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  • Parsley Energy - Its Short Hedging Position Creates Opportunities [View article]
    you are right. I did not try to call it unintended, as it was a very prudent thing to do.

    This prudence pays off, as it creates an unintended short position if the company is slowing down production currently, making the firm a net beneficiary of oil prices, at least for some time to come.
    Jan 2, 2015. 02:00 AM | Likes Like |Link to Comment
  • Nordson - Consider Picking Up Shares In This Great Value Creator [View article]
    With these kind of growth stories that typically is the case.
    Jan 2, 2015. 01:59 AM | Likes Like |Link to Comment
  • Dunkin Brands - Little Appeal As Growth Is Anticipated To Slow Down In 2015 [View article]
    Private equity ownership.
    Dec 30, 2014. 03:13 PM | Likes Like |Link to Comment
  • Sanderson Farms - Good Times Continue, For Now [View article]
    I suggest that you check the past performance again. 2006, 2008 and 2011 were loss making years. The first and latter can hardly be called really bad years for the economy.
    Dec 28, 2014. 01:59 AM | Likes Like |Link to Comment
  • Neogen - Great Business, Great Past Performance, Lousy Entrance Levels [View article]
    They could easily support a solid leveraged position, but some companies simply desire to not do so, even if they have predictable cash flows.

    Like the suggestion to check Glassdoor, I use it all the time to check out employee morale as well. Good luck.
    Dec 25, 2014. 03:05 AM | Likes Like |Link to Comment
  • Paccar - Great Business, Strong Performance, Wait For A Sell-Off Before Picking Up Shares [View article]
    You are very welcome. Just read some report indicating that DAF possibly engaged in some sort of price fixing in Europe, something to keep an eye on.
    Dec 23, 2014. 12:59 PM | Likes Like |Link to Comment
  • Dunkin Brands - Little Appeal As Growth Is Anticipated To Slow Down In 2015 [View article]
    fully agree that debt is high and is too high.

    that said leverage has been coming down, especially with EBITDA increasing. That sais, wouldn't touch it at all yet, as discussed above.
    Dec 23, 2014. 12:45 PM | Likes Like |Link to Comment
  • Sanderson Farms - Good Times Continue, For Now [View article]
    Sure capacity is growing with the new plant next year. As the previous comment shows, some people are quite bearish as these current margins are simply not sustainable in the long run.

    Other than this, an excellent business.
    Dec 23, 2014. 01:31 AM | Likes Like |Link to Comment
  • Second Sight - Open Your Eyes To This Disruptive Business [View article]
    No substantial revenues, and big losses. Very hard to value such a business, I called it a ¨daunting¨ task.
    Dec 22, 2014. 12:17 AM | Likes Like |Link to Comment
  • Boeing - Shareholder Payday Reconfirms The Appeal [View article]
    I fully agree with you. Too much short term behavior in the economy and investment/capital budgeting decisions overall. Even if you disagree, it can create opportunities like it has done over the past week. Good luck.
    Dec 21, 2014. 01:58 AM | 1 Like Like |Link to Comment
  • Rite Aid: Roller Coaster Ride Continues Following An Unexpected Beat [View article]
    You are very welcome. All the best with your investments.
    Dec 20, 2014. 03:14 PM | 1 Like Like |Link to Comment
  • Habit Restaurants - Strong Growth Is Already Reflected In The Huge Post-IPO Run [View article]
    don't rely on these outstanding share numbers. Always open a recent earnings report and look for the diluted number, and possibly adjust for options/convertible debt.
    Dec 20, 2014. 01:30 PM | Likes Like |Link to Comment
  • Boeing - Shareholder Payday Reconfirms The Appeal [View article]
    Fully agree. Strong balance sheet, can easily repeat the same trick next year.
    Dec 18, 2014. 07:47 AM | 1 Like Like |Link to Comment
  • Boeing - Shareholder Payday Reconfirms The Appeal [View article]
    ok fair enough. 25% or 18 cents was the hike as should be clear now.
    Dec 18, 2014. 07:40 AM | 1 Like Like |Link to Comment
  • Huntsman - Another Big Disappointment Adds To The Poor Long Term Track Record [View article]
    Very much true. Yet if you pay $1.1bn ex some liabilities and need to close a third of the business a year later, while incurring quite some additional costs, you can easily figure out the deal has been a big failure.
    Dec 14, 2014. 02:54 AM | Likes Like |Link to Comment
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