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fiasco jones

fiasco jones
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  • Don't You ... Forget About Nuance [View article]
    Sounds great, but how much money are they making from healthcare? Lots of confirmation bias on this stock, the reality seems to be that they just don't seem to be making enough money.
    Sep 19 10:08 AM | Likes Like |Link to Comment
  • Evaluating J&J Snack's Investment Prospects [View article]
    Using P/E penalizing stocks with no debt, surprising you guys don't use P/EV.
    Sep 2 09:55 AM | Likes Like |Link to Comment
  • Danger Zone: MercadoLibre [View article]
    I would love to buy a good company at a terrible time. Especially when compared to buying a crappy company at a great time.
    Aug 18 04:06 PM | Likes Like |Link to Comment
  • Danger Zone: MercadoLibre [View article]
    He means dangerous to short positions. Everyone talks about currency issues (which are not as misunderstood as professionals believe) and Ebay and Amazon coming to eat MELI's lunch. Cultural intelligence is a major issue and doesn't dovetail well into the contributor's NOPAT economic earnings models, just like depreciation doesn't (see VTR, another 'danger zone' favorite). These articles are good contrarian indicators.
    Aug 12 09:28 AM | Likes Like |Link to Comment
  • Demand For Sand Offers 25%+ Total Return Potential [View article]
    Best not measure MLP's by P/E. Not really all that great for stocks, either.
    Aug 11 02:21 PM | 3 Likes Like |Link to Comment
  • Emerge Energy Offers 50% Upside In 1 Year [View article]
    Not that I see, though domestic producers could certainly start a mine, I would bet an experienced operator (with existing ties to non-domestic, i.e., U.S. producers) would make short work of them.

    Or did you want to open a mine with me?
    Aug 4 04:33 PM | Likes Like |Link to Comment
  • Emerge Energy Offers 50% Upside In 1 Year [View article]
    Surprised no one has mentioned Mexico. Half of Eagle Ford looks to be in Mexico and they have about 3 wells drilled down there. Narco and logistical issues notwithstanding, Mexico's energy liberalization plans are, amazingly enough, moving along.
    Aug 3 08:10 AM | Likes Like |Link to Comment
  • Lessons I Draw From The Midstream MLP YTD Numbers And LTM Distribution Growth [View article]
    This is great stuff, where should we mail the checks?
    May 7 11:04 AM | 4 Likes Like |Link to Comment
  • FMC Corporation: The Future of Battery Technology [View article]
    yes, their batteries produce rainbows as well. Unicorn eggs too.
    Apr 30 02:56 PM | Likes Like |Link to Comment
  • Higher Profits For Canadian Pacific Rail Are A Pipe Dream [View article]
    or paired it with a CNI buy?
    Apr 22 01:29 PM | Likes Like |Link to Comment
  • Higher Profits For Canadian Pacific Rail Are A Pipe Dream [View article]
    Good article, clearly points out that this stock is not CNI, which an important distinction. Not sure I agree on the grain scenario, at least in the long-term. Growing seasons are really expanding on the prairie and the grain belt seems to be slowly but surely moving ever further north.
    Apr 22 01:27 PM | Likes Like |Link to Comment
  • Buy Canadian Oil Producers - Keystone XL Is Irrelevant [View article]
    Unfortunately they also pay their divs in CAD!
    Apr 4 03:13 PM | 1 Like Like |Link to Comment
  • Free Windows OS Is A Game Changer For Intel [View article]
    I don't think MS is particularly worried about having less fart and flashlight apps than iOS and Android.
    Apr 3 11:09 AM | 2 Likes Like |Link to Comment
  • Another Prize Slips Through Novo's Hands As Big PBM Looks Elsewhere [View article]
    good call, who wants more than triple the return of the S&P on the best managed
    drug company on the planet riding on one of the most enduring investment themes ever?
    Apr 1 04:34 PM | 1 Like Like |Link to Comment
  • Microsoft Earnings May Remain Under Pressure [View article]
    At least he made a case.
    Mar 18 02:35 PM | Likes Like |Link to Comment
COMMENTS STATS
97 Comments
116 Likes