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VicBC

VicBC
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  • Why The Fuel Cell Bubble Has Popped [View article]
    Bldp is close to making a profit..question is how soon and how much FCF will it generate and what will they do with it. If you look at when the run started it coincides with their quarterly which looked promising..so maybe it got a bit ahead of fundamentals but there was reason. Kinda reminds me a bit of siri before it had profit.but muck lower share count.
    Mar 19 03:15 PM | 2 Likes Like |Link to Comment
  • Is Ballard Power Systems Another House Of Cards? [View article]
    So what do you think is fair value for Ballard? As you point out EBITDA is improving, so should the stock price. Seems to me that a great time to be a buyer is just before it starts to show profit, which apears to be right around the corner, especially now that credit concerns are out of the picture.
    Mar 12 06:20 PM | Likes Like |Link to Comment
  • Tim Hortons: Buy Its Shares To Win [View article]
    Living in BC, I was shocked to hear that Tims in the east did not always allow payment with cards. Glad to see this is no longer a restriction.
    Feb 26 03:43 PM | Likes Like |Link to Comment
  • Liberty Media Short On Time Warner - What That Means In Sirius XM Deal [View article]
    He wont get to vote on his own deal, the decision is left to the remaining holders.
    Feb 14 03:41 PM | 1 Like Like |Link to Comment
  • Liberty Media Short On Time Warner - What That Means In Sirius XM Deal [View article]
    What are you comparing to here?
    Feb 14 03:35 PM | Likes Like |Link to Comment
  • Liberty Media Short On Time Warner - What That Means In Sirius XM Deal [View article]
    Lots of things could create potential value, but are they in the best interests of the minority shareholders? most of us think not. If SIRI shareholders wanted the value that Liberty could offer, we would have bought that stock instead.
    Feb 14 03:30 PM | 1 Like Like |Link to Comment
  • Seaspan: An 8.3% Yield For Income Investors [View article]
    I agree, have been sticking with SSW for many years as well as my only play left in shipping, though I dabble with DRYS/ORIG when it looks attractive.
    Feb 13 11:16 PM | Likes Like |Link to Comment
  • Liberty Media And Sirius XM By The Numbers [View article]
    If you have no reason to sell and no motivation to sell, you can command any price you want for your house. SIRI has no motivation to sell, and in fact many shareholders will not want the sale due to their own investment strategies. so anyone that wants it should expect to pay the peak price or at least a very large premium. There should be some strong incentive for SIRI owners to want the sale . So really the question is what multiple is a strong incentive?
    Jan 21 03:29 PM | 1 Like Like |Link to Comment
  • Don't Be Lured In By Armour Residential REIT's Monthly Dividends [View article]
    Luckily I added a bunch close to the bottom, holding as I think this QE fear is done with now and maybe we can get back to near 5 bucks for a fair valuation.
    Jan 6 04:18 PM | 2 Likes Like |Link to Comment
  • The Magic Of Sirius XM [View article]
    As always I found your article informational (not bullish or bearish nor would I care either way), but then I have no emotion when it comes to SIRI articles, just when my shares lose me money.
    Dec 5 04:58 PM | Likes Like |Link to Comment
  • Why Stan Druckenmiller Is Wrong On IBM [View article]
    There have been some articles published on why Buffet actually benefits from a drop in stock price for IBM as it gives him a larger ownership of the company due to the buybacks over the long run. So as long as the buybacks are ongoing he would prefer the price to be lower.
    Nov 25 02:58 AM | 2 Likes Like |Link to Comment
  • MREITs On The Dividend Run [View article]
    I have been adding some down here but with hesitation because the taper talk still seems to creep in and kill every chance it should start moving back closer to a more realistic valuation.
    Nov 22 01:04 AM | 3 Likes Like |Link to Comment
  • Buy Sirius Before It Gets Expensive [View article]
    Wave power? now you got me guessing..what is it?
    Nov 12 02:33 PM | Likes Like |Link to Comment
  • Buy Sirius Before It Gets Expensive [View article]
    I fail to see your logic in how having 'internet' is going to replace something like MLB from SIRI or Howard stern from SIRI or any other top tier content they offer that is not available for free on the internet.
    Nov 12 02:29 PM | 2 Likes Like |Link to Comment
  • Buy Sirius Before It Gets Expensive [View article]
    Don't forget you still need to have a data connection as well...I never get one on my boat but always have Siri connectivity.
    Nov 12 02:16 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
65 Comments
93 Likes