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  • 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
  • Untangling Seadrill's Complicated Debt Structure [View article]
    It seems the one (if only) reason why JF/SDRL created all the disparate entities is to borrow as much as he can get away with, during the good times of the cycle. And to extract as much money out of it as possible via ridiculously high dividend. while the market is still sanguine, and store it in his personal bank account.
    For example, notice how any money loaned to SFL effectively ends up in the shareholders' pockets via sale leaseback and then via dividend.
    Then once the cycle turns, all the retail suckers/yield hogs/dividend investors panic and when the market dives in despair/hopelessness, he can tap into that same bank account to rescue the company as a white knight at the bottom of the cycle.
    Jan 17, 2015. 02:48 AM | 1 Like Like |Link to Comment
  • Is Las Vegas Sands Worth A Leap Of Faith Right Now? A Resounding Yes Vote Here [View article]
    Jan 15, 2015. 01:31 PM | Likes Like |Link to Comment
  • Google: Is The Future Gloomy? [View article]
    Jan 14, 2015. 02:10 PM | 3 Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    @MrMatt: Agree on #1

    As for #2...yeah probably the unsophisticated users who don't know a search ad from a search result. By and large, most users know that Google is the gold standard of search (it's a verb, after all). Just imagine this - if a malicious software changed your default web browser from Google to say - why wouldn't the user quickly change it back to what he/she is used to, i.e. - Google?

    Besides, there are many users still who like to actually type into the address bar and then begin their search from there. For them, the default search setting doesn't change much.
    Jan 10, 2015. 01:55 AM | 1 Like Like |Link to Comment