Seeking Alpha
View as an RSS Feed

Daniel Radakovich  

View Daniel Radakovich's Comments BY TICKER:
Latest  |  Highest rated
  • General Motors Could Be The Perfect Value Stock [View article]
    More like $11B.
    Jul 31, 2015. 07:34 PM | Likes Like |Link to Comment
  • Horsehead Holding: Low Cost Commodity Operator Trading Below Replacement Value [View article]
    I would have to agree with your assessment, while I just initiated a small position the last few days, selling now would be a mistake, given that ramping up a huge project like this is always going to have unexpected delays and expenses. While shareholders may get angry at management, you have to realize in the end, if successful, this will be an additional hurdle competitors would have to overcome.
    Jul 31, 2015. 06:07 PM | 1 Like Like |Link to Comment
  • Chicago Bridge & Iron Company: Now Is The Best Time To Buy Since 1889 [View article]
    To be fair there are risks, with oil prices so low, LNG projects still have the potential to be delayed. Both technology and fabrication segments will face some headwinds into 2016, but long-term prospects are still solid.

    The above comments about the accounting are gibberish and the new CFO was brought in to improve the cash conversion cycle and manage accounts payable better than the previous CFO. Seems like a solid goal to me.

    It's not as attractive as it was during the $30s...given the huge public limelight on the nuclear issues, but it's still a decent bargain given its earnings upside along with multiple expansion as things work-themselves out.
    Jul 31, 2015. 03:13 PM | Likes Like |Link to Comment
  • General Motors Could Be The Perfect Value Stock [View article]
    Vig..I know ;)
    Jul 31, 2015. 03:07 PM | Likes Like |Link to Comment
  • General Motors Could Be The Perfect Value Stock [View article]
    Take a look at the GM Warrants "B". $18.33 strike price, trade around $15, break even premium below 10%, 4 years till expiration, if you are interested in little more risk for more return potential.
    Jul 31, 2015. 11:54 AM | 3 Likes Like |Link to Comment
  • General Motors Could Be The Perfect Value Stock [View article]
    Generalist, deflated reasoning rarely adds much value to analyses or debates, I agree with you there. I am curious, however, how would you rate CEO Barra's mental competence and knowledge of cars, the automotive industry, and capital allocation? And can you support those assertions with facts, credible quantified information? Thanks in advance.
    Jul 31, 2015. 11:53 AM | 4 Likes Like |Link to Comment
  • 3 Reasons Suncor Smashed Estimates [View article]
    If he was around for one or two more years, completely different situation.
    Jul 30, 2015. 04:02 PM | Likes Like |Link to Comment
  • Suncor Energy Smashes Earning Estimates [View article]
    Forgot the headline "Buffett's Suncor Smashes Estimates"
    Jul 30, 2015. 10:40 AM | 1 Like Like |Link to Comment
  • POSCO The Great: The Path To Reclaim Greatness [View article]
    Pabrai made millions before he got into investing. I think he is a smart man. Besides, you just proved that he is an above average investor, how else could he outperform the S&P 500?
    Jul 29, 2015. 01:35 PM | Likes Like |Link to Comment
  • NOW, Inc. - Now Is The Time To Buy [View article]
    If everyone thinks it will go to $15 and be a buy, who would sell at $15.01?
    Jul 29, 2015. 12:12 PM | 1 Like Like |Link to Comment
  • POSCO The Great: The Path To Reclaim Greatness [View article]
    I would note that Pabrai bought, sold, and bought more of Posco once these factors were well known. Even if Posco is or isn't a part of Buffett's portfolio, it is a $15B company, and owning even 10% would only be $1.5B. Chump Change for Berkshire. Munger selling down the Journal's stake was public, and Pabrai added after that fact, and it would be appear one would have to do their own work regardless if copycat style is used.
    Jul 29, 2015. 12:10 PM | Likes Like |Link to Comment
  • Oil sands pipeline projects placed in doubt following recent Nexen spill [View news story]
    Nexen has had several issues before Chinese ownership..This is nothing new.
    Jul 28, 2015. 07:59 PM | Likes Like |Link to Comment
  • NOW, Inc. - Now Is The Time To Buy [View article]
    Well @The Hammer, this is part of the due diligence process, the best answer I can give you to that is in one of the more recent conference calls, the CEO was adamant that past offers to companies were rejected. However, with the recent downturn, companies are calling back asking if the offer is still good. Therefore, I would presume, with some confidence, that management will offer a fair price for its bolt on acquisitions now that the tides have turned.

    There was also a lot of sell side hype pre spin off, including some "Pro" articles from other authors about a year ago recommending a buy around $30. I would not be at all surprised if a majority of these investors are out of the stock licking their wounds and a new set of investors are plowing in.

    I definitely believe the investor base is changing and the acquisition leverage will become apparent during an industry upturn. Furthermore, the multiple today will likely be assuming increased earnings in the future, with further upside if both earnings and multiple expansion occur as the author pointed out (but the 8% margins may be stretch)
    Jul 28, 2015. 07:56 PM | 1 Like Like |Link to Comment
  • NOW, Inc. - Now Is The Time To Buy [View article]
    Yea as long as they buy on depressed valuations, it should be a large catalyst to the stock when things rebound.

    Also, EBITDA margins of 8% would be nice, but the incentives for management are just 5% EBITDA right now. Is the 8% leftover from the investor sell side from the spin off or are these actual long-term goals by management? And why are they being compensated to achieve 5% margins, with max payout at 7%? EBITDA margins of 8% may be several years away it appears...
    Jul 28, 2015. 03:51 PM | 1 Like Like |Link to Comment
  • NOW, Inc. - Now Is The Time To Buy [View article]
    The argument DNOW goes to $15 is that earnings deteriorate dramatically or industry stays worse for longer than expected. If DNOW continues making strong bolt on acquisitions in this depressed market, it may never get to $15. Therefore, adding a position now, with the likelihood of it going lower in the future should be on people's mind, but shouldn't prevent an investment.
    Jul 28, 2015. 03:41 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
918 Comments
689 Likes