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IcebergsInc

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  • Drop Starbucks And Dunkin' Donuts For Krispy Kreme? [View article]
    I have followed KKD for years - after the big run up we have seen a pause the last 2 years and as you say the valuation is now reasonable, also it does make a decent takeover target (which is a bonus) at around the $17 mark holding for 2 years I think you will be happy with the returns.
    Jun 11, 2015. 03:57 AM | Likes Like |Link to Comment
  • Levy Acquisition Corp.: A Hot Taco At A Not So Loco Valuation [View article]
    Thanks for the article - just shows how under the radar this has been, I picked it up as it appeared on my new 20 day highs scan. You have some smart management here that are not interested in a day one IPO pop, rather keeping costs down, raising capital needed building up the company and then they will look to place their stock and get paid.
    Apr 1, 2015. 09:21 AM | Likes Like |Link to Comment
  • Hennes & Mauritz: The Place To Be In Fashion Retail Sector [View article]
    Chris do you have any views on IDEXY thank you
    Mar 27, 2015. 01:06 PM | 1 Like Like |Link to Comment
  • Philip Morris: The Math Keeps Getting Worse [View article]
    Dont understand why they cannot hedge out currency risks, just like an airline can buy futures on oil there are plenty of products that a large multi-national can use for currency exposure.

    If you take the currency risk out overall PM is still a very strong company and if Europe does start doing a bit better it will be able to charge more.
    Mar 7, 2015. 04:42 PM | Likes Like |Link to Comment
  • Valuing Altria: Putting A Price Tag On The Big Tobacco [View article]
    And what happens if SABmiller is taken over in the next few months? That will give MO an exit with a massive amount of cash for a buyback, dividends.....
    Feb 17, 2015. 07:37 AM | 1 Like Like |Link to Comment
  • Philip Morris 2014 Results And 2015 Outlook [View article]
    I have been a big fan for years but sold PM and kept the MO Altria side. Its clear the that US side is doing better without having to worry about the FX rates. At some stage your right PM will be a buy but for now I prefer MO also if you want to look for another name try Imperial Tobacco in the UK
    Feb 8, 2015. 06:58 AM | 1 Like Like |Link to Comment
  • Vapor Corp - It's Smoking [View article]
    Once they get listed on NASDAQ and off the OTC VPCO will be taken more seriously and you will start to get more coverage. Also if a big tobacco company wants a quick in road to E Cigs it makes sense they take it over. Yes it is a small fish in a big pond but being bought out is not a bad thing
    Jan 30, 2014. 06:05 AM | 2 Likes Like |Link to Comment
  • Autobytel: And Undervalued & Forgotten Internet Pioneer [View article]
    Well a very Merry Christmas to all fellow ABTL stock holders...
    Dec 22, 2013. 12:01 PM | Likes Like |Link to Comment
  • It's A Bull Market, Oh My! [View article]
    The only reason I signed up was to thank Arne for his great pick such as whirlpool... Thank you for your kind generosity and I hope you may update a few ideas in 2014
    Dec 5, 2013. 12:04 PM | Likes Like |Link to Comment
  • FTD Companies - An Undervalued Spin-Off [View article]
    This is one I have been watching and its been a very confusing spin off which also leads to mis pricing opportunity. I am in europe and Interflora which is owned by FTD is massive also they do gifts and chocolates. The network cannot be easily replicated as some have said.
    I also think FTD would make a good fit for Amazon who could easily buy it out.
    The risk here is FTD just stays under the radar and never gets moving but if you are happy to hold 12 to 18 months, I see little downside risk and 50% upside.
    Nov 15, 2013. 07:16 AM | Likes Like |Link to Comment
  • CNBC: The New 'Business Week Indicator' [View article]
    Arne happy to pay a fee if your wiling to but a 2014 list together. I am sure many others here have made money from your great calls like WHR and NCR so its only fair that you get paid for your work, I know your not getting rich off the seekingalpha click fees!
    Sep 9, 2013. 04:50 AM | 1 Like Like |Link to Comment
  • Revisiting Altria's Dividend Growth [View article]
    One of my favs, also don't forget they still own 28% of SABMiller which is also doing very well
    Aug 25, 2013. 06:00 AM | 1 Like Like |Link to Comment
  • Autobytel: And Undervalued & Forgotten Internet Pioneer [View article]
    Thanks for the article, it is one that also came on my radar a few months ago. You know this would make a very good takeover target for a search company like Google,Yahoo or Bing and at the current valuation it can bought out with change...
    Aug 9, 2013. 05:04 AM | Likes Like |Link to Comment
  • Time To Take A Deep Breath And Buy Brazilian Small Caps [View article]
    Nice work, and its always darkest before the dawn. Brazil Foods has held up fairly well (BRFS)
    Aug 4, 2013. 12:57 PM | Likes Like |Link to Comment
  • Join The Party: Join The Bulls [View article]
    Arne, I hope you keep writing updates, your work has been spot on. I know you said you would not be doing a 2014 list of stock ideas but I am sure I like many others would gladly pay you a fee for this info.

    For those that have bashed Arne, look at the results, the numbers don't lie - WHR for example now one was bullish on that stock when Arne highlighted.
    Aug 3, 2013. 07:28 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
30 Comments
15 Likes