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The Value Investor

 
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Latest  |  Highest rated
  • GNC - Credit Suisse Turns Optimistic, And I Agree [View article]
    Kroger made a move into the area as well recently with a smaller deal

    True the company has good products. Market is just scared about real AMZN competition kicking in gradually (like it does for so many retailers now, weaker retail spending, unclear marketing efforts and a bit of leverage)

    Just a perfect storm of some bad news, but not too bad and the market overreacting in combination with executive turnover.
    Aug 22 01:05 AM | Likes Like |Link to Comment
  • Target - Optimism About Core U.S. Business Provides Comfort Among Continued Canadian Turmoil [View article]
    Well I saw an upgrade coming by as well yesterday by BMO with a $65 price target, it just depends who you are listening to.
    Aug 22 01:03 AM | Likes Like |Link to Comment
  • Hain Celestial - Don't Confuse A Great Company With A Great Investment [View article]
    Thanks. Sometimes it is easier and better to just move on and look at the next idea.
    Aug 21 08:42 AM | Likes Like |Link to Comment
  • GNC - Credit Suisse Turns Optimistic, And I Agree [View article]
    Yeah plus M&A as a potential trigger. stock moves up quite a bit on the PetSmart potential deal earlier this week.
    Aug 21 03:19 AM | Likes Like |Link to Comment
  • ON Semiconductor - Nice Addition Of Aptina, Yet Overall Appeal Is Limited [View article]
    Good luck on the investment!
    Aug 19 07:28 AM | Likes Like |Link to Comment
  • Deere - Executing In A Tough Environment, Through The Cycle Appeal Remains [View article]
    $465mn is peanuts, already spent on buybacks.
    Aug 18 04:12 PM | 1 Like Like |Link to Comment
  • Ultra Petroleum - Latest Deal Adds Risk And Long-Term Potential [View article]
    Thanks for pointing that out.

    It is a bit misleading in the way this sentence has been written up in the press release and I wanted to be conservative in my reasoning why the deal had much potential.

    Good luck.
    Aug 18 10:13 AM | Likes Like |Link to Comment
  • ConAgra Foods - Acquisition Troubles, Core Weakness And High Leverage Result In Continued Worries [View article]
    full agree.
    Aug 16 02:42 PM | Likes Like |Link to Comment
  • Chesapeake Energy - Soft Pricing Impacts Earnings, As Operational Performance Is Very Solid [View article]
    Thank you. Lot of leverage E&P business as well as oilfield services having a really rough day today.
    Aug 14 03:31 PM | Likes Like |Link to Comment
  • AMD: Sell-Off Is Warranted As AMD Disappoints So Early In The Recovery Cycle [View article]
    Don't fall in love with a story, but don't focus on the digits behind the dot as well in price-earnings ratios, especially if they are that high.
    Aug 14 09:11 AM | 1 Like Like |Link to Comment
  • Deere - Executing In A Tough Environment, Through The Cycle Appeal Remains [View article]
    Hold on to it then!
    Aug 13 03:51 PM | 1 Like Like |Link to Comment
  • Cerner: Very Nice Deal, Yet No Overall Appeal [View article]
    Thanks. Congrats on the position.
    Aug 13 03:26 PM | Likes Like |Link to Comment
  • Goldman Sachs - Strong Results By This Well-Managed Banking Franchise [View article]
    Long time ago this article.

    PE's are lagging given the structural headwinds for the industry including regulation, higher capital ratios limiting the return on equity and the valuation through the cycle (potential for a bad year wiping out year's of cumulative earnings).
    Aug 13 03:20 PM | 1 Like Like |Link to Comment
  • King Digital - Could The Near Capitulation Of Investors Create Opportunities? [View article]
    It was mentioned during the CC, but little attention was indeed paid to it.
    Aug 13 12:43 PM | Likes Like |Link to Comment
  • King Digital - Could The Near Capitulation Of Investors Create Opportunities? [View article]
    Thanks and good luck out there.
    Aug 13 09:06 AM | Likes Like |Link to Comment
COMMENTS STATS
1,469 Comments
367 Likes