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pundr

pundr
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  • SandRidge Energy Tanks On Earnings Beat - What Now? [View article]
    how often do you Change your mind?
    Nov 13, 2013. 08:23 AM | 5 Likes Like |Link to Comment
  • Dear Transocean Bulls: Aging Fleet Is Definitely A Problem [View article]
    Cooperman was on cnbc this week. still Long RIG. asset value around 70$ he said. in the wait time you get 5% div.
    Oct 20, 2013. 08:13 AM | Likes Like |Link to Comment
  • Carl Icahn Will Move These Stocks Higher [View article]
    Long nuan and rig.
    Oct 9, 2013. 08:39 AM | Likes Like |Link to Comment
  • Recession In 2014? No, It's Here Now And What To Do [View article]
    long BP
    Aug 22, 2013. 03:42 AM | 2 Likes Like |Link to Comment
  • BlackBerry Insiders Getting Restless [View article]
    prem´s stake is at 17$ so he is big underwater right now
    Aug 9, 2013. 10:38 AM | 3 Likes Like |Link to Comment
  • The Indievestr Portfolio: Outperformance In July [View article]
    Long Vivendi as well. think at the end of the year stock will 18€-20€
    Aug 6, 2013. 07:31 AM | Likes Like |Link to Comment
  • An Undercover Media Conglomerate And 6.5% Yielder With Catalysts [View article]
    iam the same opinion as you. it is the right time to exit atvi. what is if the don´t produce new blockbuster games, the game industry is a bad field. iam happy that the get a high price for it and can pay down debt and maybe a stock buyback.

    the stock is now up again, as the CFO of vivendi says they are thinking about a split, telco and media
    Jul 26, 2013. 09:12 AM | Likes Like |Link to Comment
  • An Undercover Media Conglomerate And 6.5% Yielder With Catalysts [View article]
    market doesnt like the activision deal. today at the morning vivendi was trading at 16,45€ now only 16.06€ -.-
    Jul 26, 2013. 07:59 AM | Likes Like |Link to Comment
  • An Undercover Media Conglomerate And 6.5% Yielder With Catalysts [View article]
    sale of maroc telecom very close for around 4,2b€ and dividend from activision 2b€. so very nice. vivendi climbing finally.


    http://bit.ly/18yXA2q
    Jul 22, 2013. 02:48 PM | Likes Like |Link to Comment
  • Sears Holdings' Valuation: Between Berkshire Hathaway And Bankruptcy [View article]
    what a great article. love to read it. thank you very much. for your work!!!!!

    iam long SHLD
    Jun 23, 2013. 10:00 AM | 1 Like Like |Link to Comment
  • Sony's Revival [View article]
    thank you for the article.

    iam long Sony!!
    Jun 2, 2013. 11:53 AM | 3 Likes Like |Link to Comment
  • BlackBerry And Sandridge Doomed? Ask Prem Watsa And Sanjeev Parsad [View article]
    wilson i think still with the MS play only worth 2400$ per acre we get more money out then we pay now for the stock.

    i hope for more for sure. for example
    3000$ but it think it can goes to 3500-4000$

    with 3000$

    we have the Ms Lime Play 1,85mio acres with 3000$ worth 5,55b.$
    cash 1,7b.$
    salt walter disposal system 0,5-0,6b$
    Golf of Mexico Asset 1-1,2b.$
    Trusts xx (i say here only 0)
    = 8,75b$- debt and liabilities around 4b$
    4,75b$/500mio shares=9,5$ per share. and this was a normal case. it can grow even bigger
    so i like my sandridge stock very much and iam big very long

    just my thoughts :)
    May 8, 2013. 04:33 PM | Likes Like |Link to Comment
  • Not So Fast With The Countrywide Settlement [View article]
    Long MBI
    Apr 22, 2013. 03:46 PM | Likes Like |Link to Comment
  • How Does Monish Pabrai's Position In Chesapeake Energy Qualify As 'Dhandho' Investing? [View article]
    chesapeake has one of the best assets in the oil/gas industry. especially when you thinking about the low nat gas price. the price will double for sure the next years. here in europe the price is around 10$!!! i hear from a lot of great people like jeremy grantham and others that the gas price will double if not tripple in 5years. so here you have the best play with chesapeake. pabrai want investments with double, tripple, 4times, 5times the price. so we can assume chesapeake is BIG undervalued!! love the story.

    Long natural gas and chesapeake
    Apr 18, 2013. 05:30 PM | 2 Likes Like |Link to Comment
  • SandRidge Energy: Activists Win, Why Is The Stock Down? [View article]
    sd down every day. iam big time long. adding every day. shares over shares. are you still long papayamon?

    i believe in a sell of the company. and 10$ :) especially what i read from prem watsa what he said at his shareholder meeting about SD.
    Apr 17, 2013. 05:54 PM | Likes Like |Link to Comment
COMMENTS STATS
46 Comments
56 Likes