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The Fox

The Fox
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  • Drones In The Air, Not Boots On The Ground: Buy Elbit Systems [View article]
    Investment management firms suddenly developing a conscience? Laughable. They would all sell their mothers into bondage for money. They will invest in anything that increases the bottom line. I'm sure most have invested in Altria at one time or another. I can safely say they have killed millions with their products.

    Lastly, thank you for the article. I wasn't aware of this company, but it is now on my radar. Take care.
    Sep 26, 2014. 12:03 PM | Likes Like |Link to Comment
  • Yandex's Business Remains Strong Despite The Ukraine Crisis [View article]
    Thanks, Victor. I appreciate the response.
    Sep 23, 2014. 06:45 AM | 1 Like Like |Link to Comment
  • Yandex's Business Remains Strong Despite The Ukraine Crisis [View article]

    Thank you for the article. I appreciate insight into companies that aren't covered frequently. Question- do you worry about accounting issues with Russian companies? I own QIWI (a Russian company) and they recently issued a press release adjusting the EBITDA for the prior quarter. This was, somewhat, worrisome for me. Any thoughts? Also, I own YNDX at roughly $30 per share. I leg into positions slowly, so I don't have a large position. Do you still have the same opinion about this company's prospects? I am considering adding here. Thank you.
    Sep 22, 2014. 09:04 PM | 1 Like Like |Link to Comment
  • Norwegian Cruise Acquisition Of Prestige Makes Company Best Stock To Own In Sector [View article]
    That's nice. Don't break your arm patting yourself on the back.
    Sep 7, 2014. 10:02 PM | Likes Like |Link to Comment
  • Taser Shares Undervalued With Double-Digit Growth And Strong Camera Adoption [View article]
    No doubt what you say is true in some cases. But, in others, it is the protesters that put themselves at risk by not obeying the direction of a police officer. Look...even if they are wrong (police) it probably isn't a great idea to resist / disobey them. You are going to get hurt. It has to be that way!! Imagine if everyone just did whatever THEY thought was OK? We would have chaos. If an officer is in the wrong...make a complaint...take video...whatever. Just don't do whatever you think you are allowed to do under your own code of ethics. It will get you hurt...or worse.
    Sep 1, 2014. 06:56 AM | 1 Like Like |Link to Comment
  • Why Amgen Stock Is A Long-Term Investment Opportunity [View article]
    I have owned AMGN for years. I do think, though, that GILD presents the best value even after a 40% run this year. The PEG tells the story. Sovaldi is a absolute powerhouse drug regardless of the cost.

    With respect to Amgen...even with the planned reduction in the workforce they will still have almost THREE times as many employees as other (similar sized) companies. I think there is room for improvement there as well.
    Aug 27, 2014. 10:14 AM | Likes Like |Link to Comment
  • El Pollo Loco: PE 'Bust-Out', 20+ Years Of Failed Domestic Expansion, Pre-IPO Window Dressing Make An Ideal Short [View article]
    Facebook....well you were wrong on that one...
    Aug 21, 2014. 02:02 PM | Likes Like |Link to Comment
  • Valeant extends tender offer for Allergan to Dec. 31 [View news story]

    I see you are passionate about Allergan. Me too. need to remove the rose colored glasses. They are still very much in play. Until the litigation issue is settled (and its not so far) you can't possibly know how this will play out. One thing is certain...eventually AGN has to have a board meeting. If Valiant bides their time they will have an opportunity to replace some of the existing board. I think Allergan knows this, filed the lawsuit to bide time, and will look to increase their debt load through an acquisition that makes sense. Valiant's debt situation is already an issue, so taking on an increase in Allergan's debt might be the last nail in the coffin (I hope). I am nowhere near as confident as you though. I think it is far from over.
    Aug 15, 2014. 10:26 PM | Likes Like |Link to Comment
  • Russians Dump Their Own Currency; Investors Should Also Look Elsewhere [View article]
    irish bob...

    Couldn't agree more. Long QIWI and YNDX.
    Aug 11, 2014. 07:37 PM | 1 Like Like |Link to Comment
  • Russians Dump Their Own Currency; Investors Should Also Look Elsewhere [View article]
    Under the author's name it lists "momentum" as a philosophy. That is all I needed to see. At the right price, just about ANYTHING is a good investment. Russia is no exception.
    Aug 11, 2014. 11:53 AM | Likes Like |Link to Comment
  • What Peter The Great, Vladimir Putin, And Crimea Have To Do With Your Portfolio [View article]
    Yes...but his ego is bigger than his brain. Rational thinking with regards to Putin is out the window.
    Aug 11, 2014. 11:43 AM | Likes Like |Link to Comment
  • Has Gilead Priced Sovaldi Too High? [View article]
    Huge mistake? I wish I had a $20 billion dollar mistake like Gilead. Clearly, it is expensive and clearly you don't have the knowledge or expertise to determine whether it is justified or not. Also...the government can pack sand on their request to provide detailed pricing info. Gilead doesn't owe anyone that information....especially our wasteful, deficit spending Congress. They could probably learn a thing or two from Gilead on how to run a business.
    Aug 5, 2014. 05:48 PM | 5 Likes Like |Link to Comment
  • Why This Is The Most Hated Bull Market Of All Time - Understanding The Folly Of Financial Engineering [View article]
    I don't think I could blame corporations for wanting to employ the smartest and most driven. Why waste your time turning a team of "rag tag losers" into something serviceable when you could just hire the best at the onset. Remember...the bad news bears actually ended up losing in the end. I don't disagree that projects with lower ROI should still get funded from time to time, but it is the Wall Street mentality that creeps into these companies once they go private. It is always about the next earnings report not the next 10 years. If companies don't want these pressures then staying private seems prudent.
    Jul 25, 2014. 02:18 PM | 1 Like Like |Link to Comment
  • Why This Is The Most Hated Bull Market Of All Time - Understanding The Folly Of Financial Engineering [View article]
    I don't agree with the statement "the rest of us are hanging on". My wife and I have saved diligently with modest incomes. We are far better off than we were 5 years ago and well on our way to retiring in our 50s. All this talk about the middle class struggling is oftentimes self imposed in my view. People aren't willing to go without, so they keep racking up the credit card bills. Notice I didn't say all middle class folks...just enough to matter. I have friends that have new cars, new boats, a Harley, etc. and zero money in the bank. I make a lot more than they do and have none of that stuff (except a car, of course). People are their own worst enemy. To those that are truly scrapping by my heart certainly goes out to you. My comment is reserved for the self-entitled and know...the majority.
    Jul 24, 2014. 06:44 PM | 29 Likes Like |Link to Comment
  • Herbalife rebounds after Mr. Ackman fails to deliver a knockout punch [View news story]
    Jeez...condemning someone to eternal damnation because of a SA post? Who is the bad person here?
    Jul 22, 2014. 05:30 PM | 4 Likes Like |Link to Comment