Silver Wheaton Remains a Strong Buy [View article]
Seeking Alpha asks that authors disclose if they actually own stock in the companies they write about. When we say no positons, we are saying we don't own SLW.
Time to Exit Consolidated Communications? [View article]
JCulley, the big difference between ALSK and the other rural telcos is the inherently limited market opportunity and the presence of a strong, smart direct competitor. I'd rate GCI as a better competitor than the cable companies that are late to squaring off against the other RLECs. Also, ALSK is about to change CEOs, which introduces some risk. Lianne Pelletier has been a true rock star in my book, and her retirement opens some new questions.
Time to Exit Consolidated Communications? [View article]
JWAYMOO, it's often a good strategy to buy a stock after the dividend is slashed, because it's a sign that management has finally gotten religion. Just be careful to avoid those companies (not CNSL or FTR) that cut the dividend on their way to Chapter 11.
Time to Exit Consolidated Communications? [View article]
Charles, you're correct. The wireless distributions are included in Consolidated's EBITDA already, so they are indeed included in any EBITDA-multiple type of valuation analysis, and they also are important contributors to dividends. You might argue for a higher multiple on these cash flows because the distributions are growing, but on the other hand Consolidated has no control over them, which might suggest a lower multiple.
Time to Invest in Education: Career Education Corp. Valuation Analysis [View article]
Dear kamster,
Thank you for your comment. Sorry it took me so long to answer. As Seth Klarman mentioned in his book “margin of safety” different investors spend different amounts of time for their research but it does not correlate with their results. For that reason some investors can spend 3 months on analysis and others 3 days, it depends on their strategy. It is obvious that serious investors will not make any real market decisions just because he or she reads my article. Every investor understands that he or she is the final decision maker in every purchase. So I'm just giving general idea and main stock characteristics and investors will weight my article according to their strategy.
What interest rate do you think will be proper for this stock?
Silver Wheaton Remains a Strong Buy [View article]
Hi haleiwahu, regarding the "No Positions" comment. SA requires that we state whether or not we own SLW's stock. By saying "No positions" we are telling everyone that we and the writer who contributed the article to our site do not own this stock.
Below are responses to billd10's questions about our track record and how we make money.
Our real-time track record for our 4 portfolios can be found on our website.
All our portfolios have beaten the broad market by a wide margin in real-time since mid-2006 (which is when we started tracking performance for the website).
Since mid-2006,
Our Small Cap Program is up +5.93%, the S&P 600 Total Return Index has lost -34.31%.
Our Mid Cap Program is down -22.32% while the S&P 400 Total Return Index is down -29.11%.
Our Large Cap Program is down -23.18% vs. -30.13% for the S&P 500 Total Return Index.
Our All-Cap Program is down -14% while the S&P 1500 Total Return Index is off -30.23%
Our services are 100% free. We collect advertising dollars from our sponsors.
On Apr 04 12:21 PM billd10 wrote:
> I'd be curious to know what sort of track record the "super stock > screener team" has and how they make money. As in all things, it > pays to follow the money. We are subjected to so much advice to buy > this and sell that, based on the opinions of people who, unlike Warren > Buffett, have no proven track record--only access to the media. The > question to me is: how good is that advice, especially when so many > of these people disagree. I think all these opinions should be taken > with a grain of salt.
As the author of this article, I'd like to explain our perspective on these 10 dangerous stocks.
At www.SuperStockScreener... we employ an extensively backtested investment process to help us determine whether or not a stock is a Strong Buy, Buy, Hold/Sell, Sell or Strong Sell. This process has provided us with an exceptional real-time track record over the years (relative to the market, since like everyone else, we too lost money in absolute terms during the current bear market). For background information about this process, and its excellent track record, please follow this link:
In the article, we focused on companies with mounting long-term debt-to-equity ratios. However, this was not our only consideration when choosing these names to beat up on. Rather, the debt issue was simply an add-on to sell recommendations which we already have high conviction in.
Beating Mr. Market: ETF Strategy Backtests, Galore [View article]
Silver Wheaton Remains a Strong Buy [View article]
Silver Wheaton Remains a Strong Buy [View article]
To answer your question about why we don't own SLW. It is to avoid conflicts of interest.
In our opinion, the fact that we recommended the stock and do not own it ensures to readers that our opinion is not biased.
Time to Exit Consolidated Communications? [View article]
-- Michael Tyler
Time to Exit Consolidated Communications? [View article]
-- Michael Tyler
Time to Exit Consolidated Communications? [View article]
-- Michael Tyler
Microsoft: Value Opportunity [View article]
What price are you looking to pick MSFT up at?
Time to Invest in Education: Career Education Corp. Valuation Analysis [View article]
Thank you for your comment. Sorry it took me so long to answer. As Seth Klarman mentioned in his book “margin of safety” different investors spend different amounts of time for their research but it does not correlate with their results. For that reason some investors can spend 3 months on analysis and others 3 days, it depends on their strategy. It is obvious that serious investors will not make any real market decisions just because he or she reads my article. Every investor understands that he or she is the final decision maker in every purchase. So I'm just giving general idea and main stock characteristics and investors will weight my article according to their strategy.
What interest rate do you think will be proper for this stock?
Silver Wheaton Remains a Strong Buy [View article]
10 Dangerous Stocks to Avoid [View article]
Our real-time track record for our 4 portfolios can be found on our website.
All our portfolios have beaten the broad market by a wide margin in real-time since mid-2006 (which is when we started tracking performance for the website).
Since mid-2006,
Our Small Cap Program is up +5.93%, the S&P 600 Total Return Index has lost -34.31%.
Our Mid Cap Program is down -22.32% while the S&P 400 Total Return Index is down -29.11%.
Our Large Cap Program is down -23.18% vs. -30.13% for the S&P 500 Total Return Index.
Our All-Cap Program is down -14% while the S&P 1500 Total Return Index is off -30.23%
Our services are 100% free. We collect advertising dollars from our sponsors.
On Apr 04 12:21 PM billd10 wrote:
> I'd be curious to know what sort of track record the "super stock
> screener team" has and how they make money. As in all things, it
> pays to follow the money. We are subjected to so much advice to buy
> this and sell that, based on the opinions of people who, unlike Warren
> Buffett, have no proven track record--only access to the media. The
> question to me is: how good is that advice, especially when so many
> of these people disagree. I think all these opinions should be taken
> with a grain of salt.
10 Dangerous Stocks to Avoid [View article]
At www.SuperStockScreener... we employ an extensively backtested investment process to help us determine whether or not a stock is a Strong Buy, Buy, Hold/Sell, Sell or Strong Sell. This process has provided us with an exceptional real-time track record over the years (relative to the market, since like everyone else, we too lost money in absolute terms during the current bear market). For background information about this process, and its excellent track record, please follow this link:
www.superstockscreener.../
In the article, we focused on companies with mounting long-term debt-to-equity ratios. However, this was not our only consideration when choosing these names to beat up on. Rather, the debt issue was simply an add-on to sell recommendations which we already have high conviction in.
The Super Stock Screener team