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The Value Investor

 
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  • Norwegian Cruise Line - After The Enthusiasm Following The Prestige Deal, Is There Appeal? [View article]
    No but the $3.02bn deal includes both the equity and debt component of the company if that helps.
    Sep 4 09:47 AM | Likes Like |Link to Comment
  • Sanderson Farms - Appeal Is Limited With Excessive Margins Likely Not Sustainable [View article]
    Thanks for the elaborate and insightful comments. Notably the big tie-up in the industry could indeed change the dynamics going forwards. Time will tell, SAFM has a big advantage in terms of its costs which indeed combined with balance sheet strength allows it to consolidate the industry after very bust cycle.
    Good luck.
    Sep 4 03:19 AM | 2 Likes Like |Link to Comment
  • Compuware - Proposal By Elliott Management Offers Chances For Opportunistic Investors [View article]
    Yeah saw the headlines

    well there was little meat in this merger arbitrage, let's move on.
    Sep 2 10:35 AM | Likes Like |Link to Comment
  • Heineken - Premium Valuation For A Premium Brand [View article]
    Should be HEIA indeed, so without the .
    Sep 1 09:22 AM | Likes Like |Link to Comment
  • Tiffany's - Earnings Shine, The Valuation Appeal Does Not [View article]
    Gross margins are huge indeed so you don't really get much intrinsic value for your money. Rather you pay for decent profit margins and the generally high expenses to run the place.
    Sep 1 09:04 AM | Likes Like |Link to Comment
  • Mattress Firm - Another Deal, But Is There Appeal? [View article]
    Yeah I noticed the store valuation discrepancy as well.

    MFRM is essentially based on these deals and the premium valuation could also result from the much more efficient run operations following the deals of these medium to smaller-sized businesses.

    We will see, it might be a nice stock to keep on the radar.
    Sep 1 08:39 AM | Likes Like |Link to Comment
  • Splunk - Impressive Growth And Margins, But What About Those Excessive Shareholder Payouts? [View article]
    I generally agree that the same applies to the names you mention and several other ones as well.

    I picked SPLK as it posted its results last week, making it a nice opportunity to check out how the business is faring.
    Sep 1 03:27 AM | Likes Like |Link to Comment
  • Lear - Nice Acquisition Of Eagle Ottowa Does Not Move The Needle Enough To Create Appeal [View article]
    that is what they said would happen in the deal presentation.

    Don't get me wrong, I think it is a great deal, just worried a bit about the prospects given the other factors outlined in the article.
    Sep 1 01:42 AM | Likes Like |Link to Comment
  • Potbelly: Sell-Off Is Warranted On Lack Of Growth And Earnings [View article]
    Bit of choppiness in today's trading actually.
    Aug 29 12:15 PM | Likes Like |Link to Comment
  • Qualcomm: China Problem A Buying Opportunity? [View article]
    difficult to say. I heard some reports/rumors about a similar lawsuit in Europe with vague numbers about a low billion dollar amount in potential settlements.
    Aug 28 02:58 PM | 1 Like Like |Link to Comment
  • Best Buy: Sell-Off Is Warranted As Top Line Sales Remain The Key Challenge [View article]
    sell off at the moment of writing and the losses have reversed indeed.

    Don't get me wrong, I am happy for the shareholders and the company. I have no position as I don't find the risk-reward too compelling at the moment.
    Aug 28 02:57 PM | Likes Like |Link to Comment
  • Mobileye - Great Product, Great Business, Non-Compelling Investment Opportunity [View article]
    Good point, I also saw some vague Tesla takeover rumors.

    we will see 6 months down the road.
    Aug 28 01:31 AM | Likes Like |Link to Comment
  • Akorn - Nice Strategic And Financial Acquisition Of Hi-Tech Pharmacal [View article]
    very impressive indeed
    Aug 28 01:30 AM | Likes Like |Link to Comment
  • Hormel Foods - Great Business, But Don't Pay This Current Great Price [View article]
    Skippy appears to be a real winner indeed. We will see about MM
    Aug 27 01:30 AM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
1,573 Comments
391 Likes