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Stephen Simpson, CFA  

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Latest comments  |  Highest rated
  • Williams Companies Offers Growth, Upside, And Risk [View article]
    Not really, other than the typical "many reasons to sell, only one reason to buy" boilerplate stuff.
    Jun 24, 2014. 06:05 PM | 2 Likes Like |Link to Comment
  • Amicus Therapeutics Still A "Show Me" Story [View article]
    I "fail to mention" because I don't care and don't believe it is relevant. Unless Hedge Fund Perceptive Advisors has a flawless investment track record, their involvement is no more, or less, valuable than any other institutional investor.
    Jun 12, 2014. 02:37 PM | 2 Likes Like |Link to Comment
  • Lenovo Making The Right Strategic Moves To Build Value [View article]
    I wouldn't say they'll "slash margins". Rather, they'll just do what Lenovo does ... which is operate a lower-margin business very effectively.

    I think we're probably talking about the same thing from an end result point of view, though ...
    May 23, 2014. 11:45 AM | 2 Likes Like |Link to Comment
  • Lenovo Making The Right Strategic Moves To Build Value [View article]
    I own the US-listed ADRs and have owned US ADRs of other Chinese companies with no trouble (as well as some Hong Kong-listed shares). There are some who believe there is more fraud among Chinese listed companies but I've never found that to be true (there's fraud everywhere, unfortunately).

    As for Blackberry and Lenovo... For a long time, I thought Lenovo was going to be the company that bought Blackberry; Blackberry has always been stronger w/ business customers and that fits Lenovo's model. Given the Google/Motorola transaction, that's not going to happen. Lenovo needed a brand w/ name recognition in North America and W.Europe, but they don't need two.
    May 23, 2014. 07:02 AM | 2 Likes Like |Link to Comment
  • Is AGCO Corp. Washed Out Enough To Own? [View article]
    No worries. Glad you found it useful.
    May 1, 2014. 02:14 PM | 2 Likes Like |Link to Comment
  • Patience Will Pay With Brookfield Infrastructure [View article]
    "With the strength seen in 2013, management raised the distribution by 12%, ahead of its long-term targeted growth rate."
    Mar 29, 2014. 01:59 PM | 2 Likes Like |Link to Comment
  • Lynas Can't Afford Further Delays [View article]
    While true, pro rata issues are pretty rare nowadays for U.S. companies anyway.
    Mar 20, 2014. 06:55 AM | 2 Likes Like |Link to Comment
  • Lightstream Resources: A Different Sort Of Oil Play [View article]
    Thanks for pointing it out. Brain-lock is the answer. I was working on other Canadian oil stocks and substituted WCS for Edmonton Par. I double-checked and all of the math was done w/ Edmonton Par, so the error was limited to just using the wrong word(s).

    Again, thanks for mentioning that. I'll submit a correction request and get that fixed.
    Feb 22, 2014. 07:21 PM | 2 Likes Like |Link to Comment
  • Aspen Technology - Trees Don't Grow To The Sky [View article]
    If it's so obvious, I suggest you write a piece for Seeking Alpha outlining your case.
    Feb 14, 2014. 11:47 AM | 2 Likes Like |Link to Comment
  • Without A Buyer, TomTom's Route Is Unclear [View article]
    I highly doubt antitrust regulators in the US and EU would allow a TomTom/NOK merger. That is why I did not include it.
    Jan 27, 2014. 11:19 AM | 2 Likes Like |Link to Comment
  • It's Not Easy Being GreenHunter [View article]
    I have checked the market. The stated yields on most BDC portfolios are in the range of 10% to 13%. Factor in the cost of those warrants, the cost to GRH is quite a bit higher than the norm for private loans these days.
    Jan 27, 2014. 10:44 AM | 2 Likes Like |Link to Comment
  • It's Not Easy Being GreenHunter [View article]
    If Gary is so confident in this company, why did he loan the company funds on basically extortionate terms? (13% interest + 100K-plus warrants with a one-cent strike price). Seems to me that Gary's #1 concern is that Gary gets paid.
    Jan 27, 2014. 08:35 AM | 2 Likes Like |Link to Comment
  • Ultra Petroleum And Weighing The Short Versus The Long [View article]
    If you believe you know so much about UPL, I suggest you write an article yourself.
    Dec 28, 2013. 09:26 AM | 2 Likes Like |Link to Comment
  • It's Not Just Gold That's Troubling EZCORP [View article]
    Don't forget the $7M/yr ($0.13/sh) they pay to Madison Park...
    Dec 10, 2013. 06:17 AM | 2 Likes Like |Link to Comment
  • It's Not Just Gold That's Troubling EZCORP [View article]
    If EZPW replicated the FCFS model by going into Mexico, they skipped a few key pages. Small-format, jewelry-centric stores are not going to win in the long run.

    And I'm actually quite pleased that you think FCFS has nowhere to go from here. It's when everyone agrees with me that I get nervous about a holding.
    Dec 9, 2013. 03:48 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
1,602 Comments
761 Likes