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Ptrmolinari

Ptrmolinari
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  • Rayonier Advanced Management Still Extremely Attractive [View article]
    I dont think Woo was downsized. He was a legit CFO, if anyone should have been downsized it was the banker, Frank Ruperto.

    What legitamate public company has a CFO with no prior experience other than as an Investment Banker! No I am fairly sure Woo quit.

    I am also fairly sure that Jack Kriesel was fired.
    Dec 2, 2014. 10:57 AM | Likes Like |Link to Comment
  • Rayonier Advanced Management Still Extremely Attractive [View article]
    http://on.wsj.com/1tgGATB

    I have been short since $41 and i believe this stock is going lower
    Nov 25, 2014. 11:17 AM | Likes Like |Link to Comment
  • Rayonier Advanced Materials Is A Bargain Spin-Off [View article]
    they are not going to buy back stock because they are over 4.25x levered off of my 2015 EBITDA numbers
    Nov 21, 2014. 10:34 AM | Likes Like |Link to Comment
  • Quest Resource Is Turning Trash Into Treasure [View article]
    John,

    Remember me from Everyware? Watch out on this one..

    Best,

    Ptrmolinari
    Oct 10, 2014. 11:45 AM | Likes Like |Link to Comment
  • 8 Reasons TrueCar Is A Sell [View article]
    Weighing Machine--

    I am sure you remember me from the Dolan Company board.

    All I can say is your analysis is a bit specious here.. I bought this stock after it traded down on the IPO and recently took profits.

    That said, your analysis of value here is a bit questionable in my opinion. Stock could go up or down from here but your analysis lacks intellectual rigor.
    Oct 9, 2014. 11:53 AM | 1 Like Like |Link to Comment
  • Barnes & Noble: Misunderstood Turnaround And Potential Breakup Play Has Up To 80% Upside [View article]
    I would treat the Liberty as converted b/c its in the money and I would add interest costs from now until call date in 2016? to your EV but appreciate your work.

    Also, seems likely that BKS can manage cost structure of retail to maintain margins b/c publishers are helping them do a lot of co-marketing
    Oct 8, 2014. 02:42 PM | Likes Like |Link to Comment
  • Cenveo Share Price Slide Isn't Warranted [View article]
    You may be the last ones on the street to know that they will not produce $190m in "Adjusted EBITDA" this year

    The burtons have missed guidance every year and they will miss it again this year.

    Head of envelope Mark Hiltwein was fired and Rob burton admitted there was some "brain damage." This is not good when a company is levered 8x off of real ebitda..
    Oct 7, 2014. 11:56 AM | 1 Like Like |Link to Comment
  • Cenveo: Virtuous Cycle Starting To Take Hold [View article]
    I have done the work and I am now comfortable that the envelope business definitely is still declining and will continue to decline.
    Oct 6, 2014. 06:20 PM | Likes Like |Link to Comment
  • Cenveo Inc.: An Equity Stub In A Tough Industry [View article]
    Get short before this quarter..

    R.I.P. Mark Hiltwein
    Oct 6, 2014. 04:37 PM | Likes Like |Link to Comment
  • Should You Care About Care.com [View article]
    As I said above she is not a named officer so there is no form 4 requirement.
    Oct 1, 2014. 10:44 AM | Likes Like |Link to Comment
  • Differing views on Outerwall from Wall Street [View news story]
    promotional activity means they are discounting their rentals
    Sep 24, 2014. 12:24 AM | Likes Like |Link to Comment
  • Barrett Business Services (BBSI): A Tick-Tick-Ticking Time Bomb [View instapost]
    This stock is on its way to the teens...its pretty rare to see IBNR trends as bad as BBSI.

    What makes me feel even better is that the company didn't hold a conference call they just spoke with the sell side which tells you they don't feel comfortable legally refuting the claims.

    None of the bulls on this board has a cogent explanation for the IBNR problems, the adverse developments, the low levels of reserves etc other than "look at the conference call, the company says the reserves are great and everything is great."
    Sep 23, 2014. 11:16 PM | Likes Like |Link to Comment
  • Should You Care About Care.com [View article]
    I checked her LinkedIn and it says she is still with the company. However, she is not a named officer so its possible she has or is currently unloading her 1.8m shares.

    Not to defend the company slsmag but I don't think they ever said Citrus was or is profitable. They predicted break even in 2015. Any particular reason you think that is unlikely? I mean hey I am short the stock but my thesis doesn't center on Citrus
    Sep 23, 2014. 11:11 PM | Likes Like |Link to Comment
  • Should You Care About Care.com [View article]
    Also, if you bothered reading the Q2'CC John Leahy CFO guided year end cash balance to $75m.

    This stock is on its way to $4
    Sep 22, 2014. 02:16 PM | 1 Like Like |Link to Comment
  • Rayonier Advanced Materials Is A Bargain Spin-Off [View article]

    If pricing falls to $1650 in 2015 I think this stock could hit the high teens...

    I dont see how you get $280 if pricing falls to 1650 because they are guiding to around $275 this year.. doubt they grow tonnage significantly.. so I guess you are assuming significant cost improvements?

    I am staying short
    Sep 18, 2014. 12:05 AM | Likes Like |Link to Comment
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167 Comments
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