Detroit Bear

Deep value, special situations, long-term horizon, value
Detroit Bear
Deep value, special situations, long-term horizon, value
Contributor since: 2013
12/23/14
Detroit Bear
Western Refining: A Relatively Inexpensive Refiner With A Decent Yield $WNR http://seekingalpha.com/a/1nfmj
12/23/14
A little over 5.5% if you think $1/yr in sustainable specials are possible.
Thanks. Enjoyed reading this, and several of your other articles. Insightful.
12/22/14
Detroit Bear
RCI Hospitality Holdings Explains Robust Energy And New York Case, But Shares Aren't Cheap Enough Yet $RICK http://seekingalpha.com/a/1ngap
12/8/14
Detroit Bear
Northern Tier Energy: A Small, Cheap Refiner With A Put $NTI http://seekingalpha.com/a/1mpjd
11/24/14
Detroit Bear
Hicks Or No Hicks, Foot Locker Is The Best House On A Bad Block $FL http://seekingalpha.com/a/1m0ll
11/9/14
Detroit Bear
HollyFrontier Q3 Results Do Not Alter Thesis $HFC http://seekingalpha.com/a/1l0sf
11/5/14
Detroit Bear
RCI Holdings: Destroying Shareholder Value One Deal At A Time $RICK http://seekingalpha.com/a/1khgl
10/30/14
Detroit Bear
A Pleasant Quarter From Big 5 $BGFV http://seekingalpha.com/a/1jxmp
9/20/14
Detroit Bear
RadioShack Equity Is Little More Than A Call Option On The Debt $RSH http://seekingalpha.com/a/1hru5
9/19/14
Detroit Bear
Marcato's Life Time Valuation: Classic Financial Engineering, Little More $LTM http://seekingalpha.com/a/1ho71
9/6/14
Detroit Bear
Another Big Miss From Big 5 $BGFV http://seekingalpha.com/a/1h0hf
8/28/14
Detroit Bear
It cracks me up that authors can write the same articles on $aapl day after day after day #noise
8/21/14
Detroit Bear
Continental Resources' Catalyst: Continued Production Growth $CLR http://seekingalpha.com/a/1gbkh
8/8/14
Detroit Bear
HollyFrontier: Cheap With Cash Optionality $HFC http://seekingalpha.com/a/1fgzn
7/29/14
Detroit Bear
Visa: Execution Near-Flawless And Brilliant Capital Allocation $V http://seekingalpha.com/a/1efv9
7/1/14
Detroit Bear
Finish Line Setting Up For High Performance $FINL http://seekingalpha.com/a/1d4xt
6/21/14
Detroit Bear
Continental Resources Has Additional Near-Term Upside $CLR http://seekingalpha.com/a/1cva9
6/11/14
Detroit Bear
Rick's Cabaret: Two Steps Forward, One Step Backwards $RICK http://seekingalpha.com/a/1cgr7
6/2/14
Detroit Bear
Valeant: New Offer Should Seal The Deal With Allergan $VRX http://seekingalpha.com/a/1c76h
5/30/14
Detroit Bear
Bold move from $VRX. Mr. Market thinks the deal gets done now $AGN
5/23/14
Detroit Bear
Where Does Potbelly Go From Here? $PBPB http://seekingalpha.com/a/1bwyp
5/18/14
Detroit Bear
Roundy's Has Hit A Capital Allocation Inflection Point $RNDY http://seekingalpha.com/a/1boa7
5/8/14
Detroit Bear
Why I'm Long Valeant And Getting Longer $VRX http://seekingalpha.com/a/1b82l
5/1/14
Detroit Bear
A Levered Bet On Construction: U.S. Concrete $USCR http://seekingalpha.com/a/1as4z
4/11/14
Detroit Bear
Hibbett Sports: A Reasonably Priced Cannibal $HIBB http://seekingalpha.com/a/19ro7
4/9/14
Detroit Bear
And glad to see $isrg down
4/9/14
Detroit Bear
100 followers! Thanks everyone.
4/9/14
Detroit Bear
Can Dick's Sporting Goods Run After A Rough Start To 2014? $DKS http://seekingalpha.com/a/19np5
4/1/14
Detroit Bear
Lifetime Fitness: Moving From High Churn To Retention $LTM http://seekingalpha.com/a/19f03
3/29/14
Detroit Bear
Tower International: Earnings Before All Of The Costs $TOWR http://seekingalpha.com/a/19bkr
3/27/14
Detroit Bear
LOL $WMT mad about antitrust? $v
3/28/14
WMT squeezes suppliers mercilessly and can't accept that V fees are legal and V won't lower them. Too bad WMT - don't like it? don't use V.
3/27/14
Detroit Bear
A Net-Net Analysis: Gleacher & Co. $GLCH http://seekingalpha.com/a/1986t
3/26/14
Detroit Bear
Hickory Tech: A Solid Dividend With Rebounding Cash Flow $ENVE http://seekingalpha.com/a/196k7