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George D'Angelo II  

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  • Altera shareholder demands Intel talks, opposes board nominee [View news story]
    I would take $54.00 now instead of trusting management to deliver more down the road. I've seen this movie before and it generally doesn't end good for shareholders.
    Apr 27, 2015. 10:46 PM | 3 Likes Like |Link to Comment
  • Linn Energy: Is There Any Value In The Equity? [View article]
    Your Analysis has nothing to back it up. Additionally I guess you're assuming prices remain around $50 a barrel. Which is an erroneous assumption, as oil will rise back in the 70s within 2 years.
    Feb 1, 2015. 12:35 PM | 2 Likes Like |Link to Comment
  • SandRidge Energy: Can It Survive? [View article]
    Good analysis. The preferreds in the bonds look like the best bet with SD. They will undoubtedly survive at least for the next two years. But oil should start rising midyear which will help them out.
    Feb 1, 2015. 08:11 AM | Likes Like |Link to Comment
  • Scientific Games Shares Could Go Much, Much Higher [View article]
    You have to be kidding your analysis is pie in the sky, with nothing to back it up.
    Jan 28, 2015. 07:05 PM | Likes Like |Link to Comment
  • A Bet On The Scientific Games-Bally Merger Is A Risk Worth Taking [View article]
    Well, interesting but you have no numbers to back up your thesis?
    Jan 28, 2015. 06:58 PM | Likes Like |Link to Comment
  • Penn West: Oil For Pennies On The Dollar [View article]
    Where are you getting the information on insider buying? Bloomberg shows no insider buying recently?
    Jan 16, 2015. 02:50 PM | Likes Like |Link to Comment
  • Penn West: Oil For Pennies On The Dollar [View article]
    Where do you see the insider purchase? I see nothing on Bloomberg.
    Jan 16, 2015. 09:17 AM | 1 Like Like |Link to Comment
  • Is The Tesla Bubble Finally Bursting? - Part 2 [View article]
    Good analysis, The stock is grossly over valued and will tank eventually, just a question of when. This could be it. Look out below longs!
    Jan 15, 2015. 07:22 PM | 3 Likes Like |Link to Comment
  • Which Phase Of The Oil Bear Market Are We In? [View article]
    Very good analysis, and I think you could be right. We may look back at the $45 oil a year from now and wished we would've bought.
    Jan 14, 2015. 08:14 PM | Likes Like |Link to Comment
  • How Low Could Cliffs Natural Resources Shares Fall? [View article]
    Do you have any opinion on the bonds the 2018s are trading at a 12.5% yield?
    Oct 8, 2014. 07:32 PM | Likes Like |Link to Comment
  • How Low Could Cliffs Natural Resources Shares Fall? [View article]
    Do you have any opinion on the bonds? The 2018s are trading with a 12.5% yield.
    Oct 8, 2014. 07:30 PM | Likes Like |Link to Comment
  • American Realty Investors - Deeply Undervalued Real Estate Company With Significant Upside And Asset Monetization Catalyst [View article]
    What has happened is continued Asset sales by ARL (and TCI) and the Pref stock conversion. Also IOT is the cleanest of the 3 entities with book of almost 20. If you look at all 3 entities they all trade at about 30% of asset value. All of the entities will move dramatically up if there is a liquidity event.
    Sep 19, 2014. 08:26 AM | Likes Like |Link to Comment
  • American Realty Investors - Deeply Undervalued Real Estate Company With Significant Upside And Asset Monetization Catalyst [View article]
    Yes it tells you they think the stock is cheap(Why else would they convert)and is going higher, and remember they control it so us minority Shareholders own the same stock they do.
    Sep 19, 2014. 08:21 AM | Likes Like |Link to Comment
  • American Realty Investors - Deeply Undervalued Real Estate Company With Significant Upside And Asset Monetization Catalyst [View article]
    Remember he owns 85% of the stock so he is really stealing from himself. Why would he be converting Pref to common if he thought the stock wasn't going to go up???
    Sep 19, 2014. 08:18 AM | Likes Like |Link to Comment
  • MBIA: A Rare Opportunity In The Municipal Bonds Market [View article]
    Can you quantify the Porto Rico Risk?
    Sep 18, 2014. 12:25 PM | Likes Like |Link to Comment
COMMENTS STATS
44 Comments
29 Likes