mpharbold1

7 Comments

    • ON: Sat Jul 5th 11:11 AM
      Commented on:
      Replacement Candidates for David Merkel's Portfolio: From AA to ZZ
      David, In late January you liked VSH. Today it is much cheaper, but every quarter they seem to take a new non-recurring charge that turns out to be anything but non-recurring.The stock was moving up from 8.5 to 10.5 and now after a couple of terrible weeks, its back under 9 again. It looks cheap to me, but I don't see any catalyst on the horizon for it to go up. What are your thoughts today on VSH?
      View article »
    • ON: Wed Jun 18th 08:58 AM
      Commented on:
      Region's Financial: A Good Short Play
      You would have impressed me if you would have recomended shorting this stock a year ago.
      View article »
    • ON: Mon Jun 2nd 23:13 PM
      Commented on:
      Short Story: Hurco
      You may be right, but you haven't laid out much of an argument as to why shares will fall further. Some compelling data to support your argument would be welcome.
      View article »
    • ON: Wed May 21st 17:22 PM
      Commented on:
      More Consolidation in Optical Components
      The combination of 2 poorly managed companies with almost no earnings does not equal 1 good company with great earnings. And correct me if I'm wrong, but isn't FNSR going to have to issue approximately 159.56 million additional shares for this merger to take place. The earnings per share of the resultant company will be diluted to almost nothing! The recent gain in FNSR is obviously good for OPTM shareholders, but this deal will not add long term value to FNSR shares.
      View article »
    • ON: Thu May 15th 14:41 PM
      Commented on:
      Panera Bread Ready to Rise
      If PNRA is ready to rise, why does S&P's rate it a strong sell with a price target of 37? I was not impressed by the last qtrly report - they are getting hurt by high wheat prices that don't look ready to drop any time soon. PNRA looks like the next SBUX - it is becoming a mature franchise whose growth will begin to slow and its stock price is still at a valuation as if it is a small start up exploding with growth. I remember when SBUX was over 40 and its now around 15! PNRA is dead in the water - people don't realize it yet.
      View article »
    • ON: Sun Apr 27th 04:25 AM
      Commented on:
      The Short Case on Priceline
      Just compared prices for Vegas trip from BWI - checked Priceline, Expedia, and Orbitz. Prices similar, but Expedia was cheapest. Not sure exactly why greencap likes PCLN so much. I always check PCLN and haven't used them yet in 7 years of frequent traveling. I like Amit's analysis, but would rather look into PUT options instead of shorting. Shorting can be painful.
      View article »
    • ON: Thu Mar 13th 15:20 PM
      Commented on:
      Panera Bread: Hungry for Growth
      I disagree with your assessment. You fail to mention the skyrocketing price of wheat - a major cost for PNRA. And you fail to mention slowing consumer demand for casual dining in general. Chains like McDonalds are the winners here as the consumer becomes pinched. PNRA has been dropping for good reasons (similar to SBUX). I think PNRA's growth is not only slowing, but they are actually on the verge of declining. A PEG > 1 seems way too expensive for the current environment. And their WiFi advantage - well WiFi is becoming common everywhere including McDonalds!
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»