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Zvi Bar

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  • eBay Investors Face Clear Dilemma [View article]
    When technicals make the short term traders exit, long term investors should enter and remain. The network effect is real and ebay is the auction house to the internet. It is not going anywhere.
    Jun 12 07:14 AM | 1 Like Like |Link to Comment
  • Cliffs' Shareholders Likely To Begin Ousting Its Board Next Month [View article]
    I believe his record at CLF is somewhat undeniable and his prior record is not great. If there were one member of the board to remove first, I believe it is Kirsch. I really do hope shareholders recognize this, and also that you do not have to find Casablanca perfect to realize that those now in power at CLF are wrong.
    Jun 12 06:57 AM | 4 Likes Like |Link to Comment
  • Cliffs' Shareholders Likely To Begin Ousting Its Board Next Month [View article]
    No problem. Reasonable minds may differ from time to time. I did notice that, roughly a week ago, CLV suffered some sort of steep decline in contrast to CLF. Let's hope that either works out great.
    Jun 12 06:50 AM | Likes Like |Link to Comment
  • Playing The Puerto Rican Lottery With Doral Financial Shares [View article]
    So far so good. DRL is up about 100% from the publication date.
    Jun 11 06:14 PM | Likes Like |Link to Comment
  • Cliffs' Shareholders Likely To Begin Ousting Its Board Next Month [View article]
    Perhaps if the board didn't have less that 0.5% of the equity in the company they would care more about the share price and less about their own positions. They are in a tough bind because shareholders want them out and any buyer would also find them of no use.
    Jun 11 06:10 PM | 7 Likes Like |Link to Comment
  • Cliffs Looks Like An Attractive Long-Term Investment [View article]
    Management will often get irrational when the shareholders come to kick them out of the building, which is what is going on here. They are trying to make the process difficult and scrambling. You also have to keep in mind that if they had good ideas, they would not be in this position, so it is not terribly surprising that they don't have good ideas about what to do.
    Jun 9 09:09 AM | Likes Like |Link to Comment
  • Cliffs Looks Like An Attractive Long-Term Investment [View article]
    I think the CLF board and executives are scrambling to keep their jobs and don't mind throwing shareholders in front of the bus in order to keep those jobs. The board and C-suite combine to hold about 0.3% of the company. Shareholders should kick these jerks out.
    Jun 8 08:34 PM | Likes Like |Link to Comment
  • Should Weyerhaeuser Shareholders Tender For The WRECO/TRI Pointe Spin-Off? [View article]
    It should not decline due to the split, but some who allocated into WY to transfer or cover a short on TPH that do not get to allocate all their desired shares may sell after the event, causing some pressure. I will buy on any such dip.
    Jun 5 02:12 PM | Likes Like |Link to Comment
  • Should Weyerhaeuser Shareholders Tender For The WRECO/TRI Pointe Spin-Off? [View article]
    That sounds like a great calculator, but it sure would be of more utility in advance of the split.
    Jun 5 02:11 PM | Likes Like |Link to Comment
  • Playing The Puerto Rican Lottery With Doral Financial Shares [View article]
    This stock has become a day-trader's paradise. Sadly, I am not a day trader.
    Jun 3 02:21 PM | Likes Like |Link to Comment
  • General Electric: The Good, The Bad And The Ugly Truth [View article]
    It appears Immelt wants to go out like Welch, whose Honeywell takeover curtain call was a failure on the back of European disdain. Is history now repeating itself.

    Another big point to note about this management's turn around story is that it is the same management that got GE going in the wrong direction. Immelt made the company way too dependent upon financial engineering rather that actual engineering, and is now scrambling to get back on track. Next time, maybe just don't get off the track.
    Jun 1 02:42 PM | 3 Likes Like |Link to Comment
  • Should Weyerhaeuser Shareholders Tender For The WRECO/TRI Pointe Spin-Off? [View article]
    The transaction includes a $700 million cash payment from Tri Pointe to Weyerhaeuser.
    Jun 1 12:52 PM | Likes Like |Link to Comment
  • Should Weyerhaeuser Shareholders Tender For The WRECO/TRI Pointe Spin-Off? [View article]
    TD Ameritrade emailed me this morning about reorganization participation. You must reply by 06/26.
    May 31 12:56 PM | Likes Like |Link to Comment
  • Make 70% A Year With Math [View article]
    A formula that spits out 70% a year is not to be shared. Not only would copycatting likely ruin the value of it, but a man with such a formula would also likely be too busy chasing the models, in Benny Hill fashion, around his yacht.
    May 31 01:40 AM | 11 Likes Like |Link to Comment
  • Should Weyerhaeuser Shareholders Tender For The WRECO/TRI Pointe Spin-Off? [View article]
    Actually, what you are asking for are opinions. I can give you mine, but they are not facts. The facts are in the article. I do not know what TPH will do with itself, but I do not expect it to pay a dividend nor to become a REIT. As for WY, I would expect that this move will make it easier for the company to increase its dividend within the coming quarters. Management has certainly expressed returning cash to shareholders as their primary goal in terms of capital allocation, and the removal of WRECO removes a good deal of complexity from operations, as well as about 11% of outstanding shares. It also brings in $700 million bucks. If timber and fluff prices do not fall, I would not be surprised if the dividend is increased by at least 10% in the second half of 2014.
    May 30 03:43 PM | 1 Like Like |Link to Comment
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