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The Value Investor

 
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Latest  |  Highest rated
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 03:26 PM | Likes Like |Link to Comment
COMMENTS STATS
1,592 Comments
399 Likes