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Tadpoles_UK

Tadpoles_UK
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  • Lands' End: Spin-Off Situation With 60%-90% Upside [View article]
    I think Mr James is onto something as far as LE's retail presence goes. So many Sears stores resemble a ghost town, and it's hard to imagine that LE couldn't do better to link with a different retailer. (Wonder if there are any contracts between LE and Sears that keep LE tied for a period of time?)

    One other factor is local sales tax. When Sears took over Land's End, all catalog orders started incurring sales tax because they then had a brick-and-mortar presence in every state. (I quit ordering from them and went exclusively to LL Bean which didn't charge sales tax in my state.) Land's End may be better off abandoning a retail presence in some states altogether and saving the sales tax burden.
    Apr 18 04:27 PM | 4 Likes Like |Link to Comment
  • General Electric: The Beginning Of The Industrial Breakout [View article]
    Bought some GE shares during a recent dip and have been pleased with the results so far. Like suoucon, I'm hopeful that the spin-off will help the share price.
    It's a little disappointing that the way the spin-off is being arranged doesn't benefit the shareholder directly. We get neither a piece of the new entity nor any of the cash proceeds. The success of the spin-off depends on what GE management does with the cash.
    I once worked for a corporation that received $8 billion cash in a sale of assets and frittered it away in unprofitable "investments". Something to watch for.
    Apr 18 11:12 AM | 2 Likes Like |Link to Comment
  • The Clorox Company: A Cursory Look [View article]
    Surfer: bear in mind that many of the complainers are those who have gotten used to practically-free money and find it convenient to ignore debt burden and interest expense. If/when interst rates do rise, these are the same investors who will have even more to complain about.
    At 15 x debt/equity, CLX will do well right up until they take the plunge over a cliff.
    Apr 16 09:20 AM | Likes Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    I'll second your sentiment, Mr Jakacky.
    Selling covered calls is a good income-generating strategy for some stocks, and it's not all that risky.
    Apr 14 12:23 AM | Likes Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    Rationality - your comment is spot-on with regard for the need to do your own due diligence. Only the most reckless among us would trade solely on the basis of one article on SA.
    That said, the articles on some little-known micro-caps have resulted in significant price movements on the day of or day after article release. Maybe things shouldn't happen this way, but they do.
    Apr 13 07:47 PM | Likes Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    Sarah - I agree with you. I once reported a comment that open discussed trying to use the timing of an SA article for maximum effect on the share price.
    The response from SA was that they saw nothing wrong with the comment.
    Apr 12 03:51 PM | 1 Like Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    Thanx for the reply, Mr Martin.
    Apr 12 12:43 AM | Likes Like |Link to Comment
  • Markel: A Compounding Machine At A Cheap Price [View article]
    Partly on the basis of this article, and partly on another look at my own numbers, I increased my holdings in MKL yesterday morning - right at $600. Not at all disappointed when it ended the day at $615.
    Thanx for the analysis, Mr Huber.

    Long MKL.
    Apr 10 08:06 PM | Likes Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    A question for E Hoffman:
    If I write an article for SA and it is accepted, is there a way for me to assure that it remains on the free part of the site and doesn't get hidden behind the pay wall?
    Apr 10 07:17 PM | Likes Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    ...kumar - you da man.
    Apr 10 07:12 PM | Likes Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    Like dbt, I would make good use of an "Ignore" button, as well.
    I can understand why some admins and contributors at SA wouldn't like it, but there's nothing unfair about putting the "Ignore" right under the "Follow".
    I'm now following Mr Hoffman on the basis of this article. Hope you don't forget to pay yourself....
    Interesting stuff - bring on more, please.
    Apr 10 07:07 PM | 1 Like Like |Link to Comment
  • Spherix: Playing The Patent Game [View article]
    User - I think I can continue to make money in the market without having to research whether keeping legal leeches employed is profitable. Fortunately for me, there are businesses that make both money and something worth buying.
    Apr 8 12:03 AM | Likes Like |Link to Comment
  • Spherix: Playing The Patent Game [View article]
    Maybe I'm the outlier here, but if I invented something that was patented, I would either want to use it to build something or sell it to a larger entity that would use it to build something - and generate jobs and revenues in the process.
    I have no problem with producers that vigorously protect their patent rights, but to just sit on a patent waiting for someone to violate it so you can sue? Or even worse, wait for someone to appear to violate it, so you can sue them, too? Maybe it generates job security for lawyers, but not much else that's useful.
    Apr 7 06:28 PM | Likes Like |Link to Comment
  • Spherix: Playing The Patent Game [View article]
    There's no honor in owning a patent for the purpose of holding it hostage and actually attempting to impede progress.
    It's legal, but that doesn't make it right.
    FWIW - I don't bark at trees, but I do bark at most of the dogs that I see.
    Apr 6 10:25 PM | Likes Like |Link to Comment
  • Spherix: Playing The Patent Game [View article]
    It's the "valid" part that is sometimes ridiculous. By their very nature, patents are complicated and often difficult to understand for non-technical people. For many lawsuits, the crux of it is not whether a patent is actually being violated but whether a crafty lawyer can be convincing in arguing that it is. Whether it is being argued in front of a judge or a jury, neither can be expected to fully understand a complex technical issue. Give a talented lawyer a big grey area to work with and angle for a favorable verdict. Throw enough crap on the barn door and some of it is going to stick.
    Apr 6 05:38 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
364 Comments
308 Likes