Seeking Alpha

seviay

seviay
Send Message
View as an RSS Feed
View seviay's Comments BY TICKER:
Latest  |  Highest rated
  • ModernGraham Annual Valuation Of Regeneron Pharmaceuticals [View article]
    I would say the modern graham doesn't take qualitative factors into account, such as the ability of the company to bring drugs to market quicker and/or more cheaply than other competitors. Moreover, I'm not sure this analysis would work for most biotechs, because of the effect 1-2 blockbuster drugs can have on their growth.

    I fully believe REGN will eventually be a $100b company in the future, through organic growth and smart acquisitions. Whether that takes 5 years, 10 years, or more, I don't know, but I fully believe in this team
    Apr 16 11:21 PM | Likes Like |Link to Comment
  • Gilead Sciences May See A Healthy Earnings Beat [View article]
    PM, I think we saw the "beware when expectations are so high" portion of events when it fell from 85 to 65, but we'll see. Long and strong
    Apr 16 05:19 PM | 3 Likes Like |Link to Comment
  • Kinder Morgan Energy Partners: I Will Not Stop Buying [View article]
    What's even better, galicia, is that this particular "bond" compounds interest rather than just paying you a % of your original principal amount. Double win!
    Apr 9 04:32 PM | 2 Likes Like |Link to Comment
  • Packaging Corporation Of America: Future Looks Bright [View article]
    Right there with you, Grey. I own KS, and I'm stalking PKG for an entry, right around the $66 level, but I may get antsy and nibble around $68 if it stays down
    Apr 9 04:18 PM | Likes Like |Link to Comment
  • Cal-Maine Foods: An Obvious Case Study With A Remarkable Catalyst For 75% Upside [View article]
    I will definitely not be disappointed if your target takes a little bit of extra time. =)
    I love that the industry is still so fragmented, and we are now the "top dog" which means we should be able to favorably acquire the smaller guys over time -- especially in times of "down" cycles.
    Short of a discovery that eggs cause cancer, I can't imagine a better, cheaper source of protein. That's my kind of business!
    In order to draw more eyeballs to your article (more money for you + more attention for CALM), have you considered tagging bigger food companies such as Tyson?
    Apr 8 10:54 PM | 1 Like Like |Link to Comment
  • Cal-Maine Foods: An Obvious Case Study With A Remarkable Catalyst For 75% Upside [View article]
    Having owned CALM for almost 9 years, I hate to rain on your parade, but I believe that to reach $110 by the end of the year would require feed costs to remain very low, as well as an acquisition or two, a major ramp up in sales, and margin expansion. I wouldn't be that disappointed by a $110 price target for 2017, to be honest. With solid dividends, that would still present a nice annual return. I just don't think CALM is ever going to be a high flying stock, and I am glad about that. I look forward and don't envision ever selling it -- especially since it's up almost 7x my initial purchase and sitting in a taxable account.
    I do appreciate your hard work and your willingness to bring attention to our stock, however. Without a buyout or some majorly accretive acquisitions, I think $110 is a little bit lofty for a 1-year target. Good luck
    Apr 8 05:39 PM | 3 Likes Like |Link to Comment
  • PepsiCo Is A Sugary-Sweet Long-Term Investment [View article]
    I've made plenty of money owning vices over the years, including MO, PM, MCD, KO, and others. Ahh, I love the smell of free markets. If you don't like it, you don't have to buy it -- the product or the stock.
    Apr 8 08:32 AM | 1 Like Like |Link to Comment
  • Insure Your Portfolio With Dividends From Travelers And These Other 4 Dividend Value Stocks [View article]
    Anyone else find it funny that the executive summary / bullet points at the beginning of the article state that the companies are all undervalued, yet the article itself essentially contradicts that in saying that the author thinks everything but TRV is either overpriced or has bearish technicals? Yes, I understand that a company can be undervalued but also in a bearish technical pattern, but it also undermines your bullet points to be bearish on 4 of the 5 companies you state as undervalued. If it's truly undervalued, and you're a value investor, you buy it b/c you have a longer-term vision, right?
    Apr 7 11:21 AM | 1 Like Like |Link to Comment
  • Altria Is In Buying Zone With High Visibility On Cash Distribution [View article]
    Exactly. Your wretched disfigurement is fueling my retirement. Smoke, baby, smoke.
    Apr 5 05:01 PM | 2 Likes Like |Link to Comment
  • How To Handle A Big Gain [View article]
    It would be hard for me to stop dripping that one, since I would know I was giving up "free money" in the form of a discount on the reinvestment, but I understand the need for diversification, too. Congrats again on a great find
    Apr 4 12:25 AM | 1 Like Like |Link to Comment
  • How To Handle A Big Gain [View article]
    Tadpoles, out of curiosity, what company? Congrats on a great investment
    Apr 3 10:31 PM | Likes Like |Link to Comment
  • Rising Risks For Dividend Growth Investors [View article]
    Saying VFC is Wrangler and Lee Jeans is to show a complete misunderstanding of the business. They have done a tremendous job of acquiring and expanding many business lines, not the least of which is North Face. Ever heard of them? Yeah, take a look around in the winter. I bet it won't take you long to see one of their products. What about Seven Jeans? This isn't just investors applying a ridiculous valuation to an "old" line of Wrangler jeans. Yes, it trades at a premium, but unlike ADP, I think there's a little bit more justification for it.
    Mar 29 11:51 PM | 1 Like Like |Link to Comment
  • Use The 14% Dip To Buy This High-Dividend Stock With Record Earnings Growth [View article]
    See my comment below regarding the "prestige" of Faruqi & Faruqi. That's like calling McDonald's haute cuisine
    Mar 29 11:36 PM | 4 Likes Like |Link to Comment
  • Use The 14% Dip To Buy This High-Dividend Stock With Record Earnings Growth [View article]
    Nice write up. As a (fairly) long-term shareholder of TIS, I appreciate people like you and Dividend Mantra bringing attention to the stock and helping to clear up any confusion about the drop. Faruqi & Faruqi are basically ambulance chasers in securities litigation -- a bunch of sexual harassing, unethical scumbags, as far as I can tell (before you fear that I am guilty of libel, feel free to google "Faruqi sexual harassment").
    I couldn't resist adding more on the dip as well. If you have a long-term view, this one should be a winner.
    Mar 29 08:51 PM | 9 Likes Like |Link to Comment
  • Dividend Buy Of The Month: Orchids Paper Products Company [View article]
    Seems like comment trolls like to find any way they can to knock an author. At least you put your money where your mouth is, unlike many others who tout how AMAZING a stock is, then have no position and no plans to initiate a position. Keep doing your thing, Mantra
    Mar 24 05:03 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
88 Comments
133 Likes