Is Goldcorp A Good Investment In 2013? [View article]
Author was referring to his November article when he had made the previous recommendation for GG. The entire passage which included the 44.10 was a lift from that prior article as could have been caught by "Here is the suggestion I made:......."
AIG: Pick Up AIG At A 45% Discount To Book Value [View article]
Does anyone know the easiest place to find breakdown of book value and tangible book value (per share) for each of the major business segments (including the remaining ownership of AIA and the tax deferred assets)?? Thank you very much.
Xerox: Slow - No Growth, Lots Of Buybacks [View article]
Tom, Curious as to whether you have had a chance to digest today's earnings report and large sell off. I held my nose and bought more around 6.40 today bringing average cost into the high 6s. Also just wanted to say I thought the recent article on Life Insurance company Beta and ROE was first rate. Keep up the good work. Steve
Buy Joy Global With Or Without General Electric [View article]
Hi, curious what has changed since you wrote about getting short on Aug 30 (closing price 51.97) and today (9/28 closing price 56.06). Yet no disclosed positions at the time of either writing?
Xerox: Slow - No Growth, Lots Of Buybacks [View article]
Tom, First of all would just like to say I enjoy reading your articles as they are well thought out, interesting and your responses to comments are always answered in a humble and respectful manner; with respect to XRX, do you have any concerns with the unfunded pension liabilities and the operating leases and what do you think the true EV of the company is today? Thanks again. Steve
Insider Buys And Sells: Opko Health, Toll Brothers [View article]
Asif, This is great data you have provided - have you ever considered adding a column noting the change in holdings post buy/sell by the insider(s)? The Toll Brothers sells are interesting and for those of us without the time to dig deeper, it would be helpful to know what percentage of his overall holdings were sold by Chairman Toll. Thanks again - this column is a must read on my weekly radar.
Shortcomings Of The Shiller PE10 Ratio: Why Stocks Aren't Overpriced [View article]
Is Goldcorp A Good Investment In 2013? [View article]
AIG: Pick Up AIG At A 45% Discount To Book Value [View article]
Could Whole Life Insurance Be Your Fixed Income Allocation? [View article]
thank you
Vornado Realty Trust: Simply A Hedge Fund In A REIT Wrapper [View article]
Xerox: Slow - No Growth, Lots Of Buybacks [View article]
Thanks for the response and well thought out opion as always.
Best,
Steve
Xerox: Slow - No Growth, Lots Of Buybacks [View article]
Curious as to whether you have had a chance to digest today's earnings report and large sell off. I held my nose and bought more around 6.40 today bringing average cost into the high 6s. Also just wanted to say I thought the recent article on Life Insurance company Beta and ROE was first rate. Keep up the good work.
Steve
Buy Joy Global With Or Without General Electric [View article]
curious what has changed since you wrote about getting short on Aug 30 (closing price 51.97) and today (9/28 closing price 56.06). Yet no disclosed positions at the time of either writing?
Xerox: Slow - No Growth, Lots Of Buybacks [View article]
Thanks for your response here.
All the best,
Steve
Xerox: Slow - No Growth, Lots Of Buybacks [View article]
First of all would just like to say I enjoy reading your articles as they are well thought out, interesting and your responses to comments are always answered in a humble and respectful manner; with respect to XRX, do you have any concerns with the unfunded pension liabilities and the operating leases and what do you think the true EV of the company is today? Thanks again.
Steve
Revisiting Xerox, 4+ Months Later [View article]
Burned By The Last Bear Market? Consider This Active Tactical Allocation ETF [View article]
Assessing Walgreen's Franchise And Market Value [View article]
Good article; any thoughts on the strategic partnership with Alliance Boots announced today?
Thanks,
Steve
Insider Buys And Sells: Opko Health, Toll Brothers [View article]
This is great data you have provided - have you ever considered adding a column noting the change in holdings post buy/sell by the insider(s)? The Toll Brothers sells are interesting and for those of us without the time to dig deeper, it would be helpful to know what percentage of his overall holdings were sold by Chairman Toll.
Thanks again - this column is a must read on my weekly radar.
Update On Kindle Fire Returns [View article]
Any reason you are not buying puts?
Thanks,
Steve