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  • GoDaddy Is Worth A Second Look [View article]
    Calculations are wrong. $325 Estimated EBITDA for 2015, means an EV/EBITDA ratio of 17.3x on 2015 #'s or with EBITDA growing 20% a year, 14.5x 2016 Estimated EBITDA.
    Jun 24, 2015. 04:59 PM | Likes Like |Link to Comment
  • Cozying Up To Cosi Restaurants: A Cheap Way In To 2015's Piping Hot Restaurant Sector [View article]
    i would agree that the food costs are a concern, but the goal here is obviously not to be the next subway. there is obviously a client that will pay a premium for better food, and this does tend to work well in lunch focused markets like downtown working areas. Yet while I would also agree that the Cosi concept won't work everywhere, I do believe that it can work well in suburban areas, mostly surrounded by small businesses/large corporations that have a large contingency of workers that eat out for lunch. Walking distance is best (obviously) which is why RJ's downtown locations have done well. But take a look at how COSIs menu is evolving and you can see that they are moving more and more towards what Panera is doing---which is fine with me. Panera's model works.
    Jun 24, 2015. 02:08 PM | Likes Like |Link to Comment
  • Cozying Up To Cosi Restaurants: A Cheap Way In To 2015's Piping Hot Restaurant Sector [View article]
    http://bit.ly/1NbuDJz
    Jun 24, 2015. 01:55 PM | 1 Like Like |Link to Comment
  • Cozying Up To Cosi Restaurants: A Cheap Way In To 2015's Piping Hot Restaurant Sector [View article]
    What a dumb argument. Subway is one of the most successful franchises of all time. However i would by no means compare COSI to Subway. Aside from Subway recently introducing guacamole to its sandwiches, the comparisons end there. First, the food doesn't stink. At least in my opinion it's actually pretty good. Plus, city rats don't know what food they are eating? What does that even mean? Dude lay off the crack please. RJ's successful locations in Boston are in the heart of the financial district. Apparently, those that are educated and in higher paying jobs would rather eat crap versus lower class suburbanites. I guess those suburbanites would opt for Panera, which in my opinion is about on par with COSI. Sure maybe COSI wasn't close to Panera's offerings in the past, but they are slowly but surely making their way. Have you tried the new bowls? Go do it please and report back.
    Jun 24, 2015. 12:45 PM | Likes Like |Link to Comment
  • LinkedIn up another 3.1%; Icahn mentioned in rumors [View news story]
    Your comment is just way off base Chris. Linkedin is really the only tool anyone is using to connect (aside from email) with anyone recruiting for a position. If you are using Linkedin now you're ahead of the game. Valuation on the other hand..thats a different story.
    Jun 3, 2015. 09:18 AM | 1 Like Like |Link to Comment
  • Q1 GDP revised down to -0.7% [View news story]
    interesting---can you point me to where you find information on this?
    May 29, 2015. 09:06 AM | Likes Like |Link to Comment
  • Exploration Could Pay Off With Capitol Acquisition Corp. II [View article]
    allright, thanks! so i don't see anything here that says there's a year maturity...everything indicates a 5 year maturity....and from my math a cap on gain of about 431% at the current warrant price. not bad.
    Apr 13, 2015. 03:26 PM | Likes Like |Link to Comment
  • Exploration Could Pay Off With Capitol Acquisition Corp. II [View article]
    Hmm.so just wondering why the securities are labeled with that expiration date?
    Apr 13, 2015. 02:46 PM | Likes Like |Link to Comment
  • Exploration Could Pay Off With Capitol Acquisition Corp. II [View article]
    Because if that's a 5 year expiration, that's a fairly cheap way to play the stock, but at a year and with that cap it's way overpriced.
    Apr 13, 2015. 02:19 PM | Likes Like |Link to Comment
  • Exploration Could Pay Off With Capitol Acquisition Corp. II [View article]
    Help on the warrant. I see an expiration for 5/15/16 in my Merrill Brokerage. When I read the filings, it sounds like there is a 5 year expiration on the warrants. Not sure if i missed something. Also, should be noted there is a $24 cap on the warrants i found, where the company can exercise at that point.
    Apr 13, 2015. 02:15 PM | Likes Like |Link to Comment
  • Renewable Energy Trade Board: The Most Interesting Solar Company That Nobody Knows [View article]
    http://bit.ly/1alyWV0

    this is an old article but it appears this company really has a very sketchy past. I'm not touching this with a ten foot pole.
    Apr 8, 2015. 12:34 PM | 1 Like Like |Link to Comment
  • Renewable Energy Trade Board: The Most Interesting Solar Company That Nobody Knows [View article]
    Shawn are they set up as a VIE? (assuming they are)

    Assuming they are set up as a VIE--What makes you think that they wouldn't just siphon all of the assets into some subsidiary in a far far far away remote company/subsidiary somewhere in China?

    I love the analysis but have to look a something with a grain of salt when a company has completely turned off the US Reporting lights.
    Apr 8, 2015. 12:20 PM | 1 Like Like |Link to Comment
  • Herbalife Earnings And Stock Price Bolster CEO Johnson [View article]
    I agree that Ackman stepped into a rather perilous situation when he began his crusade against Herbalife. Yet-I've always believed that once the consensus tilts to one side, that the other side is the right place to be. I'm getting that sense now with Herbalife. The bulls have taken over. Tim Ramey is pounding his chest. Bill Ackman looks like a fool. Carl Icahn looks like the brilliant corporate raider..again.

    Don, you can't ignore the facts. Herbalife has been operating as an illegal pyramid scheme since the mid 1980's. The rich get richer, the poor (mostly Latino's nowadays) get poorer. The company has woven a web of confusion that even the smartest of regulators likely have trouble understanding. With pressure from many sides now, there will at some point be further investigation into their business practices. From whom and when it happens is the million dollar question. It could happen in a month...or 5 years. No one knows.

    And I think you've sold Ackman a bit short in pointing out all of his failures. Let's not forget MBIA. It took over 7 years for the story to play out. Analysts raised price targets. Rating agencies ignored his pleas to downgrade the company. The stock rocketed higher making him look like a blabbering idiot, just as many seem to be saying with Herbalife now. He never backed down.

    Sure, one cannot dismiss the track record of Carl Icahn, but let's face it--Carl saw blood and went for the kill. Would you be surprised if he sold his stock next week just as he did with Netflix?

    I still side with Ackman and believe that the long term picture for Michael Johnson and Herbalife will be an ugly one--riddled with investigations and accusations. Oh and BTW, have you listened to Michael Johnson on an earnings call? Are you seriously getting the warm and fuzzies from this guy? I never have, and I wouldn't let the fact that he came from Disney sway an investment opinion.

    Good luck with any potential investment. It should be an interesting ride whatever the outcome may be.
    Oct 31, 2013. 09:54 AM | 1 Like Like |Link to Comment
  • Elon Musk's Big Mistake: A Tweet [View article]
    How do you know they didn't have an issue with the December tweet?
    Mar 25, 2013. 09:50 PM | Likes Like |Link to Comment
  • Elon Musk's Big Mistake: A Tweet [View article]
    You may think its an overreaction, but the SEC will not. That's our point.
    Mar 25, 2013. 09:48 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
78 Comments
55 Likes