Comments on Ranjit Thomas' articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/ranjit-thomas/articles http://seekingalpha.com/article/95671-cf-industries-terra-earnings-concerns-misplaced?source=feed#comment-258257 258257 Thu, 18 Sep 2008 14:34:25 -0400 http://seekingalpha.com/article/95671-cf-industries-terra-earnings-concerns-misplaced?source=feed#comment-257539 257539 Wed, 17 Sep 2008 21:26:21 -0400 that same question all month.......]]> http://seekingalpha.com/article/95671-cf-industries-terra-earnings-concerns-misplaced?source=feed#comment-256270 256270 Tue, 16 Sep 2008 17:10:50 -0400 http://seekingalpha.com/article/82078-coinstar-investors-counting-pennies-that-dont-exist?source=feed#comment-236140 236140 Fri, 22 Aug 2008 00:35:34 -0400 http://seekingalpha.com/article/82078-coinstar-investors-counting-pennies-that-dont-exist?source=feed#comment-216697 216697 of course Redbox has captured the #1 share of the movie rental vending machine market...nobody else is in that market because it's utterly pointless, and they can have it all to themselves in the face of Netflix, cable tv and downloading, both of the pirated and legallly sanctioned kind. Even if a CD-based rental business fantasy can currently manage to eke out some toehold, its days are guaranteed to be critically numbered in the face of the absolutely inevitable trend toward completely virtual media disribution over ever-faster Intenet transmission speeds. Any business model which can't see that one coming is blind a a bat. Look to Netfilx, if nowhere else - they're moving everything, sometimes slowly, sometimes quickly, toward streaming and downloading. RedBox will go the way of the 8TrackTape. So yes, Redbox dominates that market, and I'll breathe a great big sigh of relief that I don't. As the above article states, where you ever do see 34x-60x PE multiples and there is any attempt to actaully justify them in the light of reason, it's usually for spculative growth companies with phenomenal potential if the bet pays off: say, if they discover the cure for cancer or develop photovoltaic power via a special porces which will make it half as cehap as coal... look at this dog of a stock (a dog with fleas) and honestly tell us it's anywhere within meteor-strike range of that kind of breakthrough profitability. This star seems highly likely to implode. ]]> Mon, 28 Jul 2008 14:16:23 -0400
To respond to 'CSTR Shareholder's comment above - of course Redbox has captured the #1 share of the movie rental vending machine market...nobody else is in that market because it's utterly pointless, and they can have it all to themselves in the face of Netflix, cable tv and downloading, both of the pirated and legallly sanctioned kind. Even if a CD-based rental business fantasy can currently manage to eke out some toehold, its days are guaranteed to be critically numbered in the face of the absolutely inevitable trend toward completely virtual media disribution over ever-faster Intenet transmission speeds. Any business model which can't see that one coming is blind a a bat. Look to Netfilx, if nowhere else - they're moving everything, sometimes slowly, sometimes quickly, toward streaming and downloading. RedBox will go the way of the 8TrackTape. So yes, Redbox dominates that market, and I'll breathe a great big sigh of relief that I don't.

As the above article states, where you ever do see 34x-60x PE multiples and there is any attempt to actaully justify them in the light of reason, it's usually for spculative growth companies with phenomenal potential if the bet pays off: say, if they discover the cure for cancer or develop photovoltaic power via a special porces which will make it half as cehap as coal... look at this dog of a stock (a dog with fleas) and honestly tell us it's anywhere within meteor-strike range of that kind of breakthrough profitability. This star seems highly likely to implode. ]]> http://seekingalpha.com/article/81951-quanta-services-piggybacking-on-the-alternative-energy-boom?source=feed#comment-208175 208175 Thu, 17 Jul 2008 19:24:14 -0400 beatingthestockmarket.com]]> http://seekingalpha.com/article/81903-logility-a-buy-ahead-of-earnings?source=feed#comment-203141 203141 Fri, 11 Jul 2008 13:31:41 -0400 http://seekingalpha.com/article/83388-a-schulman-cashless-profits?source=feed#comment-200192 200192 Mon, 07 Jul 2008 18:05:11 -0400 http://seekingalpha.com/article/83223-goodrich-petroleum-gas-in-the-ground-doesn-t-mean-cash-in-the-bank?source=feed#comment-200191 200191 Mon, 07 Jul 2008 18:02:58 -0400 http://seekingalpha.com/article/83953-helen-of-troy-attractive-stock?source=feed#comment-200186 200186 Mon, 07 Jul 2008 17:57:57 -0400 http://seekingalpha.com/article/81951-quanta-services-piggybacking-on-the-alternative-energy-boom?source=feed#comment-200180 200180 Mon, 07 Jul 2008 17:55:33 -0400 http://seekingalpha.com/article/83223-goodrich-petroleum-gas-in-the-ground-doesn-t-mean-cash-in-the-bank?source=feed#comment-198451 198451 Fri, 04 Jul 2008 08:38:31 -0400 http://seekingalpha.com/article/83388-a-schulman-cashless-profits?source=feed#comment-198226 198226 Thu, 03 Jul 2008 16:29:52 -0400 http://seekingalpha.com/article/81945-ceradyne-why-the-low-valuation?source=feed#comment-198105 198105 Thu, 03 Jul 2008 13:18:20 -0400
After getting a feel for the events unfolding these past few weeks, I gather the inevitible will happen. Not an investor yet, but clearly Ceradyne is a fair bet on the fallacies of human nature......looking at an option play here, if there are any leaps.]]> http://seekingalpha.com/article/83388-a-schulman-cashless-profits?source=feed#comment-197576 197576 Wed, 02 Jul 2008 19:22:26 -0400
Do you have any others coming up that you are bearish on.]]> http://seekingalpha.com/article/83223-goodrich-petroleum-gas-in-the-ground-doesn-t-mean-cash-in-the-bank?source=feed#comment-196564 196564 Tue, 01 Jul 2008 10:59:28 -0400 http://seekingalpha.com/article/83223-goodrich-petroleum-gas-in-the-ground-doesn-t-mean-cash-in-the-bank?source=feed#comment-196490 196490 Tue, 01 Jul 2008 09:37:43 -0400 I also own chk stock long term and we are in good company with CEO McClendon who owns 32.5million shares, most of the shares bought on the open market..
Chk is the creme de la creme of the nat gas producers and explorers.]]> http://seekingalpha.com/article/83223-goodrich-petroleum-gas-in-the-ground-doesn-t-mean-cash-in-the-bank?source=feed#comment-196401 196401 Tue, 01 Jul 2008 07:19:55 -0400
You've got a good point here, but I think you are missing something critical that makes your short position very dangerous if not outright crazy. *Any* of the smaller operators with Haynesville acreage are takeover targets for larger E&P companies that want to establish a presence in Haynesville, and DO HAVE the operational expertise, capital budgets, and scalability to profitably extract the reserves. Either that, or the smaller company like GDP just partners with a bigger company to do the heavy lifting for them:

uk.reuters.com/article...

I'm long CHK and CHK options]]> http://seekingalpha.com/article/83223-goodrich-petroleum-gas-in-the-ground-doesn-t-mean-cash-in-the-bank?source=feed#comment-196118 196118 Mon, 30 Jun 2008 15:33:14 -0400
With the stock now 85, I'm wondering when he will have to cover, or if he intends to gut it out.]]> http://seekingalpha.com/article/82078-coinstar-investors-counting-pennies-that-dont-exist?source=feed#comment-195605 195605 Sun, 29 Jun 2008 23:34:32 -0400 http://seekingalpha.com/article/82799-american-greetings-mea-culpa?source=feed#comment-194435 194435 Fri, 27 Jun 2008 15:38:56 -0400 http://seekingalpha.com/article/82800-cke-restaurants-the-case-of-the-missing-interest-expense?source=feed#comment-193071 193071 Thu, 26 Jun 2008 07:38:00 -0400 http://seekingalpha.com/article/82447-american-greetings-looks-like-a-buy-ahead-of-earnings?source=feed#comment-192947 192947 Wed, 25 Jun 2008 23:09:13 -0400 http://seekingalpha.com/article/82328-juniper-networks-recent-downtrend-is-a-buying-opportunity?source=feed#comment-191985 191985 Tue, 24 Jun 2008 14:42:46 -0400 http://seekingalpha.com/article/82078-coinstar-investors-counting-pennies-that-dont-exist?source=feed#comment-191811 191811 Tue, 24 Jun 2008 11:37:56 -0400
Maybe people will start taking their coin jars to turn it into "real money" now that they are feeling so un-confident

but as a value minded investor, the valuation is too rich.]]> http://seekingalpha.com/article/81951-quanta-services-piggybacking-on-the-alternative-energy-boom?source=feed#comment-191729 191729 Tue, 24 Jun 2008 10:26:54 -0400 http://seekingalpha.com/article/82328-juniper-networks-recent-downtrend-is-a-buying-opportunity?source=feed#comment-191686 191686 Tue, 24 Jun 2008 09:48:06 -0400
Given their carrier business which has a long acceptance cycle, jnpr has had excellent visiblity into revenues at least 1-2 quarters out, and their conference calls have been uncharacteristically optimistic.

I admit that its a big IF whether they will be able to sustain their 20% growth model, but if they do, it's only 3.5 years till revenues double, so I would expect the stock eventually reflect its real value.]]> http://seekingalpha.com/article/82328-juniper-networks-recent-downtrend-is-a-buying-opportunity?source=feed#comment-191386 191386 Mon, 23 Jun 2008 20:31:27 -0400 http://seekingalpha.com/article/82078-coinstar-investors-counting-pennies-that-dont-exist?source=feed#comment-191380 191380 Mon, 23 Jun 2008 20:22:29 -0400 http://seekingalpha.com/article/81951-quanta-services-piggybacking-on-the-alternative-energy-boom?source=feed#comment-191330 191330 Mon, 23 Jun 2008 18:58:19 -0400