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Lou Gray  

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  • Ziopharm Offers High Risk, High Return [View article]
    Todd, thanks for highlighting this stock. The drugs are targeting tough diseases. Good luck with the results around 25th.
    Mar 18, 2013. 03:58 PM | 3 Likes Like |Link to Comment
  • Something That Amazon Did Well [View article]
    Thanks for the positive article on Amazon, Paulo. Well argued. How much of your time do you spend researching Amazon?
    Mar 16, 2013. 07:48 AM | Likes Like |Link to Comment
  • Netflix Remains The Best Short On The Board [View article]
    Dana, do I understand correctly that you do not see new negative factors for Netflix but just think that the price overshoot its fair value?
    Mar 16, 2013. 07:38 AM | 1 Like Like |Link to Comment
  • Will Institutional Support For J.C. Penney Vanish? [View article]
    More analysis from you on JCP would be very interesting. As a discussion point, how much time do you think the current CEO has to turn around the business before he gets replaced?
    Mar 16, 2013. 07:30 AM | Likes Like |Link to Comment
  • Philip Morris Is Not Too Expensive [View article]
    Great point, Stephen. The peers you mention are as relevant as the ones in the article. Also, we should look at fundamentals too rather than just at dividend because by taking on debt any company can "grow' its dividend.
    Mar 10, 2013. 07:05 PM | Likes Like |Link to Comment
  • US Airways Merging Its Way To Profits [View article]
    "If the industry has finally become disciplined..."

    What is your opinion on this "if"? Has the industry changed structurally or is this period just a temporary phase?
    Mar 10, 2013. 06:53 PM | Likes Like |Link to Comment
  • Chimera Investment Beats Delisting Deadline; 2011 10-K Highlights [View article]
    Finally Chimera's 10-K for 2011. Tim, thanks for reviewing it so quickly after it was released.

    laterre, dividend yield and ROE have different variables both in the numerator and the denominator so the two metrics can diverge for a long period of time. But I agree with your implicit point on the sustainability of the dividend...
    Mar 9, 2013. 12:28 PM | Likes Like |Link to Comment
  • Hemp, Inc.: Priced Way Too High [View article]
    Alan, great piece of research! I think many people are still missing your point on separating positive underlying trends and whether a company's shareholders can benefit from those trends...

    Does this company have any audited financial statements at all?
    Mar 8, 2013. 06:04 PM | Likes Like |Link to Comment
  • It's Not Just Apple Having Clone Problems [View article]
    Thanks, Paulo. Do you think such lawsuits would be successful? Using the same model numbers should make clear what Lenovo's intention was.
    Mar 8, 2013. 05:49 PM | Likes Like |Link to Comment
  • Evaluating 5 Key Telecom Stocks With EBITDA Multiples [View article]
    How about the differences in capital expenditures needs between wireline and wireless businesses? That's an important driver of cash flow at the end of the day.
    Mar 4, 2013. 05:43 PM | Likes Like |Link to Comment
  • B&G Foods Loses Value On Declining Volumes [View article]
    The reliance on the CEO or a few other people to make marketing decisions means that at some point they will not have enough time for every brand. Just as in your informative story from the 70s.

    I think current multiples imply healthy long-term growth so it is good to ask whether BGS' current business model can achieve that.

    Mar 3, 2013. 05:39 AM | Likes Like |Link to Comment
  • 3 Reasons Hot Middleby Could Cool Off [View article]
    Thanks for the specifics, Alan. Interesting company, will try to keep an eye on it.
    Mar 2, 2013. 06:47 PM | Likes Like |Link to Comment
  • 3 Reasons Hot Middleby Could Cool Off [View article]
    Alan, thanks for this article. What growth rates do you expect over, say, the next 5 years so that the 21x PE can be justified?
    Feb 28, 2013. 06:20 PM | Likes Like |Link to Comment
  • B&G Foods Loses Value On Declining Volumes [View article]
    Crunching Numbers, thanks for the article. If we look beyond the recent and next quarters, how many brands do you think this company can manage successfully before it starts having orphan brands in its own portfolio? Is that a concern at all?
    Feb 28, 2013. 04:32 PM | Likes Like |Link to Comment
  • Lowe's Posts A Solid Fourth Quarter Due To Sandy [View article]
    Thanks for the article. Who do you think will perform better in 2013, Lowe's or Home Depot? Both companies will benefit from the repairs after Sandy but the underlying strengths are more important if you invest for the long term.
    Feb 28, 2013. 04:19 PM | Likes Like |Link to Comment