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  • Vulcan Materials upgraded at RBC [View news story]
    The stock price has appreciated from $33 in 2012 to $85 today. Just how "early stage" is this?
    Feb 26, 2015. 01:12 PM | Likes Like |Link to Comment
  • CareTrust REIT: Deeply Undervalued Spin-Off [View article]
    A big round of applause is in order. Great call. Great first article. I already owned it at $10 (before the special dividend), but bought a lot more at $11.20 after your article.
    Feb 3, 2015. 10:16 AM | 1 Like Like |Link to Comment
  • Anti-austerity Syriza set to sweep Greek elections [View news story]
    There aren't many examples of austerity working anyway, nor a monetary union. The monetary union should have also been thought through a little more. At any rate, the Greek election itself is not of great importance, except for the fact that it sets a precedent, and we know that Spain will follow the example. Spain cannot endure the status quo. And THAT will unravel markets because the debt they owe is huge and tangled.
    Jan 25, 2015. 02:30 PM | 4 Likes Like |Link to Comment
  • Fed's Williams not averse to additional QE [View news story]
    This is the best string of comments I've read in a long time on seekingalpha, full of luny tune bearish gold bug numnuts. I LIKE IT!
    Oct 14, 2014. 02:30 PM | 5 Likes Like |Link to Comment
  • More on payrolls: Wages and participation rate slip [View news story]
    The stock market votes YES to Obama. It voted NO to Bush. Obama is stable. Bush is a loose cannon. Obama cut government payrolls; increased nondiscretionary spending and recession relief payments. Bush spent heavily on nondiscretionary programs and needless wars. Get a grip. It isn't about politics. It's about what works.
    Oct 3, 2014. 09:29 AM | 1 Like Like |Link to Comment
  • Hercules Offshore: September Fleet Status Report [View article]
    not a discussion without calculating ability to make debt payments.
    Sep 18, 2014. 08:03 AM | Likes Like |Link to Comment
  • ReachLocal Is A Compelling Turnaround Story In The Works [View article]
    I don't see much compelling about RLOC. Small businesses sentiment and borrowing has increased quite a bit off this cycle low, but RLOC hasn't made any money. Not a good sign. That should tell you something is undermining their efforts. YUME, on the other hand, has potential.
    Sep 9, 2014. 08:25 PM | Likes Like |Link to Comment
  • Evaluating Sucampo's Upside Potential [View article]
    Sucampo has 25 million debt and 55 million cash.
    Jul 16, 2014. 05:12 PM | Likes Like |Link to Comment
  • Bullard speaks. Are markets listening? [View news story]
    The market is perfectly rational. Higher energy prices. Higher interest rates. Ring any bells?
    Jun 26, 2014. 06:06 PM | Likes Like |Link to Comment
  • Iraq in flames again, rebounding oil industry threatened [View news story]
    The commander in chief function should probably be taken from the president and placed in a general who is appointed by the president for a 6 year term -- similar to the Fed chairmanship (it's only 4 years). There's no logical reason to think that a person who is de facto guilty enough to become president should have any military expertise whatsoever. We should also return to the constitutional requirement that war must be supported by a vote of Congress. Of course, war is any military action against another entity. Somehow, war never happens anymore, it having been defined out of existence.
    Jun 11, 2014. 11:32 AM | 3 Likes Like |Link to Comment
  • Why The NeuStar Bears May Be Proven Wrong [View article]
    So can you explain to me why losing the NPAC contract knocks roughly $35 off the share price down to $16? That's about $2 billion market cap lost. The stock has a long history of trading in the $20-35 range, even during past contract loss scares.
    May 5, 2014. 10:11 PM | Likes Like |Link to Comment
  • NeuStar Now Looks Cheap - Investors Willing To Take A Risk Should Load Up Now [View article]
    When someone says they talked to IR, I usually just shrug it off with a healthy bit of skepticism. Perhaps you could enlighten us as to what exactly IR stated. According to last CC, management clearly stated that no nonNPAC revenues were dependent on NPAC activity (see the Q&A). In this article you state the opposite. Did IR tell you that? It doesn't jibe.
    May 5, 2014. 09:40 PM | Likes Like |Link to Comment
  • Japanese automakers take small steps toward fuel cell adoption [View news story]
    The real issue is China. The Japanese don't want their bread and butter threatened by China's stranglehold on rare earth metals required in the auto battery.
    Mar 25, 2014. 03:41 PM | Likes Like |Link to Comment
  • U.S. to relinquish control of Web-domain manager [View news story]
    Seems like NSR might benefit from this development
    Mar 16, 2014. 09:21 PM | Likes Like |Link to Comment
  • Job gains of 175K beat forecasts; UE rate up to 6.7% [View news story]
    Maybe more people entering labor force and not finding a job.
    Mar 7, 2014. 09:21 AM | 3 Likes Like |Link to Comment