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  • Arbitrage Opportunity with Chipotle Mexican Grill [View article]
    It's a wonderful idea, but I've never been able to find short inventory for CMG at several online brokerages.

    Long CMG-B.
    May 27 22:51 pm |Rating: 0 0 |Link to Comment
  • Nasdaq 100 Stocks with Lowest PEG Ratios [View article]
    While some of these may indeed be undervalued, others on this list are skewed because the "G" is just wrong. Take for example, the most "undervalued", FLEX. Worldwide appetite for electronic goods have crashed, so the growth number here should approach zero or negative, even for a several year outlook. Granted the stock is cheap by other measures, and the company looks capitalized enough to survive the downturn. For the sake of this chart, however, FLEX and probably some others should not appear.
    Jan 28 12:08 pm |Rating: 0 0 |Link to Comment
  • Detroit: Please Bring Back the Stripped Car [View article]
    I think Ford gets it, albeit a little late. The subcompact Ford Fiesta sold in Europe (not to be confused with the crappy Festiva we had in the 90s) should be arriving on our shores within a year or two.

    Chevy had the right idea coming out with the outsourced Aveo, but it was absolutely sub-par compared to the Toyota Yaris, Nissan Versa, and hello! -- the very successful Honda Fit. The Japanese may have copied Detroit in the 60s and 70s, but they have been and still are leading innovation and "what people want".
    Jan 07 12:00 pm |Rating: +1 -2 |Link to Comment
  • Equus Total Return: A Solar Inverter Play for Free! [View article]
    FWIW, the management fee is now around 2% as of the 11/14/08 10-Q. I'm considering a position in EQS even though their top few holdings don't seem to be immune at all to this downturn -- so I'm going by value here. I am somewhat encouraged by their willingness (forced?) mark-down of the Creekstone Florida holdings, from $4.1M to zero! The NAV still seems to have held up and the 60%+ discount is still there.

    Leveraging is fine (or rather, was), and EQS has a portfolio similar to smaller BDCs like MVC and CODI. MVC has a total mgmt fee of around 4% according to ETFConnect, while CODI has a fee of 2% annually. I've been somewaht burned with the larger ones like ACAS and AINV this year.
    Dec 19 13:53 pm |Rating: 0 0 |Link to Comment
  • James River Coal Up 1,436% Since August [View article]
    Marol,

    You seem to be in a drunken Kool-Aid frame of mind. JRCC has been jumped on by momo traders, driven by the rapid rise in CAPP spot prices. They may be able to make a profit, but they still have plenty of debt and operational difficulties. They were almost left for dead just six months ago. Pirate Capital, a hedge fund that owned quite a large stake, sold off their holdings when the stock was in the single digits (oh, the pain of whoever made that decision at the fund.. wow!).

    Personally I would place some stops, even that may not help you come the next earnings release, unless you placed a stop market order.
    Jun 27 13:48 pm |Rating: 0 0 |Link to Comment
  • Bullish on Chinese Microcaps [View article]
    Gee, I get this kind of stock analysis all the time... in my spam folder.

    Kidding aside, I've actually owned ETLT.OB for a few years, but it has never surpassed $1 and always comes back down to around $0.50. I should have been in HQSM.OB, which was on my watch list and has since listed on the AMEX. It is up quite a bit, more than 300%. :(
    Apr 22 09:29 am |Rating: 0 0 |Link to Comment
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