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E Nuff Sed

E Nuff Sed
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  • Boston Scientific's President And CEO Agree: It's A Buy [View article]
    Lots of insider buying for sure - though I think its more of trading stock - buy <5.50 sell>7.
    Aug 6 06:29 PM | Likes Like |Link to Comment
  • An Insider Just Bought This Shipping Stock [View article]
    How can you compare FDX and UPS to EXPD and CHRW. They are not peers as you put it. The latter are non-asset based freight forwarders - their business model is substantially different from the former, who are full service network operators.
    Aug 6 05:15 PM | Likes Like |Link to Comment
  • Unisys: A Cheap, Successful Turnaround [View article]
    Thanks. I see pension liabilities are 2.082 Billion. If you were to take them out (as well as intangible assets and goodwill) then tangible bv is 562 million or 10.40 per diluted share.

    I also see that UIS is granting big stock options to management. The number of diluted shares have gone up 20% over the last 2 quarters? Has anyone dug into that?
    Aug 6 03:58 PM | Likes Like |Link to Comment
  • Intel Has 25% Upside Potential [View article]
    I agree INTC is a bargain at this price. My own fair value calculations using the gurufocus.com calculator put the undervaluation at 35 - 50%. I assumed an eps growth rate for next 10 years of 7% (down from 10 yr growth rate of 11.68%.). I assumed a WACC (discount) of 10.5% and a terminal growth rate of 4%. This gives me a value of $32.3 - to which I add the tangible book value ($6). This gives a fair value of $38.3 which @ current stock price ($26.5) 44% below fair value.
    http://seekingalpha.co...
    Aug 6 12:29 PM | Likes Like |Link to Comment
  • Unisys: A Cheap, Successful Turnaround [View article]
    Can some one explain why their book value is below zero?
    Aug 6 10:35 AM | Likes Like |Link to Comment
  • Microsoft And Apple Did Build 'That' [View article]
    Well if he has nothing to hide then why not disclose his returns? He aspires to the highest office in the land so the citizens need to see how he has conducted his business affairs. Where does he park his wealth? In the US or some off shore tax haven? where does he invest? foreign or domestic? These are questions the voters should know.
    Aug 5 07:38 PM | 7 Likes Like |Link to Comment
  • Unisys: A Cheap, Successful Turnaround [View article]
    I am wondering if Unisys debt may be a better bet given the pension overhang on the stock. Funding the pension liability is taking the major share of free cash flow.
    Aug 5 06:29 PM | Likes Like |Link to Comment
  • Miller Energy Resources Looks Massively Undervalued [View article]
    19 million shares were added between 2010 and 2011. (source morningstar) How can you say there was no dilution?
    Aug 5 11:08 AM | Likes Like |Link to Comment
  • Unisys: A Cheap, Successful Turnaround [View article]
    Can you elaborate? What is the symbol?
    Aug 4 05:06 PM | Likes Like |Link to Comment
  • When There's Blood In The Streets [View article]
    May I suggest Iraq or Afghanistan as possible investment destinations. I think the blood on the streets is real but I bet real estate is cheap (not sure if they have a stock market).
    Jul 24 09:41 PM | Likes Like |Link to Comment
  • Supervalu's Last Chance To Shine [View article]
    Wish you all the best,
    Jul 16 09:01 PM | 1 Like Like |Link to Comment
  • Diamond Foods: A Diamond In The Rough Or Cubic Zirconium? [View article]
    Great comments above. The downside might be well below the $10 conversion rate for Oaktree's warrants. I plan to stay away for now as my knees quake when I consider this investment!
    However I note, the author is in good company. Bill Gates (Cascade Investments) now owns 2% of the company and Robert Bruce (Bruce Funds - From 2000 through 2006, the Bruce Fund returned annualized 29.7%.) owns> 1%.
    Jul 15 05:04 PM | Likes Like |Link to Comment
  • ADTRAN Inc.: Where are the Numbers? [View article]
    Good article. I had sold ADTN earlier in low 30's. I am now wondering if I should get back in. Obviously telecoms are cutting back so it is affecting ADTN - but company is selling at attractive valuation lately.
    Jul 15 12:57 PM | Likes Like |Link to Comment
  • How To Enhance Or Recapture A Return On Stock You Already Own Using Options [View article]
    Good article. I would have also like to see the downside risks of these trades.
    Jul 14 10:40 PM | Likes Like |Link to Comment
  • 3 Reasons To Buy Ocean Power Technologies [View article]
    Sounds like a loser to me. Pity the poor asses who got into the IPO.
    Jul 14 08:54 PM | Likes Like |Link to Comment
COMMENTS STATS
1,205 Comments
1,539 Likes