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  • Cross-Examining The Bulls' Spirit Airlines Thesis [View article]
    A very lousy article that reeks of bias, misinformation and non sequitur. It seems he has a personal vendetta against Mr. Tilson too.

    The fact that he doesn't put money where is mouth is, by shorting the stock that he's bashing - is telling.

    If this is all there is to the short thesis...I'm actually confident of going long SAVE.
    Nov 27, 2015. 02:29 PM | 5 Likes Like |Link to Comment
  • Ebix: All Distraction, No Clarity [View article]
    "To all the commenters who used this article to ridicule the contributor and take SA to tasks for its lack of due diligence: What do you have to say now?"

    Here we are 2.5 years later...with EBIX having nearly QUADRUPLED from the date of your initial comment due to the fear, uncertainty and doubt spread by the author (who by all accounts has rode into the sunset, never to show his face again)...

    "I've seen this time and time again. And with very few exceptions, the nay-sayers never show up after the fact to say, "I was wrong.""

    Oh the irony...
    Nov 19, 2015. 12:59 PM | 2 Likes Like |Link to Comment
  • Industry Pressures Are Too Much For Alliance Resource Partners To Overcome [View article]
    I'd like to know if you (or anyone actually) has calculated the costs of coal extraction assuming no debt servicing costs. In other words, what would be the cash cost per ton of coal produced for ACI or BTU or CLD assuming reorganization and no debt?

    From what little I know about ARLP, it seems their mines are closer to the buyers so they can obtain better selling price compared to their competitors...someone please correct me if I'm wrong...
    Nov 9, 2015. 01:12 PM | 1 Like Like |Link to Comment
  • Citron's Last Word On Valeant [View article]
    Just curious - is Citron still short on VRX? I thought SeekingAlpha required all of its authors to post their position (long, short or no position) but this post is curiously missing this disclosure...

    Does this mean that Citron has covered its short by now?
    Nov 2, 2015. 02:31 PM | 2 Likes Like |Link to Comment
  • What Can We Learn From TRC Capital's Mini-Tender Offers? [View article]
    Any ideas on how many shares actually get tendered? I bet it's just 1 guy running this whole operation...because I can't see anything complex with TRC's modus operandi.
    Oct 9, 2015. 12:28 AM | Likes Like |Link to Comment
  • You Can Buy This 11.2% Yielding, Unleveraged Equity CEF Without Paying A Premium [View article]
    Hmm yeah I'm not fully confident how to implement a hedged strategy here. Is it possible to hedge the downside by spending a portion of the dividends on QQQ puts maybe?
    Sep 23, 2015. 12:12 AM | Likes Like |Link to Comment
  • You Can Buy This 11.2% Yielding, Unleveraged Equity CEF Without Paying A Premium [View article]
    so what happens when the underlying stocks decline more than the options income?
    Sep 22, 2015. 01:55 PM | 1 Like Like |Link to Comment
  • Outerwall Needs To Shut Down EcoATM And Needs Balanced Capital Allocation [View article]
    The FCF yield does seem low from what I recall...but only if management shuts down eco-atm and all new ventures. Based on maintenance capex (adding back the ecoatm growth capex to FCF), the FCF yield is closer to 20% if I'm not mistaken.

    Shutting down eco-atm along with other "new ventures" is a no brainer...

    The fact that DVDs and BluRays are the low cost source for new releases is what keeps me in this position.
    Sep 18, 2015. 03:39 PM | 2 Likes Like |Link to Comment
  • Many Reasons To Like Micron [View article]
    LOL say "short 10k shares at 28.00" yet you claim here ( that:

    "At 17.00 per share there is huge upside price potential for this company and a definite long term buy opportunity. So I say Buy, buy, buy (MU)."

    Sep 16, 2015. 02:41 AM | 1 Like Like |Link to Comment
  • Rayonier Advanced Materials: Small-Cap Cash Cow In-The-Making Trading At Steep Discount To Intrinsic Value [View article]
    wow...looks like RYAM is in deep trouble.
    Aug 19, 2015. 03:35 PM | Likes Like |Link to Comment
  • With The WilHunter Warm Stacked, Where Does Awilco Drilling Go From Here? [View article]
    I'm actually wondering why the press release didn't specify whether Awilco was getting paid by Hess for the remaining period. What's the point of keeping it intentionally vague?
    Aug 5, 2015. 02:33 AM | 2 Likes Like |Link to Comment
  • The Curious Case Of Automodular [View article]
    Nice article, cheers.
    May 27, 2015. 07:57 PM | Likes Like |Link to Comment
  • Blucora: What's The Cash For? [View article]
    Thanks for the article.

    Each note is convertible offers 46.1723 shares of BCOR right? So the main upside here is in case BCOR share price goes above $21.66 ?

    Also, what happens if the interest rates rise? The note will come down in price (yield will go up) - or am I missing something?

    May 21, 2015. 12:45 AM | Likes Like |Link to Comment
  • Finding Awilco Drilling's Bottom [View article]
    why do you assume a 12℅ tax rate?
    Apr 1, 2015. 02:30 PM | Likes Like |Link to Comment
  • Awilco Drilling - Best Of A Bad Bunch? [View article]
    Awilco bonds were traded last in the 70s ( any thoughts on what that means? Would the company be better off if it could retire the debt at 60-70 cents on the dollar rather than pay dividends?
    Mar 22, 2015. 07:15 PM | Likes Like |Link to Comment