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Sid Smallhands

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  • Update: Cliffs Natural Resources' Liquidity Will Decrease By $375 Million [View article]
    any thoughts why the clf bonds are up and the stock down this past week?
    Jan 29, 2015. 10:00 PM | Likes Like |Link to Comment
  • Freeport Earnings Preview: Stock Trading Below Tangible Book Value, But Is The Dividend Sustainable? [View article]
    I meant would be trading for a few hundred million now....
    Jan 25, 2015. 01:19 PM | 1 Like Like |Link to Comment
  • Freeport Earnings Preview: Stock Trading Below Tangible Book Value, But Is The Dividend Sustainable? [View article]
    the mmr asset fcx bought for billions would be trading at a few hundred billion in this market
    Jan 25, 2015. 11:01 AM | Likes Like |Link to Comment
  • Investors buy the dip in Interactive Brokers [View news story]
    there will be more fx blow ups

    why retail wants to trade fx is beyond me
    Jan 21, 2015. 05:52 PM | 1 Like Like |Link to Comment
  • FXCM could be out of business, says Credit Suisse [View news story]
    here's the valuation:

    59mm 2015 est operating income (csfb)
    less 10% x 300mm new debt = 30mm
    =29mm operating income
    44mm shares
    =0.66/share

    but with more leverage is the operating income going to be as high? the firm can't take as much risk. and will the firm lose customers

    typically a 10x multiple, but 8x multiple more appropriate

    = 5.28/share for 2015

    discounted at 15% = 4.48 fair value today
    Jan 17, 2015. 06:55 AM | 1 Like Like |Link to Comment
  • Bet On The House With These Low-Risk Asset Managers [View article]
    ever look at psec? and if so what do you think of it.

    tx!
    Jan 4, 2015. 10:50 PM | Likes Like |Link to Comment
  • Lawsuit accuses Schorsch of ordering accounting shenanigans [View news story]
    Schorsh is not the CEO of NYRT It's Mike Happel
    Dec 18, 2014. 04:22 PM | 1 Like Like |Link to Comment
  • Airline Stocks: Fuel Hedging As The Invisible Partner [View article]
    despite DAL's loss from hedging they are still going to make a boatload more money with jet fuel down here

    this was reaffirmed at its recent analyst day, which is why the stock ripped
    Dec 14, 2014. 05:23 PM | Likes Like |Link to Comment
  • New York REIT: Significantly Undervalued Compared To SL Green And Empire State [View article]
    my guess is size and no credible wall street coverage

    and its from arc family

    get paid to wait until cheapness is realized one way or another
    Nov 29, 2014. 10:56 AM | Likes Like |Link to Comment
  • ARCP's Issues Hardly A 'Scandal' [View article]
    and now with the stock finally with some upside momentum guys will pile in


    just in time for the distressed party at ta0 -- "smart guys" are buying....
    Nov 28, 2014. 07:58 AM | 4 Likes Like |Link to Comment
  • Globalstar TLPS - You're Kidding, Right? [View article]
    So you are getting paid to "heckle" GSAT
    Nov 18, 2014. 09:05 AM | Likes Like |Link to Comment
  • Globalstar TLPS - You're Kidding, Right? [View article]
    If you don't trade stocks why did you write this piece?

    Are your motivations political or are you trying to market yourself?

    And was your piece coordinated with Kerrisdale and/or Cramer.


    Thanks "Devinator" !!
    Nov 17, 2014. 05:42 PM | 1 Like Like |Link to Comment
  • New York REIT: Significantly Undervalued Compared To SL Green And Empire State [View article]
    NYRT had a nice rally today on good volume. Seems like the market realized its cheap and in play.
    Nov 1, 2014. 06:07 AM | Likes Like |Link to Comment
  • What's The Magic That Moves ARCP? [View article]
    any thoughts on the arcp accounting snafu?
    Oct 29, 2014. 08:53 AM | Likes Like |Link to Comment
  • New York REIT: Significantly Undervalued Compared To SL Green And Empire State [View article]
    any thoughts on the accounting probe?

    tx
    Oct 29, 2014. 08:46 AM | Likes Like |Link to Comment
COMMENTS STATS
389 Comments
260 Likes