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  • The Best Long Opportunity For The Remaining Days Of 2012: Ocean Shore Holding [View article]
    Chris, Just file a 13D and ask for a seat on the BOD. I say they'll give it to you. I own a fair amount of shares and I would like that very much!

    -Wes
    May 22, 2015. 11:05 PM | Likes Like |Link to Comment
  • The Best Long Opportunity For The Remaining Days Of 2012: Ocean Shore Holding [View article]
    Chis, How come you're not on the board there?
    May 22, 2015. 04:25 PM | 1 Like Like |Link to Comment
  • BlackBerry: Even The Bulls Are Giving Up On Hardware [View article]
    Mark, Thanks for the article. Although I am long, I appreciate your perspective on BBRY.

    I certainly hope you are correct as to your estimate of 2.2 million handsets sold in Q4 as that would virtually guarantee a significant revenue beat and likely subsequent share price rally.

    Service revenue has been well telegraphed to fall to about $313 million. Also, the company basically told us 19 days into the quarter that software revenue will be about $83 million. Other revenue should remain steady at about $10 million.

    Therefore, if they sell 2.2 million devices at an average $200 (I think closer to $220) that would mean $440 million for devices and total revenue of about $846 million. That's about a 5% beat.

    The fact that the device revenue mix will be higher margin and software is likewise high margin they should collectively offset the further loss of high margin service revenue. Therefore, I would also expect a small net income beat.

    With all of the negative commentary over the past three weeks from GS, MS, Wells, etc. and the share price hit over the same period, I think we could reasonably expect a rally with even a small miss. I can only imagine the rally a beat might produce. Especially if management sticks to the doubling of software revenue during FY16.
    Mar 24, 2015. 02:56 PM | 4 Likes Like |Link to Comment
  • NBC hoping Super ratings boost other properties [View news story]
    So they're hoping about 35% of the US population tunes in. I bet that's a lot lower number than the football freaks think watch it. I'm happy to be part of the 65% who doesn't watch. Haven't bothered to watch for the last 25 years. Let me know if Katy Perry has a wardrobe malfunction, though. I'll want to catch that on YouTube...
    Feb 1, 2015. 04:27 PM | 4 Likes Like |Link to Comment
  • Key Tronic: A Cheap, Quality, Growth Play On EMS Re-Shoring [View article]
    I really enjoyed reading this. Just one question. Early on you mention FN with it's great ROIC and operating margins yet it trades at a cash adjusted PE of 7. 10 and 12 trailing and forward unadjusted for cash. Why then would you expect the market to award KTCC a 15 multiple on $1.15 earnings? Why would it trade differently than it did in 2013 when it earned $1.12 and never cracked $12?
    Jan 9, 2015. 11:53 PM | Likes Like |Link to Comment
  • Green Brick Partners: An Overlooked David Einhorn Deal [View article]
    My previous post should have read: 15,650,737 shares (49.9%)
    Dec 31, 2014. 10:40 AM | Likes Like |Link to Comment
  • Green Brick Partners: An Overlooked David Einhorn Deal [View article]
    Greenlight owns 15,650 shares (49.9%)

    http://1.usa.gov/1xy19PQ
    Dec 31, 2014. 10:04 AM | Likes Like |Link to Comment
  • 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 | 5 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..

    http://bit.ly/1yqEq74
    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
COMMENTS STATS
86 Comments
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