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Josh Young  

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  • Does Wizard World Provide Magic For Investors? [View article]
    If its too speculative, why do you call it a "unique investment opportunity"?

    And if its an investment opportunity, why not try to value it using some kind of metric or approach?
    Feb 9, 2015. 08:21 PM | 1 Like Like |Link to Comment
  • Update: La Quinta Insider Selling In Size Opens The Door For Questions And Concerns [View article]
    mk, you should look at occupancy rates for the past month and particularly for the past 2 weeks, during which the rig count has fallen by 20%! 6 months old numbers won't help you much in figuring out how bad its going to be for West Texas, North Dakota, North Colorado, South Texas, Oklahoma and Louisiana hotels.
    Feb 9, 2015. 08:20 PM | Likes Like |Link to Comment
  • Does Wizard World Provide Magic For Investors? [View article]
    Interesting article, but no real discussion of valuation
    Feb 9, 2015. 02:20 PM | 1 Like Like |Link to Comment
  • Update: La Quinta Insider Selling In Size Opens The Door For Questions And Concerns [View article]
    You don't think their substantial over exposure to oil producing states and local areas will mean a net negative effect to their business from lower oil prices?

    Also, you don't think the timing of Blackstone's sales are meaningful? Particularly in concert with insider sales?

    Regardless, I'm glad you put out this article.
    Feb 9, 2015. 01:59 PM | Likes Like |Link to Comment
  • Update: La Quinta Insider Selling In Size Opens The Door For Questions And Concerns [View article]
    Mordant, since you are exclusively interested in LQ on here, why don't you show us the contrary? Management certainly hasn't...
    Feb 9, 2015. 01:58 PM | Likes Like |Link to Comment
  • Oil Price Crash Continues To Affect Oilfield Housing - RV Parks Emptying Out [View article]
    Haha, I hadn't thought about the stripper angle. Where have the strippers and the practitioners of the world's oldest trade been living? When the roughnecks lose their jobs and leave town, I'd imagine all sorts of ancillary industries, such as those, will pack up too.
    Feb 8, 2015. 04:57 PM | Likes Like |Link to Comment
  • Update: La Quinta Insider Selling In Size Opens The Door For Questions And Concerns [View article]
    Dallas, I really respect that you put out this update. You and I have different takes on this company, but at least we can both agree that this massive, unexplained insider selling is a negative signal.

    One question for you- have you thought about the timing of Blackstone's sale? They didn't sell any shares in the IPO but sold all the shares in the secondary. There were 2 differences: a 20% higher share price, and oil prices had collapsed. How much do you think each of those factors played a role in Blackstone selling over 1/3 of their position in LQ?
    Feb 8, 2015. 04:51 PM | 1 Like Like |Link to Comment
  • Oil Price Crash Continues To Affect Oilfield Housing - RV Parks Emptying Out [View article]
    Thanks for sharing. You can see their room rates in various cities easily by searching on kayak.com, expedia.com, etc. Their "standard" rate seems to vary between $60 in markets like Little Rock and Tallahassee to $100 in big cities. Texas and other areas with oil fields have been aberrations.
    Feb 6, 2015. 03:45 PM | Likes Like |Link to Comment
  • 4 Major Oil Service Firms Announce Job Cuts, Local Economic Impact [View article]
    Thanks for the comment Solon, and for adding some policy perspective. As an investor, it is possible to profit from the inherent cyclicality of these businesses.
    Feb 6, 2015. 02:22 PM | 1 Like Like |Link to Comment
  • 4 Major Oil Service Firms Announce Job Cuts, Local Economic Impact [View article]
    Not Weatherford's layoffs. And Weatherford increased the size of their announced layoffs by 60% in one day!
    Feb 6, 2015. 02:21 PM | 1 Like Like |Link to Comment
  • 4 Major Oil Service Firms Announce Job Cuts, Local Economic Impact [View article]
    Weatherford's more than 50% increase in layoffs, by 3,000 jobs, between their announcement on Wednesday and their call yesterday is a huge deal. It shows how rapidly the situation is deteriorating. My "book" is getting more attractive!
    Feb 6, 2015. 02:20 PM | Likes Like |Link to Comment
  • Magnum Hunter Resources: The Nightmare Is Over For Now [View article]
    Is it over? What about tight liquidity?
    Feb 5, 2015. 11:08 AM | 3 Likes Like |Link to Comment
  • ConocoPhillips' Pragmatic Management Continues To Be Ahead Of The Curve (And Exxon Mobil) [View article]
    I meant XOM! But that too. Spinoffs certainly seem to frequently outperform indicies, a la Greenblatt.
    Feb 4, 2015. 05:51 PM | 2 Likes Like |Link to Comment
  • ConocoPhillips' Pragmatic Management Continues To Be Ahead Of The Curve (And Exxon Mobil) [View article]
    Interesting article. That PSX + COP performance really blows XOP's performance out of the water!
    Feb 4, 2015. 02:50 PM | 2 Likes Like |Link to Comment
  • Oil Price Crash Continues To Affect Oilfield Housing - RV Parks Emptying Out [View article]
    Thanks for the on the ground observation. I agree that the impact will be felt widely. I'm not sure how the overall US economy might be affected, as the loss of oil income and jobs may be offset by gains from lower gasoline prices. But the Texas economy seems very likely to be hurt badly by this, as I discuss here http://bit.ly/1CvdZTA
    Feb 4, 2015. 09:48 AM | Likes Like |Link to Comment
COMMENTS STATS
877 Comments
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