Seeking Alpha

Beacon Asset Managers

 
View as an RSS Feed
View Beacon Asset Managers' Comments BY TICKER:
Latest comments  |  Highest rated
  • High Conviction: A Footwear Company That Runs With Generation Y [View article]
    Thank you for your comments and the reason we prefer BOOT over WEYS is on a Price to Sales basis 0.5 versus 1.14 and the growth prospects of END footwear.
    Mar 1 03:36 PM | 1 Like Like |Link to Comment
  • Acorn Energy: Rising Small-Cap Star? [View article]
    President and CEO of Acorn Energy Inc. (ACFN) John A Moore buys 25,000 shares of ACFN on 01/26/2010 at an average price of $6.37 a share.
    Jan 27 10:21 PM | 1 Like Like |Link to Comment
  • Brazilian Stock Market Closing on All Time Highs [View article]
    Also Brazil has one of the most attractive demographic landscape of the emerging and developed nations.
    Jan 7 09:17 AM | 1 Like Like |Link to Comment
  • Geron's Risk-Reward Profile - Best in Biotech? [View article]
    Thank you all for your comments, and pointing out where I may have erred. I'm going to ask Seeking Alpha to correct a mistake–it is not the 50,000 or so "Americans" who suffer devastating spinal cord injuries every year. It is the roughly 50,000 to 60,000 people worldwide (11,000 to 12,000 Americans). Am also looking into the "crushing" versus "severance."
    JM

    [This correction has now been made - SA editors]
    Jun 15 11:50 AM | 1 Like Like |Link to Comment
  • High Conviction: A Footwear Company That Runs With Generation Y [View article]
    The other half of the team–Jamie–here, and yes, thank you for pointing out the future discontinuation of END as a stand-alone brand. Not sure how we missed that news, but as of today, END is still standing alone. The integration of END into the LaCrosse and Danner product lines does not change our opinion of the company as highlighted in the interview, and we trust that LaCrosse management will maintain END's eco-friendly design, sustainable production methods, and competitive pricing when they complete the integration next fall.

    BAM
    Mar 2 10:38 AM | Likes Like |Link to Comment
  • High Conviction: A Footwear Company That Runs With Generation Y [View article]
    Many thanks for pointing out and we apologize for our research oversight. We have republished the company’s statement regarding the integration of END into the LaCrosse and Danner product lines for Fall 2010.
    Aug. 7, 2009: LaCrosse Footwear, Inc. a leading provider of branded work and outdoor footwear and apparel, announced today its strategic decision to discontinue END Footwear (Environmentally Neutral Design) as a standalone outdoor and running brand.
    With this announcement, LaCrosse plans to leverage the END platform of innovative lightweight designs into the LaCrosse and Danner product lines and distribution channels for Fall 2010. The Company does not anticipate incurring material expenses associated with this action.
    This announcement followed the completion of the END acquisition on June 2, 2009.
    Despite this error, we still believe that on a Price to Sales O.5. The shares are still very attractive given the generational growth prospects of the LaCrosse and Danner brands. We await with interest to see how the END innovative lightweight designs are incorporated into new product lines for Fall 2010.
    Mar 1 08:23 PM | Likes Like |Link to Comment
  • High Conviction: A Footwear Company That Runs With Generation Y [View article]
    Thanks for pointing out the typo. It should read a price to sales ratio of 0.75 or less.
    Mar 1 11:39 AM | Likes Like |Link to Comment
  • Demographics Bigger Driver of Beers Sales Than Marketing [View article]
    Thank you for your comments, Bouchez.

    We're not counting the Boomers out--but their "true" (as we doubt the accuracy of Nielsen numbers) share of U.S. Beer Sales are declining and will continue to decline until it hits zero ... perhaps as late as 2064.

    Agree that the Boomers were a key component in building the nascent micro-brew trend back in the 1980s, but do not believe Boomers adopted microbrews en masse like Gen. X and now Y.

    Not exactly a tiny advertising budget . . . until you compare it with BUD's– $1.36 billion in 2007 (last date I can get a definitive number here on the quick, and yes, BUD's advertising budget has been cut some over the past two years, but it still dwarfs SAM's).

    BAM
    Feb 25 10:03 AM | Likes Like |Link to Comment
  • Kindle, iPad Search for Niche in Differing Demographics [View article]
    From the Kindle culture Web site. Google it
    Feb 2 06:37 PM | Likes Like |Link to Comment
  • Revisiting the Nifty Fifty: Why a Great Company Isn't Always a Great Investment [View article]
    Thank you I will look the book up.
    Jan 30 07:25 AM | Likes Like |Link to Comment
  • Apple: Price Targets Are Tall Order [View article]
    Please refer to this article: seekingalpha.com/artic...
    Jan 15 05:09 PM | Likes Like |Link to Comment
  • Ford: Still Driving Higher [View article]
    Thanks for pointing out the typo!
    Jan 6 07:57 AM | Likes Like |Link to Comment
  • The Future of U.S. Consumer Spending: It's a Generational Thing [View article]
    Thank you for your comments. We look forward to further examining this theme in the near future.
    --BAM
    Nov 4 05:29 PM | Likes Like |Link to Comment
  • Ireland's Demographics Point to a Strong Consumer Cycle Through 2021 [View article]
    Closed-end funds can generally avoid tax at the fund level by distributing at least 90% of their annual income and capital gains to shareholders in the year it is earned.

    However many funds were reluctant to sell portfolio holdings in late 2008 because of the weak market to make these distributions. The Internal Revenue Service granted them leeway to avoid forcing them to sell .

    So many funds limited their cash distributions in 2008, including the New Ireland Fund. Their recent announced 'bumper' dividend reflects this.

    The link explaining this is below

    online.wsj.com/article...

    On Sep 22 05:09 PM jwarreni wrote:

    > I see that IRL has declared an extra dividend of $2.76 plus a regular
    > .33 payable on 1-21-10. Does anyone know what that is all about????
    Sep 28 10:15 AM | Likes Like |Link to Comment
  • Oil Rallies, But We Prefer Gold [View article]
    You can track NDR sentiment charts in our Seeking Alpha articles or on our web site's Blog:beaconassetmanagers.co...

    For more detailed information contact Bruce Kaminsky at Ned Davis Research at 800-241-0621
    Aug 24 03:30 PM | Likes Like |Link to Comment
COMMENTS STATS
24 Comments
4 Likes