Seeking Alpha

QuantRec

QuantRec
Send Message
View as an RSS Feed
View QuantRec's Comments BY TICKER:
Latest  |  Highest rated
  • Pure-play pizza: Papa John's (PZZA -1%) opens store number 4,000 today with its under-appreciated growth story still firmly on track. Despite more head-to-head competition against rival Dominos Pizza (DPZ -1.5%), Papa John's grew same-store sales at a faster clip than DPZ last quarter, 5.7% vs. 1.7%. The company's high profile during this NFL season is also resonating with consumers, according to industry insiders. [View news story]
    if it resonates so much why is it going down so quickly?
    Sep 14, 2012. 03:56 PM | Likes Like |Link to Comment
  • Redbox's Parent Coinstar Is In The Bargain Bin [View article]
    HPQ has a low PE but if you bought last year at that 'low pe' you'd be out about 65%

    ....
    Sep 14, 2012. 12:01 PM | Likes Like |Link to Comment
  • Plug Your Nose And Buy Hewlett-Packard? [View article]
    its bubbling up now. next day of reckoning will come soon after next earnings are bad.

    sell before earnings?
    Sep 14, 2012. 11:57 AM | Likes Like |Link to Comment
  • Redbox's Parent Coinstar Is In The Bargain Bin [View article]
    will check it out kedar, thanks for your updates.

    all high flyers eventually fall maybe there is certain redemption.
    Sep 14, 2012. 02:45 AM | Likes Like |Link to Comment
  • 2 Reasons To Buy American Eagle Outfitters In The Wake Of Monday's Upgrade [View article]
    Very good write up when do you think is the best buy in price before dividends?
    Sep 13, 2012. 05:44 PM | Likes Like |Link to Comment
  • Heckmann (HEK +8.2%) continues to pile on big gains enjoyed since its Sept. 4 deal to acquire Power Fuels, giving HEK a foothold in the Bakken Shale. The move was bolstered earlier this week with the addition of a water treatment service in the Marcellus Shale. Shares are up 81% this month, approaching $5 for the first time since March. [View news story]
    time to sell.

    price too high here...
    Sep 13, 2012. 05:08 PM | Likes Like |Link to Comment
  • Groupon Punished After Earnings, How Long Until LinkedIn Has Its Day Of Reckoning? [View article]
    linkedin showing continued strength.... author is completely off point....

    linkedin has no REAL COMPETITION.

    Groupon is not a real business model yet...

    Linkedin IS.
    Sep 13, 2012. 05:07 PM | Likes Like |Link to Comment
  • Citigroup (C) has a credit card business worth $60B by itself, yet the entire bank is valued at $97B, says former Morgan Stanley CEO Phil Purcell (who spun off Discover during his reign), again making the case for breaking up the big banks. If banks are going to trade at half of book, but have business lines that would fetch 2-3X book, it's a no-brainer. "The shareholder is getting cheated." [View news story]
    If this is so simple why did not C announce spinoff plans this year??
    Sep 13, 2012. 04:31 PM | Likes Like |Link to Comment
  • Redbox's Parent Coinstar Is In The Bargain Bin [View article]
    Feeling CSTR still overpriced here, would buy on a pullback but not yet.

    Not enough info forthcoming from company on what is going on with VZ partnership and its impact on EPS...
    Sep 13, 2012. 04:28 PM | Likes Like |Link to Comment
  • AtriCure (ATRC) receives FDA approval for a three-year post approval study for its AtriCure Synergy Ablation System, called Ablate, used for the surgical treatment of Atrial Fibrillation. The follow-up study is intended to build additional evidence on the safety, efficacy and long-term durability of the Maze IV concomitant treatment for AF using AtriCure’s proprietary surgical devices. [View news story]
    whats a post approval study exactly??
    Sep 13, 2012. 12:25 AM | Likes Like |Link to Comment
  • BioMarin (BMRN) gets added to William Blair's September Current Better Values list, saying its pipeline is one of the best in the industry. The company specializes in developing treatments for rare diseases and has a minimum of five drugs due to report various phase results before the end of the year. The most important of which is its BMN-110 Phase 3 data for the treatment of MPS IVA, a rare disease in which patients are missing the enzyme called galactose. [View news story]
    Interesting will check it out. Looking for more biotech plays that are more stable.
    Sep 12, 2012. 04:57 PM | Likes Like |Link to Comment
  • Pandora Is Not Worth $1.6 Billion [View article]
    agree, pandora is a goner, just current shareholders do not fully understand how bad it will get!
    Sep 12, 2012. 02:26 PM | Likes Like |Link to Comment
  • Will Apple's Online Streaming Service Kill Pandora? [View article]
    Yes Apple is a major threat. We may see Pandora bankrupt in a year or less if Apple seriously enter this market quickly!
    Sep 12, 2012. 12:14 PM | Likes Like |Link to Comment
  • 5 Healthcare Companies With Insider Buying Filed On August 29 - September 7 [View article]
    Markus,

    Why did you do not recommend these earlier? :)
    Sep 12, 2012. 09:41 AM | Likes Like |Link to Comment
  • Redbox's Parent Coinstar Is In The Bargain Bin [View article]
    keith why would PE only be interested in coin machines?
    Sep 12, 2012. 07:53 AM | Likes Like |Link to Comment
COMMENTS STATS
438 Comments
164 Likes