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Sammy Pollack  

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  • Blackstone: Reiterating My Strong Buy Rating [View article]
    Yes, it is true that BX has negative income during the crisis. Certainly, BX is much more leveraged to the markets than TROW or BLK. That being said, over the long-term this is a positive as BX will benefit from the rising tide of the markets. BLK and TROW benefit to a lesser degree from rising markets.
    Dec 14, 2014. 07:25 PM | 2 Likes Like |Link to Comment
  • Time To Close Pairs Trade After Alibaba IPO [View article]
    taxes that would have to be paid upon sale of these assets reduces the value
    Sep 20, 2014. 01:36 AM | Likes Like |Link to Comment
  • Visa And MasterCard Should Issue Debt To Fund Massive Stock Buybacks [View article]
    I agree in general that companies should not issue debt to finance large dividend payments. However, while V and MA both pay dividends the amounts are so small that it is not an issue.
    Aug 28, 2014. 05:41 PM | Likes Like |Link to Comment
  • Vodafone: A Buy Based On Merger And Acquisition Speculation [View article]
    I think any offer would have to value VOD at at least $42 per share
    Aug 25, 2014. 11:35 AM | 2 Likes Like |Link to Comment
  • SeaWorld: Buy The Dip [View article]
    SEAS is already in a "tailspin"..... thats why the stock is attractive
    Aug 18, 2014. 05:53 PM | 1 Like Like |Link to Comment
  • Update: Dollar General Tops Dollar Tree Bid For Family Dollar [View article]
    Thanks for pointing this out will have it changed now
    Aug 18, 2014. 10:02 AM | Likes Like |Link to Comment
  • Paulson Buys DirecTV As Buffett Sells: Why I'm Bullish [View article]
    I think that is a good way to play DTV
    Aug 17, 2014. 12:33 PM | Likes Like |Link to Comment
  • Paulson Buys DirecTV As Buffett Sells: Why I'm Bullish [View article]
    If the deal does not go through I would expect DTV to trade down to the mid 70's. The deal should close sometime during the beginning of 2015
    Aug 17, 2014. 11:36 AM | 1 Like Like |Link to Comment
  • MGM Resorts: Why The Odds Are Against This Casino [View article]
    Debt cost are falling now but if interest rates rise then MGM will really be in trouble. With interest rates hovering close to all time lows it seems likely that rates will move higher over the next few years which could increase MGM debt cost.
    Aug 7, 2014. 08:49 PM | Likes Like |Link to Comment
  • KKR Set To Report Earnings: Why I'm Bullish [View article]
    investment realizations are happening slower than anticipated
    Jul 21, 2014. 03:05 PM | Likes Like |Link to Comment
  • Murdoch Likely To Succeed In Effort To Buy Time Warner [View article]
    Murdoch could simply go hostile and take his offer directly to shareholders
    Jul 17, 2014. 11:13 AM | Likes Like |Link to Comment
  • How Rupert Murdoch Could Acquire Time Warner [View article]
    thank you
    Jul 16, 2014. 11:32 AM | Likes Like |Link to Comment
  • Sirius XM: A Strong Sell [View article]
    Firstly, given the number of stock ideas I discuss on SA it would be very difficult to have skin in the game on every call. I sometimes take a position in stocks I discuss. See one of recent articles below.

    While I firmly believe SIRI is a sell, I am also not a big fan of short selling because losses are unlimited while gains are limited.
    Jul 14, 2014. 05:24 PM | Likes Like |Link to Comment
  • Exxon And Chevron Should Launch Monsanto-Like Buyback Program [View article]
    There is no reason to do a reverse stock split because there is no positive impact. A reverse stock split does not increase the value of shares outstanding. XOM could increase the dividend.
    Jul 8, 2014. 10:44 AM | 3 Likes Like |Link to Comment
  • Why First Solar Is A Better Buy Than SolarCity [View article]
    Does SCTY have any advantages other than first mover advantage? Is there anything stopping competition from undercutting their pricing if the business model proves successful?
    Jun 29, 2014. 09:24 AM | 2 Likes Like |Link to Comment