Len Marx

Len Marx
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  • Now Could Be A Great Time To Invest In Urban Outfitters  [View article]
    if URBN is so successful, how come they closed their store just off Greenwich Avenue in downtown Greenwich, CT ?
    Dec 23, 2015. 02:42 PM | Likes Like |Link to Comment
  • Keurig Green Mountain A Year Filled With Bad Results And A Forecast For Declining Earnings  [View article]
    maybe stockwizard92 means coffee makers that function like Keurig. If so I love my SunCana carried by Amazon & many other sources. I use Baronet Columbian regular & decaf pods (100% Arabica)

    my wife still uses Keurig Black Magic
    Nov 19, 2015. 03:24 PM | Likes Like |Link to Comment
  • Keurig Green Mountain A Year Filled With Bad Results And A Forecast For Declining Earnings  [View article]
    Seth,,

    Any reaction from KO management to the call & your excellent analysis?
    Would seem to me at this price KO should decide to sell or acquire GMCR. but not to just let their former VP compound his mistakes.
    Nov 19, 2015. 12:10 PM | 1 Like Like |Link to Comment
  • Lessons From Anadarko Petroleum's (Reportedly) Failed Takeover Attempt Of Apache Corp.  [View article]
    Has your "enterprise value" been adjusted for the change in RRA based on $50 oil,
    Nov 11, 2015. 11:32 AM | Likes Like |Link to Comment
  • Noble Signs Contracts, May Speed Endgame For Marginal Players  [View article]
    Assuming NE has no contingent liability on PGN debt (XI ?) I remain a NE holder
    Oct 19, 2015. 10:35 AM | Likes Like |Link to Comment
  • Negative Optics Pervade Keurig Green Mountain's 4th Quarter Business  [View article]
    Watch Costco. They added other pod brewers and my guess is that it is only time before COST removes GMCR from the cap.

    One more reason why we love or SunCana is the the pods we purchase list the amount of coffee contained while the K-cups don't.


    Oct 15, 2015. 11:05 AM | Likes Like |Link to Comment
  • Is Schlumberger Nearing An Exit Point?  [View article]
    just watch revenues because SLB earns a constant % of net income/revnues
    Oct 12, 2015. 08:51 PM | Likes Like |Link to Comment
  • Schlumberger/Halliburton Earnings Previews: 2016 Estimates Still Falling - Not A Good Thing  [View article]
    try using late 2008 price & 2009 numbers rather than 2012, i.e. HAL 1.6 bk, 10 pe, 2.6y 8% net/rev, etc
    Oct 12, 2015. 10:57 AM | 2 Likes Like |Link to Comment
  • Noble: Another Show Of Strength With The Recent New Jackup Contract  [View article]
    best of the group... but still hitting new lows, i.e DO, GLF, SLB yesterday.
    Oct 1, 2015. 09:03 AM | Likes Like |Link to Comment
  • Diamond Offshore, Transocean among drillers with top exposure to Petrobras  [View news story]
    better add Keppel (KPELY) to your list
    Sep 26, 2015. 08:06 AM | Likes Like |Link to Comment
  • Chicago Bridge & Iron Company: Should You Be A Buyer Like Buffett?  [View article]
    On the SHAW accounting, etc, it is a question of whether investors accept GAAP or prefer to accept the heavily adjusted GAAP. VRX is the best current example (from $32 to $263 in 4 years) and is heavily owned by respected investors (i.e SEQUX and its management company hold 34 million shares = 9%)
    Sep 24, 2015. 03:57 PM | 4 Likes Like |Link to Comment
  • Unhappy Times Are Likely To Plague Joy Global For Years  [View article]
    Good analysis by MFITZ, but why mention CAT since they purchased BUCY @ $92 which proved to be very poor timing.
    Sep 24, 2015. 10:00 AM | Likes Like |Link to Comment
  • Keurig: When The Biggest Bull Leaves, An Unproven CEO Wades In His Wake  [View article]
    For a management that does a good job of selling its story to portfolio managers & analysts try VRX and see if you can figure out the $263/share in August. I can't (debt/equity $31b to negative $34b ex goodwill & intangibles on $1.3b revenues.

    on GMCR, I love my SunCana brewer - have you looked at it?
    Sep 24, 2015. 09:41 AM | Likes Like |Link to Comment
  • Beaten-Down MLP Enbridge Energy Partners Is Worth Your Consideration  [View article]
    very informative for those of us who have not used pipeline LPs
    Sep 17, 2015. 08:45 AM | 1 Like Like |Link to Comment
  • Oil Producers - The Hedge Vs. Balance Sheet Debate  [View article]
    useful info
    Sep 12, 2015. 09:07 AM | 2 Likes Like |Link to Comment
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