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Mike Arnold

 
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Latest  |  Highest rated
  • JetBlue Shares Undervalued With New Business Initiatives And Live TV Subsidiary [View article]
    JBLU is outsourcing the broadband connectivity to ViaSat. GOGO is in trouble -- ViaSat's service is leaps and bounds better.
    Feb 7 06:51 PM | Likes Like |Link to Comment
  • JetBlue Shares Undervalued With New Business Initiatives And Live TV Subsidiary [View article]
    Thanks for the shout out Chris. And nice, informative and well written column.
    Feb 7 06:38 PM | Likes Like |Link to Comment
  • RealD Still Has Higher To Go [View article]
    Nice pick up. You've done quite well for yourself on RLD.
    Feb 7 12:45 PM | Likes Like |Link to Comment
  • RealD Still Has Higher To Go [View article]
    Hi RS. Cool. Yeah, its a great biz model.
    Feb 7 12:45 PM | Likes Like |Link to Comment
  • Billabong Shareholders Approve Rights Issue [View article]
    Probably should get in touch with IR to confirm. I have a note in with IR and will provide feedback when I get it.
    Feb 6 11:42 PM | Likes Like |Link to Comment
  • Billabong Shareholders Approve Rights Issue [View article]
    @ all: I have a note in with IR and I plan on calling my broker again early next week for clarification.

    Will look forward to the prospectus and any other info that will shed light on this interesting situation.
    Feb 6 02:43 PM | Likes Like |Link to Comment
  • Maple Leaf Foods Continues Transformation [View article]
    Thanks. Yes, with that special dividend distributed to Maple Leaf Foods, I think they are setting Canada Bread up to be spun off or sold.
    Feb 6 02:19 PM | Likes Like |Link to Comment
  • RealD Still Has Higher To Go [View article]
    That is, 50% from the recommendation price.
    Feb 6 12:35 PM | Likes Like |Link to Comment
  • Billabong Shareholders Approve Rights Issue [View article]
    This is good to know, thanks for sharing. It is unfortunate, but still represents about a 30% "dividend"
    Feb 6 11:55 AM | Likes Like |Link to Comment
  • RealD Still Has Higher To Go [View article]
    Oops, correction, shares up closer to 50% after the pop post-earnings today.
    Feb 6 11:18 AM | Likes Like |Link to Comment
  • Shutterfly Snapping Up The Market For Photo Merchandise [View article]
    Interesting narrative, thanks. I'm just starting to take a look at this industry out of simple curiosity of how Instagram et. al. fit into this picture.
    Feb 6 03:58 AM | Likes Like |Link to Comment
  • Billabong: Refinancing Of Debt Indicates Further Upside [View article]
    Interesting points. Yeah, why would someone be short something that has already lost most of its value? Confounds me. Maybe there is something here. Will take a look when I get a minute. Maybe I will go to the mall and see if I see any customers buying merchandise.
    Feb 6 03:32 AM | Likes Like |Link to Comment
  • Billabong: Refinancing Of Debt Indicates Further Upside [View article]
    Sure, I can take a look. But I have to be honest; every time I walk into a store (which isn't often), there is no one there. I can't figure out what I would go there for exclusively, save for some wonky electronics plug in or connector, etc. I haven't looked at the financials, that is just my initial impression. Wow, $220 million market cap; what else can go wrong?
    Feb 6 01:18 AM | Likes Like |Link to Comment
  • Suntec Real Estate Is Undervalued Based On NAV, New Building Could Be Growth Driver [View article]
    Interesting idea, thanks for the overview. I'll look into it further, if I have questions will report back to the message board.
    Feb 5 08:48 PM | Likes Like |Link to Comment
  • Ritchie Bros.: The eBay Of Industrial Equipment [View article]
    That may be true. I don't see a lot of these old school guys in the construction biz wanting to auction online. Having said that, I think Ritchie Bros. is addressing that need with EquipmentOne and other businesses as a result of acquisition of AssetNation.

    I mean, these are big and pricey pieces of equipment. I think that folks like to inspect them in person before bidding.

    I know it can be done, but how the heck does one commission shipping for this huge stuff?
    Feb 5 08:25 PM | Likes Like |Link to Comment
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