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Daniel Radakovich  

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  • Teck Resources: A Few More Reasons To Avoid This Mining Stock [View article]
    Financial Times yesterday said that cooper is getting crushed again
    Jul 7, 2015. 10:08 AM | Likes Like |Link to Comment
  • GameStop Is A Short Because Of Cloud-Based Gaming [View article]
    Brandon, do you really think its silly to have a used-game market? Do you think its silly that millionaires buy used cars? Do you think that possibly, used game sales support the sale of new games?
    Jul 6, 2015. 06:56 PM | Likes Like |Link to Comment
  • Micron's Q3 Conference Call: 'A Pocketful Of Mumbles' [View article]
    Sure about that? AMD citing PC pressures.
    Jul 6, 2015. 05:18 PM | 1 Like Like |Link to Comment
  • Is The Bottom In For Coal? Interviewing Vic Svec Of Peabody To Find Out [View article]
    It is messssssyyyy out there. Walter, Arch Coal, and Alpha are all restructuring.. Peabody is now officially an equity stub on a recovery in coal, one high risk, high reward, high uncertainty situation.
    Jul 1, 2015. 02:54 PM | Likes Like |Link to Comment
  • Coal Miners Under Pressure: Teck Resources Edition [View article]
    John, the oil sands, Fort Hills project will be mid to low teens return over 20 years.

    There will be varying degrees of political graft between now and then.

    I discount such a short term influence really effects the end game with that project.
    Jun 29, 2015. 05:54 PM | Likes Like |Link to Comment
  • Game Publishers Will Go Digital, Making GameStop Waste Away While Gamers Rejoice [View article]
    I think your whole argument is flawed in that neither CDs, movies had a resell model with the exception of books which sell at dirt cheap prices and have multiple chains anyway-author-publishe... I'd be careful shorting gamestop while the cash flows are so strong.
    Jun 26, 2015. 11:51 AM | Likes Like |Link to Comment
  • Cloud Peak Energy Will Be One Of The Last Companies Standing In American Coal [View article]
    1930s-1940; 1950s-1960
    Jun 23, 2015. 09:24 PM | Likes Like |Link to Comment
  • POSCO Another 'Wait And See' Story [View article]
    The earnings of the company are tough to estimate, especially in a commodity business. Not many people will follow Posco, its in South Korea, earnings are poor and they don't understand the technological advantages and structural low cost position the company is in.

    The flip side is, these advantages are being destroyed in the steel commodity market with the explosion of Chinese steel. The main question investors should ask themselves, should Posco sell like a regular steel producer?

    EBITDA valuations on a company like this do not do it justice, the assets, such as the company's structural low-cost advantages/integration and seemless steel production and technological know-how are far more insightful. I understand the point, put a price tag on the company, write a quick update, etc., but the EBITDA valuation is terribly misleading and not that useful.
    Jun 22, 2015. 07:47 PM | Likes Like |Link to Comment
  • Steelmaker POSCO Is Poised To Benefit From Cheap Iron Ore For Years To Come [View article]
    How so? They have no technological advantage or structural low cost advantage like Posco.
    Jun 22, 2015. 07:32 PM | 1 Like Like |Link to Comment
  • Cigna rejects Anthem's $184/share takeover bid [View news story]
    Boom.
    Jun 22, 2015. 01:01 PM | Likes Like |Link to Comment
  • Mine Closures Might Not Help But Teck Resources Can Still Be A Promising Pick [View article]
    What's wrong with volatility?
    Jun 20, 2015. 03:21 PM | Likes Like |Link to Comment
  • Is The Bottom In For Coal? Interviewing Vic Svec Of Peabody To Find Out [View article]
    Foresight Energy is profitable.
    Jun 19, 2015. 11:55 AM | 2 Likes Like |Link to Comment
  • Hercules Offshore - Credit Metrics Likely To Worsen [View article]
    You're right, this could get interesting now. Probably huge over reaction in coming days.
    Jun 18, 2015. 12:25 AM | Likes Like |Link to Comment
  • GameStop Is A Short Because Of Cloud-Based Gaming [View article]
    Virtually zilch.

    Moreover, consoles are widely owned, whereas upgraded PCs for gaming is a very niche market, dominated by that Steam with 70% or more market share. This is well known, and has been this way for years.
    Jun 17, 2015. 02:51 PM | 1 Like Like |Link to Comment
  • Sears Holdings: A Young Berkshire Hathaway? [View article]
    If the headline asks a question, try answering 'no'.

    "A headline with a question mark at the end means, in the vast majority of cases, that the story is tendentious or over-sold. It is often a scare story, or an attempt to elevate some run-of-the-mill piece of reporting into a national controversy and, preferably, a national panic. To a busy journalist hunting for real information a question mark means 'don't bother reading this bit.'"
    Jun 17, 2015. 02:29 PM | Likes Like |Link to Comment
COMMENTS STATS
852 Comments
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