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Gestalt Investor

 
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  • Fiesta Restaurant Group: Geographic Expansion Fuels Upside Potential [View article]
    Thanks for your question. Working capital is a different concept than cash flow.

    working capital = inventory + accounts receivables - accounts payable

    In Fiesta's case, negative working capital is a good thing. It suggests they receive cash from customers before they pay their suppliers.
    Jun 15, 2014. 01:05 AM | Likes Like |Link to Comment
  • Fiesta Restaurant Group: Geographic Expansion Fuels Upside Potential [View article]
    Thanks much, I agree, Tim Taft is a strong leader and a key reason Fiesta's future looks bright. I plan to ask management about succession planning at the investor conferences this month. Will update on here once I get incremental data.
    Jun 10, 2014. 04:35 PM | 2 Likes Like |Link to Comment
  • Green Mountain: Stock's Brew Tastes Pretty Stale [View article]
    Now that's a very innovative idea! The concept you propose would be disruptive.
    Sep 26, 2013. 10:18 PM | Likes Like |Link to Comment
  • Green Mountain: Stock's Brew Tastes Pretty Stale [View article]
    "With short interest at 24%, shorting is costly, and there is always potential for a short squeeze in such a crowded trade. "

    I fixed the typo, the key point absolutely remains: shorting the stock is expensive at this point.
    Sep 26, 2013. 03:27 PM | 1 Like Like |Link to Comment
  • Green Mountain: Stock's Brew Tastes Pretty Stale [View article]
    Now that's a good brew! Well played, sir.
    Sep 26, 2013. 03:14 PM | Likes Like |Link to Comment
  • Green Mountain: Stock's Brew Tastes Pretty Stale [View article]
    I agree, GMCR did mention but did not highlight international expansion. That would seem to be a more promising route.
    Sep 26, 2013. 03:14 PM | Likes Like |Link to Comment
  • Green Mountain: Stock's Brew Tastes Pretty Stale [View article]
    Bill, as always, great on details, missing the big picture. 24% is still very high. Are you suggesting 32 Million shares short is low? All vendors have data errors from time to time; that's why it's important to link to sources.
    Sep 26, 2013. 03:08 PM | Likes Like |Link to Comment
  • Thompson Creek Has Bottomed... Right? [View article]
    Good writeup, haven't followed the story but it's worth some digging.

    http://bit.ly/TeRfeK
    Nov 14, 2012. 12:06 AM | Likes Like |Link to Comment
  • Why Is Toyota Motor The Best Auto Stock To Buy Now? [View article]
    Autos are worth a look, and certainly Toyota and GM are good for watchlist. Thanks for the article

    http://bit.ly/TeRfeK
    Nov 14, 2012. 12:04 AM | Likes Like |Link to Comment
  • Brinker International: Attractive Valuation And Dividend Yield [View article]
    This is the type of well-run, ordinary companies that make interesting dividend plays. Brinker is worth a look

    http://bit.ly/TeRfeK
    Nov 14, 2012. 12:00 AM | Likes Like |Link to Comment
  • Microsoft Stock Plus Dividends: Better Than Bonds [View article]
    With 10 year treasuries yielding 1.6%, it makes sense for the conservative investor to dial up the risk tolerance a tad and explore established, well-run dividend-paying companies. Microsoft has some manageable challenges moving to mobile, as do all tech companies. The healthy dividend, reasonable multiple and good moat make this an interesting company to consider.

    http://bit.ly/TeRfeK
    Nov 13, 2012. 11:59 PM | Likes Like |Link to Comment
  • 7 Dividend Stocks Boosting Distributions [View article]
    Good article, when 10 year Treasuries paid 6-8%, I did not have many dividend payers in my portfolio. Now with 10 year Treasuries yielding 1.6%, it's no small wonder that conservative investors took a look at dividend paying stocks.

    All these macro worries -- Euro crisis, Fiscal Cliff will turn out to be a blip for investors in the long-term.

    http://bit.ly/ZDBSSF
    Nov 13, 2012. 02:30 PM | 1 Like Like |Link to Comment
  • Telular: A Value And Dividend Growth Story In The Making [View article]
    Good article, when 10 year Treasuries paid 6-8%, I did not have many dividend payers in my portfolio. Now with 10 year Treasuries yielding 1.6%, conservative investors have to enter riskier assets to meet the actuarial hurdle rate of 7% these days.

    So it's no small wonder that conservative investors took a look at dividend paying stocks. I think you highlight one that merits some research.

    All these macro worries -- Euro crisis, Fiscal Cliff will turn out to be a blip for investors in the long-term.

    http://bit.ly/ZDBSSF
    Nov 13, 2012. 02:29 PM | 1 Like Like |Link to Comment
  • How To Solve For The Dominant Personality Of Equity Risk [View article]
    The 130/30 crowd relaxed the long-only constraint with mixed results. For many conservative retirees, buy and holding a blend of stocks and bonds is still the way to go. The key is not to get shaken out of the position from the lastest macro worry.

    http://bit.ly/ZDBSSF
    Nov 13, 2012. 02:25 PM | 1 Like Like |Link to Comment
  • Buy Attunity: An Under The Radar Investment In Big Data [View article]
    While everyone spends time on Apple, there are many hidden gems in small cap. Thanks for highlighting this- will do some homework on it.

    http://bit.ly/ZkdypO

    http://bit.ly/Zkf0IF
    Nov 13, 2012. 03:37 AM | 1 Like Like |Link to Comment
COMMENTS STATS
132 Comments
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