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grox01

grox01
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  • Tracking David Tepper's Appaloosa Management Portfolio - Q2 2014 Update [View article]
    I like your articles, thank you.
    Aug 20 12:40 PM | 2 Likes Like |Link to Comment
  • Avigilon - Opportunity For Significant Upside At A Discount [View article]
    One risk I don't like about AVO is p/e compression over time. There is no margin of safety here... only a gamble.
    Aug 20 07:57 AM | Likes Like |Link to Comment
  • Las Vegas Sands: Recent Dip Is Good Entry Point [View article]
    badrimallik - If it can be helpfull to you. I would buy GILD over LVS. It is not to late to buy GILD.

    GILD is trading roughly at 17 p/e on current earnings and is looking to grow at over 200%+, meaning at the end of this year with the same p/e it should trade at over $135 on $8+ earning per share. GILD still has great growth for 2015+ (over 15% per year) and you might be looking to end 2015 at $160+.

    LVS is trading roughly at 20 p/e on current earnings and is looking to grow by 27% this year and some where in the 15% there after. Thus it is trading at a small premium here on future growth, it is very plausible that LVS could see p/e compression to somewhere 18 p/e, to which it could finish the year arround where it's at righ now +- $70 with next year's fair value arround $77.

    I find both companies hold great growth, but GILD is the undervalue and best right now.
    I clearly understand Bret's argument on buying the dips. LVS could very weel keep it's premium 20 p/e, that would bring it's price for this year end at +- $75 and 2015's end at $85.

    I would still go with GILD or both, but with less margin of safety with LVS.

    All the best.
    Aug 18 08:46 PM | 1 Like Like |Link to Comment
  • Las Vegas Sands: Recent Dip Is Good Entry Point [View article]
    Hi Bret - Any thoughts on MPEL compared to LVS?
    Aug 18 01:45 PM | Likes Like |Link to Comment
  • Gilead: More Good News For This Biotech Juggernaut [View article]
    Hi Bret - Do you have an exit price in mind?
    Aug 18 08:50 AM | Likes Like |Link to Comment
  • Best High-Yielding Stocks According To Lynch Principles: Orchids Paper Products [View article]
    Hi Arie - TIS is interesting, but I am more curious to know why you aren't invest in it?
    Aug 9 07:40 PM | Likes Like |Link to Comment
  • Avigilon Continues Its Outstanding Revenue And Earnings Growth [View article]
    Perfect thank you.
    Aug 9 07:18 PM | Likes Like |Link to Comment
  • Buying The Dip Selectivity In Energy [View article]
    With the spread, do you sell the $45 and then buy the $35 after or there is a product that covers them both at the same time (one transaction instead of two)?

    Things would have to go very bad for it to go under $35.

    I went on a little bit more agressive with a Feb $55 put for $9.60
    Aug 9 07:13 PM | 1 Like Like |Link to Comment
  • Buying The Dip Selectivity In Energy [View article]
    Hi Bret - Can I know what prices you selected for your spread on OAS?
    Aug 8 07:11 PM | Likes Like |Link to Comment
  • Avigilon Continues Its Outstanding Revenue And Earnings Growth [View article]
    Hi Barryb - Can you provide the link you use to get the estimate for EPS on Canadian stocks?

    Thank you
    Aug 8 06:46 PM | Likes Like |Link to Comment
  • IREIT TV: An Exclusive Interview With ARCP's David Kay [View article]
    Hi Brad - Very much appreciated, it was nice to hear about David's views on return... growth at acceptable return and not just for the sake of buying assets, loved it!
    Thank you.
    Aug 6 08:25 PM | 2 Likes Like |Link to Comment
  • Atwood Oceanics Inc.: Fleet Analysis And Third-Quarter Results On July 30 And Commentary [View article]
    Basically very little growth in sight, hard to predict thus a gamble.
    4 analysts are seeing $3.87 for 2014 down from $4.07 and
    3 analysts are looking at $4.24 for 2015 down from $4.76.
    No visibility after that.
    Aug 5 11:15 AM | Likes Like |Link to Comment
  • American Realty Capital Properties - The Other Part Of The Capital Structure [View article]
    Hi Brad - I don't mind ARCP selling Cole if that's good for cash/opportunities, but SRC is not a deal right now.
    Aug 5 10:50 AM | 1 Like Like |Link to Comment
  • Abraxas Petroleum: 40% Upside In 2014 [View article]
    Hi Bret - Any update here on AXAS?
    Buy, hold or sell :)
    Aug 5 08:55 AM | Likes Like |Link to Comment
  • 3 Stocks To Buy If Sell-Off Continues [View article]
    MHLD is one I am buying lately. It reports next week with growth expected, it sells at bargain now for the growth on top of a juicy dividend.
    Aug 1 01:28 PM | Likes Like |Link to Comment
COMMENTS STATS
598 Comments
425 Likes