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Latest comments  |  Highest rated
  • FireEye: No Great Investment At First Look [View article]
    It seems like a great deal. Buying company at similar growth rate which is profitable and is expected to report $160mn revenues for 2014 at $1.0-$1.2 billion.

    Note that FireEye is seen generating revenues of around $250 million for 2014, at similar reported growth rates, but is worth nearly $7 billion now. Even if a $7 billion valuation is outrageous, the company used "expensive" currency to buy a business roughly 2/3 of its own size at just 15% of the current market capitalization.
    Jan 5 02:52 AM | 1 Like Like |Link to Comment
  • Fiat - Plenty More Upside After A Stellar Deal Has Finally Been Cut [View article]
    Chrysler should be relatively clean following the events in recent years. I would be more fearful of Italian liabilities, especially when politicians get involved. I must admit, I don't have a great insight in that area.
    Jan 3 12:36 PM | 1 Like Like |Link to Comment
  • Micron Technology - All Eyes On Next Week [View article]
    Note a bear review, trying to present both positive and negative arguments to the current situation. Uncertainty is really high and driving intensive debate and trading in the last few months.

    Fully agree that Elpida is a great deal in the long run for the reasons mentioned by you above. Let's see next week.
    Jan 2 01:05 PM | 1 Like Like |Link to Comment
  • CalAmp - Too Strong Momentum On The Back Of Significant Potential Growth [View article]
    If you bought enough at $0.50, it really does not matter so much to you at which level you sold nowadays. Well done.
    Dec 31 02:16 AM | 1 Like Like |Link to Comment
  • Peabody Energy: With All Steps Taken, It's Time To Await Higher Coal Prices [View article]
    Debt is always which people tend to forget in the good times indeed.

    Two big potential impacts, and they are still very much unknown. They could have serious consequences, although especially the nuclear program might take years to affect operations.

    Good luck.
    Dec 27 11:47 AM | 1 Like Like |Link to Comment
  • Southern Copper: Great Economic Fundamentals, Yet I Have Some Concerns [View article]
    Damn, my graphs are still not reliable. Thanks PSalerno and bighow18 for pointing out.
    Dec 27 02:13 AM | 1 Like Like |Link to Comment
  • Rite Aid - Hiccup On The Recovery Road [View article]
    Thanks for all your useful comments, they are very helpful. Agree stock has a wider "fair value" range than most of its competitors due to "complication" of underperformance and leverage, so you can see wild swings easily between $4 and $7.
    Dec 27 02:12 AM | 1 Like Like |Link to Comment
  • Rite Aid - Hiccup On The Recovery Road [View article]
    fully agree that declining sales, slim margins and high leverage is a dangerous cocktail, notably with declining same store sales.

    Luckily the company is showing accelerating comparable sales, at least for now.
    Dec 26 03:29 AM | 1 Like Like |Link to Comment
  • Jazz Pharmaceuticals - Another Deal, Shareholders Are Cheering [View article]
    Agree that Jazz is taking steps to diversify instead of becoming more reliant on a top-selling drug, which is very important. Yet despite these steps the concentration risks in case of a product re-call or safety concerns of Xyrem remain huge, despite all the good intentions of the firm.
    I did not intend to write an unbiased article, as I don't have a position in the firm. After the huge momentum, all I do is trying to see if there is reason to initiate either a long or short position, and as discussed in the article I don't have a convincing reason for either.
    Congrats on your big gains.
    Dec 25 02:54 AM | 1 Like Like |Link to Comment
  • Frontier Communications - New Deal, More Debt, Continued Leverage Concerns [View article]
    Me too, just be aware of the hangover.
    Dec 25 02:50 AM | 1 Like Like |Link to Comment
  • Rite Aid - Hiccup On The Recovery Road [View article]
    They have the highest debt, lowest margin and typically lowest sales growth. Yet with all trends shifting favorably now, the huge discount to CVS/WAG becomes visible and leaves huge returns even if the company can only partially close this valuation gap.
    Dec 24 01:34 AM | 1 Like Like |Link to Comment
  • Frontier Communications - New Deal, More Debt, Continued Leverage Concerns [View article]
    Forget about the "public" service part, that's no argument to hold the stock.
    Dec 24 01:30 AM | 1 Like Like |Link to Comment
  • Frontier Communications - New Deal, More Debt, Continued Leverage Concerns [View article]
    That's the point I am trying to make. Being so leveraged with so much organic sales declines is a very dangerous cocktail.
    Dec 24 01:28 AM | 1 Like Like |Link to Comment
  • Frontier Communications - New Deal, More Debt, Continued Leverage Concerns [View article]
    I guess you noted that operating revenues were declining last year, yet don't see this being discounted in your calculation anywhere?
    Dec 23 01:44 PM | 1 Like Like |Link to Comment
  • Rite Aid - Hiccup On The Recovery Road [View article]
    Thank you for the kind words. Agree that some analysts can be shortsighted indeed.
    Dec 23 01:13 PM | 1 Like Like |Link to Comment
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