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  • BlackBerry: The Drowning Man Of Mobile [View article]
    @mrabody Great comment! Saved a lot of us the trouble of explaining service revenue to this author.
    Dec 19, 2014. 06:32 PM | 7 Likes Like |Link to Comment
  • Kinder Morgan: Buy The Dip, It Will Not Last [View article]
    Don't forget Kinder also transports gasoline. As fuel prices drop demand increases as people drive more.

    The transport of NG is very likely to increase as more coal fired power plants are replaced and US LNG export begins. Also, the export of liquefied condensates is increasing and should even be helped along As prices drop along with crude.
    Dec 12, 2014. 01:34 AM | 1 Like Like |Link to Comment
  • Vertex Energy: Oversold And Under-Appreciated [View article]
    You model 2015 revenue of $474 million with EPS of $0.84. The 5 analysts who cover the stock have average revenue estimates of $392 million with EPS of $0.56

    What do you think they are missing?
    Dec 2, 2014. 11:29 AM | Likes Like |Link to Comment
  • C&J Energy Acquisition: A Breach Of Fiduciary Duty And The End Of The Fracking Era [View article]
    In 2014 the U.S. will produce about 8.6 million barrels of oil per day. If the price fell to a level that was uneconomic for fracking and stayed there long enough then fracking would come to a halt and so would most of that oil production.

    If that much oil came off the market what do you think would happen to the price?

    That's right.... The price of oil will ultimately stabilize at a price where fracking is economic because it has to. Fracking is here to stay.
    Nov 26, 2014. 09:27 PM | 4 Likes Like |Link to Comment
  • A 4% Dividend Yield Portfolio With A 10% DGR Is Good Enough For Me [View article]
    Little KMI would slot in there quite nicely.
    Nov 20, 2014. 12:59 AM | 1 Like Like |Link to Comment
  • The $800M Secret The BlackBerry Shorts Don't Want You To Know About [View article]
    Awesome due diligence, Corey!
    Nov 18, 2014. 02:24 PM | 13 Likes Like |Link to Comment
  • BlackBerry Passport Shines In India [View article]
    A red Passport. Pretty cool I think..
    Nov 10, 2014. 12:50 PM | 3 Likes Like |Link to Comment
  • Rentech Acquires Largest Producer of Wood Pellets for U.S. Heating Market [View article]
    But Blackstone provided capital specifically for RTK to expand the wood pellet business and ultimately to IPO it. Blackstone also placed three adults to the BOD. I think it's finally time to give RTK a shot.
    May 2, 2014. 02:44 AM | Likes Like |Link to Comment
  • Two $4 Energy Plays On The Move [View article]
    I think IO can do $.80 in 2014. Exit the year around $8-$10 per share. Those analyst targets will be rising soon.
    Feb 14, 2014. 06:30 PM | Likes Like |Link to Comment
  • BlackBerry: We Are Right And Wall Street Is Wrong [View article]
    Perhaps the best article I’ve read on SA for quite some time. I hope very few people read it. Because if too many investors begin to realize how to really make oneself rich in the stock market then this wonderfully inefficient market will become more efficient and I will find it more difficult to trounce the market.
    Feb 9, 2014. 01:35 PM | 7 Likes Like |Link to Comment
  • Deja Vu, BlackBerry [View article]
    Folks, this what you can expect when you seek to double or triple your money. BBRY has sum of the parts value of at least what it trades for. And now you have the best man for the job of turning the business around with plenty of liquidity at his disposal. The author and others like them should absolutely go out and buy the undusputed leaders in all their respective markets, sit back, and enjoy those 7% annual returns.

    They will never find an APPL 15 years ago or a HPQ or GNW 15 months ago. They simply don’t have the foresight.
    Jan 31, 2014. 04:35 PM | 4 Likes Like |Link to Comment
  • 4 Reasons Why You Must Buy This Stock [View article]
    I side with Rob on this issue. One needs to look to further than CSCO to see how the practice Rob describes destroys shareholder value.
    Jan 17, 2014. 07:39 PM | Likes Like |Link to Comment
  • Why You Should Dump Zynga And Glu Mobile For This Stock [View article]
    Or was I thinking of hot cakes ?
    Dec 30, 2013. 06:04 PM | 2 Likes Like |Link to Comment
  • Why You Should Dump Zynga And Glu Mobile For This Stock [View article]
    I thought pancake sales were on the decline.
    Dec 30, 2013. 06:01 PM | 1 Like Like |Link to Comment
  • Vale Is A Bargain Today [View article]
    I look for +50% for VALE in 2014
    Dec 30, 2013. 11:34 AM | Likes Like |Link to Comment