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Brian Schieble  

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  • Don't Get Suckered Into Perion [View article]
    I wouldn't necessarily call it impossibly cheap. It looks very cheap, especially when you consider management indicates that desktop search is still viable.

    Downside seems pretty minimal, since it's trading at a low multiple to it's legacy business without even factoring in the mobile future, while upside is obviously a pretty significant unknown. It's worrisome, I agree, but still has a compelling potential.
    Jul 1, 2015. 09:53 AM | Likes Like |Link to Comment
  • Buy Greenlight Re And Never Sell [View article]
    By your own logic there are 15 stocks that are significantly cheaper than GLRE.
    Apr 2, 2015. 06:23 AM | Likes Like |Link to Comment
  • Buy Greenlight Re And Never Sell [View article]
    For an insurance company it's sitting at 10x forward projected earnings.....that's a fairly rich ratio for an insurance company. No wonder the stock hasn't gone anywhere, it's earnings have had to catch up with it's valuation.
    Mar 31, 2015. 11:15 PM | Likes Like |Link to Comment
  • Ken Fisher Has Been Right For A Long Time [View article]
    The higher the net profit margin the higher the selling price of a company generally is. A McDonald's franchise, with high revenues around 2.6 million and low labor and food costs around 25% a piece, sell for 3x sales. That's all relative to it's profit potential, which is seen as rather solid, not tenuous.

    If a company is selling at P/S of .5x you can assured it's profit margins must be very low. Everything comes back to profits.
    Mar 5, 2015. 06:53 AM | 1 Like Like |Link to Comment
  • Genworth tumbles after disclosing accounting "material weakness" [View news story]
    Thanks in snarky bastard......
    Mar 3, 2015. 07:08 AM | Likes Like |Link to Comment
  • Sterling Construction's Temporary Problems Mask A Huge Upside [View article]
    The story going from this bad to much worse is a low probability in my eyes, sure seems like a bottom is very close if not already in. Since there is visibility on the backlog from a margin perspective, it shouldn't be a stretch to think they can work out their issues with the creditors.
    Feb 16, 2015. 06:19 PM | Likes Like |Link to Comment
  • Low Risk And Long-Term Success Portfolio Update 2015 [View article]
    Fracking has fundamentally changed the landscape of oil. Methods will become progressively cheaper for extraction, and desperate companies will increase production to fund debt. This is iron ore and metallurgical coal all over again. I honestly can't see it returning to June levels for a long long time.
    Jan 3, 2015. 03:02 PM | Likes Like |Link to Comment
  • PBR - Close Your Eyes And Buy [View instapost]
    The farther it goes down the less risky of an asset it is, or so it is said. No one should cry over buying an asset, watching it drop 20%, and within 5 years seeing it double. That's good investing. It might do that within 24 months.

    I agree from a sentiment perspective we probably will see 5's. I see your point. But from a long term view it's just timing, and that is a notoriously inconsistent practice.
    Dec 16, 2014. 10:53 PM | Likes Like |Link to Comment
  • Update: TravelCenters Of America Earnings Are Something You Can Snack On [View article]
    Even with HPT overhang, if this company can earn $1.25 per year or more it's undervalued by at least 30%.
    Nov 24, 2014. 08:05 AM | Likes Like |Link to Comment
  • The Case Against TravelCenters Of America [View article]
    This is a solidly profitable company that will see higher nonfuel revenue due to lower gas prices and capex falling off heavily. If you don't view this equity as undervalued Idk what the hell you're thinking.
    Nov 21, 2014. 09:37 AM | Likes Like |Link to Comment
  • DOJ, SEC open Petrobras investigation [View news story]
    So far not so much damage pre-market....erasing double digit billions from it's valuation seems a bit excessive, don't you think?
    Nov 10, 2014. 08:36 AM | Likes Like |Link to Comment
  • Market Reaction To TravelCenters Of America Quarterly Results Makes No Sense [View article]
    A few questions I'd like your opinion on....

    1. Will non-fuel revenues steadily increase to the point where Q1's and Q4's will be predictably profitable going forward.

    2. Assuming no further acquisitions and capex related to that, what EPS number would you project as an average of the next three can be a range because obviously it's not a precise thing. Personally it seems like $1.20 isn't unreasonable.
    Oct 8, 2014. 10:24 PM | Likes Like |Link to Comment
  • TransGlobe Energy Is Undervalued [View article]
    Well it's at $5.44 fellas. Which by your logic means good a time as any.
    Oct 8, 2014. 08:48 AM | Likes Like |Link to Comment
  • Genworth Financial - Laughably Cheap [View instapost]
    Buying up every share right now would cost you 6.5 billion, for a company projected to make around 750 million a year next year with accelerated earnings going forward in a rising interest rate environment.
    Oct 2, 2014. 09:10 AM | Likes Like |Link to Comment
  • Genworth Financial - Laughably Cheap [View instapost]
    The main point here with GNW is the overwhelming reason for the low BV here is the LTC charges and that only represents $2.00 a share in worth at it's maximum charge. It was trading at $18 before the LTC talk.

    How could a major insurer have such horrid underwriting standards across their categories as to justify a .4x BV? That's irrational, man.
    Oct 2, 2014. 09:03 AM | Likes Like |Link to Comment