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FatPitch

FatPitch
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  • Why I'm Buying Up Coal Stocks [View article]
    You should check out Hallador Energy. HNRG. Best small cap coal pure play on the market.
    Sep 21, 2014. 12:47 PM | 2 Likes Like |Link to Comment
  • Diner Denny's Could Be A Grand Slam Starting In 2015 [View article]
    You invest in companies that have a special place in your heart!? Thats incredibly foolish. Nobody has written about Denny's because its only worth 8x EPS tops and its trading at 24x EPS! Slice this stock to the price of $2 and maybe $2.10 and I would be a buyer.

    Look at Shareholder Equity...what do you see? $0.

    Take your money out of this one and place it on black on a roulette table, your odds to double up are much better in Vegas than with Denny's stock!
    Sep 16, 2014. 04:40 PM | Likes Like |Link to Comment
  • Denny's: This Stock Is Heading In The Right Direction [View article]
    Fair Value at $8/share!? - I am intrigued indeed!

    Your estimate at $.40/share puts this at roughly 20x P/E.
    And ass of June 2014 this company has a Shareholder Equity Value at $0!

    This is an incredibly speculative franchise earnings play that is prone to great systemic market risk. Your insight is nice but I think your missing the point that investing is about finding great values, not throwing cash on one number on the roulette table and hoping for the best.
    Sep 16, 2014. 04:34 PM | Likes Like |Link to Comment
  • Buy Small-Cap Reading International For Its Prime Real Estate [View article]
    looks like from the date you wrote about wmk...it did fantastic. However not so much in the past 6 months.

    I believe this is due to the high capex over the past 2 years? fcf equaling only .50 per share... somewhat okay that its over book value, but not great.

    other than that i see low ROIC. Just an average investment.

    What is it spending its capex on?
    Aug 20, 2014. 11:48 AM | Likes Like |Link to Comment
  • Buy Small-Cap Reading International For Its Prime Real Estate [View article]
    looks like from the date you wrote about wmk...it did fantastic. However not so much in the past 6 months.

    I believe this is due to the high capex over the past 2 years? fcf equaling only .50 per share... somewhat okay that its over book value, but not great.

    other than that i see low ROIC. Just an average investment.

    What is it spending its capex on?
    Aug 20, 2014. 11:47 AM | Likes Like |Link to Comment
  • Ukraine making first gas payment to Russia [View news story]
    You need to account for a very large margin of safety and also understand that as an american investor you receive the ADR shares. At any time Russia can void them of any worth. That's why it will trade at a huge discount to book value
    May 31, 2014. 11:37 AM | Likes Like |Link to Comment
  • Hallador Energy (NASDAQ:HNRG) - Forecasted Return 19.5% For Next 3 Years. [View instapost]
    Much agreed, while it is a bit of a bummer seeing the sale take place they will definitely sell it for a huge gain compared to how the assets are written on the books. My wonder is what they have planned next with the cash they will have come in.
    Apr 12, 2014. 07:46 PM | Likes Like |Link to Comment
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