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Don Dion

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  • Amira Nature Foods: Only In America (Under The JOBS Act) [View article]
    Great article. I like the digging you did on the accounting issues and the Accused COO of possibly smuggling $10,000,000 of rice. That's a lot of white stuff! Keep up the good research.
    May 31 11:12 AM | 3 Likes Like |Link to Comment
  • LifeLock: A Buying Opportunity For The Best Growth Stock You're Not Following [View article]
    Someone dumped yesterday! Down on Heavy Volume
    Apr 2 02:35 PM | Likes Like |Link to Comment
  • LifeLock: A Buying Opportunity For The Best Growth Stock You're Not Following [View article]
    Great article. Thank you. I believe LOCK UNLOCKS the restricted shares from the IPO lock up on April 1st. What impact could this have next week?
    Mar 28 04:10 PM | Likes Like |Link to Comment
  • Unlocking The 'Value' Of LifeLock [View article]
    Enjoyed the article but there is one more important point that investors in this puppy need to know- I believe the restricted shares of LOCK UNLOCK on April 1st. No pun intended. What are your thoughts on that event?
    Mar 28 03:40 PM | Likes Like |Link to Comment
  • EchoStar: Is This Stock About To Launch? [View article]
    Great discussion and I enjoyed your well researched article.
    Mar 27 06:30 AM | Likes Like |Link to Comment
  • The Coming Boom In MicroCap Agriculture Stocks [View article]
    Great Article Also see Alico (ALCO) Investors Look for 20%+ Premium in Buyout
    7:47 AM ET, 03/14/2013 - Street Insider

    After the close, Alico, Inc. (NASDAQ: ALCO) announced that it hired Deutsche Bank Securities to pursue potential strategic alternatives, including a possible sale of the company. The move follows recent news that Alico's majority shareholder, Atlantic Blue Group, Inc., is seeking the sale of its entire equity position in Alico to a strategic or financial buyer in light of recent changes in the U.S. federal tax code.

    With a market cap of approximately $320 million, speculator are pointing to an unsuccessful $406 million takeover of the citrus land management company from 2004.

    At that time, National Land Partners LLC, a real estate investment firm based in Philadelphia, and Dion Money Management, a registered investment adviser in Williamstown, Mass. said they were willing to pay between $52.25 to $55.75 a share for the company. Shares outstanding of about 7.3 million are roughly the same now as in 2004 and a deal at those prices would suggest a price of $380.4 million to $405.9 million.

    Interesting, in 2004, the Atlantic Blue Group stood in the way of a sale.

    While past bidder National Land Partners LLC may not be involved this time around, investors in the company may look at the price the offered as a benchmark.

    Shares have recovered substantially from multi-year lows as real estate value in Florida has started to recover from the credit crash.

    A deal at the prices mentioned above would suggest upside of 20-28 percent from current levels.
    Mar 20 08:04 AM | Likes Like |Link to Comment
  • Globus Medical Has The Growth, But What About Value? [View article]
    Is the lock up period over on Monday?
    Mar 1 10:05 AM | Likes Like |Link to Comment
  • FIVE Unlocking Today Could Put Pressure On Price [View instapost]
    FIVE filed secondary after the close yesterday so the insiders were not able to sell yesterday.
    Jan 16 08:44 AM | Likes Like |Link to Comment
  • My Top 20 Picks To Start 2013 [View article]
    Thank you Alan
    Jan 4 09:18 AM | Likes Like |Link to Comment
  • My Top 20 Picks To Start 2013 [View article]
    Hi Alan, Any idea on MASI 's move down yesterday?
    Jan 4 07:34 AM | Likes Like |Link to Comment
  • Time To Replace Replacement Auto Parts Maker Dorman Products [View article]
    Alan, Great article, thank you. Very well reasoned. Don
    Dec 26 12:59 PM | 1 Like Like |Link to Comment
  • The Short Case For New York Times Co. [View article]
    WPO is an even bigger disaster. Newspaper and For Profit College businesses all in one!
    Dec 24 05:34 PM | 2 Likes Like |Link to Comment
  • SunOpta: Cheap Organic Food Company With 2 Secret Ingredients [View article]
    Ron, Excellent researched article on a company that is under followed, over a billion in sales, and in a fast growing industry. I'm also glad the company has excellent management. Don
    Dec 21 01:46 PM | 2 Likes Like |Link to Comment
  • There's Something Strange About EZchip [View article]
    Nice report. Very strong arguments. I'm glad the new Seeking Alpha PRO Alpha Rich is covering the short side as well.

    Are you the same author that writes for Special K? Thank you
    Dec 17 12:09 PM | 1 Like Like |Link to Comment
  • North Atlantic Drilling: Cheapest Offshore Driller With A Huge 9% Yield [View article]
    The offering should provide more liquidity and the dividend is very nice. Very well written piece and I appreciate the disclosure concerning when you bought the stock.
    Dec 4 01:45 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
31 Comments
18 Likes