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  • Update: Assessing Fifth Street Finance Corp.'s Results For Fiscal Q4 2014 [View article]
    Great article as usual, Scott. I'm at $8.15 weighted right now and adding more, since the market is still asleep on this one.
    Dec 22, 2014. 03:12 PM | Likes Like |Link to Comment
  • Vapor Corp: Is There Any Value Here? [View article]
    I was one of the lucky ones who bought and sold on the volatility, but I didn't want to press my luck as the fundamentals, as you correctly pointed out in this article simply weren't there. I have actively looked for their products on the shelf an many places and they simply aren't there in the market in any store I've found. I am a 'vaper' and have quit cigarettes for about a year, so the concept is good but VPCO isn't the right candidate for investment, IMO. Thanks for the article, well-balanced.
    Nov 17, 2014. 04:37 PM | Likes Like |Link to Comment
  • Update: CYS Investments Reports Q3 Earnings - The Good, The Bad And The Ugly [View article]
    I just screened and found WMC and added a position this month....where have I been?
    Oct 20, 2014. 07:56 PM | 1 Like Like |Link to Comment
  • Prospect Capital Corp.'s Upcoming Fiscal Q4 2014 Net Asset Value Projection [View article]
    Scott, thanks as always. I'm long PSEC as well, and you just made my HOLD decision that much easier. You do a better job of dissecting the parts of the sum better than anyone I know.
    Aug 8, 2014. 12:53 PM | 9 Likes Like |Link to Comment
  • Volcano (VOLC) Q2 2014 Results - Earnings Call Webcast [View article]
    Volcano has overcome a lot of challenges, but the investment looks solid. After listening to the entire presentation, my personal choice is to hold long--they're doing a lot of things right and I think the market is not giving fair value to the present or the future, especially today's trading. Good upside from here, just my take.
    Aug 7, 2014. 05:24 PM | Likes Like |Link to Comment
  • Cellceutix develops room temp stable Brilacidin [View news story]
    Ever just have that feeling that this is one company that will be in articles for years to come? Rhetorical question or we wouldn't be here. But CTIX is a long play for me and I can always see something in this company to keep me excited.
    Jul 14, 2014. 01:47 PM | 1 Like Like |Link to Comment
  • MELA Sciences says CFO, three board members resign [View news story]
    I appreciate your insight as a fellow holder of MELA and as a person with high skin cancer risk. I've believed in this product for a long time, and cannot imagine a device that is this critical to diagnosing a disease of this magnitude to simply go away. Of course if the company is bought out of bankruptcy we as shareholders will lose, but no one has mentioned strategic partnerships with a parent company. I have to continue to think there are options out there. Their latest financials and the comments from Rose Crane are both optimistic and fatalistic, which leaves a lot of confusion as to how bad things can get before the White Knight arrives. Insurance reimbursement would certainly help a lot of things quickly, but this has been talked about as a major issue for at least two years. That they are just now addressing the effort to gain their Medicare number for coding leaves one wondering if someone just woke up.
    Jul 6, 2014. 12:28 PM | Likes Like |Link to Comment
  • Organic Growth Ahead For Hecla Mining [View article]
    I began to be impressed with HL after the quick progress they made in getting Lucky Friday back up and running and the diligence they showed in fixing the issue, and I'm long HL. The company still seems undervalued to me, but the big breakout in silver and gold hasn't happened yet. When it does, HL will be one of the first big movers in my opinion. If that happens it could be a double at today's prices. In the meantime, it's as solid a speculation as they come with some, but very little downside below $3 again.
    Great article, thanks for posting this.
    Jun 28, 2014. 02:30 AM | 2 Likes Like |Link to Comment
  • Seadrill: Cash Flow Doesn't Support Dividend [View article]
    I think this is the longest chain discussion/fusscussion I have ever seen in SA. I've been getting the orange pop-ups for well over a week now.....tally-ho!
    I sold at $37 something after getting a dividend and so far was a big mistake. Still made good money, but if some of you guys, or a bunch of you guys would start selling I could catch a good dip and get back into the mix.
    Of course, I might still be writing this same note at $50......time will tell--doesn't it always?
    Jun 28, 2014. 02:15 AM | 1 Like Like |Link to Comment
  • Rex American Resources: A Likely Double-Gainer In 5 Months For This 'Best-In-Class' Ethanol Producer [View article]
    From the farm sector: I have been in the farm equipment wholesale business for 31 years, and I see all this from the 'other side', but what I'm seeing supports everything you're stating (at least everything I understand of what you're saying). I've been to farmer meetings, visited with machinery dealers, and all indicators point to a $4.00/bu. corn 'hope'. Ironically, one of the most profitable years for farmers was the draught year, caused by two factors--either they were lucky and had rain when very few did, so they were able to sell a decent crop at double the normal price, OR they had crop insurance at 70%-80% protection of their basis, which paid them for example 70% X 200%(double the normal price) or 140% of what they normally received, so even the poor burned out fields made great money for them. Now, back to the present. We are all expecting an average to below average income from corn this year, which provides REX with exactly what it needs to stay super-profitable. I'm located next-door to their headquarters in Ohio, as I reside in Indiana, and many farmers deliver their grain directly to the plants where REX is able to pay them a slight PREMIUM to what the elevator is paying because the corn is brought to their door freight-free! I have heard of REX many times, but never looked at the stock until right now--this is the first article I've come across and I'm reading every day--as you say, it's very under-reported. Your entire article makes perfect sense, and thank you for publishing this. I shall enter the market Monday morning with REX at the top of my list. Thank you.
    Jun 1, 2014. 02:33 AM | 2 Likes Like |Link to Comment
  • E-Cigs Are A Different Industry From Traditional Tobacco [View article]
    I started life on a tobacco farm in Kentucky, burley of course. I started smoking at the ripe age of 11 and am turning 60 this summer. I took Chantix and it's a wonder drug, and I actually quit smoking last Thanksgiving. However, it felt like I just lost my longest, dearest friend. Smoker psychology at work here. I started vaping a couple of months ago and it has allowed me to stay sane and still not go back to regular cigarettes. With that said, I've traded VPCO and made money a couple of times. As far as I know it's the only pure-play vape company out there and they just went from OTC to Nasdaq last week. While ridiculously overvalued at 98X, I'm buying on the lows and selling on the highs and would like to go long on the company if they could get their value to stabilize. It's worth keeping on your radar--I only mentioned this as this is an investing forum, and I currently have a limit order in at $4.50 which is subject to change and will buy more to value-average if I'm wrong on the price. There IS going to be a lot of money made and lost in this new game, but hey, even a blind squirell finds an acorn every now and then. I think that's why we're all here. I do have some more sane investments, but this one is especially interesting to me.
    Jun 1, 2014. 01:18 AM | 1 Like Like |Link to Comment
  • Seadrill Ltd. What Part Of 'Success Story' Did Analysts Not Understand Yet? [View article]
    Great article, good information that I did not already have....further encourages me to stay long SDRL. It's been one of the most solid investments I've made, and am also waiting for more negative articles to catch a dip to buy some more!
    Great article--nice job.
    May 31, 2014. 01:39 AM | 1 Like Like |Link to Comment
  • Ukraine making first gas payment to Russia [View news story]
    Why is this OGZPY so undervalued? I have read articles on this HUGE company, and I understand the hesitancy of investors to put money into the Subject of the Month, that being Russia, Ukraine, etc., but I can't find any history on the charts of it ever approaching anywhere near what the market cap should logically be. I have not invested yet, but would like someone to give me a thesis for resisting--or better yet, a scenario where the stock would be fairly valued. Thanks for any and all comments.
    May 30, 2014. 11:29 PM | 1 Like Like |Link to Comment
  • Seadrill defies expectations by raising dividend, outlook [View news story]
    Agree with sindeo. Bret Jensen wrote a piece on them yesterday and it just added to the confirmation for me. He is long SDRL and so am I. I've read him for a long time and he is usually spot on, which I believe he was again. 10% or 11%, depending on where your basis is, is nothing to sneeze at and can carry profit through some ups and downs as rumors come and go. I agree that the day rate CAN come down for everyone, but other than that, there are so very few negatives to be found in this stock that it makes it a no-brainer, which makes me a highly qualified shareholder.
    May 28, 2014. 10:46 PM | Likes Like |Link to Comment
  • China looks like big winner in landmark gas deal; U.S., Canada may be losers [View news story]
    This entire conversation and comments section is fascinating, and the reason is this--there are so very few comments that are not correct in and of themselves, and sometimes these comments are at cross-purposes of opinion. The reason it's fascinating is because this situation as it plays out is the truest play of Power in the World and the Fight For It, if it were to have a title. There definitely will be winners and losers, and in the end we will all know why. I don't know that it's an investable situation, frankly--human lives, big guns, all sorts of politics and all the Superpowers and Wannabesuperpowers are in this one. Literally anything can happen at anytime with huge consequences for both the winner and the loser.
    May 23, 2014. 09:47 PM | Likes Like |Link to Comment