elipsemaster's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/276061/comments http://seekingalpha.com/article/155184-huron-consulting-getting-too-close-to-its-roots?source=feed#comment-636362 636362 Part of doing DCF is examing debt and goodwill. When you find a company that is growing its earning by acquissitions you would probably walk away quickly. Thus you would not need to try to project it's future cash flows.
As a true value invetor you look for a company selling for half it's intrinsic value, or, as Seth Klarman would say, it's margin of safety.
I doubt that any value investor would have ever looked at HURN before. But they'd probably look at it now. Had you approached the company from this point of view, that perhaps this could be a good investment now, a cigar butt, then I believe you'd be offering real insight.
And finally, I can't defend analyst reports. I've never read one.]]> Wed, 19 Aug 2009 10:12:21 -0400 Part of doing DCF is examing debt and goodwill. When you find a company that is growing its earning by acquissitions you would probably walk away quickly. Thus you would not need to try to project it's future cash flows.
As a true value invetor you look for a company selling for half it's intrinsic value, or, as Seth Klarman would say, it's margin of safety.
I doubt that any value investor would have ever looked at HURN before. But they'd probably look at it now. Had you approached the company from this point of view, that perhaps this could be a good investment now, a cigar butt, then I believe you'd be offering real insight.
And finally, I can't defend analyst reports. I've never read one.]]> http://seekingalpha.com/article/156577-ezcorp-profiting-from-tough-times?source=feed#comment-634042 634042 Mon, 17 Aug 2009 20:52:38 -0400 http://seekingalpha.com/article/156300-volcom-small-cap-with-excellent-upside?source=feed#comment-634014 634014 Have you done a discounted cash flow analysis?
Is there a margin of safety here?
Thanks.
Doug]]> Mon, 17 Aug 2009 19:52:40 -0400 Have you done a discounted cash flow analysis?
Is there a margin of safety here?
Thanks.
Doug]]> http://seekingalpha.com/article/155184-huron-consulting-getting-too-close-to-its-roots?source=feed#comment-631327 631327 In the end, therefore, I feel I must ask the question what is the point? Is it just to see your words in print.
If you want to help the small investor, do some real in -depth analysis. Tell us why a company is underrvalued based on sound analysis and DCF analysis. Don't give us your opinion: it's worthless.]]> Sat, 15 Aug 2009 23:15:48 -0400 In the end, therefore, I feel I must ask the question what is the point? Is it just to see your words in print.
If you want to help the small investor, do some real in -depth analysis. Tell us why a company is underrvalued based on sound analysis and DCF analysis. Don't give us your opinion: it's worthless.]]> http://seekingalpha.com/article/153992-huron-consulting-group-s-crash-red-flags-abound?source=feed#comment-631318 631318 What do you mean by accural ratio?
Also are you saying that their cash isn't cash?
Their cash flows through 3/31/09 shows a positive 2,052,000. Are you saying this is not real?
Also their first quarter operating income shows a gain of 21,842,000.
I don't get what you are trying to say.
elipsemaster]]> Sat, 15 Aug 2009 22:46:48 -0400 What do you mean by accural ratio?
Also are you saying that their cash isn't cash?
Their cash flows through 3/31/09 shows a positive 2,052,000. Are you saying this is not real?
Also their first quarter operating income shows a gain of 21,842,000.
I don't get what you are trying to say.
elipsemaster]]> http://seekingalpha.com/article/116481-natural-gas-continues-to-head-lower?source=feed#comment-366883 366883 With the shale plays producing so much gas, the economy sputtering, many of the nat gas drillers over leveraged forcing them to continue drilling even though it makes no sense for them to do so because of debt service, how can you predict the bottom? What's to stop gas from going to 3?
All we know for certain is the trend. And the trend is down.]]> Mon, 26 Jan 2009 16:49:24 -0500 With the shale plays producing so much gas, the economy sputtering, many of the nat gas drillers over leveraged forcing them to continue drilling even though it makes no sense for them to do so because of debt service, how can you predict the bottom? What's to stop gas from going to 3?
All we know for certain is the trend. And the trend is down.]]> http://seekingalpha.com/article/112709-mlps-entering-2009-high-yields-carry-high-levels-of-risk?source=feed#comment-366866 366866 It would be helpful if you were to articulate the risks. To merely say there are risks without any back up ifo is worthless. What is your background? Are you an energy expert?
Give us info. Any idiot can say there are risks.]]> Mon, 26 Jan 2009 16:39:56 -0500 It would be helpful if you were to articulate the risks. To merely say there are risks without any back up ifo is worthless. What is your background? Are you an energy expert?
Give us info. Any idiot can say there are risks.]]> http://seekingalpha.com/article/104537-after-ambac-downgrade-how-will-treasuries-fare?source=feed#comment-310363 310363 Wed, 19 Nov 2008 18:51:33 -0500 http://seekingalpha.com/article/98724-four-energy-bargains?source=feed#comment-277128 277128 If you had owned wft and sold when the 20 crossed under the 50 you'd have gotten out at around 45 and would be sitting pretty on the sidelines waiting to buy wft back.
]]> Wed, 08 Oct 2008 15:23:01 -0400 If you had owned wft and sold when the 20 crossed under the 50 you'd have gotten out at around 45 and would be sitting pretty on the sidelines waiting to buy wft back.
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