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Ryan Pollack

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  • 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.

    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
  • Advanced Cell Technology: Maximizing Profit On Reverse Splits And Phase I Results [View article]

    Rethink your logic. The % increase has nothing to do with the amount of shares you have the % is determined by price. As a shareholder if you already had built a large stake in a company and they floated around 1-100 reverse your potential future NOTIONAL earnings just took a huge. This has nothing to do with % increase or decrease in stock price going forward from the split point.

    Also think why is splits cheered by Wall St.? Companies split because it limits their investors when the price becomes too high NOTIONALLY and the company feels there is still demand in their stock. So a company like Apple splits reduces the price and in this case investors have 7x more shares. Most of the time the price rises due to new investors now getting in the stock, which means a 7x NOTIONAL rise in position value, and if the company is a dividend grower you're getting in on 7x future payments. And logically if the reverse is the opposite of a split then Wall St. jeers this and usually reverses are part of a dilution scheme anyway.

    I'm surprised at the level of ineptness of understanding why reverse splits are bad in the majority of cases from some of the commenters here. And for ACTC its bad because the ultimate future of the company has nothing to do with a reverse split; just get the private funding. Uplist can occur after you have an approved product where the market realizes it better get on board with the stock.
    Aug 27, 2014. 09:16 AM | Likes Like |Link to Comment
  • Retirement Strategy: Every Dividend Growth Investor Should Own AT&T Right Now [View article]
    Been in T for 3 years and approaching 1000 shares via DRIPping. To other commenters the $500 and $100 million number is JUST on NFL Sunday Package/MLB Extra Innings subscribers. The big view is the regular monthly cable bill subscriptions and the partial ownership of some of the sports networks. And I think there would be an allure to those already having Sunday Ticket to switch to other T services just to consolidate bills because a football fan is not giving up Sunday Ticket. Also of note I think DTV is having a new fantasy football channel this year (at least that was what the Manning brothers were rapping about). Fantasy Sports itself is a mutli-billion dollar industry there could be potential here to expand on that as well.

    I agree with the author this could be much larger benefit than people are realizing.
    Aug 27, 2014. 09:01 AM | Likes Like |Link to Comment
  • Advanced Cell Technology: Maximizing Profit On Reverse Splits And Phase I Results [View article]
    They can get funding from Lincoln Park or another venture capital/hedge fund. I'll take some more dilution to avoid a 100-1 reverse split, the reverse at that level is worse.
    Aug 26, 2014. 02:56 PM | Likes Like |Link to Comment
  • Advanced Cell Technology: Maximizing Profit On Reverse Splits And Phase I Results [View article]
    They can get capital from Lincoln Park, or another private equity/hedge fund. Diluting some more to avoid a 1-100 reverse is worth it for shareholders.
    Aug 26, 2014. 02:04 PM | Likes Like |Link to Comment
  • Advanced Cell Technology: Maximizing Profit On Reverse Splits And Phase I Results [View article]
    I look at both. AMD/SMD revenue in the US/Europe is estimated to be $30 billion. Include the rest of the world ie Asia/South America, it should easily be $60 billion. Your market caps should start there.

    Depending how the market values an approved product not taking into account other pipeline in ACTC then you would get $9.09/share on $30 billion revenue or $18.18/share on $60 billion revenue on today's share count. Both more than enough for a natural uplist.

    Most likely, and in my opinion, if ADM/SMD is successful and approved market would value it in the low $20s meaning worldwide distribution and premium allocated to the other patents and pipeline. X factors we don't know is peer-review and jv, although I'm sure a jv would be with blood program and not AMD/SMD. They can't give that away after seeing the results they are seeing. At least I hope not.
    Aug 26, 2014. 12:50 PM | Likes Like |Link to Comment
  • Advanced Cell Technology: Maximizing Profit On Reverse Splits And Phase I Results [View article]
    The reverse split sucks because if you have a million shares every $1 increase in share price is $1 million notional gain, if its split to 10,000 shares then every $1 increase is only $10,000 gain. That's a huge difference and why I never wanted the reverse split.

    The other fact is ACTC doesn't need it. Success or failure is not dependent on the reverse split. And the revenue potetnial of AMD/SMD worldwide is astronomical who cares if the float is 3.3 billion or 4 billion or 5 billion now. Shareholders at the time of product approval would still make a boatload.

    My prediction is Sept. 30 comes and goes with no reverse then the BOD will put it back on the ballot at the annual meeting and be approved again because ACTC insiders control most of the float. Then the peer review and/or jv will come increase the price then they can do the reverse split. My hope is that when the peer-review and/or jv happen, the price increase is significant enough that the BOD will rethink this reverse split nonsense and realize they don't need it.

    Very simply the AMD/SMD trial success = ACTC survives, and AMD/SMD failure = ACTC is dead. IMO it looks like success with some of the results from a phase 1.
    Aug 26, 2014. 12:05 PM | Likes Like |Link to Comment
  • Why Buying A House Is A Terrible Investment [View article]
    Until the hurricanes hit
    Aug 11, 2014. 08:50 AM | 1 Like Like |Link to Comment
  • Update: Rite Aid Slips On Walgreen Deal [View article]
    I think its more due to WAG not doing the tax inversion and RAD and CVS just falling in sympathy, but agree whatever the reason its all WAG dependent and really doesn't affect RAD or CVS at all.
    Aug 6, 2014. 10:34 AM | 2 Likes Like |Link to Comment
  • Marathon Oil: Staying Bullish As The Company Hikes Its Dividend [View article]
    Heather I think you have a typo. The quarterly dividend is now 0.21

    'On Wednesday, July 30, Marathon Oil announced a quarterly dividend increase of $0.02/share, which brings its upcoming dividend payout to $0.31/share.'
    Aug 1, 2014. 11:48 AM | Likes Like |Link to Comment
  • I'm Not Selling Anything, I'm Buying Everything [View article]

    I looked this up on monthly prices in Yahoo and the GLD on Aug 2, 2008 was $81.71 and on April 1, 2009 was $91.03 for a gain of 11.41%! I also remember the VIX spiking absurdly like people could have retired just investing in VIX products during that short time.
    Jul 31, 2014. 11:28 AM | Likes Like |Link to Comment