Seeking Alpha

Owen Bernard

 
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  • Owen Bernard
    $VZ any reason not to be long?
    Nov 10, 1:06 PM
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      • Owen Bernard
        Don't think $LO is a bad deal & believe $75 to $80 deal offer can be made & still make a nice ROI. Current offer of $68 is a steal
        Jul 15, 6:51 PM
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          • Owen Bernard
            $RHP down 8%. Would be an excellent price for share repurchases
            6/4/13
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              • Owen Bernard
                $INFU +5.71% midday. Interesting discussions underway for company.
                5/20/13
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                  • Owen Bernard
                    $RHP gross future bookings ^+50%. Down early morning but gained as investors digested the news.
                    5/7/13
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                      • Owen Bernard
                        $ELNK showing superior single day returns against market
                        5/3/13
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                          • Owen Bernard
                            $ELNK +1.24% today
                            5/3/13
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                              • Owen Bernard
                                Value investor in need! Slim pickings. No $ in the streets. Notable interests for week ahead: $AIR, $BTH, $HEES, $MRTN, $MIND, $STRZA
                                4/15/13
                                Reply (16)
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                                • techwonk: Forward earnings on $MRTN looking good. Got any new info on this one? Still a buy?
                                  Sep 9, 5:46 PM
                                • Owen Bernard: uncertain here with overall market, potentially drag down near term returns/ lot of room and huge optionality long term, interesting
                                  Sep 10, 6:14 PM
                                  • Owen Bernard
                                    What books are you reading? Jus cmplt w/ The Outsiders. Great Book!
                                    4/14/13
                                    Reply (15)
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                                    • techwonk: Like your new photo
                                      8/21/13
                                    • techwonk: This might interest you: http://seekingalpha.com/p/1gnlp Chris deMuth has a book club discussion page
                                      12/15/13
                                      • Owen Bernard
                                        $BBRY seems to be the STOCKTALKS of the town!!
                                        3/30/13
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                                          • Owen Bernard
                                            $BBRY seems to be the STOCKTALKS of the town!!
                                            3/30/13
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                                              • Owen Bernard
                                                Why would be the reason to be on the other side of your best 2012 idea?
                                                3/28/13
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                                                • Owen Bernard: "what" would be more appropriate than why. @techwonk: good article. Market trying to head off any near-term positive news.
                                                  3/29/13
                                                • techwonk: Stock traders do swing from quality to junk periodically, but I wouldn't try to draw conclusions from half a dozen names.
                                                  3/30/13
                                                  • Owen Bernard
                                                    Goldman Sachs $GS the wonderful business model
                                                    3/28/13
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                                                      • Owen Bernard
                                                        Are you long or short the markets?
                                                        3/28/13
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                                                        • Owen Bernard: generally long; concerned about recession globally & effects on our domestic market. global trading huge negative in clouds in a few years
                                                          3/28/13
                                                        • Owen Bernard: generally long; concerned about recession globally & effects on our domestic market. global trading huge negative in clouds in a few years
                                                          3/28/13
                                                          • Owen Bernard
                                                            How do you think Cyprus issue affected equity markets?
                                                            3/28/13
                                                            Reply (1)
                                                            • Owen Bernard: Insightful words brought back memories. You might find link interesting. http://bit.ly/YHmSEj
                                                              3/28/13
                                                              • Owen Bernard
                                                                25/03/2013 investment candidates: $PBY, $WHR, $CBB, $CONE
                                                                3/25/13
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                                                                  • Owen Bernard
                                                                    "raison d'être for high yield bond investing" - H. Marks on credit spreads
                                                                    3/23/13
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                                                                      • Owen Bernard
                                                                        Attn getters: $E, $TEO, $TKC, $BFR, $AZN, $TWX
                                                                        3/18/13
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                                                                          • Owen Bernard
                                                                            Great investor day @$RHP! Buffett like CEO with a "lex parsimoniae" understanding within their new industry.
                                                                            2/15/13
                                                                            Reply (3)
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                                                                            • Owen Bernard: $RHP should do fairly well. Absolute returns will be positive from current price & relative terms should be higher against U.S. markets
                                                                              3/29/13
                                                                            • Owen Bernard: $RHP should do fairly well. Absolute returns will be positive from current price & relative terms should be higher against U.S. markets
                                                                              3/29/13
                                                                              • Owen Bernard
                                                                                $RHP declares $2 div. Management has made great progress. Investor day today
                                                                                2/15/13
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