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Paul Nouri, CFP  

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  • Perry Ellis: A Branded Apparel Stock On Sale [View article]
    probably 12-13, depending on how they perform over the holidays.
    Dec 18, 2013. 06:57 AM | Likes Like |Link to Comment
  • Perry Ellis: A Branded Apparel Stock On Sale [View article]
    Yeah, that is a big issue to have to overcome.
    Dec 17, 2013. 04:41 PM | Likes Like |Link to Comment
  • Valeant Adds Solta Medical To Its Dermatology Franchise [View article]
    Hopefully :)
    Dec 17, 2013. 02:01 PM | Likes Like |Link to Comment
  • Valeant Adds Solta Medical To Its Dermatology Franchise [View article]
    I am under the impression that SLTM's equipment/disposable sale is different from the type of sale made by Obagi and Medicis...Meaning, they would have to leave at least a substantial # of SLTM's salespeople in place.
    Dec 17, 2013. 01:46 PM | Likes Like |Link to Comment
  • Perry Ellis: A Branded Apparel Stock On Sale [View article]
    Brand apparel companies can prove volatile investments. It seems the fewer brands they have, the lower valuation they get, as there is more concentrated risk. I have been keeping my eye on PERY, but given the net debt on the company's balance sheet and the nature of their business, i've been waiting for a lower price still.
    Dec 17, 2013. 09:17 AM | 2 Likes Like |Link to Comment
  • Valeant Adds Solta Medical To Its Dermatology Franchise [View article]
    Does anyone else see the irony in Liposonix ending back up with Medicis?
    Dec 16, 2013. 06:25 PM | Likes Like |Link to Comment
  • ESSA Bank & Trust: One Dollar Of Value Available For 50 Cents [View article]
    Greg,

    Why do you think the stock has an extremely tight range? Also, do you think the employee/executive retirement plans are excessive at all and could thwart off potential acquirers?

    Thanks,

    Paul
    Dec 12, 2013. 01:29 PM | Likes Like |Link to Comment
  • LipoScience Has Become Too Cheap To Ignore [View article]
    Since this article was posted, 2 directors purchased another 15,000 shares. Will be looking for bigger buys.
    Dec 6, 2013. 04:30 PM | 1 Like Like |Link to Comment
  • Gordmans Stores Needs To Fix Its Merchandising, And Soon [View article]
    What do you think of their pace of expansion? Also, is there any competitive advantage vs. other discount retailers?
    Dec 4, 2013. 12:21 PM | Likes Like |Link to Comment
  • LipoScience Has Become Too Cheap To Ignore [View article]
    there are already 150 million covered lives for the test.
    Dec 1, 2013. 10:53 AM | Likes Like |Link to Comment
  • LipoScience Has Become Too Cheap To Ignore [View article]
    Cash is typically the most valued aspect of TBV, so I don't agree with any case for taking it out of the calculation. They are burning through roughly 7%-10% of their TBV/Quarter. I laid out the case for sales increasing again and expenses moderating. An investor in the story will either agree with the that idea or not. I disagree that i'm overemphasizing TBV. A company at its 52-week low, with critical mass (generally $40m-$50m) in this space, will likely draw attention from strategic interests. The fact that it's trading near it's TBV makes it that much more interesting of a story. While current management is burning through cash, a strategic partner would eliminate that and pocket whatever TBV is on the books. Even if they don't get a strategic partner, the fact that they have as much cash as they do allows them breathing room to make the story work without going for another raise.
    Nov 29, 2013. 09:06 AM | Likes Like |Link to Comment
  • LipoScience Has Become Too Cheap To Ignore [View article]
    The individual that purchased shares is the current CEO. The reason its important to look at the TBV is because management stated that they are looking at reducing costs. If the company was just set on burning $4m-$6m of cash every quarter, you'd be right to say it doesn't matter. But when the stock is down as much as it is, and the company is trading near TBV, it is certainly the responsibility of the board and management to consider new directions, strategically.
    Nov 29, 2013. 08:36 AM | Likes Like |Link to Comment
  • LipoScience Has Become Too Cheap To Ignore [View article]
    As the age of the article you've linked to implies (more than three years old), what you mention has been an issue for a long time. While it is a risk to consider, I would highlight two factors. First, there are thousands of tests that are considered Lab Developed Tests: accordingly, any new regulations that would be placed on them would likely be phased in as opposed to a sudden and drastic new change in law. Second, parts of the company's test are already FDA approved and the company's intent is to go for FDA approval on all parts of the test.
    Nov 29, 2013. 07:56 AM | 1 Like Like |Link to Comment
  • LipoScience Has Become Too Cheap To Ignore [View article]
    About $3-m$4m/quarter, but they announced they're taking a closer look at the expense line in the coming quarter. Also, they have $52m gross, $36m net cash.
    Nov 28, 2013. 03:54 PM | 2 Likes Like |Link to Comment
  • Fred's: Plan To Reinvigorate Growth Is Priced In And Then Some [View article]
    I think that the move in to pharmacy might be partially attributable to the higher multiple (as these companies have been on fire this year). I certainly agree with you that in absolute terms, the shares could be viewed as fully valued, but I think relative to some larger peers, it might present a more compelling opportunity.
    Nov 26, 2013. 03:21 PM | Likes Like |Link to Comment
COMMENTS STATS
347 Comments
170 Likes