Seeking Alpha

AContrarian

AContrarian
Send Message
View as an RSS Feed
View AContrarian's Comments BY TICKER:
Latest  |  Highest rated
  • Projecting The Forward Returns On The S&P 500 Index [View article]
    Jake - it looks like Ronald is just using a simplified version of Grinold/Kroner Model...only thing he leaves out is buyback yield. Any reason to leave out buyback yield?

    Dividend Yield + Nominal Earnings Growth+ PE contraction/expansion+ buyback yield
    Jun 12 10:49 AM | Likes Like |Link to Comment
  • The Orphaned Bull Market [View news story]
    Can you tell he used to be a broker?
    Jun 10 06:58 PM | Likes Like |Link to Comment
  • Watch For Falling Skies [View article]
    "The FED has told us that nothing bad is going to happen until later in 2015 unless we get a huge improvement in jobs or a jump in inflation, both of which are very unlikely.:

    ...because the FED has complete control of all financial markets for indefinite periods of time.

    Pretty frightening assumption you've made...
    May 30 04:57 PM | 14 Likes Like |Link to Comment
  • MusclePharm: Substantially Undervalued And Strong Acquisition Target [View article]
    Hopefully just your money...
    May 23 05:53 PM | Likes Like |Link to Comment
  • MusclePharm: Substantially Undervalued And Strong Acquisition Target [View article]
    Boris - you've defended your case multiple times, but you really need to stop saying things like "opportunity of a lifetime"

    "I am buying as much as I can"

    "Within a few years, there will be no supplement company in the world that will be able to compete with MusclePharm,"

    and "Now with Arnold Schwarzenegger on board, MusclePharm will be unstoppable."

    Those are cliche "pump" lines that destroy any credibility you have. Have you ever heard a real money manager say anything like that?
    May 23 05:19 PM | 3 Likes Like |Link to Comment
  • Sell Staples Ahead Of Earnings, Buy At $9 [View article]
    Long SPLS - But I did read recently that AAPL is now #2...

    I know I won't get an answer (because they don't have one), but I would love to hear the $9 price target justification other than just pulling it out of thin air. P/B, EV/EBITDA, EV/S, DCF, Comps... anything?
    May 19 12:30 PM | Likes Like |Link to Comment
  • MusclePharm: Substantially Undervalued And Strong Acquisition Target [View article]
    Thanks Greg. Always a good idea to ignore the shorts - my apologies.

    Operating losses, negative cash flow, promotional management team, dilution, diminishing marginal utility of marketing spend.... what's not to like!?

    I am now a true believer Greg! Thank you for convincing me Boris!

    $40 Boris? This could be worth $100 in 2 years!
    May 7 05:22 PM | 1 Like Like |Link to Comment
  • MusclePharm: Substantially Undervalued And Strong Acquisition Target [View article]


    Boris - You need to due more DD - particularly into the management team. Have you listened to any of the recent conference calls? When a CFO can't answer how many shares are outstanding and the effects of convertibles, etc I get worried.

    There are about 10 other "red flags" to be aware of, but I'll let you find those on your own, as it's "one of the best (you) have ever come across in (your) career."
    May 7 03:54 PM | 2 Likes Like |Link to Comment
  • Buffett/Munger take questions at "Capitalist Woodstock" [View news story]
    He ended his comments with the statement "we'll see what happens next quarter." Leads me to believe Coke got the message as his abstain was his non-confrontational rejection of the plan.
    May 3 11:42 PM | 6 Likes Like |Link to Comment
  • Penn West Continues To Execute With Impressive Q1 Results [View article]
    Michael - I think we own the same LEAP's - 2016, 5's? :-)
    May 1 04:41 PM | Likes Like |Link to Comment
  • Penn West Continues To Execute With Impressive Q1 Results [View article]
    New management team has done nothing but set up targets and knock them down - ahead of schedule.

    I see 1x book (vs. 06x now) as a reasonable value for PWE if they continue to execute like last quarter.
    May 1 03:06 PM | Likes Like |Link to Comment
  • Sandstorm Metals: Destroying Shareholder Value For 3 Years [View article]
    Bankruptcy is very different than above mentioned phrases.

    No doubt big mistakes were made... but ignoring past losses and focusing on current value of the company ($30mm ish), there was very little downside. Operating cash flow 2014 was slated to be in the $3mm dollar range, with most likely flowing near the bottom line. 10% FCF yield (or thereabouts) was enticing enough for me... and no where near a BK scenario.

    The biggest downside near term was the fact that it would take multiple years for enough cash flow to pile up so that they could resume growth in purchasing streams.

    No hard feelings - BK was too strong a word IMO.
    Apr 23 04:39 PM | Likes Like |Link to Comment
  • Sandstorm Metals: Destroying Shareholder Value For 3 Years [View article]
    Alex - Bankruptcy really? How do you go through bankruptcy when you don't have any liabilities or creditors?
    Apr 22 12:04 PM | Likes Like |Link to Comment
  • Staples: Industry Consolidation Leading To 50% Upside [View article]
    Had not - thanks. Still in Beta?
    Apr 21 10:33 AM | Likes Like |Link to Comment
  • Staples: Industry Consolidation Leading To 50% Upside [View article]
    Interesting speculation re: returns, but don't see that as a needle mover. Listen to last conference call for feedback on store closings' costs/insights.

    ...One of the few CEO's you will hear using ROIC framework in decision making - a big positive.
    Apr 18 04:28 PM | Likes Like |Link to Comment
COMMENTS STATS
130 Comments
135 Likes