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Jason Merriam  

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  • Euro Spanked As ECB Cuts Forecasts And Warns Of Downside Risks [View article]
    Marc,
    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]
    Peter,
    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
  • Anniversary Of W.I.T. [View article]
    One of the best reads I've had all week! Thanks for the multi-dimensional overview.
    Jul 1, 2015. 12:17 PM | Likes Like |Link to Comment
  • Puerto Rican Sell-Off Brings Forward Tremendous Opportunity For Assured Guaranty [View article]
    Any thoughts on the impact to yet unnamed bond insurers who bought bridge loans as part of the payment package?
    Jul 1, 2015. 11:45 AM | Likes Like |Link to Comment
  • Life Insurance Stock Prices And Higher Interest Rates [View article]
    Donald,
    Very compelling analysis, thank you.
    Jul 1, 2015. 11:13 AM | 1 Like Like |Link to Comment
  • Partying Like It Is 2007 [View article]
    Goalkick9,
    Companies insuring those bonds come to mind (re: what gets jolted?)
    Jun 30, 2015. 11:32 PM | Likes Like |Link to Comment
  • Properly Accounting For Earnings And Capital Expenditures In The Tech Sector [View article]
    Excellent article Ben.
    Jun 30, 2015. 10:32 PM | Likes Like |Link to Comment
  • $3 Billion In Oil & Gas Goodwill Write-Downs Could Be Coming At GE [View article]
    Ben,
    Great to see you back in the neighborhood. Good article as usual.

    You have to think if a Transocean or Devon find themselves taking asset charges, GE likely would need to also at some point. I find it interesting that Harold Hamm (Cont. Resources) refuses to write-down anything on his bloated balance sheet, but he's a hamm!
    Jun 22, 2015. 11:22 PM | Likes Like |Link to Comment
  • A Pair Trade For Oil E&Ps [View article]
    Esekla,

    Agreed, those two issues make a takeover unlikely and a good argument to short CLR. Unfortunately, the steps to determine "impairment" remain uniquely subjective, but you have to think there is equity destruction lurking there somewhere.

    I'm long COP and will continue to be. Good article.
    Jun 22, 2015. 10:38 PM | Likes Like |Link to Comment
  • Greece Is Fixed And Everything Is Awesome! [View article]
    Philip,
    Always enjoy reading your macro perspectives. On the issue of Greece, one can only hope that they bring something to the table everyone can chew on. The Greek punch-bowl isn't empty, because it was never filled.

    The recent Podemos victories in Spain would make good incentive for the ECU and IMF to keep anti-austeritists on a tight leash.
    Jun 22, 2015. 09:55 PM | Likes Like |Link to Comment
COMMENTS STATS
863 Comments
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