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erpichtauf

erpichtauf
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  • Checking Stock Quotes Regularly Is A Waste Of Time [View article]
    Do you also think that it's a waste of time to check your engine gauges while driving?
    Sizable price and volume swings can tell you that it may be worth your time to investigate further.
    Those investigations may sometimes lead to the discovery of a fundamental change to your holding that will possibly affect the role it has in your portfolio, if any.
    Sep 16 11:41 AM | 2 Likes Like |Link to Comment
  • Monarch Is As Cheap As Cement And As Boring As A Cement Plant In Kansas [View instapost]
    Thank you
    Sep 4 01:24 PM | Likes Like |Link to Comment
  • Monarch Is As Cheap As Cement And As Boring As A Cement Plant In Kansas [View instapost]
    At least one warning flag spotted so far.
    Page 9. The answer to the question:"What if I hold all of my shares in street name?"
    http://bit.ly/1t4x06K
    Sep 4 01:08 PM | 1 Like Like |Link to Comment
  • Dear Americans & Canadians, It Will Be Ok [View article]
    The first Tim Hortons was opened in roughly 1964.
    Tim Hortons merged with Wendys in 1995.
    In 2006 Wendys spun off Tim Hortons.
    In 2009 Tim Hortons returned to Canada.
    Tim Hortons has been Canadian for roughly 36 years or so.
    Sep 1 10:21 PM | Likes Like |Link to Comment
  • Dear Americans & Canadians, It Will Be Ok [View article]
    If you must give a nationality to Tim Hortons. Tim Hortons would not be a legal Canadian immigrant. It would be a Canadian that got got married to an American. Divorced and is now possibly going to get married to a different American. The new spouse will be moving to Canada.
    Aug 29 03:00 PM | 2 Likes Like |Link to Comment
  • Potential Targets For Activist Investors [View article]
    You should have had an understanding of what the data you gathered meant regarding takeover defenses.

    The misinterpretation of your data lead to the following conclusion: "In closing, I believe these four companies are worth a deeper look as potential activist targets or takeover targets because each of my final four companies has poor governance as measured by ISS, weak takeover defenses, and they have underperformed the market."

    To defend that conclusion you effectively boiled your article to mush by stating that "Pretty much any stock could be a target for activist investors..."
    If that is the case why did you even bother to write the article?

    I found it odd that you would write: "Overall I like the premise behind the article, however your data is incomplete and inaccurate, and you still have alot to learn about properly researching data." http://seekingalpha.co... So soon after having an issue with one of your own articles that had issues that were unresolved.

    Ad hominem attacks do not cure flaws in articles.
    Jul 31 01:48 PM | Likes Like |Link to Comment
  • Potential Targets For Activist Investors [View article]
    The first rule of holes. When you find yourself in one, stop digging.
    The article itself had a flawed conclusion and somehow you have managed to find ways to damage it even further.
    The comments offer a chance to learn. I hope your other readers are able to get more out of the comments than you appear to have taken away from them.
    Jul 31 12:09 PM | Likes Like |Link to Comment
  • Potential Targets For Activist Investors [View article]
    If pretty much any publicly traded company could be a target for activist investors, what was the point of even writing this article?
    As a bonus a holding you specifically eliminated from your screening process just realized the possible unlocking of value with the announced buyout of Family Dollar Stores Inc. While it would appear that DISCA, KSU, and SJM are currentlyuntroubled by activist investors.
    It would appear that you are so dedicated to your initial conclusions that you are unable to step back and reassess the situation. In investing some of your ideas will possibly not pan out. A refusal to recognize the change in circumstances and adjust your conclusions can prove to be a costly mistake.
    Jul 31 10:49 AM | Likes Like |Link to Comment
  • Why I Initiated A Position In Mattel [View article]
    I can't help but to consider the recent shift in the treatment of monetary distributions from Mattel, Inc. to be an ill omen.

    http://bit.ly/1zhYhHV
    Jul 31 10:25 AM | 1 Like Like |Link to Comment
  • Potential Targets For Activist Investors [View article]
    I didn't ask if they had strong takeover defenses.
    I asked you: "Do you honestly still believe that The J.M. Smucker Company, Kansas City Southern, and Discovery Communications, Inc. are potential targets for activist investors?"
    Jul 30 09:33 PM | Likes Like |Link to Comment
  • My 2 Concerns About General Electric's Synchrony Spin-Off [View article]
    SYF would currently roughly represent 10% of GE based off of market caps/anticipated market caps at this time.
    Jul 30 07:41 PM | Likes Like |Link to Comment
  • My 2 Concerns About General Electric's Synchrony Spin-Off [View article]
    If you own shares of General Electric Company (NYSE:GE) you currently would have a claim to the portion of the 85% or so of Synchrony Financial (Pending:SYF) that GE still owns that is represented by your shares. The agents will be making the decisions about what to do with that portion of SYF. If they decide a share exchange is to be utilized to dispose of the shares of SYF the owners of GE at the time are not "... [G]etting screwed..." because they're not being forced to make a choice between the two. They would be offering them the opportunity to participate in the share exchange or own a larger percentage of GE. If you're asleep at the wheel a choice will be made for you, but it will have been done so after the passage of some time.
    At some point you probably should take responsibility for your actions, especially if you're overseeing your portfolio.
    Jul 30 06:54 PM | 2 Likes Like |Link to Comment
  • My 2 Concerns About General Electric's Synchrony Spin-Off [View article]
    Lee J,
    You're not ..."[G]etting screwed...". You're possibly going to be given a choice to own part of Synchrony Financial or own a greater percentage of General Electric Company. Handling it in this fashion gives the owners of General Electric Company the ability to make the decision that works best for them.
    Jul 30 06:02 PM | 3 Likes Like |Link to Comment
  • To ETF Or To Not ETF [View article]
    Brad,
    It's great to see that you've possibly learned some things.
    I look forward to the response to my question regarding an issue with one of your recent articles.
    http://bit.ly/1n4bGKj
    Jul 30 05:46 PM | Likes Like |Link to Comment
  • Consider Shire Pharmaceuticals Now; 20%+ Upside Left In Takeover Bid By AbbVie [View article]
    Well done.
    Jul 27 12:59 PM | 1 Like Like |Link to Comment
COMMENTS STATS
111 Comments
47 Likes