Andreas's Comments Andreas's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/220969/comments Softchoice Offers Investors 15%+ Free Cash Flow Yield And A 'Ft. Knox' Balance Sheet http://seekingalpha.com/article/1176521/comments?source=feed#comment-18026501 18026501 Wed, 24 Apr 2013 09:24:03 -0400 Build-A-Bear: Trading At 60% Of Book Value But Still A Short http://seekingalpha.com/article/1130031/comments?source=feed#comment-14498891 14498891 KIRK), another retail turnaround, and I watched BML take almost the entire ride from $2 to $3 per share to $20 to $25 per share. I think in KIRK he was one of the two or three largest shareholders. I think betting against BBW at these levels is a bad bet since it is already down so much. I think shorting BBW at these levels is like the proverbial "picking up nickels in front of a steamroller". All it takes is for one private equity group to believe they can resuscitate the brand (whether they actually can or not is beside the point) and you will lose a fortune.]]> Sat, 02 Feb 2013 23:37:17 -0500 KIRK), another retail turnaround, and I watched BML take almost the entire ride from $2 to $3 per share to $20 to $25 per share. I think in KIRK he was one of the two or three largest shareholders. I think betting against BBW at these levels is a bad bet since it is already down so much. I think shorting BBW at these levels is like the proverbial "picking up nickels in front of a steamroller". All it takes is for one private equity group to believe they can resuscitate the brand (whether they actually can or not is beside the point) and you will lose a fortune.]]> "For all its complexity, IBM (IBM +5%) continues to emphasize a simple goal – growing EPS through a variety of tools," writes CLSA. Big Blue's Q4 report and 2013 guidance indicate it remains quite successful in this respect in spite of minimal top-line growth, and the market is responding accordingly. As far as the top-line goes, UBS is encouraged by an upbeat earnings call and opportunities in focus areas such as emerging markets, analytics, and cloud solutions. ISI is more cautious, arguing IBM's valuation (12.3x 2013E EPS) is a little too high. http://seekingalpha.com/currents/post/776481?source=feed#comment-14083221 14083221 Thu, 24 Jan 2013 00:09:31 -0500 Beasley Broadcast Group: A Stable 16% Free-Cash-Flow Yield http://seekingalpha.com/article/1085841/comments?source=feed#comment-13161401 13161401 Mon, 31 Dec 2012 15:31:31 -0500 Analysts International: Everyone Loves A Turnaround Story http://seekingalpha.com/article/1082791/comments?source=feed#comment-13033451 13033451 Thu, 27 Dec 2012 13:38:29 -0500 Nautilus: Ample Cash And Back Half Catalysts Make For Attractive Risk/Reward http://seekingalpha.com/article/729531/comments?source=feed#comment-7526401 7526401 Wed, 18 Jul 2012 18:31:47 -0400 Internet Patents' Special Dividend Should Unlock Value http://seekingalpha.com/article/319349/comments?source=feed#comment-2171779 2171779 Fri, 13 Jan 2012 13:05:55 -0500 Why Pervasive's Shares Remain Under the Radar http://seekingalpha.com/article/261464/comments?source=feed#comment-1594420 1594420 Sat, 16 Apr 2011 20:49:59 -0400 Why BAC Will Beat: Understanding a New Bull Market Is Not Underway http://seekingalpha.com/article/131604/comments?source=feed#comment-468375 468375 Sun, 19 Apr 2009 10:59:03 -0400 Nathan's Famous: Well-Known Brand, Unknown Stock http://seekingalpha.com/article/83556/comments?source=feed#comment-197501 197501 Wed, 02 Jul 2008 16:13:20 -0400