Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Nelson Smith

View as an RSS Feed
View Nelson Smith's Comments BY TICKER:
Latest  |  Highest rated
  • Why I Maintain My $39 Price Target On BlackBerry [View article]
    Fair enough. But again, the net margin numbers are significantly more important, and I've assumed a significant discount compared to their previous numbers.
    Feb 25 11:49 PM | 0 Likes Like |Link to Comment
  • Why I Maintain My $39 Price Target On BlackBerry [View article]
    Spend less time looking at gross margins and more time looking at net margins.
    Feb 25 11:48 PM | 0 Likes Like |Link to Comment
  • Why I Maintain My $39 Price Target On BlackBerry [View article]
    No idea. But I think the answer is closer to years than months.
    Feb 25 11:47 PM | 0 Likes Like |Link to Comment
  • Emerson Radio: This Unloved Value Stock Could Easily Double [View article]
    The majority shareholder would be motivated by another special dividend, would they not?
    Feb 13 08:44 PM | 0 Likes Like |Link to Comment
  • Emerson Radio: This Unloved Value Stock Could Easily Double [View article]
    It's an interesting read. Anyone who is interested in Emerson should go check it out. It outlines the somewhat shady tactics (from over a decade ago) of MSN's Chairman.
    Feb 13 08:43 PM | 0 Likes Like |Link to Comment
  • Emerson Radio: This Unloved Value Stock Could Easily Double [View article]
    I think getting kicked out of Walmart might be the impetus the company needs to aggressively seek shelf space in other retailers. But you're right, the company needs to improve. Time will tell if they are aggressive in trying to get into other stores.

    I'm hoping that Raging Capital is that activist shareholder, but keep in mind that Grande owns some 56% of the company.
    Feb 13 08:42 PM | 0 Likes Like |Link to Comment
  • Emerson Radio: This Unloved Value Stock Could Easily Double [View article]
    True, but if all the ifs turn out positively than the stock will be much higher than it is now.
    Feb 12 06:53 PM | 0 Likes Like |Link to Comment
  • 3 Ways To Short The Canadian Real Estate Market [View article]
    Of course they're doing well, the market in Ontario has been on fire. If your house is worth more than what you paid for it, all you need to do is sell and bank the proceeds. But what happens when the value of the house goes down? Are you telling me the largest subprime lender in Canada will continue to do well if the whole real estate market is selling off? Because I would disagree with that, for obvious reasons.
    Nov 11 11:17 AM | 0 Likes Like |Link to Comment
  • Dividend Investors: Don't Forget About Canada [View article]
    Are you implying that Bell Alliant is going bankrupt like Blockbuster? Because I would argue that comparison is weak.
    Aug 31 05:31 PM | 0 Likes Like |Link to Comment
  • Dividend Investors: Don't Forget About Canada [View article]
    I'm not sure what the rules are when an American invests in Canada, but when Canadians invest in the U.S. the brokerage will withhold a 15% tax.
    Aug 27 09:06 PM | 0 Likes Like |Link to Comment
  • Dividend Investors: Don't Forget About Canada [View article]
    Dr. Mike is right. Thanks for pointing that out.
    Aug 27 09:06 PM | 0 Likes Like |Link to Comment
  • Tempur-Pedic Crash Offers Opportunity [View article]
    This company has no moat. They have one product - a specialty mattress - that has now been copied by all their competitors.

    I will admit though, the balance sheet looks terrific next to Sealy's.
    Jun 8 03:23 AM | 1 Like Like |Link to Comment
COMMENTS STATS
12 Comments
1 Like