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Jonathan Liss  

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  • Portfolio Theory Vindicated [View article]
    If you look on the author's bio page, there is a brief explanation of QPP as well as a link to his site with a much more in depth explanation.
    Mar 27, 2008. 03:07 PM | Likes Like |Link to Comment
  • In the Wake of Bear: I-Bank Regulation Now in Fed's Hands [View article]
    [Editor's Note:


    Thanks for pointing that out. The piece has been corrected accordingly.]
    Mar 26, 2008. 06:24 PM | Likes Like |Link to Comment
  • Can the 'World's Sexiest Actress' Enhance Revlon's Profits? [View article]

    The following line in your article is rather misleading in my opinion: "The numbers don’t lie. Revlon posted a .08 cents per share profit in the last quarter, compared to a (.01) cent per share loss in the same year-ago period. Revlon’s market cap is 554 million with 1.4 billion gross revenues and a share price of 1.04 – way oversold."

    Omitted is Revlon's ugly balance sheet with a more than 2 to 1 ratio of liabilities to long-term assets and long term debt of $1.44B vs. just $889M in total assets. Revlon has had only 1 profitable quarter in its last 32 and has seen its share price fall steadily since Perelman financed the purchase of Revlon with over $700M in junk bonds (back in 1985 for $58/share), from which it has never recovered.

    REV shares involve far more risk than is alluded to here.
    Mar 25, 2008. 07:38 AM | Likes Like |Link to Comment
  • 'Fedization': Bear's Rescue Presents a Major Moral Hazard [View article]
    Why blame only the Repubs? Clinton was in office during the second half of the time frame you mention above. This issue is one that unfortunately crosses the aisle in my opinion - both the Repubs and the Dems are to blame!
    Mar 24, 2008. 05:38 PM | Likes Like |Link to Comment
  • All Commodities Extremely Overbought Except OJ [View article]
    Editor's Note: Seeking Alpha insists on a disclosure in all articles. No disclosure at the end of a piece means it is not considered relevant.
    Mar 7, 2008. 03:10 AM | Likes Like |Link to Comment
  • Interactive Q&A: Joe Cross, President and CEO of Nanophase Technologies [View article]
    I took a look at your last 6 income statements on Google Finance - annual revenue growth appears impressive as does gross profit growth. Still, operating expenses continue to rise, keeping your EPS in negative territory.

    Are there any catalysts you can name that might push Nanophase into positive earnings? And when that happens, will your tax loss carry-forward make an impact?
    Mar 3, 2008. 06:33 AM | Likes Like |Link to Comment
  • Google: Putting an End to this 'Tech is Recession-Proof' Nonsense [View article]
    They are if they are offensive, demeaning or just plain nonsensical
    Feb 28, 2008. 02:47 PM | Likes Like |Link to Comment
  • Betsy Eisenberg Joins Seeking Alpha To Lead Business Development [View article]
    Welcome aboard Betsy! Glad to have you!
    Feb 28, 2008. 03:15 AM | Likes Like |Link to Comment
  • GE: Nuclear Growth Galore [View article]
    agreed - based on a cursory google search, that $90B number seems way off
    Feb 26, 2008. 11:16 AM | 1 Like Like |Link to Comment
  • Selling Teck Cominco - I've Lost Confidence in Management [View article]

    Nice article and analysis. That being said, it doesn't seem you feel there is much downside risk here. TCK continues to trade at somewhat of a discount to its peers. Furthermore, analyst estimates appear to be fairly conservative for at least the rest of 2008 ( Despite selling, would you still say the risk/reward is in TCK's favor, even with management's bungling?
    Feb 26, 2008. 09:23 AM | Likes Like |Link to Comment
  • Is Silver Point a Television Company Repairman? [View article]

    The disclosure is in the piece, above the endnotes section which may be why you missed it.
    Feb 26, 2008. 08:56 AM | Likes Like |Link to Comment
  • Last Year's Leaders Have Become This Year's Laggards [View article]

    I'm not quite sure what you mean by 'the constant talking down of these companies in stories on this site?' I for one find the coverage of these 3 - especially Apple - to be balanced with a slight bias towards positive coverage if anything.
    Feb 26, 2008. 07:28 AM | Likes Like |Link to Comment
  • Most Overbought/Oversold Stocks [View article]
    The legend can be obtained by clicking the link included under the image.
    Feb 21, 2008. 06:03 PM | Likes Like |Link to Comment
  • A Long List of Possible Shorts [View article]
    It stands for Exchange Traded Fund. For more, check here:
    Feb 13, 2008. 10:16 AM | Likes Like |Link to Comment
  • RadicalBuy: Radical New Competition for eBay [View article]
    Editor's Note: streamertyer, thanks for pointing out our error. It has now been fixed.
    Feb 12, 2008. 08:29 AM | Likes Like |Link to Comment