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  • CommonWealth Management Needs To Go [View article]
    Awesome! Wish I was lucky as you. I sold my options a while back when they doubled! I am just glad that management will be headed to the exit soon.
    Feb 26 12:01 PM | Likes Like |Link to Comment
  • CommonWealth Management Needs To Go [View article]
    Wow great news for CommonWealth investors! Meister took a big stake in the company.
    Feb 26 10:38 AM | Likes Like |Link to Comment
  • CommonWealth Management Needs To Go [View article]
    Thanks for the kind comments!
    Dec 20 12:12 PM | Likes Like |Link to Comment
  • Avoid Sears Spin-Off [View article]
    Thanks for the comment.

    I have a small short position on this stock. Yes, they did improve profitability quite a bit in 2012. However,
    - They are going up against killer competition.
    - They have a limited number of stores to franchisee. Most of them are already franchised. http://bit.ly/SeeBah
    - More expenses as a separate public company.

    Sears Outlet is maybe something that they can expand. But last quarter they had negative same store sales at Sears Outlet.

    Sears Hometown had positive same store sales. However, a lot of that seemed to promotional activities.

    I don't know if you followed Orchard Supply Hardware (OSH). The same argument could've made for that Sears spin-off and now they are near bankruptcy.

    I feel like if Sears itself cant turnaround its stores and neither could Orchard. I have my doubts that SHOS can.

    Cost cuts only go so far. At some point they will have to show real top line growth.
    Dec 12 07:21 PM | Likes Like |Link to Comment
  • Arbitrage Opportunity On Genie Energy [View instapost]
    Just looking to make a quick buck! :-)
    Nov 21 09:55 AM | Likes Like |Link to Comment
  • Genie Energy: Small Cap Value Stock With Upside 'Call Option' Attached [View article]
    Good opportunity today to buy common shares and exchange for preferred. Preferred is trading at around $7 and this morning GNE was trading around $6. http://www.hypezero.co
    Nov 20 12:12 PM | Likes Like |Link to Comment
  • Genie Energy: Small Cap Value Stock With Upside 'Call Option' Attached [View article]
    IDT Energy results were not good. Still high churn rate & S&GA expenses drastically up.
    Nov 13 12:42 PM | Likes Like |Link to Comment
  • CommonWealth Management Needs To Go [View article]
    Dont know if anybody heard the management transcript, but couple things came out of it:

    1.) $1.5 Billion of their portfolio is challenged (60% occupancy rate). Management is trying to sell it. Let's see if they actually do.

    2.) $300 million of that portfolio is unoccupied i believe. They might have to sell this at a steep discount 25-30% of book value.

    3.) Not buying anymore more properties. Let's see if they actually follow through on this.
    Nov 8 12:45 PM | Likes Like |Link to Comment
  • CommonWealth Management Needs To Go [View article]
    Was able to join the conference call, but somehow they didn't let me ask question!
    Nov 7 10:47 AM | Likes Like |Link to Comment
  • Don't Let Analysts Trick You, Western Union Below $13 Is A Rare Investment Opportunity [View article]
    Thanks for the reply,
    Actually an ounce of coke or liter grows with time. WU's tranaction fee (C-to-C) decreasing 5% per year.Agree with you on earning per share due to buybacks. I wish they would have actually just gave it as a dividend rather than buyback.How did you calculate market share? Because their marke share has been steady around 16-17% and this year it is down based on remittance volume.
    Nov 7 10:11 AM | Likes Like |Link to Comment
  • Don't Let Analysts Trick You, Western Union Below $13 Is A Rare Investment Opportunity [View article]
    1. What do you think of the constant decline in C-2-C revenue per transaction? They have premium pricing, however the industry as a whole is going toward lower pricing per transaction. In order to just maintain revenue, they have to do 5%+ transactions per year?

    2.) You mentioned revenue growth, but you forgot to mention anything about net income growth. Because there has not been any! In 2005, net income was $900 million. Kind of similar to 2012! There has no growth even though the remittance volume is up
    11% CAGR. Again goes back to lower pricing per transaction.

    3.) World bank is projecting remittance volume to be lower than what it has been in the past. This does not bode well for Western Union.
    Nov 6 06:51 PM | Likes Like |Link to Comment
  • CommonWealth Management Needs To Go [View article]
    Earnings before market opens tomorrow and conference call at 10am tomorrow.
    Nov 6 05:37 PM | Likes Like |Link to Comment
  • Genie Energy: Small Cap Value Stock With Upside 'Call Option' Attached [View article]
    Total paid $3.2 million to acquire a 50% stake in 2009. http://bit.ly/UgSZKT
    Nov 6 01:35 PM | Likes Like |Link to Comment
  • Western Union Worth $16 Even After Earnings [View article]
    Do you have any concerns over the ongoing price war? It seems there fee per transaction (C-to-C) has been consistently going down every year. They are making it up by increasing the number of transactions. Do you think they can keep increasing the number of transactions to keep up with the decreasing fee per transaction?
    Nov 4 10:23 AM | Likes Like |Link to Comment
  • CommonWealth Management Needs To Go [View article]
    Awesome, Let me know what happens!
    Nov 3 01:05 PM | Likes Like |Link to Comment
COMMENTS STATS
109 Comments
32 Likes