Seeking Alpha
View as an RSS Feed

Ryan Pollack  

View Ryan Pollack's Comments BY TICKER:
Latest  |  Highest rated
  • AT&T: A Rare, Post-Recession Buying Opportunity [View article]
    T will pay you, Greece won't.
    Apr 13, 2015. 04:25 PM | 12 Likes Like |Link to Comment
  • Archer Daniels Midland Stock Anaylsis [View article]
    From the last 10k on ADM's website page 31 it breaks down revenue by segment. In 2013 Bioproducts in Corn Processing was (in million) 8422. Total revs were 89804. Let's assume bioproducts is all ethanol to be conservative then ethanol was ~9.38% of total revs. In 2014 Bioproducts was 7937. Total revs were 81201 or ~9.77% of total revs. In the future ie beginning this year I would expect another segment called Flavoring to be added to this page or at least a big increase in numbers from Other (although based on the size of Flavoring market it should be a new segment on its own). The point being is that the % of revenue Bioproducts is in the future should be decreasing.

    Good question Nigel, hope it answers your question, but I don't think we have any major worries here with ADM's ethanol production.

    Long ADM
    Mar 25, 2015. 12:31 PM | 5 Likes Like |Link to Comment
  • With regulator eyes on Comcast-TWC, is AT&T's DirecTV purchase skating? [View news story]
    The T deal is different imo than Comcast-twc deal. T is diversifying and Uverse is still a small player compared to twc, cablevision, Comcast, fios, dish, directv, etc. Twc-Comcast has monopolistic implications, whereas T-directv will actually create competition. Long T.
    Mar 17, 2015. 06:42 PM | 3 Likes Like |Link to Comment
  • Walgreen Boots Alliance eyes U.S. drugstore acquisition [View news story]
    RAD, however, they will have to shed a lot of real estate if they do it, as there is usually a RAD and a WBA within 5 blocks of each other at a lot of locations. At least in my neighborhood.

    Long RAD; Short March 27 8.50 calls
    Mar 12, 2015. 04:14 PM | Likes Like |Link to Comment
  • AT&T adds more unlimited calling to Mexico [View news story]
    It may be purchased, but growth is coming back to Ma Bell in the next 2 years, assuming regulators allow these acquisitions, and its not reflected in the stock price! Long T
    Feb 17, 2015. 02:28 PM | 1 Like Like |Link to Comment
  • Rite Aid buys EnvisionEx for $2B [View news story]
    There is no new debt they are paying 1.8b in cash and 200m in stock. Might look at some of the Mar/Apr $9+ calls to sell a covered call position take advantage of the new volatility if its worth it.
    Feb 11, 2015. 09:46 AM | Likes Like |Link to Comment
  • Bill to ban online gambling floating around Congress again [View news story]
    You are correct LST. When the government legalizes something that was previously illegal there's less crime and less usage of the product. See Amsterdam and drugs, USA and prohibition, etc etc.
    Feb 6, 2015. 11:18 AM | Likes Like |Link to Comment
  • Bill to ban online gambling floating around Congress again [View news story]
    You can easily require and set a daily or weekly limit on transferring in funds to the online gaming platform if its ever legalized just like with withdrawals from ATMs. Its funny how this isn't big government in the GOP eyes, meanwhile the corner boedga won't stop you from spending thousands for lotto, mega, powerball, quickdraw, and scratch-offs. What a joke, and the bigger joke is its one guy, Adelson, behind this bill. Meanwhile these casinos can have huge synergies and customer reach if its legal online with their own online platforms to compliment the brick and mortars with deals, free stays, satelittes, comp $, etc.
    Feb 5, 2015. 02:18 PM | 2 Likes Like |Link to Comment
  • 2 Lingering Uncertainties About AT&T [View article]
    I, for one, like what T is doing and I am a shareholder as well. I believe the Spectrum was needed and was also a response to the T-Mobile/Sprint price wars. Without Spectrum T-Mobile/Sprint/Dish are cooked regardless of what your price plan is. If your network is garbage no price justifies using it. I like DTV because it adds customers right away, and that NFL license makes it. No one is going to give up DTV that loves football which most of this country does. The bundling options will 'force' DTV subscribers into the phone and internet segment. I agree we can't count our chickens before they hatch on this deal going through yet, but the reasoning behind it to me is sound. And Mexico is a stroke of genius. Fastest growing USA population segment is Latinos. Having that ability to call US-Mexico-Latin America cheaply is huge!! I think, if everyhing goes through, we will start to see huge revenue, and earnings increases in 2017 which will increase the dividend growth rate in perhaps 2018. In the meantime I am greatly satisfied gdtting 7.5% (my personal yield on cost) to wait it out and reinvest the dividends in my IRA in a low beta stock.
    Feb 2, 2015. 12:30 PM | Likes Like |Link to Comment
  • AT&T EPS in-line, beats on revenue [View news story]
    Interesting T did well this quarter while VZ falters. Glad I added some shares today!
    Jan 27, 2015. 04:21 PM | 7 Likes Like |Link to Comment
  • Rite Aid: A Classic Value Trap [View article]
    So a return to profitabillity doesn't mean anything?! The quarter was even better than the .10 as they lost .02 of earnings because of the refinancing and retiring of debt. That will make its way back into earnings later down the road. Also I have been in both the old, tired looking rite-aid store and one of the remodeled stores. The difference is stark. The remodeled store has a great focus on wellness and pharma, keeping the cosmetic section the same and reducing the food section. Which makes sense you want to sell more high margin items as food, drinks and snacks are lower margin than drugs and cosmetics. The remodeled store is also greatly inviting and bright and feels like a renewed energy in the company. Both stores, however, I have noticed had increased traffic than from the past (the older store I went to could be skewed due to the area it is in; which is a very good neighborhood).

    WAG and CVS are both very expensive now compared to RAD and the easy money in them has been made. There's still more 'easy' money left to be made in RAD in the short-term. I expect double digit stock price next year around $12 provided this nice turnaround momentum is maintained which I have no reason to say it won't be sustained.

    Not that this next point is a case to invest but it is a bonus I feel. This industry is an oliogopoly with RAD, WAG and CVS. The name recongition of these three is hard to crack. If a firm like Walmart, private equity, etc were interested in getting in the space (RAD's presence in the northeast is reason alone for Walmart to at least consider a buy out) they wouldn't buy out WAG or CVS. It would be RAD that gets bought.

    I didn't buy as low as some on here in the $1-$2 range. I still wanted to make sure bankruptcy was off the table. I bought in the $5 range, but even from that range this should be a double or triple in the next year imo.

    Long:RAD
    Dec 23, 2014. 04:52 PM | 2 Likes Like |Link to Comment
  • AT&T declares $0.47 dividend [View news story]
    2.2% is beating inflation and in future years I'd expect DTV acquisition to make the divy increase more than a penny/Q. Probably not until 2017 at minimum though.
    Dec 19, 2014. 02:37 PM | 6 Likes Like |Link to Comment
  • Advanced Cell Technology Is Severely Undervalued [View article]
    One of the more bullish, thorough, and we'll reasoned articles on ACTC. I like that the author actually has experience in this area of clinical trials.
    Nov 7, 2014. 08:45 PM | 5 Likes Like |Link to Comment
  • I Am Retiring And A DG Portfolio May Not Provide Enough Income. [View article]
    Congratulations on retiring! Thoughtful article. I am confused about one thing though. Did you actually just start a DG portfolio for retirement last week or have you been doing DG for x years and wrote this article for perspective?

    The point of DG really is to start young and accumulate and reinvest for decades, it will not work on your retirement day if you literally started last week!
    Oct 29, 2014. 03:22 PM | 1 Like Like |Link to Comment
  • ACTC completes 1:100 reverse split [View news story]
    Stupid move doing this before peer review or results. They just crushed all existing shareholders.
    Aug 27, 2014. 07:10 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
242 Comments
391 Likes