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Alexander J. Poulos

 
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  • Examining Yahoo's Value After The Successful Alibaba IPO [View article]
    Paul,

    Keep in mind at the current market cap, over 80% of the value of YHOO is the BABA stake. If BABA continues to trend higher, YHOO will follow. The value is trapped here, however as time goes on I expect the discount to narrow substantially. YHOO core being valued at a negative value for a business spitting out over $1 billion in free cash flow annually is absurd. thanks for reading and commenting.
    Sep 22, 2014. 10:57 AM | Likes Like |Link to Comment
  • Examining Yahoo's Value After The Successful Alibaba IPO [View article]
    wordsmith,

    The market in my opinion is an irrational creature where price anomalies exist. Taking advantage of them can lead to above average gains with below average risk. YHOO in my opinion qualifies as such an opportunity. Thanks for reading and commenting.
    Sep 22, 2014. 09:32 AM | 1 Like Like |Link to Comment
  • Examining Yahoo's Value After The Successful Alibaba IPO [View article]
    Preferred,

    Thanks for sharing.
    Sep 22, 2014. 09:30 AM | 1 Like Like |Link to Comment
  • Examining Yahoo's Value After The Successful Alibaba IPO [View article]
    slimhere,

    The market is currently valuing the core YHOO business at less than zero. To say the least, the market has absolutely no faith in MM. You are correct any sort of upside surprise would be warmly greeted by the Street. Thanks for reading and commenting.
    Sep 22, 2014. 09:30 AM | 2 Likes Like |Link to Comment
  • Buy The Dip In Gilead: Why A Decrease In Quarterly Sovaldi Revenue Is Expected [View article]
    133,

    I don't disagree necessarily disagree with your premise. GILD will trade at a lower p/e strictly because of the short term nature of its treatment. I am long and plan on staying that way for a quite a while.
    Sep 22, 2014. 08:38 AM | Likes Like |Link to Comment
  • Examining Yahoo's Value After The Successful Alibaba IPO [View article]
    frogmaier,

    The anomaly in YHOO shares is quite large. I am looking to add to my existing position today. Thanks for reading and commenting.
    Sep 22, 2014. 08:27 AM | Likes Like |Link to Comment
  • Examining Yahoo's Value After The Successful Alibaba IPO [View article]
    Ruffdog,

    Under results, the BABA stake is accounted for as other whereas the value of the YHOO core business is counted as enterprise value. YHOO is very much under valued here. Thanks for reading and commenting.
    Sep 22, 2014. 08:26 AM | Likes Like |Link to Comment
  • Coca-Cola Enterprises Offers A More Compelling Total Return Than Cola-Cola. [View article]
    maybenot,

    Enjoy them, they are a fabulous company. I have exited the position to free up capital to invest back into AMGN/REGN. I am hoping to free up additional capital soon to reestablish a position in CCE. I admire the company, and believe it to be extremely well run.
    Sep 22, 2014. 08:14 AM | Likes Like |Link to Comment
  • Buy The Dip In Gilead: Why A Decrease In Quarterly Sovaldi Revenue Is Expected [View article]
    somedata1,

    V growth rate is due to its durable franchise model. Next to impossible to replicate. GILD Sovaldi will hit peak sales in a few years and tail off after. The product produces a cure which is the reason why the p/e will remain subdued. If the treatment was a chronic, maintenance type such as daily ingestion of tablets the p/e would be in the 30's. I am long both shares with GILD being my largest holding.
    Sep 21, 2014. 04:58 PM | Likes Like |Link to Comment
  • The Bull Trap That Is Philip Morris International [View article]
    Mike,

    Occam's is very much correct about addiction, I see the same patterns in my practice on a daily basis. The danger here is not that tobacco use will extinguish, it won't. The real danger is of brand switching. The lower income users are cash constrained which will cause them to seek out a cheaper alternative to feed their addiction. Marlboro is a premium priced product.

    On a side note yet applicable to the above example. I have a patient who is a chronic, daily cannabis abuser. He is very interested in the legalization movement until he found out how much the "legalized" product costs. He figured it would cost him 2.5 to 3x as much as it costs him currently. In his particular case, he will continue to feed his habit yet will rely on the underground economy to provide it to him at a reduced cost.
    Sep 20, 2014. 11:09 AM | 1 Like Like |Link to Comment
  • Is Barron's Right On Target With Schlumberger? [View article]
    •Deutsche Bank analysts say they came away encouraged after hosting a series of one-on-one meetings with top energy companies; despite recent negative sentiment on the group, it paints an optimistic outlook for oil service companies, which see continued strength in the overall spending outlook from customers, even with the move down in commodity prices.
    •Among the firm's top Buy-rated stocks in the group is Schlumberger (NYSE:SLB), down 12.5% since July 1; despite a slowdown from Libya, Iraq and Russia, the DB team likes the outlook for Latin America, with a recent contract win in Brazil in wireline and better pricing in its drilling contract, and eyeing start-up work in Mexico.
    Sep 20, 2014. 09:56 AM | Likes Like |Link to Comment
  • Has The Opportunity In Yahoo Passed? [View article]
    To all,

    An interesting article on YHOO Japan. I wonder if we saw something similar today.

    http://seekingalpha.co...
    Sep 19, 2014. 07:33 PM | Likes Like |Link to Comment
  • Linn Energy Overpaid For Exxon's California Production [View article]
    Josh,

    Ignore the haters with their ridiculous comments. Please continue to post on the forum.
    Sep 19, 2014. 07:30 PM | 1 Like Like |Link to Comment
  • Has The Opportunity In Yahoo Passed? [View article]
    A Fraser,

    BABA options begin trading before the end of the month.
    Sep 19, 2014. 04:52 PM | Likes Like |Link to Comment
  • Has The Opportunity In Yahoo Passed? [View article]
    Rasna,

    If I may interject here a bit, it wasn't just institutions selling to hedge positions. I suspect there were quite a few traders who were looking for a quick pop on YHOO and used it as a proxy for the BABA IPO. The bulk of the money will be made in the coming weeks. We are still in the 1-2 inning of the game. You are correct, YHOO is certainly an activist/takeout candidate. The board will be under enormous pressure to unlock value here. The next earnings report will be quite interesting.
    Sep 19, 2014. 04:51 PM | Likes Like |Link to Comment
COMMENTS STATS
3,104 Comments
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