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Capital Allocator

Capital Allocator
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  • Happy Christmas [View instapost]
    Merry Christmas.
    Dec 24 04:13 PM | Likes Like |Link to Comment
  • Humor – Friday, December 20, 2013 [View instapost]
    that makes sense seriously!
    Dec 23 12:46 AM | Likes Like |Link to Comment
  • Hedge Fund Research [View instapost]
    This is like an adventure tale. Thanks Chris.
    Dec 19 07:27 PM | Likes Like |Link to Comment
  • 5 Reasons To Invest In Outerwall Alongside Jana Partners [View article]
    Hi Chris,

    Thanks for the write up, it good read. I just want to ask you why do you think share buyback will increase the valuation? The P/E ratio should theoretically go down after buyback. There might be a short term rally but long term it will hurt sentiment as it shows the company is done with growth and does not require funds.

    Thanks,
    Capital Allocator
    Nov 3 09:53 AM | Likes Like |Link to Comment
  • Regulatory Headwinds Just Starting For This Dubious Rent-To-Own Operation [View article]
    Its a good write up. But can they not change there business model a little and remain in business. Poor are getting poorer, that's the way life works, we can't change it.
    Oct 30 05:27 AM | 1 Like Like |Link to Comment
  • Advanced Micro Devices: A Solid Buy At These Levels [View article]
    I can't understand how we should buy AMD. How do you recommend we play this?
    Oct 30 05:24 AM | Likes Like |Link to Comment
  • America's Car-Mart Is 23% Overvalued [View article]
    It’s a good write-up but I am not convinced. I feel only play here is counting on the fact that the lending versus collection gap is increasing! And if that blows up we have a good situation, but when will it blow up?
    Oct 29 10:07 PM | Likes Like |Link to Comment
  • How To Profit From BCE's Takeover Of Bell Aliant [View article]
    Sir, you are misstating the headlines. Your headline shows that the takeover is announced but it’s not.
    Oct 29 04:15 PM | 1 Like Like |Link to Comment
COMMENTS STATS
8 Comments
2 Likes