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  • How The MCG Capital Bid Crushed HC2's Stock Price  [View article]

    Good point. It does seem the market is giving us the answer of where a secondary could trade. I'd suspect maybe even a 10-20% discount from these already clipped levels.
    Jun 30, 2015. 02:38 PM | Likes Like |Link to Comment
  • The Bruce Fund: A Great Long-Term Investment  [View article]
    It seems most of the outperformance is from 2003 to 2004. I'd suspect if you removed the Amerco purchase that this one likely lags a low cost index once you account for fees?

    Not a bad fund per se, but was the Amerco purchase luck or skill? And do you think Mr. Bruce's son will be able to pull the Amerco type rabbits out of the hat going forward? The 10 year record so far says "no".
    Jun 30, 2015. 02:24 AM | 1 Like Like |Link to Comment
  • How The MCG Capital Bid Crushed HC2's Stock Price  [View article]

    Are you adding at these levels or do you suspect that the buying opportunity will get more lucrative in the short run?
    Jun 30, 2015. 01:50 AM | Likes Like |Link to Comment
  • Marketplace Interview: Chris DeMuth Jr. - Sifting The World Continues To Hit Home Runs  [View article]
    I can attest that StW is well worth it even for smaller accounts. Chris has many great ideas, similar to ASEI teased above. More often than not I've found double digit gains from piggybacking some of the countless stocks he comes up with.

    Many will more than make their money back in just one or two of his ideas. I suspect even high 4 figure accounts could make the subscription worthwhile just by buying a basket of StW ideas. And the best part is most of these ideas play out over months and years so there is lots of actionable information in the archive, especially if one reads through his older free and premium content.

    As a hint, his pick for 2015 linked in this article is off to a slow start. However those who just discover it now and hold for a year(s) should not worry - but rather should be happy that they've had a chance to add. Please feel free to PM me with any questions if you want more perspective beyond the few words I've typed. I could go on but I think just reading his free archive and instablogs from the 2012/2013 beginning will give you a good taste of what to expect.
    Jun 27, 2015. 02:32 AM | 2 Likes Like |Link to Comment
  • PHK: Is It Time To Get Out While You Still Can?  [View article]
    Yes it's a game to see how many dividend checks one can get before either the divi is cut or price falls toward/ below nav all the while the divi % never break 20%. I suspect people think the music will play for a few more years - I'd not be willing to take that bet.
    Jun 26, 2015. 03:32 PM | 2 Likes Like |Link to Comment
  • Williams Has More Room To Run  [View article]
    Nice call on WMB. I don't suspect we will see $55 again anytime soon.
    Jun 26, 2015. 02:13 PM | Likes Like |Link to Comment
  • Cloning The Greats: Is It Worth It?  [View article]

    Zimmerman is great; also I'd suggest SA own in house star Chris Demuth

    Who are some of your other favorites? Exposure is good for all I'd presume.
    Jun 25, 2015. 05:25 AM | Likes Like |Link to Comment
  • Cigna Is A High-Conviction Long Opportunity  [View article]
    Chris I like this one for scale. However, I do think the downside is likely $120ish if the market decides no deal will happen (i.e. this one has shown 20% volatility periods, even in a bull market). Nonetheless, $200 pps seems much more likely than the downside scenario - unless the regulators decide to preemptively down talk this one.
    Jun 24, 2015. 04:44 PM | 1 Like Like |Link to Comment
  • Falcone partly calls MCG Capital bluff  [View news story]

    Do you think Falcone gets his way and all regulatory hurdles cleared?
    Jun 24, 2015. 01:47 PM | Likes Like |Link to Comment
  • TARO Is Eventually Going To End Up With One Share Left.  [View instapost]
    Yup =)
    Jun 23, 2015. 04:31 PM | 1 Like Like |Link to Comment
  • Is This The World's #1 Pairs Trade?  [View article]

    As a long idea, even if one assumes Tencent is overvalued by 25%, would you think Naspers with its other holdings is worth enough to justify a purchase at current market cap?
    Jun 23, 2015. 04:03 PM | 1 Like Like |Link to Comment
  • Notes And More From Axion's Shareholders' Conference  [View instapost]
    Hmm, that share count looks tiny now compared to what ultimately happened.
    Jun 22, 2015. 11:39 PM | 1 Like Like |Link to Comment
  • A Summary Of The Axion Power (AXPW) 2015 Annual Meeting  [View instapost]

    Had JP never converted Maya nor participated as the alpha with 1000s of comments? Only major sinkhole Maya and his smart online crew ever got sucked into I'm told.
    Jun 22, 2015. 11:36 PM | 7 Likes Like |Link to Comment
  • Is NexPoint The Next REIT To Return 50%?  [View article]
    Chris would you buy more if it goes near/below $14? Nice to get some below where Laffer just bought in and Dondero seems like he loaded up near $14. I suspect this Summer will be profitable.
    Jun 22, 2015. 09:41 PM | 2 Likes Like |Link to Comment
  • Is Yield All That Matters?  [View instapost]
    Now I know why my friend closes his shorts before dividend time and then reestablishes them after.
    Jun 20, 2015. 04:06 PM | Likes Like |Link to Comment