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Mark Krieger

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  • The Dirt Cheap Value Portfolio: A Rare Bloodletting Offers A Buying Opportunity [View article]
    linkdonald: thank you for your insightful commentary and taking the time to read my article. PBY is definitely a company that needs to be fixed, the good news... it is fixable.


    As far as Luby's is concerned. They are gradually reducing their cafeteria presence and replacing it with more culinary contracts and increased focus on their Fuddrucker's brand.
    Apr 14 01:33 PM | Likes Like |Link to Comment
  • The Dirt Cheap Value Portfolio: A Rare Bloodletting Offers A Buying Opportunity [View article]
    Best retail sales figures released in 18 months ( March up 1.1%) today, is sure to please the markets. I might think about shorting the momo's into today's strength. A real sell the rip opportunity.
    Apr 14 09:21 AM | 1 Like Like |Link to Comment
  • The Dirt Cheap Value Portfolio: A Rare Bloodletting Offers A Buying Opportunity [View article]
    the very good retail sales numbers released today should benefit both of my retail plays-LUB and PBY

    Regarding PBY--I was inaccurate in my earnings release information. Their earnings release will occur today after the market close, not tomorrow before the open
    Apr 14 09:05 AM | Likes Like |Link to Comment
  • The Dirt Cheap Value Portfolio: Offering Safety And Reward [View article]
    I have an update article in the works. Hopefully the SA team will publish it shortly.
    Apr 13 08:39 PM | Likes Like |Link to Comment
  • Luby's: Change Necessary To Unlock Shareholder Value [View article]
    maybe a $5 price tag is in the cards again. I am getting frustrated and discouraged, usually a sign that something big is about to happen.
    Apr 11 11:06 PM | Likes Like |Link to Comment
  • Fuel Systems Solutions: 'Be Greedy When Others Are Fearful' [View article]
    its price is already attractive, any further decline will warrant it as "too good to be true".
    Apr 11 11:03 PM | 1 Like Like |Link to Comment
  • Fuel Systems Solutions: 'Be Greedy When Others Are Fearful' [View article]
    Drastic times call for drastic measures. Although the thought of a company wide pay cut is not drastic, it is "out of the box" thinking. FSYS should contemplate this, as they have plenty of revenues, but minimal income. When I was in the corporate world in Aerospace in the early nineties, the firm I worked at implemented just that- a 5% reduction in salary across the board. The company simply needed to cut expenses to become more competitive> As an incentive, employees were all offered stock options at just 10% above the current share price as an incentive, as well as an attempt to be fair as possible. The long and the short of it, we all ended up far better off, as the ultimate gains we rec'd selling our stock (after exercising our options) after a big move up, more than made up for the loss in salary. FSYS should consider this option. Wall Street would definitely applaud it.
    Apr 11 01:08 PM | Likes Like |Link to Comment
  • On the hour [View news story]
    a bull trap perhaps? Don't get suckered in!
    Apr 11 12:17 PM | 1 Like Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    Maybe more articles are read on mobile devices than PC's. If that's the case, "what A BUMMER"--hopefully SA WILL SEE FIT TO ALSO PAY US ON that venue- that action alone, could effectively double our earnings.
    Apr 11 12:14 PM | 1 Like Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    Alan: how much do we get when viewed on mobile devices?
    Apr 11 12:10 PM | Likes Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    I get paid in two ways- (1)direct from SA (2) via an appreciating share price of the stock I am writing about (hopefully that is). The key to having an impact on a stock's price is covering one that is fairly obscure and revealing facts/theories that are not highly apparent. The bottom line: You just can't beat being an SA contributor
    Apr 10 10:12 PM | 1 Like Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    Seeking Alpha is the best thing since sliced bread! Thank you Eli, and your staff for making Wall Street a leveler playing field.
    Apr 10 01:06 PM | 11 Likes Like |Link to Comment
  • Momentum names tumbling again [View news story]
    glad I am still short these!
    Apr 10 11:39 AM | 1 Like Like |Link to Comment
  • Fuel Systems Solutions: 'Be Greedy When Others Are Fearful' [View article]
    just checked out the latest balance sheet. FSYS has $81 million in cash and $14.6 million in short term investments which roughly calculates to a cash position of $5 per share.

    I expect that Mr. Market will establish a floor at around $5.00, because at that price point, there would be actually no value whatsoever assigned to the company. I remember when $AAPL had a market cap that was slightly below its cash value, an extremely rare event for any stock, and we all know how that turned out. The bottom line is FSYS is getting so cheap that it is fast approaching its cash value. I don't think it will fall that far, but if it does, I will mortgage the farm to buy all that I can. It would be akin to purchasing $100 bills for $90 each.
    Apr 10 10:20 AM | 2 Likes Like |Link to Comment
  • Luby's: Change Necessary To Unlock Shareholder Value [View article]
    In fiscal 2014, LUB plans to spend $32.5 m for new store development. That is more than five times greater than they spent in 2011 in the same category. They also have 51 franchise openings in the pipeline, which represents potential growth of nearly 50% from their current franchise count of 117
    Apr 10 08:43 AM | Likes Like |Link to Comment
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