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SA Editor Stephen Alpher  

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  • Just A Few ?s For… Kid Dynamite [View instapost]
    Missing the Las Vegas trip reports and discussions of EV ...
    Nov 5, 2013. 01:13 PM | Likes Like |Link to Comment
  • Capital One Warrants A Closer Look [View article]
    Nice work.

    I'd be curious as to how COF's TARP warrants stand up value-wise to the other TARP warrants out there. Have you done work on these and found Capital One's to be the most attractive?
    Nov 5, 2013. 08:49 AM | 2 Likes Like |Link to Comment
  • Sugar the new tobacco? Bottled water to soon surpass soft drinks [View news story]
    Type I and Type II diabetes are different animals and the issue with respect to sugar and obesity is its link to Type II. As far as I know there is no link between sugar consumption/weight and the onset of Type I.
    Oct 26, 2013. 10:01 AM | 7 Likes Like |Link to Comment
  • Gramercy: Is This Small Cap The Greatest Alpha Opportunity In REITs? [View article]
    "Get mortgages in the 5% range during a time of rising interest rates."

    Why do we so blithely assume interest rates must rise? The 10-year is off 50 basis points in less than 2 months and back to 2.5% this morning. The Fed has an incoming chief who appears to be in hurry to tighten policy. One could make a pretty easy case we'll be sitting with ZIRP three years from now.
    Oct 23, 2013. 08:43 AM | Likes Like |Link to Comment
  • WTI crude oil slips below $100 per barrel [View news story]
    We're talking about crude oil, not gasoline in that opening point. At the margin, refinery maintenance means less demand for crude.
    Oct 21, 2013. 09:24 AM | 3 Likes Like |Link to Comment
  • Just 10 Questions For Samir Patel On His Retirement From Seeking Alpha [View instapost]
    Great job all around. Best of luck Samir!
    Oct 9, 2013. 09:02 PM | Likes Like |Link to Comment
  • Berkshire cashes in another crisis-era investment [View news story]
    It's a debt investment.
    Oct 4, 2013. 11:36 AM | 1 Like Like |Link to Comment
  • Ackman converts 40% of Herbalife short to long-term puts, questions buyback [View news story]
    Capitulation. I wonder who the counterparty is?
    Oct 3, 2013. 09:06 AM | Likes Like |Link to Comment
  • Lazy/efficient Blogger Seeking Help [View instapost]

    Buyout offer of what looks to be cash and stock for $7.35/share. ICH currently trading at $6.60.
    Oct 2, 2013. 11:19 AM | 1 Like Like |Link to Comment
  • Lazy/efficient Blogger Seeking Help [View instapost]

    Higher offer coming?
    Sep 30, 2013. 10:14 AM | 1 Like Like |Link to Comment
  • Lazy/efficient Blogger Seeking Help [View instapost]

    GateHouse shareholders wiped out, but will get warrants to buy 5% of New Media stock.
    Sep 27, 2013. 02:56 PM | Likes Like |Link to Comment
  • Wells warms to social media [View news story]
    Sep 18, 2013. 12:49 PM | Likes Like |Link to Comment
  • Watch Out, Belo: 3 Reasons Shareholders May Demand A Better Deal [View article]
    Just looking at BLC's chart. Was still at $0.55 two weeks after market bottomed in 2009 ... was a 10-bagger in about 6 months.

    Now a buyout at $13.75.
    Sep 16, 2013. 11:00 AM | 1 Like Like |Link to Comment
  • A Little-Known Way To Bet On PNC [View article]
    There are a lot of TARP warrants out there. How do you assess the relative value of the ones on PNC vs. some of the others?
    Sep 15, 2013. 08:50 PM | Likes Like |Link to Comment
  • "War" breaks out between AIG and Berkshire [View news story]
    I think regulators might have a thing or two to say about a BRK purchase of AIG.
    Sep 13, 2013. 10:28 AM | Likes Like |Link to Comment