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Daniel Radakovich  

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  • Chicago Bridge And Iron's Little Money-Maker [View article]
    The valuation of the technology business is what $2 billion? They have kept it together as a single unit. But it integrates very well with their business. Funny, its 30% too of my "speculative portfolio".
    May 30, 2015. 12:23 PM | Likes Like |Link to Comment
  • General Motors: Investor Confidence Screeches To A Halt Over Possible Criminal Charges [View article]
    In other news, you can save 15% or more on your car insurance by switching to GEICO.
    May 30, 2015. 12:18 PM | 1 Like Like |Link to Comment
  • Investors flee oil sands after Alberta election [View news story]
    Isn't that the beauty of the oil sands? Just shovel it out of the ground and bam! You got oil
    May 21, 2015. 10:46 PM | Likes Like |Link to Comment
  • Peabody Is My Favorite Idea That Everyone Knows, But That No One Understands [View article]
    Look at FELP, foresight energy.
    May 21, 2015. 10:29 PM | Likes Like |Link to Comment
  • Peabody Is My Favorite Idea That Everyone Knows, But That No One Understands [View article]
    If Walter Energy, Arch Coal, and Alpha go bankrupt and get to take a haircut on their debt, Peabody may be even in a worse competitive spot. Just a theory, but it is likely one or more of those companies go into chapter 11 soon. Walter has put language in their 10-Q indicating as such.
    May 21, 2015. 10:28 PM | 1 Like Like |Link to Comment
  • Anadarko picks CBI-led consortium for Mozambique LNG plant [View news story]
    $
    May 18, 2015. 10:06 PM | Likes Like |Link to Comment
  • Peabody Is My Favorite Idea That Everyone Knows, But That No One Understands [View article]
    Why own Peabody anyway? Why not just be patient and wait for a company that actually earns a high return on capital that will offer a strong investment? Not like coal is the only depressed market. There are times when Wall Street is right about the outlook for a particular industry. Coal has been a bad one for several years. Peabody's management made a bad timed acquisition, and now its paying the price.
    May 17, 2015. 04:54 PM | Likes Like |Link to Comment
  • Softer Prices Leading To Underwhelming Results At Weyerhaeuser [View article]
    Last time it was there was when it spun off WRECO/time when they bought long view timber.
    May 16, 2015. 04:34 PM | Likes Like |Link to Comment
  • What Does The Anadarko Project Mean For Chicago Bridge & Iron? [View article]
    Yea this whole thing about the stock price going back to $55 really sucks, when it was $35-40 the stock buyback would have been huge; however, as long as the stock doesn't go too much higher and they are able to buyback 10% of their shares at a discount, it would be highly accretive in the future.
    May 16, 2015. 04:20 PM | 2 Likes Like |Link to Comment
  • David Einhorn's Short Thesis On Pioneer Natural Resources [View article]
    Yea this is interesting. You have to remember though Pioneer did not stay below $150 for too long and he put in a huge position near or below that price.

    As Buffett said, being short involves way to much agony
    May 16, 2015. 04:17 PM | Likes Like |Link to Comment
  • David Einhorn's Short Thesis On Pioneer Natural Resources [View article]
    I think it would be foolish to brush aside Einhorn's thesis. People are quick to forget Buffett sold exxon and mentioned that he probably won't own any oil and gas company for a long time at the annual meeting
    May 11, 2015. 11:18 PM | 1 Like Like |Link to Comment
  • Bank of England: How come Berkshire not a SIFI? [View news story]
    what's a couple million dollars to someone who is tens of billions dollars rich?
    Apr 21, 2015. 12:03 AM | Likes Like |Link to Comment
  • 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
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