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Hidden_Value

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  • A New Deal For Greece [View article]
    If the Greek government really had ANY guts THEY (Greece) would be the ones to
    put the Ultimatum to the idiot lenders of the EU (who lent feloniously & now are
    really IN NO POSITION of strength): Greeks should say: We will give you $0.03
    on the dollar (i.e., three -3%- percent payback) IN FULL PAYMENT as we are not
    only insolvent but realistically bankrupt. You can then keep us in the European
    Union or expel us...your choice as we, a proud Greek Nation, don't really give
    a hoot one way or the other. This is what would solve the Greek quagmire, in
    my humble opinion. When you are broke and have nothing to lose it is 100%
    IDIOTIC to sacrifice your own citizens to feed the loan sharks!
    Jul 6, 2015. 02:47 AM | 5 Likes Like |Link to Comment
  • Reiterating Why Xerox Is A Value Trap [View article]
    After having previously recommended XRX as an undervalued stock, I now hold
    the opinion that ANYWHERE where Ursula M. Burns is in charge is a Chernobyl
    and Fukushima combined into one monumental disaster. Only Fiorina is in Burns
    category as a Class 5 destructive hurricane, in my opinion!
    Jun 25, 2015. 01:36 PM | Likes Like |Link to Comment
  • FDA to assess homeopathy business [View news story]
    I do not advocate Homeopathy but I would bet on Placebo (IF that is what a
    homeophatic pill is) over traditional AMA drugs ANY DAY OF THE WEEK. The
    drug industry, in my opinion, kills more patients than it helps; and it "cures"
    extremely few, versus the ones whose hearts are weakened, livers debilitated,
    spleen, gallbladder and pancreas compromised, etc. etc. One of the wisest
    philosophers said "Heal Thyself". I agree. When asked, I say Beware of MD
    designations, as much as DEM or REP in politics! Remain Independent and
    discerning, and make your own decisions ABOUT ALL, not just investments!
    This is my considered opinion after 3/4 centuries of living!
    May 6, 2015. 02:10 PM | 1 Like Like |Link to Comment
  • What to watch in the restaurant sector [View news story]
    Hidden Values Top Ten (10) Stocks for 2015:

    1) FB ($ 78.02) A core holding for growth; an advertising money machine!
    2) HES ($ 73.82) Super cheap mid-sized Oil driller and retail seller. Good Div.
    3) PACR ($ 68.01) Mfg. of Peterbuilt & Kenworth 16 wheelers. PACCAR's year!
    4) TOT ($ 51.20) Core holding in Worldwide Oil Energy Giants. Xlent dividend.
    5) BWC ($ 30.30) Splitting into 2 entities in 2015. Sum of parts worth more.
    6) KODK($ 21.71) Ex- Dow 30 stock is now lean & profitable post bankruptcy.
    7) LOCO($ 19.97) You Ain't Tasted Chicken Until You've Gone LOCO. A Buy!
    8) EADSY($12.34) Airbus & Boeing dominate commercial aviation. Very cheap.
    9) GSVC ($ 8.63) Best way to own Dropbox pre-IPO. Huge discount from NAV.
    10) LEU ($ 4.30) As Uranium prices rise so will Centrus. Centrifuge Tech. a +.

    There you have it! Last 3= my top speculations; making up 30% of '15 Portfolio.
    To all SA readers I wish Health, Happiness & Wealth in 2015. As always, CHEERS!
    Dec 31, 2014. 05:14 PM | Likes Like |Link to Comment
  • What to watch in the restaurant sector [View news story]
    As promised on Dec. 27, four days ago, in this very article, I am hereby
    releasing my 4th Annual Top Ten (10) yearly stock selections, for 2015!

    But first: Recap of Hidden Value's Top Ten (10) Stocks for 2014:

    1) CHDN Y/E '13 $89.65 Y/E '14 $ 95.30 UP $ 5.65
    2) UAL $37.83 $ 66.89 UP $29.06
    3) REV $24.96 $ 34.16 UP $ 9.20
    4) CSCO $22.43 $ 27.82 UP $ 5.39
    5) XRX $12,17 $ 13.86 UP $ 1.69
    6) PSQ $18.25 $ 14.87 Down$ 3.38
    7) RWM $16.88 $ 15.45 Down$ 1.43
    8) SNV $ 3.60 $ 3.87 UP $ 0.27
    9) COWN $ 3.91 $ 4.80 UP $ 0.89
    10) ANTH $ 3.07 $ 1.58 Down$ 1.49

    Results: 7 Up for $52.15 UP. 3 Down for $6.30 Down. Net= $45.85 UP.
    The results, including dividends, equate to 20% appreciation for 2014.
    Two stocks had splits: (PSQ) 1 for 4, & (SNV) 1 for 7. Prices reflect splits.

    And NOW: Hidden Value's Top Ten Stocks (10) for 2015 (Ranked by Price):

    1) (FB) $78.02 One holding would be better, owning Ft. Knox!
    2) (HES) $73.82 Integrated Oil Driller & Retailer. Plus Great Div.
    3) (PCAR) $68.01 PACCAR Peterbuilts & Kenworths selling great.
    4) (TOT) $51.20 One of World's Best Oil Stocks. Near 5% Div.
    5) (BWC) $30.30 Becomes 2 different entities. Two worth more.
    6) (KODK) $21.71 Ex-Dow 30 stock. Now lean, mean & profitable.
    7) (LOCO) $19.97 You Ain't Done Chicken Until You've Done LOCO!
    8) (EADSY) $12.34 Near Monopolist Airbus selling at basement price.
    9) (GSVC) $ 8.63 Backdoor entry into Twitter; & Dropbox (pre-IPO).
    10) (LEU) $ 4.30 Uranium Centrifuge Tech. alone worth much more.

    Choices # 8, 9, 10 are most speculative issues; but I.M.O., WAY Undervalued!
    As always I wish all SA readers Health, Love, and Wealth, in that exact order.
    Each stock should receive an equal money allocation for best results. CHEERS!
    Dec 31, 2014. 04:50 PM | 1 Like Like |Link to Comment
  • What to watch in the restaurant sector [View news story]
    For the last 3 years (2012, 2013, 2014) I have posted, exactly on Dec. 31, right
    after the close of the market, Hidden Value's Top Ten Stocks for 2012, 2013, and
    2014, respectively. In about 72 hours, at Dec. 31, 2014 (4PM EST) I will be
    releasing the 2015 selections. As some of you may recall, my selections the
    last 3 years were as follows:
    2014: CHDN UAL REV CSCO XRX PSQ RWM SNV COWN ANTH
    2013: ILF EMLP SMH BPOP SPPI AVEO YHOO YCS PST SNV
    2012: GM DISH INTC GE TXN VZ MRK BAMM UAL AA(then LCC)
    My ten selections for 2015 will include 2 Mfg. 2 Energy, 2 Techs,
    1 Fast Foods, and 3 Riskier Specs. This is the same 70%/30% allocation
    used in previous years since I am a strong believer in 30% speculative
    and 70% more solid stocks selection.
    To check out the performance of 2012, 2013 and 2014 click on
    "Hidden Value" (above). Don't miss Hidden Value's Top Ten for 2015
    coming to you in less than 4 days from today
    Dec 27, 2014. 08:52 PM | Likes Like |Link to Comment
  • 2 Picks From Barron's 'Top Ten Stocks For 2014' List [View article]
    As I promised right on the comments section of this very article
    (on Dec. 8) , and for a 3rd. consecutive year, here are HIDDEN
    VALUE'S TOP TEN (10) STOCKS FOR 2014, with the closing
    price of 12/31/13 included. You can also check out my picks
    of 2012 and 2013 by clicking on "Hidden Value", (above).

    Selected are 2 Techs, 2 Financial Stocks, 2 E.T.F.'s that
    "Short" Russell 2000 and N/D 100, as well as one each of
    Transportation, Cosmetics, Biotechnology and Leisure Time.

    HIDDEN VALUE'S TOP TEN (10) STOCKS FOR 2014:

    $89.65 (CHDN) Churchill Downs. Combination of very few
    shares outstanding, thin float, and rapidly
    exploding earnings point to much greater
    price appreciation in next 12 months.
    $37.83 (UAL) United/ Continental. Returnee from 2012.
    Overseas profit margins and routes are
    great and cheaper fuel plus many newly
    placed ancillary fees for extra income will
    give United a chance to make all-time highs,
    possibly even $100 before year-end 2014.
    $24.96 (REV) Revlon. Ronald Perelman hits a major homerun
    with the 2013 acquisition of The Colomer Group,
    which gives REV entry into ritzy beauty salons.
    $22.43 (CSCO) CIsco..Only Dow 30 stock I recommend today.
    Huge Internet Infrastructure Moat, excellent
    management, worldwide reach, and very good
    Price to Earnings make this a No-Brainer buy.
    $12.17 (XRX) Xerox. Nanotechnology patents treasure trove
    and services orientation make this company,
    I.M.H.O. an excellent candidate to be acquired.
    $18.25 (PSQ) E.T.F. which, when you BUY it, puts you "Short"
    QQQ. Can be bought by aggressive I.R.A.
    account holders to achieve the equivalent of
    of a short-sale in a regular margin account.
    QQQ is priced to perfection and unsustainable.
    $16.88 (RWM) E.T.F. which, when you BUY it, puts you "Short"
    the Russell 2000, which currently has hundreds
    of tulipmania "bubble-stocks". My favorite short.
    $ 3.60 (SNV) Synovus. Very large Regional Bank which now
    has put behind it most of the snafus and lack of
    integration of numerous acquisitions it made in
    the Bubble Days of Real Estate mania. Do not
    the low price scare you away. This is a returnee
    from my 2013 picks and I love it for appreciation.
    $ 3.91(COWN) Cowen. Ramius Division of Cowen, by itself, is
    worth more than what all of COWN is selling for
    as of 12/31/2013. Truly an absurdly cheap price,
    in my opinion.
    $ 3.07 (ANTH) Anthera. Blisibimod (in Phase III) for Lupus, and
    a second drug candidate for Berger's Disease
    makes Anthera exciting again as a crap shoot.

    HIDDEN VALUE'S TOP TEN (10) STOCKS FOR 2014 is clearly
    a Semi-Bearish Portfolio Construct reflecting my expectations of
    a modest retracement of the gains of 2013. The market appears
    capable of an 8% to 12% correction sometime in 2014, which is
    why I am recommending this 80% Long, 20% Short hedged list.

    At Year End 2014 my performance should be compared to two
    primary adversaries---Barron's 2014 Picks & S&P 500. Cheers!
    Dec 31, 2013. 07:36 PM | Likes Like |Link to Comment
  • 2 Picks From Barron's 'Top Ten Stocks For 2014' List [View article]
    In 2012 and in 2013 I handily beat Barron's picks!
    You will see my "Top Ten for 2014" on Dec.31 when
    I will again post a most interesting selection of Stocks,
    Closed-End Funds, Non-Leveraged Funds, as well as
    2X Leveraged Exchange-Traded Funds. As in both
    2012 and 2013, picks #8, #9, and #10 will be insightful,
    ultra-aggressive selections; while picks #1 through
    #7 will be mildly speculative but not overly risky picks.
    I you like to make money, check it out 12/31,2013!
    right here in Seeking Alpha. I believe I will beat out
    Barron's once again!
    Dec 8, 2013. 11:26 PM | Likes Like |Link to Comment
  • Xerox: Long-Term View Could Reward Patient Investors [View article]
    All the negatives are valid, BUT---one super plain to see
    fundamental is overriding, IMHO. That overriding VALUE
    is that only IBM (one company) has a larger treasure trove
    of patents in NANOTECHNOLOGY, the technology for the
    21st Century. As an acquisition target, I CANNOT think
    of ANY company with greater worth to a savvy and R & D
    oriented technological tiger. All of the following could buy
    out XRX "on the cheap" and score a Home Run: IBM,
    GE, HPQ, MMM , A, and UTX. If IBM took them over they
    would control over 15% of ALL of the entire World's total
    number of issued Nanotechnology patents. UTX has over
    the years "bought value on the cheap" as its purchase of
    Otis elevator in 1976 was a pennies for dollars deal. MMM
    is also one of the foremost believers that Nanotech is THE
    FUTURE and buying XRX could be a No-Brainer! This is
    my pick: UTX or MMM would be perfect acquirors.
    May 15, 2013. 12:02 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Xerox [View article]
    Xerox will outperform ALL indexes for the next
    3 years unless ACQUIRED earlier. The Real
    Value is not known by too many investors. Xerox
    has quietly, over the last 10 years, been filing
    Nanotechnology patents left & right and up &
    down and TODAY it is second in Nano patents
    only to IBM (why do you think Buffett bought
    11 Billion $$$ worth of IBM---because the real
    future is in NANO POWER). I will bet my analyst
    reputation that Xerox gets bought out for over
    $25 a share within the not too distant future.
    The king of Nano (IBM) is $188 and a bargain;
    the runner-up in Nano (XRX) is UNDER $9.00
    and an incredible BARGAIN.
    Apr 23, 2013. 01:50 AM | Likes Like |Link to Comment
  • Reality Bites: Economy Begins To Shrink As Fed Goes Broke [View article]
    If you will check out my last 25 comments by clicking
    on "Hidden Value" (above) you will see that mega
    inflation is coming sure as night follows day. Check
    out my "Ten for 2013" for an ideal portfolio given what
    is starting to occur worldwide--increasing prices
    and general inflation. In particular, INTEREST RATES
    will skyrocket as Bernake soon does an about-face.
    Bet the house AGAINST stable prices & low inflation.
    As the greatest hockey player of all time, Wayne Gretski,
    Best Buys (IMHO): TBT and PST.
    once said:"I don't want to chase where the puck is currently,
    I want to ANTICIPATE & BE where I believe the puck will go."
    Feb 1, 2013. 12:52 PM | 1 Like Like |Link to Comment
  • 3 Strong Financial Stocks To Consider Now, 1 To Avoid [View article]



    As I promised one week ago, I am now releasing
    HIDDEN VALUE'S TOP TEN (10) FOR 2013 PICKS
    (Showing Closing Prices on December 31, 2012).

    1) (ILF). This ETF tracks Braz./Mex./Arg. Closing Price 43.88
    2) (EMLP). Energy play on USA & CAN. Closing Price 20.83
    3) (SMH). Semiconductors to rock '13!. Closing Price 32.33
    4) (BPOP). Bank improving & thin float. Closing Price 20.79
    5) (SPPI). Great Biotech CEO, IMHO. Closing Price 11.19
    6) (AVEO).The Great Termeer Factor. Closing Price 8.05
    7) (YHOO).Dirt cheap as a buyout stock. Closing Price 19.90
    8) (YCS). Favorite Spec Stock for 2013. Closing Price 50.77
    9) (PST). 2nd Fav Spec.as Ylds. rise '13. Closing Price 27.60
    10) (SNV) My 3rd. Fav. Spec.Solid Bank. Closing Price 2.44


    The first 7 selections are less risky than the last 3 BUT
    I consider picks 8, 9, and 10 speculative powerhouses.
    As in 2012, allocate 10% to each pick. Cheers!
    Dec 31, 2012. 04:41 PM | Likes Like |Link to Comment
  • 3 Strong Financial Stocks To Consider Now, 1 To Avoid [View article]
    My Top 10 for 2012 have been a massive winner
    through 21 Dec. 2012 (check it out yourself by
    clicking on Hidden Value above). I selected 7
    blue chips and 3 specs for 2012, as any ten stock
    portfolio should have NO LESS than 30% weighting,
    in aggresive speculative stocks. My upcoming
    Top 10 for 2013 Portfolio (to be released Mon.
    Dec. 31) will again consist of 7 blue chips and
    3 specs. Among the 3 specs will be SNV. My
    most spectacular pick of 2012 was precisely
    one of my 3 spec picks (LCC- up massively).
    Since 2007 I have not had a losing year.
    Dec 24, 2012. 01:36 AM | Likes Like |Link to Comment
  • Michael Harkins offers a quick lesson in duration, saying a buyer of the 10-year Treasury at 1.5% will get crushed with just a move back in yields to 2.5%. The bond market is a fabulous bubble, he says, growing in size as those who went short at the then impossibly low rate of 2.5% a year ago lack the conviction to do the same at 1.5%.  [View news story]
    When hyperinflation arrives (and surely it will, in
    my humble opinion) the yields that will be demanded
    by Treasury Bond buyers (both Pros and Retail investors)
    will be astronomical (think Jimmy Carter yields just for
    starters). Just before the USA goes bust within a few
    years yields may well exceed 18% on long-dated treasuries
    and those sane enough to load up now on (TBF) will make gains
    only matched by AAPL. In my scenario, TBF, currently just
    a whisker under $29 per ETF share, could rise into the
    multiples of $100 range. And the downside today is super
    low; in my entire lifetime I have never seen a 5 year time
    horizon LOCK like TBF or (PST). Opinion givers are always
    hedging their opinions but I will go out on a limb: Bet the
    farm against low treasury yields. Not since Sugar futures
    sold for ONE CENT ($0.01) has there been such a cinch
    trade available to rational thinkers.
    Aug 7, 2012. 04:43 PM | Likes Like |Link to Comment
  • Shorting U.S. Treasuries: The Best Trade of the Next Decade [View article]
    Very good, common sense article. Bubbles can last
    beyond what would appear logical, BUT ultimately
    all Bubbles burst. Yields of 2.625% for 30 year T.B.
    are beyond ridiculous. And how about 1% for 7 year
    maturities?

    I would like to submit the ultimate "safe bet" anti-TB
    trade: (TBF) $28.17 as July/2012 comes to a close.
    TBF is an UNleveraged bet that the yield on 20 year
    treasury bonds will RISE going forward. If you like
    money and you are patient and logical I would argue
    you could buy and "put away" TBF and check it again
    in 3 years, or 5 years if you are greedier.

    (PST) $27.52 is my #2 choice to make a killing when
    the Bubble ultimately bursts. But, remember to remain
    rational when the multitudes seek "Safe Haven"??? in
    1% sevens and 2 5/8th in thirties.
    Jul 30, 2012. 04:06 PM | Likes Like |Link to Comment
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