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Eric Rodawig  

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  • Bombshells May Be The Ticket To Higher Returns For RCI Hospitality Stock [View article]
    Isn't it "pole tax"?
    Feb 12, 2015. 05:34 PM | Likes Like |Link to Comment
  • BlackBerry - Suspicious Trades Around Buyout Rumors Provide Lesson For Investors [View article]
    You have your head in the sand if you "cannot recall ANY case in which the media speculated about a takeover AND that actually turned out to be the case."

    Bloomberg generally has fairly reliable M&A leaks. For example:

    Spoiler alert:
    Feb 6, 2015. 04:21 PM | 3 Likes Like |Link to Comment
  • I'm Not Calling A Bottom In Crude Oil, But Here's Why I Bought U.S. Silica [View article]
    Alex, why would you stick to your stupid strategy of buying low when you could instead buy high like most of these commenters?
    Dec 10, 2014. 05:53 PM | 4 Likes Like |Link to Comment
  • Why I Don't Like Gannett's Spin-Off Strategy [View article]
    I was pretty surprised at the spinoff given how the company had long touted the synergies between local print and local broadcasting and the digital platforms. The stock popped to $35 right on the announcement but then went right back to where it had been.
    Nov 14, 2014. 10:56 AM | Likes Like |Link to Comment
  • I Want To Buy Boardwalk For The Price Of Connecticut Avenue [View article]
    Yeah, Boardwalk is absolutely not the best property to own in Monopoly, it's just the most expensive. Not sure why that was relevant to the article anyway.
    Sep 23, 2014. 10:04 AM | 1 Like Like |Link to Comment
  • Caesars Is Worth $0 Per Share [View article]
    This article is worth $0 because it was very clearly written with 0 understanding of CZR's capital structure. If CZR can lop off the OpCo, which it seems to have done, the stock could be worth $30. The fraudulent conveyance suit for the recent sale to CGP is not that big of a deal either way since in theory the assets were sold at fair market value. The real big deal will be if the removal of the CZR parent guarantee of the OpCo debt ends up being litigated or not, and if so, holds up in court or not. If I were a CZR shareholder or CEOC bondholder, I'd be more concerned about a fraudulent conveyance suit for the Total Rewards JV, because if TR gets out of the OpCo, there's really nothing at all stopping CZR from BKing the OpCo.
    Aug 30, 2014. 12:12 AM | 2 Likes Like |Link to Comment
  • Kingfisher: The Third-Largest Home Improvement Retailer You Possibly Never Heard Of [View article]
    I started looking at them just as you wrote this article. What are your thoughts on their earnings from a few days ago?
    Jul 28, 2014. 12:14 AM | Likes Like |Link to Comment
  • Capitalize On The Russia-Ukraine Crisis With Sberbank [View article]
    Thanks for writing this article and saving me the trouble. Luckily, one of the hardest pieces of advice to take advantage of from Warren Buffett, Fisher, etc., is to buy when people are scared because of war, but now you can. Sberbank has a PE of <4, and a sustainable ROE of 20%. The author is also right to note Sberbank's impressive IR website; particularly compared to a lot of foreign/emerging market companies'.
    Apr 30, 2014. 12:50 AM | Likes Like |Link to Comment
  • MoneyGram: Impact Of Wal-Mart News Underappreciated, 40%+ Downside [View article]
    Good analysis. This seems to be a huge problem for MGI. Not sure exactly how WMT signs a new 5-year contract and then launches a competing service shortly after.
    Apr 23, 2014. 01:36 PM | 1 Like Like |Link to Comment
  • Malaysian Airliner Disappearance Highlights The Need For Aireon's Satellite Air Traffic System [View article]
    Really great point, thanks for the article. I'm planning on holding IRDM for a several years while everything gets off of the ground.
    Mar 13, 2014. 03:15 PM | Likes Like |Link to Comment
  • I Wouldn't Bet On Frac Sand Going Parabolic [View article]
    I think sand pricing has steadily ticked upwards, though contribution margin has been strained due to the lower margins on 100 mesh. I think parabolic is a little overkill, though the author also used that term in his previous article.
    Mar 9, 2014. 05:15 PM | Likes Like |Link to Comment
  • Market-Beating Fund: Why Capital One's Our No. 1 [View article]
    The article doesn't compare COF to V/MA, with the exception of saying their earnings growth has been lower. The article compares COF to banks. Did you read past the first sentence?
    Feb 18, 2014. 05:57 PM | 1 Like Like |Link to Comment
  • Veeva Systems: Digging Deeper Into The Madness [View article]
    I'm really sick of people telling Ashraf to cover Intel less. If you don't want high-quality, in-depth research and coverage of stocks, what are you doing reading Seeking Alpha?
    Jan 4, 2014. 10:47 PM | 2 Likes Like |Link to Comment
  • The Short Thesis For Activision Blizzard [View article]
    How has the D3 RMAH failed? I don't really have any data on that actually as I've been recently really only looking at the stock for the Vivendi transaction (
    Oct 16, 2013. 10:15 AM | Likes Like |Link to Comment
  • The Short Thesis For Activision Blizzard [View article]
    I don't think LoL is a good comp for in-game sales for Titan as there's really not much to buy in LoL; it's a game that's a refresh of DotA that was created as F2P ~10 years ago. I'm sure ATVI will figure out how to make Titan a revenue driver, and perhaps the reason they scrapped what they had been working on is they realized it would be difficult to monetize vs. WoW 10 years ago.

    Also, Bobby essentially cashed out in the Blizzard merger and is coming back in in a big way now, so that means something as well. Sure the future is uncertain but he knows much more than we do.
    Oct 14, 2013. 07:32 PM | 1 Like Like |Link to Comment