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MagicDiligence

 
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  • What To Do With Depomed Now [View article]
    Yeah good job. Serada definitely is less important than Gralise and Glumetza, still disappointing though.
    Oct 14, 2011. 12:54 PM | Likes Like |Link to Comment
  • For-Profit Colleges: Don't Stop Shorting Them [View article]
    The short trade ended about a year ago here.
    Oct 11, 2011. 09:41 AM | Likes Like |Link to Comment
  • 5 Magic Formula Stocks With High Debt Burdens [View article]
    I agree, and I tried to make it clear that Vonage looked safe. My criteria for the article was debt over 2x cash.
    Oct 9, 2011. 10:33 AM | Likes Like |Link to Comment
  • Iconix: Growing Fast With A Solid Stock [View article]
    A few updates to this article. The Wal-Mart OP deal *was* recently renewed through 2013, as was the Mossimo deal with Target. This was stated in a recent investor presentation but there were no press releases.

    So, in all, Iconix is looking pretty solid on big renewals for a few years.
    Sep 22, 2011. 08:21 PM | 2 Likes Like |Link to Comment
  • Potential Under Armour Buyout Would Be Positive For Nike [View article]
    It will be a cold day in hell before Plank and Fulks sell their baby.
    Sep 16, 2011. 12:04 PM | Likes Like |Link to Comment
  • LML Payment Systems: Patent Window Is Closing [View article]
    With Wells Fargo/Wachovia settling for just $5m, my $17m assumption is looking closer than the $30m expectations that many commenters here are assuming. $17m may even be aggressive.
    Sep 12, 2011. 03:13 PM | Likes Like |Link to Comment
  • 3 Replacement Stocks For Magic Formula Investing [View article]
    Sure it does - avoiding the RTO space altogether is pretty sage investing advice.
    Sep 10, 2011. 03:47 PM | Likes Like |Link to Comment
  • Hulu Owners Should Reconsider Sale As Netflix Prepares To Exit Stage Left [View article]
    How is a GOOG or AMZN-owned Hulu different than NFLX? Both are simply bulk distribution channels owned by a third party.

    The content providers don't run the show. Consumers run the show. Consumers drove demand from from CD to MP3, and from MP3 to streaming. Consumers drove demand from DVD to streaming (and not Blu-Ray). The content providers fought them every step of the way and lost handily.

    Starz/Sony may think its content is worth a billion a year, but they'd be better off taking the $250 million than getting essentially nothing at all for it (which is the alternative ex-Netflix).

    Ultimately, if the content makers want to be successful at distribution, they're going to have to cooperate and offer something easy to use for consumers. That will take years and billions. The alternative is sitting right in front of them in NFLX.
    Sep 2, 2011. 03:29 PM | 3 Likes Like |Link to Comment
  • 3 Replacement Stocks For Magic Formula Investing [View article]
    Absolutely, MNTA has the numbers. It has actually been in and out of the "official" screen recently.
    Aug 29, 2011. 09:17 AM | Likes Like |Link to Comment
  • 3 Replacement Stocks For Magic Formula Investing [View article]
    lol... I knew someone would comment on here saying I was "paid by the shorts" to rip NEP. Those Chinese RTOs are a mud fight. I should charge more.

    And Lou is right, Incredimail did suspend the dividend last November. I was going off of information on several public finance sites (Yahoo and Google). Mea culpa.
    Aug 26, 2011. 04:46 PM | Likes Like |Link to Comment
  • LML Payment Systems: Patent Window Is Closing [View article]
    It's a positive for LMLP, but doesn't really change the thesis (which assumes settlements).

    Now, if the amount settled for is significantly larger than expected, that's another story. We still don't know the details.
    Aug 25, 2011. 07:53 AM | Likes Like |Link to Comment
  • Google-Motorola Deal Could Move These 4 Other Tech Stocks [View article]
    I think an auction still nets a price over $70, sure. I don't think management sells for anything under $80 minimum. As a stand alone entity in the business of royalty licensing, I valued IDCC around $70.

    Right now is a good time to try and sell itself, as a few big, cash-rich companies are trying to fortify their position in the mobile market, and that competition drives up the price they will pay for those patent assets. IDCC failing to secure a bid would be a major failure by management.
    Aug 17, 2011. 11:13 AM | Likes Like |Link to Comment
  • Google-Motorola Deal Could Move These 4 Other Tech Stocks [View article]
    I was hoping for a bidding war for IDCC, but that now looks unlikely with Google off the table. My valuation as an ongoing concern on cash flows alone was about $70.
    Aug 16, 2011. 08:15 PM | Likes Like |Link to Comment
  • Did S&P Just Shoot Itself in the Foot? [View article]
    Thanks for the correction. It says trillion at several other places in the article. Hope this doesn't cause a global market selloff.
    Aug 11, 2011. 09:36 AM | Likes Like |Link to Comment
  • The Buckle Favors Shareholders [View article]
    If ARO bought back a lot of stock above $13, they really didn't do shareholders much of a favor.
    Aug 9, 2011. 11:05 PM | Likes Like |Link to Comment
COMMENTS STATS
248 Comments
209 Likes