Seeking Alpha

Takeover Analyst

 
View as an RSS Feed
View Takeover Analyst's Comments BY TICKER:
Latest  |  Highest rated
  • The 'Strong Buy' Apple Euphoria Or Why Nothing Gold Can Stay [View article]
    These are the Street's expectations that I extrapolate on. Consensus has historically overestimated by around 11% for EPS--and much more so of late.
    Jan 25 01:43 PM | Likes Like |Link to Comment
  • Adding Another Undervalued Stock [View article]
    Emo Capital's direct subsidiary is NUVI and it operates through them. The stock is up 1.4% today as well and, in my view, will trend much higher.
    Jan 18 10:24 AM | Likes Like |Link to Comment
  • Marathon Worth $45, ConocoPhillips A Riskier Bet [View article]
    2.7% - missed a period. Estimates have now been revised upwards for a net change of 2.5%. This is an easy long.
    Jan 12 01:09 PM | Likes Like |Link to Comment
  • A True Race To The Bottom For Nokia And RIM [View article]
    Thomson One Banker. It is slightly leaning towards "sell".
    Dec 15 06:05 AM | Likes Like |Link to Comment
  • Chesapeake Should Break $30, Apache To Remain Flat [View article]
    Thanks, getting this changed.
    Dec 12 08:10 PM | Likes Like |Link to Comment
  • Problems At Potash And Mosaic Holding Back Value [View article]
    Standard muriate of potash
    Nov 22 09:19 PM | Likes Like |Link to Comment
  • Is CenturyLink Safer And Cheaper Than AT&T, Verizon? [View article]
    Google Finance numbers can be misleading. I will send in the change.
    Nov 22 07:58 PM | Likes Like |Link to Comment
  • How The U.S. Is Quickly Becoming A Third World Country (Part 1) [View article]
    Right, that's why every time there has been a capitalistic state and a more socialistic counterpart, the former fares well while the latter struggles.
    Nov 22 04:13 PM | Likes Like |Link to Comment
  • How The U.S. Is Quickly Becoming A Third World Country (Part 1) [View article]
    It endlessly amazes me how people of your ideology invent conspiracy theories. Support for free trade among economists is mainstream... as mainstream as evolution is to biologists. There is no revision, because there simply is no doubt among the profession that integrating global markets lifts standard of living and that introducing tariffs and quotas decreases it.
    Nov 22 03:57 PM | 5 Likes Like |Link to Comment
  • How The U.S. Is Quickly Becoming A Third World Country (Part 1) [View article]
    Almost every economist is in favor of free trade. I would not doubt the experts. See Paul Krugman for more: http://bit.ly/uRe3lp
    Nov 22 12:44 PM | 1 Like Like |Link to Comment
  • Why Foot Locker Is A Buyout Target For Nike [View article]
    Yes, in retrospect, this was not the most well thought out idea. Exploring the retail space, however, is still possible perhaps as the company's "second life". It has a great brand, like Apple, and create demand through this.
    Nov 2 11:13 AM | Likes Like |Link to Comment
  • Statoil $4.4B Buyout Of Brigham A Win-Win For Shareholders [View article]
    A 20% premium is more than good enough given the competition. What is lutefisk?
    Oct 18 01:05 AM | 1 Like Like |Link to Comment
  • Retail Sales And Supply-Side Economics [View article]
    Your reference to "moral corrupt[ion]" immediately makes your bias suspect. And why don't European countries produce as strong of economic growth?... might it have something to do with not following supply-side policy?
    Oct 14 06:51 PM | 2 Likes Like |Link to Comment
  • A Strategic Sale Won't Save Kodak [View article]
    As an aside, I am a fan of KKR. Bash the media all you want, EK has one of the worst ratings by Wall Street analysts for a reason and it also is not a smart activist play IMO, if that's what you are considering.
    Oct 9 05:04 PM | 1 Like Like |Link to Comment
  • Most Of Our Problem, Still, Is That We Have A Dead Battery: Felix Salmon Is Wrong Edition [View article]
    We do NOT need trade wars. What we do need is more liberalized free trade agreements to get the economy going. Manufacturing is just not a reality in the US since the minimum wage makes costs too high.
    Oct 8 09:10 PM | 7 Likes Like |Link to Comment
COMMENTS STATS
85 Comments
43 Likes