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freeman8201

freeman8201
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  • Las Vegas Sands to report Q4 results on Jan. 28 [View news story]
    uh oh
    Jan 23, 2015. 03:32 PM | Likes Like |Link to Comment
  • Leucadia And FXCM: Is This Knight Capital Re-Visited? [View article]
    on WSJ wk ed. "Just 30% achieve monthly positive returns...2/3 lose money each quarter" by FXCM filings.

    Jeez, just like going down to your local casino to have some fun huh? I know Delta lost a boat load of money for hedging high jet fuel when oil tanked. The main culprit in this is people using "borrowed" money to gamble just like how people bought on margin in the 1920's.

    According to Gurufocus.com, Ian is a guru and his investments are followed.
    http://bit.ly/1GwE2MN
    Maybe LUK is going to buy out HRG if Ian owns so much Harbinger. I remember reading in one of the 10Ks that LUK had a stake in INTL, but on here it's saying it's Ian too. So I'm wondering if the two are separate or are LUK and Ian the same entity?

    And remember folks that LUK has a history of buying distressed business that may just need money or need better management. I say this in the case of Nat. Beef. The chicken producer PPC just announce a $5+ dividend and an article or 2 ago it was reported that TSN has better profit margins vs Nat. Beef.
    Jan 21, 2015. 03:24 PM | Likes Like |Link to Comment
  • Leucadia to keep FXCM in operation with $300M in financing [View news story]
    business insider Jim Rogers http://read.bi/15qfWm2
    Jan 19, 2015. 03:35 AM | Likes Like |Link to Comment
  • Leucadia to keep FXCM in operation with $300M in financing [View news story]
    this what Jim Rogers said about the SNB franc http://nws.mx/15qfunL
    Jan 19, 2015. 03:19 AM | Likes Like |Link to Comment
  • Whiting Petroleum: Sold-Off, Unloved, And A Deeply Undervalued Value Play [View article]
    Note: Keith Williams' articles that is.
    Jan 18, 2015. 10:13 PM | 1 Like Like |Link to Comment
  • Whiting Petroleum: Sold-Off, Unloved, And A Deeply Undervalued Value Play [View article]
    y'all should read his BTU articles.
    Jan 18, 2015. 10:03 PM | Likes Like |Link to Comment
  • Cowen outlines themes, stock picks for a declining oil price environment [View news story]
    go arch
    Jan 17, 2015. 09:51 AM | 2 Likes Like |Link to Comment
  • Leucadia to keep FXCM in operation with $300M in financing [View news story]
    Currency trader huh? What made FXCM tank anyways? bitcoin?
    Jan 16, 2015. 07:59 PM | Likes Like |Link to Comment
  • Melco Crown Long & Wynn Short - Interesting Pair Trade [View article]
    well jeff did your Wynn short play in your favor? I imagine the $3 div. must be a burden to pay the borrowed shares.
    cheers
    Jan 16, 2015. 04:03 AM | Likes Like |Link to Comment
  • Dividend cuts "likely" coming for Teck and Freeport, analyst says [View news story]
    http://bit.ly/1IGuBIp

    low oil will hurt oil sand producers and Canada's economy
    Jan 16, 2015. 03:49 AM | Likes Like |Link to Comment
  • Is Las Vegas Sands Worth A Leap Of Faith Right Now? A Resounding Yes Vote Here [View article]
    Long $LVS. I believe this year or next year that high speed rail will connect from the interior of China to Macau. I remember reading that Japan hasn't passed any casino bill and has put a on hold on it indefinitely. What a bummer.
    Jan 15, 2015. 12:14 AM | Likes Like |Link to Comment
  • Coal stocks rally in early trading [View news story]
    coal stocks are still tanking....
    Jan 13, 2015. 09:52 PM | Likes Like |Link to Comment
  • Gloomy forecast on Macau Q1 revenue [View news story]
    In the Jan 3-4 WSJ a property developer Kaisa Group Holdings Ltd defaulted on a HSBC loan. In a separate news clip WSJ cites an "overbuilding" on Cotai with Galaxy gaming, Melco, Sands, MGM, and wynn all building new projects.
    Jan 13, 2015. 09:47 PM | Likes Like |Link to Comment
  • Arch Coal: Lengthy Liquidity Runway, But Less Upside Than Other Heavily Leveraged Coal Companies [View article]
    Thanks for the analysis Elephant. Very good number inputs, data, etc. And I agree with alpha comments.
    Jan 11, 2015. 07:44 PM | Likes Like |Link to Comment
  • Leucadia Is An Undervalued 'Baby Berkshire' Trading At A 20% Discount To Book Value [View article]
    In general, grass fed beef cannot supply mass markets: the whole island of Ireland can't supply the US; I'm being sarcastic. With the corn futures down and low oil prices, I wonder what that does for National Beef. Are any of y'all paying lower prices for steaks? A strong dollar does defer weak currency countries from buying US products. But I've been taught since middle school that Japan and China cannot grow enough food to supply themselves. 
    Jan 11, 2015. 07:40 PM | Likes Like |Link to Comment
COMMENTS STATS
644 Comments
131 Likes