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Scott479

Scott479
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  • L.A. Loses Millions To JPMorgan's Discriminatory Loans [View article]
    You'll be selling if they ever do an inversion such as Perrigo just did-and you'll be forced to as well by IRS rules....
    Jul 17, 2014. 09:56 AM | Likes Like |Link to Comment
  • Oil Markets In U.S. Increasingly Supplied By Permian Basin [View article]
    I recall 5-6 years back a great deal of push back on GE for having commandeered a futures windfall should cap and trade ever be mandated stateside.
    Jul 17, 2014. 09:53 AM | Likes Like |Link to Comment
  • Perrigo Can Reach $200 If It Keeps Tysabri Royalties, Lot More If It Sells Them [View article]
    Out of Israel an article stating PRGO might finally be for sale: http://bit.ly/1kW6o3i
    Jul 14, 2014. 04:45 PM | Likes Like |Link to Comment
  • Allergan Should Buy Perrigo For A Tax Inversion; Before Someone Else Does [View article]
    Maybe Allergan read your column:http://bit.ly/1kW6o3i
    Jul 14, 2014. 04:43 PM | Likes Like |Link to Comment
  • Catalyst For Perrigo: Sale Of Tysabri Royalties [View article]
    You might add this to the list of catalysts http://bit.ly/1kW6o3i
    Jul 14, 2014. 04:42 PM | Likes Like |Link to Comment
  • Medtronic in talks for $40B+ Covidien deal [View news story]
    Do you hold MDT? You're about to have your basis upped to current prices and be taxed on the "gain" even as you're automatically handed back those same shares....take a look at PRGO which did the same move and just cost us tens of thousands to the state of MA. where we'd moved to from NV. to temporarily care for an ailing family member.....
    Jun 16, 2014. 09:22 AM | Likes Like |Link to Comment
  • L.A. Loses Millions To JPMorgan's Discriminatory Loans [View article]
    I'll take MS over JPM right now due to short term headline risk-longer term it's JPM by a nose.
    Jun 9, 2014. 12:05 PM | Likes Like |Link to Comment
  • IPO Preview: Parsley Energy [View article]
    Nice work-Thank you!
    May 23, 2014. 05:38 AM | 1 Like Like |Link to Comment
  • Seacor Holdings: Undervalued With Under-Appreciated Assets [View article]
    Leucadia is better run than Leukadia. I do like SEACOR and found good reason for establishing a position after reading your article.
    Nov 27, 2013. 11:44 AM | Likes Like |Link to Comment
  • Tesla: An Idea, A Dream, A Concept [View article]
    That's an objective and thoroughly reasonable price target for an equally subjectively priced security.
    May 17, 2013. 01:25 PM | 1 Like Like |Link to Comment
  • Tesla: An Idea, A Dream, A Concept [View article]
    Why are electric utilities not subsidizing the Tesla charger build out? I'm missing something obvious......
    May 15, 2013. 11:08 AM | Likes Like |Link to Comment
  • Tesla: An Idea, A Dream, A Concept [View article]
    Dealer margin's found in the degree to which they successfully extort & exploit the interest held by a buyer.
    May 15, 2013. 11:06 AM | 1 Like Like |Link to Comment
  • The 'Retire Young' Portfolio: Let's Introduce This Oil Company [View article]
    Thank you, Derek, for your insights!
    Apr 23, 2013. 12:01 PM | Likes Like |Link to Comment
  • The 'Retire Young' Portfolio: Let's Introduce This Oil Company [View article]
    Exactly my thoughts too. I think Norway will make us wait. Can you think of anything forcing their hand to realize fair value for shareholders?
    Apr 22, 2013. 09:30 AM | Likes Like |Link to Comment
  • The 'Retire Young' Portfolio: Let's Introduce This Oil Company [View article]
    I like what you've said-and I too have seen STO in favorable light for some time, however, large cash hordes often remain just that do to an even larger state control (67%) preventing the unlocking of value and is a recipe I've seen baked to yield an unsatisfying result for investors time and again over the last 32 years. Will you be hurt by STO? Highly unlikely but so too for a proper reward for your due diligence and investment.
    Apr 21, 2013. 08:51 PM | 1 Like Like |Link to Comment
COMMENTS STATS
35 Comments
20 Likes