I jumped the bandwagon in Dec '12 and it has been a pretty satisfying ride so far. A lot of articles have shed some light on MusclePharm, but some key catalysts have been left out. I will see if I can find some time to produce a write-up about it. The speculative element is definitely lurking, but to me the downside is far outweighed by the humongous upside.
The India Fund: Stellar Growth At A Discount [View article]
Thank you for your comments.
As you rightfully noticed IFN has underperformed, which is probably a reason for the discount. What's more important though is that the fund seemingly converges/diverges to its NAV quite frequently, and as it turns out this means the fund itself may underperform relative to the index, but would still beat it in terms of returns to the investor if the discount is levied.
Why I Bought Cliffs Natural Resources Today [View article]
Thanks for your article Paulo.
CLF was one of the first stocks I identified based on a value-search. The hammering CLF took in 2012 was outrageous. I got in a month ago and it hasn't disappointed me so far. What does worry me is the (relative) negativism from analysts. I can't seem to pin-point where their bearish views come from. It seems to me this bearishness is mostly about the downside risks (ignoring the huge upside risk based on historical prices and recent hammering). Long CLF
Xhibit Corp: Management's Shady Ties, Millions Of Shares Issued For Pennies And Absurd Valuation Suggest At Least 80% Downside For This $290M 'Cloud' Stock [View article]
Herbalife: Shattering The Personal Consumption Myth [View article]
Discl: I was luckily long Calls before the Icahn surge. I hold no position in HLF before the FTC officially declares they will not investigate HLF.
Caesars' Short Case Clearer, Simpler -- And Stronger [View article]
Revisiting MusclePharm [View article]
The India Fund: Stellar Growth At A Discount [View article]
As you rightfully noticed IFN has underperformed, which is probably a reason for the discount. What's more important though is that the fund seemingly converges/diverges to its NAV quite frequently, and as it turns out this means the fund itself may underperform relative to the index, but would still beat it in terms of returns to the investor if the discount is levied.
Why I Bought Cliffs Natural Resources Today [View article]
CLF was one of the first stocks I identified based on a value-search. The hammering CLF took in 2012 was outrageous. I got in a month ago and it hasn't disappointed me so far. What does worry me is the (relative) negativism from analysts. I can't seem to pin-point where their bearish views come from. It seems to me this bearishness is mostly about the downside risks (ignoring the huge upside risk based on historical prices and recent hammering).
Long CLF
Xhibit Corp: Management's Shady Ties, Millions Of Shares Issued For Pennies And Absurd Valuation Suggest At Least 80% Downside For This $290M 'Cloud' Stock [View article]
All is not well with this company...
Buy Sony Hand Over Fist [View article]
Approaching The Fiscal Cliff As A Nash Equilibrium [View article]