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  • Does The Sad Story Of Synovus Have A Happier Ending Coming? [View article]
    The company already pays a $.01 quarterly dividend. Recent discussions by the CEO indicate that a share buyback is more likely.

    And what was really sad about the downfall of SNV was the former senior management supplying hundreds of millions of dollars to their buddies developing an elaborate golf resort where they were all members together, and then having to write the whole thing off. That and a very confusing branding strategy of retaining multiple local bank names under a corporate umbrella with a different name needlessly compromised the potential of this stock.

    Be that as it may, if a share buy back can trigger a recovery to over $5/share in 2014, many funds and ETFs will buy in and the stock price will be reinforced. Getting from current levels to $5+ will not be easy. They're not exactly pouring cash into banks over there in Southern Georgia and Alabamy just yet.
    Jan 6, 2014. 02:09 PM | 1 Like Like |Link to Comment
  • Intel: The Best Investment Opportunity In Semiconductors? [View article]
    so, are you saying buy INTC under $21 and sell over $32 until further notice? seems right to me. nice to get the divvy as it trades between those two prices and certainly opens up some interesting long term option plays.
    Oct 24, 2013. 10:57 AM | Likes Like |Link to Comment
  • Spyglass Resources Corp: An Undervalued, High-Yield Dividend Performer [View article]
    This excerpt is from August 2012 Pace press release:
    "The first well was completed using a 20 stage slick water frac. Initial results from the well are very encouraging with the well flowing approximately 2,000 bbls of oil in 93 hours during clean up with an average oil cut of 65%. The well was placed on production on July 27th and is currently producing 240 bbls of oil per day at a 90% oil cut. The 2nd well was completed using 15 stage slick water frac and brought on in early August and is producing at 150 bbl oil per day at 65% oil cut and continuing to clean up. "
    May 15, 2013. 01:50 PM | Likes Like |Link to Comment
  • Cheniere Energy's LNG Project Close To Being Fully Subscribed [View article]
    If we don't export LNG, the Canadians will make a fortune.

    here's their LNG export play:

    the Canadian company Veresen wants to build one in Oregon:

    we have the best pipeline system in the world and we dominate the safe construction of natgas pipelines and processing systems. the pipeline MLPs are going up and up, just check out these reports:

    oil & gas are global commodities. let's not turn the u.s. natgas industry into the sugar industry, that hasn't worked out so well for our tax base...
    Mar 26, 2013. 05:36 PM | 4 Likes Like |Link to Comment
  • Yacktman Asset Management: Fund's Newest Picks For 2013 [View article]
    Interesting report, Yacktman has been holding these for about a year at least now, and he explains his methodology here:

    TWST: In today's market environment, how easily are you finding large-cap value opportunities?

    Mr. Yacktman: What's unique about today, based on over 40 years of experience, is the difference in forward rates of return is very narrow among various qualities of companies, so we don't see a lot of reason to downgrade quality. The starting point in long-term investing is the long-term U.S. Treasury bond, and that is, in my opinion, overvalued relative to what's out there.

    Look at the history of the Federal Reserve in the last 100 years. It started in 1913. The dollar, which was worth 100 cents then, is now worth six cents and on its way to five. So we're going to have inflation, and the Fed has said their goal is 2% inflation.

    Well, when you look at the rate of interest you get on long-term Treasuries, there is virtually no real return. When you look at a lot of these high-quality businesses, there's an enormous spread to fixed income, so on a relative basis they are quite cheap. In fact, you get several of these large companies that are in our top 10 holdings where the dividend exceeds the 30-year Treasuries. That hasn’t happened very many times.

    TWST: What are some of your favorite investment ideas today?
    Feb 8, 2013. 11:52 AM | Likes Like |Link to Comment
  • Buy Herbalife For These Compelling Reasons [View article]
    They've been in business for a while and this management team has been there for 6 years...

    Check out the COO's history and work at his previous senior executive positions...
    Feb 6, 2013. 06:18 PM | Likes Like |Link to Comment
  • Herbalife Strife: Icahn And Ackman Duke It Out [View article]
    Researching senior management I found out some interesting history, if you read through the interviews then look up some information surrounding previous jobs of the COO it becomes more interesting. Rexall Sundown designed several business initiatives that seem relevant to Herbalife’s business model including including as described in this South Florida Business Journal article.

    Rexall Sundown was later sold to Royal Numico which 2 ½ years later put it up for sale again as described in this article in the Sun Sentinel.

    Much of the argument surrounding the validity of a negative opinion of Herbalife is centered on whether the Federal Trade Commission will act against the company. A quote from the FTC press release that announced a settlement from Rexall Sundown on their cellulite treatment dietary supplement product “Cellasene” is interesting: “Hundreds of thousands of consumers were misled by the claims for this product,” said Howard Beales, Director of the FTC’s Bureau of Consumer Protection. “This case should alert advertisers to the fact that their chances of getting away with making unsubstantiated claims are slim to none.”

    Recently, Mr. Beales has been on the side of the multi-level marketing industry, as discussed in this recent Bloomberg Businessweek article:

    The Sunbeam Corporation also has a place in the annals of business approbation. In his book “Mean Business: How I Save Bad Companies and Make Good Companies Great”, Albert Dunlap describes Mr. Goudis as one of his “go to” executives.

    In March of 1997, “Rich Goudis led the team that went into Nesoho, the small Missouri town where we manufacture our grills.” In April of 1998 left Sunbeam and joined Rexall Sundown, where he reported to the CFO.
    Jan 30, 2013. 04:22 PM | Likes Like |Link to Comment
  • Herbalife: Have You Picked A Side? [View article]
    stocks dropped about 10% since the big tussle on CNBC...
    Jan 30, 2013. 01:47 PM | Likes Like |Link to Comment
  • Here Are Some More Stocks That Could Crush Shorts [View article]
    It doesn't bother you that the COO was a protege of Chainsaw Al Dunlap?
    Jan 30, 2013. 01:21 PM | Likes Like |Link to Comment
  • 4 Concrete Reasons To Be Short Herbalife Right Now [View article]
    I looked into it and found out some interesting history on the HLF COO:
    Jan 30, 2013. 12:58 PM | Likes Like |Link to Comment
  • Herbalife Strife: Icahn And Ackman Duke It Out [View article]
    I became interested in this because when someone bases their entire argument on an "ad hominem" attack it has been my experience that they have something to hide. So I looked into it and found out some interesting history on the HLF COO:
    Jan 30, 2013. 12:49 PM | Likes Like |Link to Comment
  • Herbalife: Have You Picked A Side? [View article]
    Interesting history on the HLF COO:
    Jan 30, 2013. 12:44 PM | 1 Like Like |Link to Comment
  • Here Are Some More Stocks That Could Crush Shorts [View article]
    what do you think of the Herbalife situation? It seems their top management is talking very fast and have a history:
    Jan 30, 2013. 12:42 PM | Likes Like |Link to Comment
  • Out Of The Swamp With A 50% Upside By Spring [View article]
    More than 100% since the option premium received would be much less than $2.50, currently the January 2.50's of 2014 are about $.45 each. On the other hand, there are options expiring this Friday, which makes for all sorts of fun trading scenarios.
    Jan 15, 2013. 09:49 AM | Likes Like |Link to Comment
  • Out Of The Swamp With A 50% Upside By Spring [View article]
    Sorry to hear you have a loss, Jack. Here's a strategy I've been mulling -- since there are publicly traded options on this stock and its currently under $2.50, selling long term puts to accumulate a position. Unlike a typical option sales position, there is limited downside to this strategy since the loss is $2.50/share, with unlimited upside.
    Jan 12, 2013. 02:40 PM | Likes Like |Link to Comment