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David Allen  

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  • Clean Energy Fuels Likely To Rally Strongly Through Year End [View article]
    Yes, still a strong buy.
    Feb 27, 2015. 12:19 AM | 1 Like Like |Link to Comment
  • An Update On Hutchinson Technology [View article]
    Thank you for a thorough and thoughtful article. Good luck to HTCH investors!
    Feb 12, 2015. 09:19 AM | 1 Like Like |Link to Comment
  • Why 3D Printer Arcam AB Shares Are Oversold, Undervalued, And Poised To Move Higher [View article]
    In his last comment on the subject (when the stock was trading near $30), the author said his cost basis was $22 and that he intended to buy more if the price fell below $30. I think it fair to assume he's well under water now.
    Feb 11, 2015. 07:43 PM | 2 Likes Like |Link to Comment
  • Clean Energy Fuels: Natural Gas Conversion And A Stronger Network Will Lead To Growth [View article]
    Lots of good CLNE news released today: http://bit.ly/1vWZ8IM
    Dec 16, 2014. 05:21 PM | Likes Like |Link to Comment
  • Clean Energy Fuels: Natural Gas Conversion And A Stronger Network Will Lead To Growth [View article]
    Nobody mentioned T. Boone Pickens sell off because there has been no sell off -- by Pickens or any other insider: http://bit.ly/1eFtBVl.
    Dec 15, 2014. 12:41 PM | 2 Likes Like |Link to Comment
  • Clean Energy Fuels: Natural Gas Conversion And A Stronger Network Will Lead To Growth [View article]
    The VETC that has passed the house and pundits say is a shoe-in for Senate approval and a presidential signature, will probably add $30 million or so to CLNE's bottom line next year. Depending on how fast NG deliveries grow, CLNE could reach profitability in 2015.
    Dec 11, 2014. 11:02 AM | 2 Likes Like |Link to Comment
  • Why Clean Energy Fuels Looks Like A Good Bet At Its 52-Week Low [View article]
    One of the key questions about CLNE is how many trucks are converting to natural gas as a fuel. Unfortunately, the Navigant Research report that you cite as evidence that there will 35 million of these trucks on the road by 2020 is from the first half of 2013. The growth rate since this report was published has been significantly slower than this report had projected. How does that impact the opportunity for CLNE?
    Dec 3, 2014. 01:26 PM | Likes Like |Link to Comment
  • Clean Energy Fuels Likely To Rally Strongly Through Year End [View article]
    Your comment is right on target. With daily volume in CLNE now averaging about 1.6 million shares, and a float that's a tad higher than 70 million, the average share is now changing hands every 43 trading days. If you assume that the 34% held by institutions and the 24% held by insiders aren't a significant part of this volume, this means the average retail investor is owning CLNE for about 4 weeks. From my perspective, this is gambling not investing; as for me, I'm thinking in terms of years not weeks.
    Nov 29, 2014. 11:28 AM | 1 Like Like |Link to Comment
  • Is There An Undervalued 3D Printer Manufacturer? Yes: Arcam AB [View article]
    Thank you very much -- I will look into it!
    Nov 28, 2014. 11:52 AM | 1 Like Like |Link to Comment
  • Is There An Undervalued 3D Printer Manufacturer? Yes: Arcam AB [View article]
    It was a good tip, but I'm afraid I failed to follow through. Thanks anyway!
    Nov 27, 2014. 12:09 PM | Likes Like |Link to Comment
  • Illustrating Google's Fair Value [View article]
    Using reasonable assumptions based on Google's current businesses, I am not persuaded that the stock is much of a bargain. But, to be able to buy this stock at a reasonable price while also ensuring that I will be on board if one of their skunk work projects hits a home run (e.g., astroid mining, self-driving cars, worldwide internet, extending human longevity) -- this is a no-brainer: of course I need to own this stock.
    Nov 13, 2014. 09:48 AM | 1 Like Like |Link to Comment
  • Illustrating Google's Fair Value [View article]
    Nice article. Could you explain why you assumed margins of 39.5% - 43% in years 2014 through 2018, when the 2013 margin was only 30.5%? Did you do a sensitivity analysis to determine what the projected fair value would be if margins were not as high as you assumed?
    Nov 12, 2014. 03:17 PM | Likes Like |Link to Comment
  • Update: PRA Group Q3 Earnings [View article]
    Your article mentions the uncertainty created by the regulatory environment, but skips the opportunities. It is true that uncertainty in the regulatory environment has slowed the transfer of debt to companies like PRAA. However, this same uncertainty is shrinking the number of competitors that PRAA has -- and new regulations will make it harder for new competitors to enter the market. The net result is that resolution of the regulatory issues, which will happen, will leave PRAA in a distinctly advantageous position with increasing amounts of debt available for purchase and fewer options for those selling this debt.

    It is also important to note that this third quarter was the first to partially incorporate the benefits of the European acquisition. The fourth quarter will be the first full quarter which includes Europe.

    I would agree with your analysis that the past quarter was a "meh" -- not bad, but not great either. I think you have missed, however, the "wow" opportunity that PRAA has going forward.
    Nov 12, 2014. 10:21 AM | 5 Likes Like |Link to Comment
  • REITWorld 2014 Recap: STAG Industrial [View article]
    Thank you for a great look at a promising new REIT.
    Nov 11, 2014. 10:44 AM | Likes Like |Link to Comment
  • IPGP: Apparent Operating Leverage Drives An Increase In Fair Value Estimate [View article]
    Great article. I am long IPGP and very bullish.
    Nov 3, 2014. 03:39 PM | Likes Like |Link to Comment
COMMENTS STATS
218 Comments
283 Likes