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Craig Van Pelt  

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  • American Capital Agency May Benefit From A Flight To Safety In H2 2015 [View article]
    Wonderful article and terrific analysis. Thanks
    Aug 23, 2015. 11:30 AM | 2 Likes Like |Link to Comment
  • Wynn Resorts - More Concerns, Few Catalysts, I Remain Cautious [View article]
    WYNN is a place that an intermediate to long term investor should be. You make the big money by buying when the blood is flowing in the streets, not when a stock is hitting new highs.

    WYNN is the best of breed in the sector. Just the catalysts of the new Macau and Boston opening could put the stock back to $200.

    In the meantime, things will improve in Macau and ARE improving. Reports are that there is a lack of hotel rooms available and traffic from the masses keeps building.

    Ironically I bought more yesterday before Breams upgrade and kind comments of today with their price target of $174.00. The jump today and real "investor volume" (Not just short covering) could be the start.

    Lastly, with a 4.60% dividend that I believe is VERY unlikely to be cut, the risk rewards are excellent. I strongly believe WYNN is a great place to be for those who have the visions and can swallow the volatility.

    On the issue of volatility, there's always opportunity to sell covered calls to reduce average price.

    Be long WYNN.

    Craig Van Pelt
    S/A Contributor (Once in a while)
    Mar 19, 2015. 05:10 PM | 4 Likes Like |Link to Comment
  • U.S. Market Valuation: Are U.S. Equities Overvalued? [View article]

    A wonderful and logical study. Brilliant and concise language. Glad I read it but very sorry to say I agree with you. Scary stuff.


    Craig Van Pelt
    S/A Contributor
    Jan 1, 2015. 11:48 AM | 4 Likes Like |Link to Comment
  • Herbalife And The Black Hole In The Economy [View article]

    As usual you produced an incredibly insightful article. Beautiful and concise language born of iron clad logic. I congratulate you!

    Best regards

    S/A Contributor
    Dec 23, 2014. 06:41 PM | 8 Likes Like |Link to Comment
  • Herbalife: An Open Letter To Carl Icahn [View article]

    WOW.....WOW. Eloquent, as usual. Creative and incorporating some wonderful thoughts.

    Personally, I have always been fascinated with the concept of MLM and direct sales. If done correctly, it is the purest form of capitalism and free market. Conceptually, it's perfect. In reality, it's a haven for thieves and scam artists. Sadly, I have an acquaintance that, for the past 25 years, has been a major league recruiter and jumps from deal to deal in 90 day intervals. I've asked him how he can sleep at night and he doesn't even understand.

    As you suggest, when someone finds the right product(s) and employees legal and honest direct sales methods, they will rule the world!

    Thanks again for your writing.

    Craig Van Pelt
    S/A Contributor
    Nov 18, 2014. 08:05 PM | 20 Likes Like |Link to Comment
  • Vale: Challenging Short-Term Environment, Compelling Long-Term Value [View article]
    Thanks for a terrific article. Your hard work on it is much appreciated.

    Craig Van Pelt
    S/A Contributor
    Nov 12, 2014. 09:20 AM | 4 Likes Like |Link to Comment
  • Please Help Us Pick Next Week's Outstanding Performance Award Winners [View article]
    I wanted to comment on the great writing and wonderful insights of Henry Cheung. He bases his analysis on hard facts and his intimate knowledge of the Chinese marketplace as well as Asia. For example, he called the "short" Casino stocks (WYNN & LVS) well before the rest of the world gave any consideration to it. In "Short," WYNN went from around 220 to today's price of 180. A FABULOUS call!

    For this call and many others, he deserves awards and kudos.

    Craig Van Pelt
    S/A Contributor
    Sep 22, 2014. 02:47 PM | Likes Like |Link to Comment
  • Herbalife: Who's Consuming All Those Shakes? And Why... [View article]
    Stunning. Depressing. So very well written. Congratulations, Christine.

    Craig Van Pelt
    SA Contributor
    Sep 9, 2014. 08:14 AM | 32 Likes Like |Link to Comment
  • Transocean's 8% Yield Can't Even Help A Tough Offshore Drilling Complex [View article]

    I feel your pain! Indeed, RIG is the worst trade I have ever done. Yet, there is so much I like about the company including the way the stock trades and the dividend + the management.

    Unfortunately, I'm nearing the point where averaging down and selling call options on it aren't helping!

    Thanks for you article.

    Craig Van Pelt
    Alpha Contributor
    Aug 24, 2014. 06:06 PM | Likes Like |Link to Comment
  • This Oversold Healthcare High Dividend Stock Pays Monthly And Goes Ex-Dividend Soon [View article]
    Great find. Very interesting play.

    Craig Van Pelt
    Jan 12, 2014. 11:08 AM | 1 Like Like |Link to Comment
  • Why Cliffs Natural Resources Is Falling, And How It Can Help You [View article]
    Is not the weakness in CLF (as well as X etc) a result of the weakness in China???
    Jan 12, 2014. 09:51 AM | 3 Likes Like |Link to Comment
  • Why Not To Invest In Herbalife [View article]
    I enjoyed your analysis and your conclusion that much of the Herbalife business model is based upon "Hope." You are 100% correct. However, while "hope" is an integral part of the HLF success, the Company should be congratulated for offering "hope" ....not castigated.

    It's been said that the only difference between a church and a successful MLM company is that the church doesn't pay income tax, but the MLM does. While this concept may appear humorous, it is essential to the MLM model, and few people really understand or appreciate the power of it. The elite in our society are turned off by this concept, just as they are turned off by organized religion.

    Folks seeking to lose weight and/or develop a healthier lifestyle succeed when they receive support....not just ingest product. HLF and the like offer a HUGE support system, and it becomes almost evangelical, but it works.

    The "one-on-one" personalized system of distribution, while foreign to execs of traditional fortune 500 companies (And Wall Street Hedge Fund Managers) is pure, powerful and it works. When HLF began business many years ago their distributors roamed the streets and malls with a button with the simple phrase: "Lose Weight Now...Ask Me How." Sales went from ground zero to multi-millions and moved the HLF warehouse from the trunk of Mark Hugh's car to more respectable facilities. Why did it work? Because of the offer of personalized attention, the need of folks to be part of something and their belief that the products work. (which they do)

    Concerning your comments about the products being overpriced: of course, the products are overpriced compared to what can be found in the supermarket or drug stores. So what??? Built into the SRP of the products is the margin for distributors, the support they offer to customers, delivery to customers, and a hefty profit for HLF. All companies (MLM's included) have the absolute right to set their prices and we see it everyday in virtually every sector of the market. I consider it to be a necessary and rather brilliant business model.

    Concerning the dismal success ratio as a business opportunity, it should be no surprise to anybody! Unfortunately, most people do not have the abilities, discipline etc to make a success of the HLF opportunity (Or ANY business opportunity). How many kids dream of becoming a professional football or baseball player....and how many succeed? How many young MBA's dream of becoming CEO's of major public companies, and how many reach that goal??? I suspect, if a statistical analysis was done, we'd find those stats to be even more dismal than the HLF/MLM sector.

    Our free enterprise, capitalistic system is in large part based upon hope and dreams. The guys at HLF have found a legitimate way to put it into a bottle so-to-speak and make it work.

    This whole attack upon HLF has become as much political as it is business. Folks are doing what they want based upon their own free choice. The HLF experience has positively affected millions of people worldwide.....Unfortun... guys like Ackerman and others who don't (or can't) understand the essence of the business model
    somehow believe that it's their right and obligation to "police" a free market enterprise along with the government and tell folks what they can, or cannot do.

    Lastly, your criticism of HLF's policy of not allowing products to be sold in retail stores is off base. That policy was established to protect distributors and maintain the integrity of the unique business model. Why not just accept that fact instead of considering it to be evil or an admission of guilt?

    HLF has demonstrated a long history of success and growth. It's a huge money-maker, and will continue to grow and prosper and the stock will continue to appreciate. The shorts will get crushed.

    Thanks again for your article and the time you spent on putting it together. Regards. Craig

    S/A Contributor
    Dec 7, 2013. 05:29 PM | 7 Likes Like |Link to Comment
  • Why Potash Corp. Continues To Cut Production And Jobs [View article]
    Thanks for a clear & well written article. It paints the true picture, and concisely explains the stocks trend.


    CRAIG VAN PELTS/A Contributor
    Dec 4, 2013. 08:34 AM | 1 Like Like |Link to Comment
  • Obamacare "fix" puts insurers in a tough spot [View news story]

    Brilliant! You are 100% correct. It is the media's responsibility to investigate and report the truth. They enabled Obama and his crowd at the expense of truth and the best interest of the country. All of them, with few exceptions, should be punished.

    Nov 15, 2013. 11:05 AM | 2 Likes Like |Link to Comment
  • Buffett's "40 Chances" Book Review [View article]

    While you are obviously are a great financial now have demonstrated unique talent as a literary critic. Extraordinarily well written. Thanks

    SA Contributor
    Nov 3, 2013. 09:38 AM | 1 Like Like |Link to Comment