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  • Pershing Gold, Nearing Production And Huge Exploration Upside [View article]
    PGLC looks like a good investment with Frost behind it. But I think it's also good to create your a portfolio of small-cap stocks. SUSA.OB is one gold miner that I believe complements PGLC for exposure to Alabama: http://seekingalpha.co...
    Jan 25 04:00 PM | 1 Like Like |Link to Comment
  • ChromaDex: The Opportunity To Get In On The Ground Floor Of A Potential Multi-Bagger, Part II [View article]
    Nice call. Stock is now at $1.17 and still appears undervalued as major data rolls out. I said the stock was undervalued too: http://seekingalpha.co...
    Sep 17 06:27 PM | Likes Like |Link to Comment
  • Obama Tax Hikes May Lead To Utilities Sell-Off: Stay Away From The Sector [View article]
    Most shareholders are institutional investors. They are in the upper tax bracket. QED.
    Jul 10 06:02 PM | Likes Like |Link to Comment
  • Obama Tax Hikes May Lead To Utilities Sell-Off: Stay Away From The Sector [View article]
    Part of the reason why there was a stock market boom during the Reagan-Clinton years was because capital gains taxes were cut:

    http://bit.ly/NdQCn0

    Wage income is not the same as appreciated income, period. If the dollar goes up in value, is it fair to tax that (ie. do a double tax)? The same ought to apply for stock holdings.

    Most shareholders fall under the highest bracket. To argue otherwise would be to say that retail investors own most of the markets. The impact on high dividend yielding stocks are thus significant and in the range of 33%.
    Jul 10 11:31 AM | Likes Like |Link to Comment
  • Neptune Reports Strong Sales Growth Ahead Of Phase II Results [View article]
    The neutraceutical industry is, in my view, a low risk answer to the high demand health market. The weight loss industry ($60B) has particularly generated excitement following ARNA's lead candidate approval--3 more peer products are under consideration by the FDA. All told, the neutraceutical industry and weight loss market will be highly correlated--what is good for one will be good for the other.

    http://seekingalpha.co...

    ChromaDex (CDXC) is similar to Neptune (NEPT) in that their products have similar health benefits. Both have accordingly seen impressive returns amidst the ARNA / VVUS backdrop.

    http://bit.ly/MFFo7L
    Jun 29 08:14 AM | Likes Like |Link to Comment
  • Intel Stock Worth $50, Peers Also Undervalued [View article]
    Yes, 2.5% is indeed low for growth into perpetuity. It's a conservative model. The 2.5% figure is what the global economy is thought to normalize around - tech would certainly be higher.
    Jun 23 06:42 AM | Likes Like |Link to Comment
  • Sirius Bears In For A Reality Check, Stock Could Double [View article]
    Thanks Roxieanne. In terms of management, Sirius is well equipped. After trading hours, a few of members of my staff were watching a clip of Stern on O'Reilly talking about the benefits of being on Sirius. Having the right leaders in media is critical (eg. Disney, Cablevision). Share dilution and NOLs have already been factored into the stock price. What hasn't been fully factored in? Arguably, leadership.
    May 12 05:39 AM | Likes Like |Link to Comment
  • Sirius Bears In For A Reality Check, Stock Could Double [View article]
    See above, I said I factored in the convertible stake for dilution.
    May 11 03:56 PM | Likes Like |Link to Comment
  • Sirius Bears In For A Reality Check, Stock Could Double [View article]
    Liberty's stake is convertible to 2.6B plus options. That has been factored in.
    May 11 11:07 AM | Likes Like |Link to Comment
  • Sirius Bears In For A Reality Check, Stock Could Double [View article]
    Outstanding share count can, strangely, differ from source to source. This model factors in 3.8B as the starting base.
    May 11 10:53 AM | 1 Like Like |Link to Comment
  • My Take On Marathon Oil [View article]
    MRO is one of the most attractive stocks out there.
    Apr 7 04:51 PM | Likes Like |Link to Comment
  • Why Bulls Fear Exelon: Utilities Could Lose 50% Of Value [View article]
    I agree with what you have written. That's why I attempt to triangulate the result with additional measures: PE projection, DCF, fundamentals. If they all point up, the market is going to catch on at some point. There are other valuation methods you can think of, but I like the sensitivity analyses inherent in DCF models. Note that some companies are more vulnerable to marginal changes in WACC than others--in future articles, I will add in standard deviation measures.
    Mar 29 04:30 PM | 1 Like Like |Link to Comment
  • Why Railroad Stocks Are Heading Skyward [View article]
    The industry, in general, is a good bet. They provide an integral benefit to the economy, are well protected from new entrants, and are generally led by experts who specialize in the industry. I don't think you will regret converting your "watch list" into your "long holdings". Good luck!
    Mar 24 05:31 PM | Likes Like |Link to Comment
  • 3 Basic Materials Jim Cramer Will Recommend Soon [View article]
    He is also probably going to be recommending them. Pickens will follow suit.
    Mar 24 12:54 AM | Likes Like |Link to Comment
  • Why McDonald's Double-Digit Upside Dwarfs Peers [View article]
    They also have more of a healthy motif going for them, which I think is great and will resonate with investors as coverage improves.
    Mar 23 03:25 AM | 1 Like Like |Link to Comment
COMMENTS STATS
85 Comments
43 Likes