Alex Rasmussen

Long only
Alex Rasmussen
Long only
Contributor since: 2011
11/24/14
Alex Rasmussen
Top 5 Picks For 2015 http://seekingalpha.com/a/1m0lv
3/7/14
Alex Rasmussen
The Problems With Passive Investment http://seekingalpha.com/p/1mnx9
1/30/14
Alex Rasmussen
Reward-Risk Framework For Portfolio Management $BKE, $TNTHF, $EMC http://seekingalpha.com/p/1kciz
1/15/14
Alex Rasmussen
50% Upside For Wek's Difference Capital $TNTHF http://seekingalpha.com/a/15o5b
12/11/13
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
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
Alex Rasmussen
1) http://seekingalpha.com/a/14k83 $LNN #LNN now the 28th most shorted company (% of float) in the S&P 1500.
4/10/13
Alex Rasmussen
Believe #GM is a similar trade that can still be bought for far below it's intrinsic value.
4/10/13
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
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
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
3/4/13
Alex Rasmussen
$AAPL - Just started a full position at $423. Target of $580. The story's not over yet.
3/4/13
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 ?
close mine at exactly the same price...
12/5/12
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
11/14/12
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
I agree. Looks like there has been a bottom forming over the last few trading sessions. Outperforming the market a bit today...
11/2/12
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
I add if it hits mid 20s
11/2/12
mid 20's. dream on. you will never have it in your portfolio, so you have nothing to worry about !
11/1/12
Alex Rasmussen
AIG with good #s today
10/24/12
Alex Rasmussen
Latest piece on TPX http://bit.ly/TaxqVn
Both. Synergies affect the inputs (increased margins, growth, time horizon), but the value of that synergy is an output.
So essentially I'm saying I couldn't change the inputs positively enough (realistically) to get $40m as an output. Hope that helps.
10/19/12
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
Revenues!
No that'd be earnings - http://bit.ly/VlpoR8
10/15/12
Alex Rasmussen
Damodaran with a valuation of $44 for PG
10/2/12
Alex Rasmussen
http://yhoo.it/SAqJvt New logo, same value proposition
9/27/12
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!
9/18/12
Alex Rasmussen
Set up a new website to host my articles and track investments http://bit.ly/OY9FQU check it out! #apsleyinvestments
9/18/12
Alex Rasmussen
bought some TPX at $32.50 today. high risk/reward. like the fundamentals and the chart. PT of $55
9/8/12
Alex Rasmussen
The economic picture keeps sliding, market booming, all-time bearishness, market still looking forward, should finish the year strong #SPY
8/15/12
Alex Rasmussen
Sold MCF slight loss today on Ken Peak news. Put money into AEY - a deep value graham micro cap
8/14/12
Alex Rasmussen
This is a big move and good volume for AIG. Nice to see the Barron's piece making some waves
7/25/12
Alex Rasmussen
RSH now a net-net, trading basically at real estate value. Very tempted.
7/24/12
Alex Rasmussen
CEO is ridiculously cheap. priced for neg growth...huge strategic acquisitions, amazing track record, no trust in the market for these names
7/20/12
Alex Rasmussen
Anyone have insight into why BDX was and is no longer a Buffett holding? http://seekingalpha.com/a/fpb5 been looking at it quite a bit.
7/9/12
Alex Rasmussen
Just had my first run in with google play trying to download an e-book. It's great. Pair trade idea: short AMZN long GOOG
6/25/12
Alex Rasmussen
hopefully have a big short piece on ENB coming out soon