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DaveMat  

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  • Molina Healthcare: California's Medicaid Expansion Will Power Stock Higher [View article]
    Hi Ashleigh,
    Thanks for the write-up. I'm curious if you agree/disagree with the most recent MOH SeekingAlpha post...The full report is available free and has more detail. Is $45 too aggressive of a price target? Thanks.
    Sep 13, 2013. 10:41 AM | 1 Like Like |Link to Comment
  • Pentair Is Getting Lots Of Love For Its Water Exposure - Why You Should Love It Too [View article]
    Jon,
    Any thoughts on analyst's full PNR report here: http://bit.ly/1dGXYNA
    Curious to hear your thoughts if the full thesis has played out or if you see more upside in the stock. Thanks.
    - Dave
    Sep 4, 2013. 12:27 PM | Likes Like |Link to Comment
  • Conn's: Where'sThe Cash Flow? [View article]
    You can access the report for free. Just need to sign up. There are actually some good hedge fund analysis on a bunch of co's (not just CONN).
    Aug 14, 2013. 10:50 AM | Likes Like |Link to Comment
  • I Won't Sell BlackBerry As Long As It Generates Cash [View article]
    If BBRY is sold, at what price makes sense? A lot of people have opinion from ZERO to "sky's the limit". This investor published a detailed report why $17-18 per share is the right price - http://bit.ly/1cxLHeU Any thoughts on the report and/or rationale for the acquisition price?
    Aug 13, 2013. 11:52 AM | Likes Like |Link to Comment
  • J.C. Penney: A Random Walk [View article]
    Do you have any opinion on the JCP store concept transformation? Is the capex overhaul completely done with? There was a compelling report published by a hedge fund showing that Ron Johnson's strategy was actually working - http://bit.ly/16Iu5G4 Curious to hear your thoughts on that report. Thanks.
    Aug 13, 2013. 10:52 AM | 1 Like Like |Link to Comment
  • Live Nation - Everybody Wants To Rule The World [View article]
    Curious to see what your thoughts are on details of the LYV research written by these hedge fund analysts: http://bit.ly/13Tle5R I think the next big wave for these guys is taking over StubHub's market...
    Aug 12, 2013. 03:20 PM | Likes Like |Link to Comment
  • Why I'm Still Bullish On National Oilwell Varco [View article]
    Brett - Curious to hear your thoughts on the NOV research report published by this hedge fund contributor: http://bit.ly/1653Ri2 Thoughts on near term catalysts?
    Aug 12, 2013. 03:14 PM | Likes Like |Link to Comment
  • Conn's: Where'sThe Cash Flow? [View article]
    Read a pretty good research report on Conn's on this site: http://bit.ly/1447vpe The short thesis hasn't played out obviously, but I don't see how things can end well. This is just basic subprime lending. The credit analysis in the above linked report is nuts...
    Aug 12, 2013. 03:06 PM | Likes Like |Link to Comment
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