
180 Comments
67 Likes