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Daniel Radakovich  

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  • Valuing IBM's Software Franchise [View article]
    Greatness.
    Apr 7, 2015. 10:06 PM | Likes Like |Link to Comment
  • 2 Companies To Hold For The Next 25 Years [View article]
    25 years and you pick two commodity businesses with no competitive moats, low cost advantages, or technology superior to peers?
    Apr 7, 2015. 09:42 PM | 10 Likes Like |Link to Comment
  • Hercules Offshore To Bleed $50m+ Of Cash In Q1 [View article]
    The contact, low day rate, and 5 year lock with minor adjustments for higher oil prices.
    Apr 5, 2015. 11:56 PM | Likes Like |Link to Comment
  • The return of the Lincoln Continental [View news story]
    This car has no style
    Apr 1, 2015. 10:09 PM | Likes Like |Link to Comment
  • Where Is The Value In Coal? [View article]
    I would add FELP to the potential bucket list.
    Mar 28, 2015. 06:44 PM | Likes Like |Link to Comment
  • IBM Spends $70 Billion To Retire $45 Billion Worth Of Shares [View article]
    You know what's funny about this article? No mention of the tax benefits that greatly reduces that sum of money you describe. Idk maybe editors should fact check articles before they are published?
    Mar 28, 2015. 04:02 PM | Likes Like |Link to Comment
  • Horsehead Holding: Low Cost Commodity Operator Trading Below Replacement Value [View article]
    Fisher quote was beautifully placed.
    Mar 21, 2015. 09:41 AM | 1 Like Like |Link to Comment
  • A Close-Up Look At The Report That Had MannKind Investors Reeling [View article]
    Of course they're not interested...they're not taking the product.
    Mar 18, 2015. 07:50 PM | 3 Likes Like |Link to Comment
  • Time To Gamble On Arch Coal [View article]
    Unless it is oversold and hated for a very good reason. I cannot think of a good reason to think that it will survive. It's just gambling, taking a lot of risk, and hoping for a home run. Very risky with high uncertainty with a chance to make some money and a good chance of losing it all.

    Mason Energy just made a 1.4 billion dollar purchase for a controlling stake in Foresight energy, a low cost producer, high net back, and growth in production. That coal is high in sulfur, but all coal plants have scrubbers, so why should PBR coal get an expanded market? Its not likely cloud peak is a better choice either, and goes to show, Foresight had a income stream of 6-7% distribution before the announcement. If nobody likes coal, lowcost producers are going to be the ones that survive and thrive, not the high cost producers who shed off and delay major growth projects...

    ACI at .11 book for a reason. App coal is being replaced with lowcost coal and natural gas. Met coal is being produced by Asia and Australia.
    Mar 16, 2015. 10:25 PM | 1 Like Like |Link to Comment
  • Time To Gamble On Arch Coal [View article]
    You'll should have looked at FELP..if you like coal so much.
    Mar 16, 2015. 08:25 PM | Likes Like |Link to Comment
  • Devon Energy's Oil Sands Operations Doing Better Than Expected [View article]
    SAGD is not the cheapest. It depends on nat gas inputs, technology, wells, etc vs mining scale and operations.
    Mar 10, 2015. 09:26 PM | Likes Like |Link to Comment
  • What Every Savvy Oil E&P CEO Should Consider Now: Buying Penn Virginia [View article]
    What are the company's proven reserves, maintaince cap ex that includes costs of wells to maintain current drilling output and leases for land? Then, what are their actual earnings and what amount of capital is growth? Is a low cost producer really the best choice if you want a rebound in commodity prices?
    Mar 10, 2015. 09:15 PM | Likes Like |Link to Comment
  • Alliance Resource Partners Is The Only Coal Stock I Want To Own [View article]
    How about FELP who has better growth prospects ?
    Mar 10, 2015. 08:40 PM | 1 Like Like |Link to Comment
  • A Close-Up Look At The Report That Had MannKind Investors Reeling [View article]
    The GS report is bogus. However, valuation of MannKind puts it now around $2 billion. With 40% owned by Mr. Mann himself, with $900 in potential milestone payments, one can see how it really is the difference between whether the drug will be a success or not. If its not a blockbuster, you lose a few bucks on your investment. But man, if it is...
    Mar 9, 2015. 10:27 PM | 2 Likes Like |Link to Comment
  • Chicago Bridge & Iron Reports Strong Q4 Results And 2015 Guidance [View article]
    High goodwill is due to the acquisition of Shaw. Intangible assets are just that, intangible.
    Mar 9, 2015. 10:15 PM | Likes Like |Link to Comment
COMMENTS STATS
814 Comments
594 Likes