Seeking Alpha

Alex Rasmussen

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  • Alex Rasmussen
    The Problems With Passive Investment http://seekingalpha.com/p/1mnx9
    Mar 7, 5:06 PM
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      • Alex Rasmussen
        Reward-Risk Framework For Portfolio Management $BKE, $TNTHF, $EMC http://seekingalpha.com/p/1kciz
        Jan 30, 10:56 AM
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          • Alex Rasmussen
            50% Upside For Wek's Difference Capital $TNTHF http://seekingalpha.com/a/15o5b
            Jan 15, 9:29 AM
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              • Alex Rasmussen
                3) $LNN #LNN Pure play on and #2 in the global irrigation market. Allows farmers to make more money and feed more people. Disclosure: long.
                12/11/13
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                  • Alex Rasmussen
                    2) $LNN #LNN being played as a proxy for corn - traders ignoring the upside "risk" that this a fantastic business with a defensible brand.
                    12/11/13
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                      • Alex Rasmussen
                        1) http://seekingalpha.com/a/14k83 $LNN #LNN now the 28th most shorted company (% of float) in the S&P 1500.
                        12/11/13
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                          • Alex Rasmussen
                            Believe #GM is a similar trade that can still be bought for far below it's intrinsic value.
                            4/10/13
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                              • Alex Rasmussen
                                Based on that, I priced it around $47 but at $40 I'm okay with taking a 22% gain made over 11 months off the table.
                                4/10/13
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                                  • Alex Rasmussen
                                    Also, I never thought #AIG was worth 1x book, roe is less than cost of equity so it should be less than 1x. Probably around 0.8x
                                    4/10/13
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                                      • Alex Rasmussen
                                        Sold out of #AIG today my profit was too good. The reward-risk is not as great anymore and the sentiment is getting ahead of itself
                                        4/10/13
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                                          • Alex Rasmussen
                                            $AAPL - Just started a full position at $423. Target of $580. The story's not over yet.
                                            3/4/13
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                                            • DaLatin: Good luck.I wouldn't want to be Cook @ this 1/4ly shindig10.24 est.How in heck will he spin guidance & remain AAPLlike conservative ?
                                              3/4/13
                                            • diegopetrate: close mine at exactly the same price...
                                              3/4/13
                                              • Alex Rasmussen
                                                AIG below a $50B market cap - common sense says this firm is much bigger than that. Argus upgraded to Buy with $45 price target
                                                12/5/12
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                                                  • Alex Rasmussen
                                                    Hugely important level for AAPL is $530 - previous bottom in May. Gotta hold, if so (as I suspect) it can run back to $700
                                                    11/14/12
                                                    Reply (1)
                                                    • oikonomia: I agree. Looks like there has been a bottom forming over the last few trading sessions. Outperforming the market a bit today...
                                                      11/14/12
                                                      • Alex Rasmussen
                                                        AIG huge selloff on sandy worries - great entry opportunity for those looking to add or initiate a 5 year position
                                                        11/2/12
                                                        Reply (2)
                                                        • itzalex3: I add if it hits mid 20s
                                                          11/2/12
                                                        • papayamon: mid 20's. dream on. you will never have it in your portfolio, so you have nothing to worry about !
                                                          11/2/12
                                                          • Alex Rasmussen
                                                            AIG with good #s today
                                                            11/1/12
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                                                              • Alex Rasmussen
                                                                Latest piece on TPX http://bit.ly/TaxqVn
                                                                10/24/12
                                                                Reply (6)
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                                                                • Alex Rasmussen: Both. Synergies affect the inputs (increased margins, growth, time horizon), but the value of that synergy is an output.
                                                                  12/4/12
                                                                • Alex Rasmussen: So essentially I'm saying I couldn't change the inputs positively enough (realistically) to get $40m as an output. Hope that helps.
                                                                  12/4/12
                                                                  • Alex Rasmussen
                                                                    So far 60% of the 115 companies in the S&P 500 have beat, 14% have met, buy todays dip
                                                                    10/19/12
                                                                    Reply (2)
                                                                    • 1980XLS-2.0: Revenues!
                                                                      10/19/12
                                                                    • Alex Rasmussen: No that'd be earnings - http://bit.ly/VlpoR8
                                                                      10/19/12
                                                                      • Alex Rasmussen
                                                                        Damodaran with a valuation of $44 for PG
                                                                        10/15/12
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                                                                          • Alex Rasmussen
                                                                            http://yhoo.it/SAqJvt New logo, same value proposition
                                                                            10/2/12
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                                                                              • Alex Rasmussen
                                                                                http://bit.ly/SEvZUw Great piece from the man today - don't own any dividend payers and that could be a good call!
                                                                                9/27/12
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