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Jason Merriam  

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  • Keurig Green Mountain: The Square Peg Round Hole Dilemma [View article]
    Revenue (Annual Y-o-Y) growth change percent.
    Nov 17, 2015. 02:01 PM | 1 Like Like |Link to Comment
  • Dollar Bull Move Intact [View article]
    Always appreciate the perspective, thanks.
    Nov 15, 2015. 07:12 PM | Likes Like |Link to Comment
  • Why Goodyear Tire & Rubber Stock Is A Great Investment Opportunity [View article]
    Could not agree with you more.
    Nov 7, 2015. 03:42 PM | Likes Like |Link to Comment
  • Why Goodyear Tire & Rubber Stock Is A Great Investment Opportunity [View article]
    Nice overview thanks. GT is benefiting from focus on improving operating efficiencies, smart capital allocation and capital productivity.
    Nov 6, 2015. 06:20 PM | 1 Like Like |Link to Comment
  • Are There Any 'Safe' CEF Bond Funds? [View article]
    Thoughtful approach to the cef bond universe, thanks. According to LCD, junk prices fell some 186 bps on Tuesday to 2015 lows. What worries me is that once mutual funds and etf's have their run on redemptions, it may spill over into the cef baskets.

    It happened in 2011 and we saw NAV deterioration rates fall faster than widening discounts to NAV. I'm dying to add to my yield cef's but I suspect there may be some more forced liquidations coming down the pike.

    It used to be credit spreads between inv. grade and junk were tight, but they have been widening dramatically in recent weeks.
    Sep 24, 2015. 11:40 PM | Likes Like |Link to Comment
  • Is Tesla Adequately Reserving For Warranty Expenses? [View article]
    Sir Falstaff,
    There really is no relationship between the age of a company and the use of lenient accounting. If anything, accounting standards should be a high priority for any company, "disruptive" or not.
    Sep 21, 2015. 09:14 PM | Likes Like |Link to Comment
  • That Should Clear Everything Up [View article]
    always enjoy the read, thanks. The tortured logic angle re GMCR is interesting in context of kid-gloves.
    Sep 21, 2015. 08:21 PM | Likes Like |Link to Comment
  • Is Tesla Adequately Reserving For Warranty Expenses? [View article]
    Excellent article as usual. High levels of accruals don't help matters either.
    Sep 21, 2015. 08:05 PM | Likes Like |Link to Comment
  • Euro Spanked As ECB Cuts Forecasts And Warns Of Downside Risks [View article]
    Appreciated as always.
    Sep 3, 2015. 11:06 AM | Likes Like |Link to Comment
  • 60 Best Value Investing Resources You'd Be Crazy To Miss [View article]
    Jae Jun,
    You have provided SA readers incredible resources. Thank you!
    Sep 2, 2015. 09:20 PM | 2 Likes Like |Link to Comment
  • The Time To Buy SVXY Is Now, And Maybe Again Later [View article]
    Always appreciate your analysis and perspective on the sentiment/forecast implied by actions of market makers. It has proven very helpful to the risk management of our portfolios. Thanks again.
    Aug 25, 2015. 04:26 PM | Likes Like |Link to Comment
  • Coffee Holding Is Still Worthy To Look At [View article]
    Interesting article, thanks. I would add that hedging issues are hitting everybody including GMCR. What might work to JVA's favor is that GMCR CEO Kelley basically admitted in the Q3 call that it was the smaller players and other pod manufacturers he believed were exploiting "excess capacity" as an excuse for GMCR's poor results and unfavorable mix.

    If that is the case and GMCR is becoming more of a contract manager to the industry, then the proposition of the iFill Cups could be more disruptive to GMCR's model than the hedging risks might be to smaller players such as JVA
    Aug 23, 2015. 04:47 AM | Likes Like |Link to Comment
  • Coke Seems Set To Sustain Solid Performance Off The Back Of Strong Q2 Results [View article]
    The article raises interesting points, thanks. I also am curious as to why there was no mention of KO's stake in GMCR discussed in the article.

    I will point out that had KO used its GAAP tax rate of 28.7% EPS would have missed exp. by $0.02.
    Jul 26, 2015. 01:39 AM | 2 Likes Like |Link to Comment
  • My Bet On Seeking Alpha's Future [View article]
    David, you did one hell of a great job bringing SA to where it is now. Congrats.

    Congrats to Eli for everything he has done to build the community and best of luck on taking us further. Job well done gentlemen.
    Jul 2, 2015. 09:05 AM | 3 Likes Like |Link to Comment
  • Chance To Profit Off The SFX Entertainment Going Private Transaction? [View article]
    Excellent food for thought, thanks.
    Jul 1, 2015. 12:42 PM | Likes Like |Link to Comment