Ånden som Går's Comments Ånden som Går's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/311295/comments 10 Small to Mid Cap Stocks with Attractive Valuations http://seekingalpha.com/article/159413-10-small-to-mid-cap-stocks-with-attractive-valuations?source=feed#comment-656974 656974
Just a tip: You'd get a lot more hits/comments if you started posting some key numbers along the names. It's kind of tiring to check out the financials of each stock when you don't know what kind of stocks the writer likes (I'd be mad as hell if you only posted biotech companies with zero revenues). ]]>
Tue, 01 Sep 2009 15:15:28 -0400
Just a tip: You'd get a lot more hits/comments if you started posting some key numbers along the names. It's kind of tiring to check out the financials of each stock when you don't know what kind of stocks the writer likes (I'd be mad as hell if you only posted biotech companies with zero revenues). ]]>
Five Reasons to Invest in China Armco Metals http://seekingalpha.com/article/157584-five-reasons-to-invest-in-china-armco-metals?source=feed#comment-640425 640425 Fri, 21 Aug 2009 17:49:52 -0400 EZCorp: Opportunities Abound http://seekingalpha.com/article/151519-ezcorp-opportunities-abound?source=feed#comment-626930 626930 Wed, 12 Aug 2009 13:28:11 -0400 10 Small Cap Stocks with Double-Digit Free-Cash-Flow Yields http://seekingalpha.com/article/145898-10-small-cap-stocks-with-double-digit-free-cash-flow-yields?source=feed#comment-567549 567549 Mon, 29 Jun 2009 18:04:49 -0400 In the Bargain Bin: American Oriental Bioengineering http://seekingalpha.com/article/128317-in-the-bargain-bin-american-oriental-bioengineering?source=feed#comment-444289 444289

On Mar 29 01:06 PM Grayray wrote:

> Nice article, well thought out and explained in articulate manner.
> I am a holder of AOB and definitely think that this is one good company.
> I know some of the stockholders get upset with CEO's moves, but all
> in all I think it's a winner.
> ]]>
Sun, 29 Mar 2009 14:44:28 -0400

On Mar 29 01:06 PM Grayray wrote:

> Nice article, well thought out and explained in articulate manner.
> I am a holder of AOB and definitely think that this is one good company.
> I know some of the stockholders get upset with CEO's moves, but all
> in all I think it's a winner.
> ]]>
Are Staffing Stocks Diverging? http://seekingalpha.com/article/67684-are-staffing-stocks-diverging?source=feed#comment-441661 441661 Thu, 26 Mar 2009 19:26:54 -0400 Jon Stewart takes on CNBC for its coverage during the market collapse; NYT's biz columnist Joe Nocera is his guest. http://seekingalpha.com/news/market_currents/post/19197?source=feed#comment-413713 413713 Thu, 05 Mar 2009 04:11:17 -0500 DivX May Be Over Before It Finishes What It Started http://seekingalpha.com/article/122819-divx-may-be-over-before-it-finishes-what-it-started?source=feed#comment-407837 407837 Sun, 01 Mar 2009 10:49:09 -0500 ProFlowers.com Comes Up Smellin’ Like Roses http://seekingalpha.com/article/122665-proflowers-com-comes-up-smellin-like-roses?source=feed#comment-403764 403764 Wed, 25 Feb 2009 19:49:05 -0500 Royal Carribbean Appears an Outstanding Long-Term Buy http://seekingalpha.com/article/117948-royal-carribbean-appears-an-outstanding-long-term-buy?source=feed#comment-374082 374082

On Feb 02 09:13 PM PeakOiler wrote:

> Hmmm, $6 billion in debt, $1.37 billion market cap, only $301 million
> in cash. Moody's downgraded the company's debt to almost junk level.
> Dividend has been eliminated. Stock is tanking for all these reasons
> plus the fact the cruise business is in the toilet.
>
> Buy stocks with low or no debt. RCL doesn't come close.]]>
Tue, 03 Feb 2009 01:10:41 -0500

On Feb 02 09:13 PM PeakOiler wrote:

> Hmmm, $6 billion in debt, $1.37 billion market cap, only $301 million
> in cash. Moody's downgraded the company's debt to almost junk level.
> Dividend has been eliminated. Stock is tanking for all these reasons
> plus the fact the cruise business is in the toilet.
>
> Buy stocks with low or no debt. RCL doesn't come close.]]>
Royal Carribbean Appears an Outstanding Long-Term Buy http://seekingalpha.com/article/117948-royal-carribbean-appears-an-outstanding-long-term-buy?source=feed#comment-373918 373918
While the cruise industry is growing, margins have been steadily declining for the past 10 years. The management's guidance was far higher than the actual results this time, and the guidance for 2009 as a whole, are reflecting the current cruise market.

How do you know it won't get any worse?

Secondly there's the issue of debt. The ships are financed, but how will they pay down debt due this year and in 2010? Without a decent stream of cash flow, this stock will get punished hard, and so will the company.

I do believe that if the company manages it debt properly without retorting to issuing stocks, the share price might be 4-5 times higher than current price.]]>
Mon, 02 Feb 2009 19:20:56 -0500
While the cruise industry is growing, margins have been steadily declining for the past 10 years. The management's guidance was far higher than the actual results this time, and the guidance for 2009 as a whole, are reflecting the current cruise market.

How do you know it won't get any worse?

Secondly there's the issue of debt. The ships are financed, but how will they pay down debt due this year and in 2010? Without a decent stream of cash flow, this stock will get punished hard, and so will the company.

I do believe that if the company manages it debt properly without retorting to issuing stocks, the share price might be 4-5 times higher than current price.]]>
SYKES Enterprises: No Debt, Nice Cash Safety Net http://seekingalpha.com/article/108835-sykes-enterprises-no-debt-nice-cash-safety-net?source=feed#comment-319221 319221 Tue, 02 Dec 2008 16:52:27 -0500