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Jolly_Rancher

Jolly_Rancher
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  • Hercules Offshore: September Fleet Status Report [View article]
    not a discussion without calculating ability to make debt payments.
    Sep 18 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 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 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 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 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 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 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 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 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 09:21 AM | 3 Likes Like |Link to Comment
  • The Real Reason Inflation Never Came [View article]
    The problem can be boiled down to monetary flows. Simple as that. When the velocity of money slows to the point where economic growth cannot sustain the economy, it is the government's responsibility to increase the money supply. On the other hand, when economic growth causes unreasonable inflation, it is the government's responsibility to reduce the money supply. There is no consensus as to how to fairly accomplish this. But it is the entire problem as can be seen by studying US economic history which is fraught with terrible depressions caused by excess money and gold flows. Go read history.
    Mar 7 08:35 AM | Likes Like |Link to Comment
  • Chelsea Therapeutics: Caution Warranted [View article]
    I know it is a bit of a stretch, but I would use the advisory committee votes and comments as a proxy for sales. It is obvious that there is much interest in this drug by the medical community based on this. I also wouldn't be too concerned about Midodrine because it suffers the same problem that avails Northera, i.e. flagging effectiveness over time with some patients, but Midrodrine has worse side effects. Finally, northera is an asset whose launch or post-approval trial could be botched, but I think the chance of that is low because northera is the only game in town for now. Once launched, physicians will want this and Medicare will pay for it. Actually, the risk is that management underperforms by inking a deal that is less profitable than they could have, then squandering the cash on some junk heap of a scam.
    Feb 25 01:11 PM | 5 Likes Like |Link to Comment
  • Aeropostale: Our Top 2014 Pick For A Unique Short Covering Rally [View article]
    I think it's too cheap at $6.44...no debt...prospect of a turn around...temporary weather related depression of sales and the following spring bounce in apparel sales. Obviously many shareholders are committing hari kari in the streets. I bought ARO and AEO. Good luck.
    Feb 13 01:35 PM | 1 Like Like |Link to Comment
  • Keystone pipeline won't add to climate change, State Department says [View news story]
    Did it ever occur to you that denying the pipeline is payback for Buffett's support? It has nothing to do with his granola base.
    Jan 31 03:50 PM | 5 Likes Like |Link to Comment
  • More calls for GMO food labels [View news story]
    There doesn't have to be any cost at all related to the labeling. If a manufacturer doesn't want to spend money to find where his food came from or what went into production, he can place the label on the food stating to that effect: "UNKNOWN SOURCE AND PROCESS" or SAP. And only saps will buy it.
    Jan 17 10:05 AM | Likes Like |Link to Comment
COMMENTS STATS
548 Comments
764 Likes