Seeking Alpha

Harsh Nahar

Harsh Nahar
Send Message
View as an RSS Feed
View Harsh Nahar's Comments BY TICKER:
Latest  |  Highest rated
  • Smith & Wesson: Analysis And Management Meeting Imply 100% Upside Potential [View article]
    Great article. Stock seems to be fairly priced. Your income projection has net income at around $80MM for next few years. No growth. EPS growth solely driven by buybacks??? You are essentially buying a no growth company at 1.3x sales & 10x earnings. I think there are better buys out there.

    Nut a well thought out, nicely written article.
    Aug 4, 2013. 10:31 AM | 1 Like Like |Link to Comment
  • In Defense Of Herbalife: Arguments Against Ackman's Short Thesis [View article]
    Interesting rebuttal!!!! I dont know anything about HLF or have any interest but find the article to be rather superficial

    1. Time of existence 32 years, so cannt be a fraud.. What about Madoff, Enron, Tyco, Stanford Captial and numerous other instances where fraud has gone for long time before being detected. So this point is weak.

    2. Insider ownership: Again look at Enron, Stanford, etc. All with high insider ownership and went bust. Whats more important is that how much money insiders have made selling in last few years than current ownership.

    3. Institutional ownership: Again, you assume that likes of Fidelity never make mistake. They were large owners of Enron as well. Recently look at ownership of John Paulson of the Chinese Timber company which went belly up. Mistakes happen.

    4. Analyst statements: Similar to point 3 above. I would rather believe a guy with skin in the game rather than someone making statements.

    Again I dont have a skin in the game, I dont know if HLF is for real or as Ackerman makes it out to be.. I just find this analysis of yours rather weak.
    Dec 23, 2012. 02:49 AM | Likes Like |Link to Comment
  • Using The 'Short Condor' Option Spread Around Earnings With Volatile Stocks [View article]
    Thanks for simplifying again. Just one request for "spoon feeding" people like me. I am finding it difficult to visualize on the other side of trade. i.e. Short condor is when I expect high volatility, so this would imply that the person taking the other side of the trade - long condor is expecting low vol.

    Forgive me I sound ignorant.

    I guess what I am trying to get at is that if you could explain the other side of the trade as well.

    Thanks for your time and trouble.
    Nov 20, 2011. 01:37 AM | Likes Like |Link to Comment
  • Using A 'Butterfly Spread' On These Range Bound Stocks [View article]
    Very nice job simplifying the complex trades. Thanks.
    Nov 15, 2011. 11:32 AM | 1 Like Like |Link to Comment
  • Do Lawmakers Really Understand the Energy Markets? [View article]
    Very interesting analysis. What would your take be on Natural Gas? Contango is huge. Almost 10% up for next month.
    Aug 14, 2009. 09:26 AM | 2 Likes Like |Link to Comment