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Paul Zimbardo

 
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  • Judge Richard Sullivan has granted Greenlight Capital/David Einhorn's motion for a preliminary injunction on Apple's (AAPL +0.9%) bundled proposals (one of which asks for shareholder approval for the issuing of preferred stock) at its Wednesday shareholder meeting. Will Apple now request separate votes on the proposals? (previous) (more[View news story]
    Investors should read what the lawsuit was really about. Hint it was not about Apple hoarding cash. In summary it was about who has the authority to issue preferred shares, the board or the shareholders.
    Feb 22, 2013. 04:44 PM | Likes Like |Link to Comment
  • Facebook Is About To Destroy Its Business [View article]
    Many would argue about the company with the most users in history. Bill Gates and the late Henry Ford would be high on that list.
    Feb 18, 2013. 04:04 PM | 4 Likes Like |Link to Comment
  • 4 Financial And mREIT Ex-Dividends To Consider This Week [View article]
    I mention in the second paragraph that today is a market holiday.

    As discussed in my instablog, the strategy can be utilized to buy either BEFORE or ON/AFTER the ex-dividend date depending on price movements.

    http://seekingalpha.co...
    Feb 18, 2013. 09:30 AM | 3 Likes Like |Link to Comment
  • 6 Ex-Dividends To Consider, 5 To Avoid This Week [View article]
    Unfortunately I do not cover those securities but feel free to review my other articles and follow me if you would like!

    http://bit.ly/Xc2pXy
    Feb 16, 2013. 11:46 AM | Likes Like |Link to Comment
  • 6 Ex-Dividends To Consider, 5 To Avoid This Week [View article]
    Thanks for the comment!
    Feb 16, 2013. 11:45 AM | Likes Like |Link to Comment
  • Though Dunkin' Brands (DNKN) now trades over 50% above its IPO price, Paul Zimbardo remains a skeptic. Zimbardo notes how the restrictions attached to Dunkin's $1.5B debt load could limit growth, and isn't sold on the company's Western expansion plans. He also thinks "prospects are bleak" for Dunkin's Baskin-Robbins subsidiary.  [View news story]
    Thanks for the mention!
    Feb 13, 2013. 03:13 PM | Likes Like |Link to Comment
  • Will Einhorn And The iWatch Boost Apple Shares? [View article]
    "you may think that you are comfortable owning a stock at a certain price.The buyers remorse sets in big time when the fundamentals change.... "

    This is no different than if you had initiated a long position. The benefit of the call is that you have a cushion to reduce the losses.
    Feb 13, 2013. 01:16 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources (CLF): Q4 EPS of $0.62 beats by $0.07. Revenue of $1.54B (-4.2% Y/Y) beats by $10M. Shares -1.9% AH. (PR[View news story]
    You cannot own CLF anymore.
    Feb 12, 2013. 05:17 PM | Likes Like |Link to Comment
  • 6 Ex-Dividends To Consider, 5 To Avoid This Week [View article]
    I do prefer AGNC and am long. I highlighted ARR because it is going ex-dividend this week. The AGNC conference call transcript is a must read for any MBS investor.
    Feb 12, 2013. 03:05 PM | 1 Like Like |Link to Comment
  • Great Recession II Portfolio: How I Generated A 34% Return Last Year [View article]
    Hi Ken,

    Publishing and tracking a portfolio is very time consuming but I do publish other articles at least weekly with recommendations. I may revist these five or publish a new set if I am able to find some free time.

    Thanks.
    Feb 9, 2013. 03:02 PM | Likes Like |Link to Comment
  • Is Apple's Secret Hedge Fund Prepping For A Dividend Boost? [View article]
    I question any article that calls Apple's SEC reported "cash+" or "hedge fund" a secret. This is available with a quick google search.
    Feb 6, 2013. 11:29 AM | 1 Like Like |Link to Comment
  • Is Apple's Secret Hedge Fund Prepping For A Dividend Boost? [View article]
    Apple's "secret" hedge fund that is disclosed as a subsidiary in the publicly available SEC filings? Apple's investment portfolio that is also disclosed in the public available SEC filings?
    Feb 6, 2013. 10:22 AM | 1 Like Like |Link to Comment
  • 2 Stocks To Buy For The Fiscal Cliff [View article]
    Humana continues to rally after strong earnings and is now trading near $79.
    Feb 4, 2013. 12:25 PM | Likes Like |Link to Comment
  • Netflix: Is Now The Time To Sell? [View article]
    Thanks for the comment Bill. That can attribute to a portion but the paid subs declined less than expected due to more inactivity. The DVD business is a cash cow but it is particularly fragile in that small changes in usage can have large impacts on margins.
    Feb 1, 2013. 09:17 AM | Likes Like |Link to Comment
  • 9 High Yielding Ex-Dividend Stocks To Consider This Week [View article]
    Thanks for the article, I am glad you enjoyed it.

    With respect to new share issuances, it comes down to the issuance price. For example if shares are trading at $10 and the new shares are issued for $9, that destroys value for current shareholders. On the other hand if the new shares are issued at $10, current shareholders should not be too upset.
    Jan 29, 2013. 11:36 AM | Likes Like |Link to Comment
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