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  • Lost Money on Cisco: Why We're Not Worried [View article]
    Thank you for taking the time to comment.

    There is something broken in humans – we take something simple and making it complicated – you however are one of the lucky ones, and apparently are not afflicted… thank you for saying in 5 words what took …over 2k above… ;o)

    Again Thank You and feel free to stay in touch.

    Also, if you’re interested, you can view the unedited (by SA) article here:

    www.amvona.com/blog/in...

    Warm Wishes,

    Greg
    Feb 13 02:36 PM | Likes Like |Link to Comment
  • Lost Money on Cisco: Why We're Not Worried [View article]
    Thank you for taking the time to comment.

    ....so glad you found at least some value in the article...

    ...believe your purchase will be a wise one over the upcoming years.

    Again Thank You and feel free to stay in touch.

    Warm Wishes,

    Greg
    Feb 13 02:33 PM | Likes Like |Link to Comment
  • Lost Money on Cisco: Why We're Not Worried [View article]
    Thank you for taking the time to comment.

    Yes, investing is a "humbling business" – great quote, perhaps the best argument against selling short...?

    Enjoyed your comments even more than Keynes...

    Thanks so much for sharing those brilliant points.

    Feel free to stay in touch.
    Feb 13 02:29 PM | Likes Like |Link to Comment
  • Lost Money on Cisco: Why We're Not Worried [View article]
    Thank you so much for your comments.

    ...do not have "clients" proper... receive no pay... do not personally own CSCO or any securities...

    am not an expert in this hardware, so have to rely on close friends who are... one runs a direct competitor to CSCO and has been helpful in better understanding the business... general sense from building internet technology over the years is that there remains tremendous growth opportunities, hopefully CSCO will continue lead in the future - tech giants are subject to the normal ups and downs of the business cycle, and believe information portability in ten years will be unimaginable to us today.

    there are many points that have to be consider in a review of managements competency - determination is one of them. Mr. Chambers does seem determined.

    Again Thank You.

    You can view the unedited article here:

    www.amvona.com/blog/in...
    Feb 13 02:11 PM | Likes Like |Link to Comment
  • Lost Money on Cisco: Why We're Not Worried [View article]
    Thank you for your kind words... am aware of the dividend and listened to the entire conference call the other day... did not mention it because did not feel it is very important (only 1-2%) in light of the bigger picture. further not aware if it will be a reoccurring event or not. There are many other details regarding earnings that would like to have also mentioned, but chose instead to point out only a few major balance sheet considerations… SA has a 2500 word limit… ;o)

    You can view the unedited article here:

    www.amvona.com/blog/in...

    Again Thank You!
    Feb 13 01:57 PM | Likes Like |Link to Comment
  • Paragon Shipping: Still Floating [View instapost]
    Thank you for the article - you may want to investigate the following:

    - Why is the business incorporated in the Marshall Islands? Does Marshall islands affords shareholder rights that you are comfortable with should something go wrong?.

    - How do Greek Shipping Co. CEO's and Founders feel about running publicly traded companies? This is a new ownership concept for the old club - previously a very closed group. Is there a cultural clash of Greek business values with those we tend to appreciate in the US? - i.e. the idea that shareholders actually own the company etc.

    - Is it likly PRGN will dilute shareholders again in the not too distant future? We think so.

    - Effects on profits of PRGN, when related entities, owned by the founders are siphoned away from shareholders of PRGN to non-publicly traded companies incorporated in jurisdictions that make the Marshall Islands look pretty good.

    - Not really a value play by conservative standards, given the high leverage, which is contstantly increasing. Safety of principle is not clear here.

    - It is true, the market cap. makes their 12+ ships look cheap - but those things depreciate radically fast - and after about 10 years they're often scrapped. So an avg. fleet age of some six years - whic is the case with PRGN sounds young, but is it really?

    - The real risk is not really from the new build order book in China, it's really the liklihood raw materials shipments will slow down - esp. the Australia - China route - which will effect the BDI further. While it is true that PRGN has their vessells covered for an avg. length of some 24 mo. or so, they will expire, and need to be renewed, and the question is, what will China's growth look like at that time, and what will the related shipping rates look like?

    - Greek ship owners have had the privledge of running their business tax free in Greece for quite sometime - will that change with the Greek governments need to raise more capital? Shipping is a huge part of the Greek economy, yet pays virtually no income tax to the Greek Government - will that last?
    Jan 7 10:38 AM | Likes Like |Link to Comment
  • Skechers and the Market's Strange Reaction to Sterne Agee [View article]
    Thank you for taking the time to read the article and for your thoughtful comment.

    Everything you have said certainly is possible.

    Wrote the following article, which you might like, on precisely that dynamic here:

    www.amvona.com/blog/in...

    Again thanks,


    G.
    Dec 27 07:53 PM | Likes Like |Link to Comment
  • Skechers and the Market's Strange Reaction to Sterne Agee [View article]
    Thank you for taking the time to read the article and for your accurate response to "cashmoney2011" above.
    Dec 27 12:45 PM | Likes Like |Link to Comment
  • Skechers and the Market's Strange Reaction to Sterne Agee [View article]
    Thank you for taking the time to read the article and for your feedback.

    As indicated in the disclosure....advised and/or helped others to purchase the shares, including close friends and family.
    Dec 27 12:40 PM | Likes Like |Link to Comment
  • Skechers and the Market's Strange Reaction to Sterne Agee [View article]
    Yes, saw the accumulation of the shares. For every transaction there are two parties, and it is always good to think about who is on the other side of the transaction, and what is in it for them. However, ultimately, if your approach is value based, then the underlying belief is that from time to time people are going to be selling securities that perhaps they should not be - particularly if their motivations are not based on a purely rational framework.

    Large institutions such as Fidelity, can have their decisions influenced by a myriad of causes other than the enterprising motivations of the keen private investor, and are not necessarily the best benchmark.

    Interesting points on the short interest.

    Thanks again for taking the time to read the article and for your valuable insight and feedback.
    Dec 27 12:38 PM | Likes Like |Link to Comment
  • Skechers and the Market's Strange Reaction to Sterne Agee [View article]
    Thank you for your kind comments and taking the time to read the post.

    You can find the unedited article here:

    www.amvona.com/blog/in...
    Dec 27 12:33 PM | Likes Like |Link to Comment
  • Skechers and the Market's Strange Reaction to Sterne Agee [View article]
    I really appeciate that, and very glad the article was of some use.

    If you're interested, can view the original article in more complete form here:

    www.amvona.com/blog/in...

    Some elements were edited out by SA for some reason?

    Again thank you,

    Warm Regards,

    Gregory M. Lemelson
    Dec 23 01:26 PM | Likes Like |Link to Comment
  • Skechers and the Market's Strange Reaction to Sterne Agee [View article]
    I sincerely appreciate your kind words. I wasn't sure when I put this together yesterday that it would be of any value to anyone - so happy it turned out to be.

    If you're interested, can view the original article in complete form here:

    www.amvona.com/blog/in...

    Some elements were edited out by SA for some reason?

    Again thank you,

    Warm Regards,

    Gregory M. Lemelson
    Dec 23 12:49 PM | Likes Like |Link to Comment
  • Skechers and the Market's Strange Reaction to Sterne Agee [View article]
    Thank you for taking the time to read the article and comment!

    You can view the original article in complete form here:

    www.amvona.com/blog/in...

    Some elements were edited out by SA for some reason?
    Dec 23 12:43 PM | Likes Like |Link to Comment
  • Skechers and the Market's Strange Reaction to Sterne Agee [View article]
    Thank you for your kind comments. Yes, SKX's current market cap. is about 1 bln., but the company does about twice that in Revenue -

    Interesting point on the CA connection... ;o) hadn't thought of that, but makes sense, CA is it's own "sub-culture" within the larger US culture, which the world univerisally is drawn too... very good point....

    You can view the original article in complete form here:

    www.amvona.com/blog/in...

    Some elements were edited out by SA for some reason?
    Dec 23 07:35 AM | Likes Like |Link to Comment
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