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The Value Investor

 
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  • Morgan Stanley - After A Solid Quarter, Only Buy On Dips [View article]
    Many increases are driven by the financial crisis and the related dealmaking at the time. At the same time, dilution is also prevalent from stock-based compensation as the company is not in the position to repurchase shares yet given the approval needed.
    Oct 25, 2014. 12:17 PM | Likes Like |Link to Comment
  • Mistras Group - Margin Recovery Is Required To Create Appeal [View article]
    If they deliver, sure why not.
    Oct 23, 2014. 06:42 AM | Likes Like |Link to Comment
  • Boeing - Solid Quarter Driven By Continued Commercial Growth [View article]
    Hi

    I wrote this article pre-market to update the market/investors about the headlines. Pre-market the shares traded higher when the news about the cost overruns has not been public yet, as the conference call took place later.

    Godd luck
    Oct 23, 2014. 06:41 AM | Likes Like |Link to Comment
  • MasTec - Another Deal, More Leverage, Risks Increase [View article]
    Thanks and good luck. Quite a positive reaction still on the back of this.
    Oct 22, 2014. 02:24 PM | Likes Like |Link to Comment
  • Verizon Communications: Soft Quarter, But Dividend Appeal Remains [View article]
    Thanks for keeping the discussion alive. Customer service is a real issue indeed. I am curious how they will respond if the price war really heats up.
    Oct 22, 2014. 08:13 AM | Likes Like |Link to Comment
  • GE - Solid Dividend Play, No Great Potential For Capital Gains [View article]
    You are very welcome. Good lock out there!
    Oct 21, 2014. 10:11 AM | Likes Like |Link to Comment
  • IBM - Sell-Off Is Warranted As Business Model Is Under Serious Threat [View article]
    Mgmt stressed the importance notably of the deal with SAP yesterday, but for now it is just talk as investors demand tangible results currently.
    Oct 21, 2014. 04:08 AM | 1 Like Like |Link to Comment
  • Las Vegas Sands - Soft Results Compensated By Higher Shareholder Payouts [View article]
    No I would not want to short it, the risk-reward is not appealing at all. Remember that I don't try to buy at fair value (I guess the stock is largely fair value now) but would like to have some margin of safety.
    Oct 21, 2014. 01:45 AM | Likes Like |Link to Comment
  • IBM - Sell-Off Is Warranted As Business Model Is Under Serious Threat [View article]
    Fair points. Definately a very bad news show out there for the quarter.
    Oct 20, 2014. 01:48 PM | 1 Like Like |Link to Comment
  • Honeywell - Solid Quarter, Appeal On Dips [View article]
    Good points, I see your reasoning. Good luck!
    Oct 20, 2014. 09:42 AM | Likes Like |Link to Comment
  • KapStone Paper - Awaiting A Better Entry Level In A Long Term Value Creator [View article]
    Yeah names with some leverage are down 20-30% over the past few months. Opportunities all over the place.
    Oct 19, 2014. 02:46 AM | Likes Like |Link to Comment
  • Schlumberger - Solid Results, No Great Oil Price Impact Leaves Appeal [View article]
    $117 would be re-test of this year's highs, don't see that happening so soon with the oil plunge so fresh in the memory.
    Oct 18, 2014. 02:33 AM | Likes Like |Link to Comment
  • BlackRock - Strong Results, Great Track Record, Appeal On Dips [View article]
    True story!
    Oct 18, 2014. 02:29 AM | Likes Like |Link to Comment
  • Francesca's - Buy The Dip Amidst Attractive Valuation, Easier Comps And Solid Balance Sheet [View article]
    Noticed that, quite a big move to the downgrade.
    Oct 18, 2014. 02:26 AM | Likes Like |Link to Comment
  • Goldman Sachs - Strong Quarter, Relative Appeal Remains [View article]
    Just like Monsanto and tobacco companies;)
    Oct 17, 2014. 02:20 AM | Likes Like |Link to Comment
COMMENTS STATS
1,592 Comments
399 Likes