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Ariel Aharonovich

 
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  • Boston Beer: Buy The Beer, Sell The Stock [View article]
    joe,
    I already "Like"-d your comment but wanted to say so as well...
    Mar 7, 2013. 01:16 PM | Likes Like |Link to Comment
  • A $7 Medical Device Stock Analysts Think Will Double [View article]
    Bret,
    Are you still long SSH? Since when? Till when?...
    Thanks
    Ariel
    Mar 7, 2013. 12:28 PM | Likes Like |Link to Comment
  • My 'A-Team': 4 High Dividend Yield Stocks That You Should Hold And Not Let Go [View article]
    An update regarding BlackRock Kelso Capital (BKCC):
    Q4 Adj. NII of $0.27 beats by $0.14. Adj. EPS of $0.18
    The company declares $0.26/share quarterly dividend, in line with previous. Forward yield 9.95%. For shareholders of record Mar. 19. Payable Apr. 02. Ex-div date Mar. 15
    Mar 7, 2013. 12:17 PM | 1 Like Like |Link to Comment
  • The Most Overvalued Stocks Versus The Most Undervalued Stocks - Part I [View article]
    Update regarding Apache:
    APA is up +3.2% today, not due to my article (...) but due to the potential sale of its Gulf of Mexico deepwater assets.
    That sale, combined with last month's announced intention to sell $2B worth of assets, would help its debt reduction goals.
    APA has interests in more than 150 oil blocks in the deepwater Gulf encompassing ~900K gross acres
    Mar 7, 2013. 12:14 PM | Likes Like |Link to Comment
  • The Most Overvalued Stocks Versus The Most Undervalued Stocks - Part I [View article]
    An update regarding SandRidge (SD) which is part of the undervalued stocks list:

    I'm supporting TPG-Axon and hope it wins the proxy fight with SD, aka Tom Ward. If he goes home - SD stock price can easily double!

    For whatever it worth, Tom Ward, CEO of SD, said the outlook for SandRidge has never been better:
    http://bit.ly/W8cl43

    The funny thing is that if Ward vote in favor of TPG-Axon proposal the value of his shares will be much-much higher than if he vote against it.... mega conflict of interest I'd say...
    Since history proves that whenever it came to a conflict of interest between his own personal interests to the company's best interests, Ward has always put his personal interest first - it would be very interesting (though impossible) to know whether he might vote against himself... (-;
    Mar 7, 2013. 11:31 AM | 2 Likes Like |Link to Comment
  • SandRidge Energy: Value Gap Not Obvious, Leverage Remains A Challenge [View article]
    I'm supoorting TPG-Axon and hope it wins the proxy fight with SD, aka Tom Ward. If he goes home - SD stock price can easily double!

    For whatever it worth, Tom Ward, CEO of SD, said the outlook for SandRidge has never been better:
    http://bit.ly/W8cl43

    The funny thing is that if Ward vote in favor of TPG-Axon proposal the value of his shares will be much-much higher than if he vote against it.... mega conflict of interest I'd say...
    Since history proves that whenever it came to a conflict of interest between his own personal interests to the company's best interests, Ward has always put his personal interest first - it would be very interesting (though impossible) to know whether he might vote against himself... (-;
    Mar 7, 2013. 11:30 AM | 5 Likes Like |Link to Comment
  • The Most Overvalued Stocks Versus The Most Undervalued Stocks - Part I [View article]
    Sure thing. Let me know your findings
    Mar 7, 2013. 11:11 AM | Likes Like |Link to Comment
  • The Day After Tomorrow: Make Sure Your Portfolio Is Ready When Israel Attacks Iran [View instapost]
    giorgiolb,
    Thanks for commenting!
    This is what I was thinking. Nevertheless, if you look at it I didn't put into it anything that isn't a well-known fact and I avoided completely expressing personal, non-diplomatic, opinions.
    The truth is that the possibility of Israel attacking Iran is a MOST RELEVANT issue for investors and markets prospects. therefore, if the rejection was based on politics - that's a real shame.
    You are more than welcome to write to SA editors about it; if there will be few of you perhaps they'll reconsider.
    This article is still as relevant as on the day it was first rejected...
    Mar 7, 2013. 10:37 AM | Likes Like |Link to Comment
  • China: The Next Bubble To Burst? [View article]
    1. He is/They are lucky.
    2. I agree that balls is the most important ingredient. Those who don't dare - can't win.
    3. Usually it takes more than luck and balls, otherwise anyone gambling in a casino would be considered a "successful businessman"...
    4. I'm not saying that hard work doesn't pay off; it surly one of the most important ingredients as well. I do say that there are plenty more cases of hard work with no (exceptional) luck or success than cases of (exceptional) luck or success without hard work.
    Mar 7, 2013. 10:25 AM | Likes Like |Link to Comment
  • The Most Overvalued Stocks Versus The Most Undervalued Stocks - Part I [View article]
    macmanud,
    Timing is everything but I think that also good analysis, simple logic, consistency, strategy discipline and most of all - patience.
    If it looks like a duck, quacks like a duck and walks like a duck, it's a duck
    Mar 7, 2013. 10:16 AM | Likes Like |Link to Comment
  • China: The Next Bubble To Burst? [View article]
    haiguike,
    What mainly pushes the Chainese RE market up is simply the lack of other options. The government is impsing all kinds of limitations and restrictions on other types of investments - mainly regarding flows of money in/out of china - that the average Chinese, whether he likes it or not, finds himself investing in RE.
    Remove the limitations, tear off the boundaries and you'll get a completely different RE market. I guess that now it's too late for this because if you take you finger out of the hole in the dam - you blow out the whole system
    Mar 7, 2013. 10:07 AM | Likes Like |Link to Comment
  • China: The Next Bubble To Burst? [View article]
    What they mostly have in common is luck.
    I know someone who didn't finish 11th grade, worked hard for 2-3 years in his life but he was lucky (and clever, no doubt) enough to start buying properties in NYC during the 80s when banks literally gave them away. Today he owns hundreds, if not thousands, of apartments in NYC, mostly Manhattan, and he is happy, wealthy and mostly - lucky...
    I agree that most people who succeed have not only brain and luck but also talent, skills, good senses and balls.
    Mar 7, 2013. 10:01 AM | 1 Like Like |Link to Comment
  • The Day After Tomorrow: Make Sure Your Portfolio Is Ready When Israel Attacks Iran [View instapost]
    Thanks user877 for being my first instablog commentator! (who knows if and how many bother to read the instablog?...)
    It wasn't published because SA claimed that they had too many articles dealing with this subject.
    I checked this and this is BS. Not only that they don't but this one is the most relevant, most updated and written by an "insider" (I'm an Israeli, though living in London right now) so there is an added value.
    Finally, I touched upon events that only occurred very recently (so no one else could write about them before me) and this led me to the conclusion which says: IF Israel decide to attack Iran this year, as it "suppose" to be, the time frame for this (based on the Jewish calendar and its limitations) is mid-May till end of August.
    It's a low probability but still a probability that should be taken into consideration
    Mar 7, 2013. 05:32 AM | Likes Like |Link to Comment
  • DXJ: A Much Better Exposure To Japan Than EWJ‏ [View article]
    Lets seal the deal with a meal @ Hiltl
    Mar 7, 2013. 04:31 AM | Likes Like |Link to Comment
  • China: The Next Bubble To Burst? [View article]
    This is obviously the perfect scenario; it can't get better than this.
    How many are there like this lucky number? - very few.
    Buying throughout the 80s - there was no better time in the last 50 years - and watching your mortgages fading away - a combination of repayment, refinancing and higher inflation - makes your friend a rare species
    Mar 7, 2013. 02:23 AM | 1 Like Like |Link to Comment
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