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Brian Schieble

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  • 2 Transportation Plays That Should Yield Far Larger Returns Than FedEx Following Earnings [View article]
    While I agree with a lot of the stuff you say your conclusions are highly suspect. For one, I think you've got the share count wrong, which is forgiveable because the data is such a !#@$ mess.

    Two, you think it's going to attract "mass hysteria" investing....3PL is about as boring a business as you're going to get. Analysts aren't predicting that their margins will swing wildly once it's all built up and sometimes it's 12% and sometimes it's 4%. It'll probably be 4-5%. The numbers are easily extractable, thus less potential for "mass hysteria" valuations. The market can be very irrational, but you've got to understand the circumstances that bring that about.
    Mar 26 07:59 AM | Likes Like |Link to Comment
  • Why Intermolecular Is Starting To Look Oversold [View article]
    This stock is stupid cheap. If they get moving and find some new projects and once these royalties start rolling in give me a break, this name is cheap as it gets.
    Mar 18 08:36 AM | 2 Likes Like |Link to Comment
  • Herbalife In China Could Be The Ultimate Lesson In Costly Ignorance For Longs [View article]
    Man you're obviously a long, this is going to be a teaching moment for you in your investing life. But you're not in a terrible shape. It's not going to jolt down, but you are wrong and it is going to go down.
    Mar 12 11:23 PM | Likes Like |Link to Comment
  • Growlife: Why There's No Stock Like It [View article]
    Crazy bastards buying 40 cent stocks. More power to ya.
    Feb 11 06:31 PM | 1 Like Like |Link to Comment
  • XPO Logistics: Should Investors Buy So Soon After Its Large Offering? [View article]
    I'm in your camp. This thing is going to move jarringly in the next few years towards that .85 P/S at the 5 billion revenue for a share price in the mid-50's. What they do from there I'm not positive but I'm hopefully he's planning to actually over deliver and keep going once the first main goal is achieved.
    Feb 11 08:30 AM | Likes Like |Link to Comment
  • XPO Logistics: Should Investors Buy So Soon After Its Large Offering? [View article]
    A lot of new institutional owners who bought in at $25+ and undoubtedly are planning on holding that stock for 2+ years.

    If anything the secondary offering price is a validation of the 25+ level and makes a strong base to move off of it.
    Feb 9 11:24 AM | Likes Like |Link to Comment
  • Some Picks Into The 14' New Year [View instapost]
    Correction, VE touched a height of $18.80 on 10/13/2013.
    Dec 5 09:07 AM | Likes Like |Link to Comment
  • XPO Logistics Building Credibility In Aggressive Growth Targets [View article]
    If he can keep the profit margin around CHRW's it could trade at a slight discount (.05-.1) to sales because of the debt that XPO has and CHRW doesn't have, imho. At 5 billion in revs that could put the stock around $50. What is the final count right now, 52 million shares?
    Sep 24 07:04 PM | Likes Like |Link to Comment
  • TGC Industries: Undervalued By 30% And Positioned To Grow From A Sustainable Clientele [View article]
    I agree with the assessment that it's about 30% undervalued with their foreseeable FCF in the next 5 years. Once it reaches 13-14 I'm not sure it's a buy anymore, I'd have to know more about the secular growth in their market. You have any idea if management sees significant revenue growth in the next 5 years?
    Jul 22 09:52 AM | Likes Like |Link to Comment
  • Investment Opportunities in Coal Mining [View article]
    Think about if you would have identified WLT as a short way back when.
    Jul 10 10:25 AM | Likes Like |Link to Comment
  • Walter Energy: Solidly Capable Of Navigating A Prolonged Met Coal Market Slump [View article]
    Anybody should be looking for extremely solid signals before they start "buying all they can". I'd rather be assured and miss 10-20% of the uptick.
    Jul 2 06:40 PM | Likes Like |Link to Comment
  • Three Food Stocks That Are Definitely Worth A Look [View article]
    I don't know Mark SWY almost looks downright awful to me. S&P cut their 2014 estimate to $1.70 because those Canadian assets were some of their best.

    A company priced at ~13.5 billion and projected FY 14 to make 400 million is not exactly a bargain.
    Jul 2 06:38 PM | Likes Like |Link to Comment
  • Walter Energy: Solidly Capable Of Navigating A Prolonged Met Coal Market Slump [View article]
    It's entirely dependent on met coal moving back up, and then you'd be completely right. But if that price/ton drops another ten percent, whhhhhheeeeeewwwwwww..... be ready.
    Jun 30 10:58 PM | Likes Like |Link to Comment
  • Three Food Stocks That Are Definitely Worth A Look [View article]
    Ahhhhh yes i see that now, 84 million shares at this price level. So their EPS goes towards more like $3.50 in this scenario, ok. And they retire 2 billion in debt. So their EV is still around 14-15 billion with realistic future earnings of what? 600 million per year? Or is that number not realistic with the Canada divestiture?

    I'll agree though that large of a repurchase should move this thing going forward.
    Jun 30 10:32 PM | Likes Like |Link to Comment
  • Three Food Stocks That Are Definitely Worth A Look [View article]
    The only pick here I agree with is JVA, because it's value now and growth down the road.

    The real estate owned by Safeway could be an asset play but as we have little info as to the value of it and it's plain sight metrics don't look that great, I can't imagine it being undervalued. 2 billion in share repurchases don't even begin to make a dent in this stock's float so why they wouldn't retire the extra 2 billion in debt is beyond me. That would be significant to an investor.
    Jun 30 05:56 PM | Likes Like |Link to Comment
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30 Comments
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