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  • Why Universal Insurance Stock Is An Excellent Long-Term Investment Opportunity [View article]
    I think it was a much better short at $37 than $21.
    Nov 17, 2015. 08:45 PM | Likes Like |Link to Comment
  • Why Universal Insurance Stock Is An Excellent Long-Term Investment Opportunity [View article]
    But he still owns 1.5 million shares, no?
    Nov 17, 2015. 04:11 PM | 1 Like Like |Link to Comment
  • Why Universal Insurance Stock Is An Excellent Long-Term Investment Opportunity [View article]
    What does (4) mean? The language is unclear. "5.6% of claims were paid for CEO's home"? "Insurance do not pay for claims to customers"?

    Do you know the nature of Downes' legal problems? Fraud?
    Nov 17, 2015. 04:09 PM | Likes Like |Link to Comment
  • World Acceptance: After The Short Squeeze, The Short Thesis Gets Stronger [View article]
    I wonder whether the CFPB may delay, delay, delay taking action until after the November 2016 elections. (Note how long the FTC has delayed making a decision in the Herbalife matter.) In such a situation, one will have to buy (relatively expensive) puts multiple times.

    Shorting WRLD shares combined with a relatively cheap hedge (buying way out-of-the-money calls) may be the better strategy.
    Nov 9, 2015. 11:51 AM | Likes Like |Link to Comment
  • BHP may consider borrowing to ensure dividend hike, Nasser says [View news story]
    They should borrow and use the funds to buy back shares. With less shares outstanding they can raise the dividend per share with the same amount of dividend-allocated funds.
    Oct 22, 2015. 01:20 PM | 2 Likes Like |Link to Comment
  • I Never Thought I'd Say I'd Invest In A Pet Pharmacy Company But There's A First For Everything [View article]
    I've owned a medium-sized share position in the company for several years now and done okay.

    But I worry about someone like Amazon coming into this field in a big way and blowing PETS away.
    Jul 25, 2015. 04:09 PM | Likes Like |Link to Comment
  • Baker Hughes Is Worth $33 - $48 Standalone [View article]
    Would a HAL decision not to abide by the existing deal terms trigger the multi-billion dollar break up fee?
    Mar 1, 2015. 10:45 AM | 1 Like Like |Link to Comment
  • Ensco slashes its quarterly dividend by 80% to $0.15/share [View news story]
    Well RIG also just cut its dividend by 80% (coincidence!), so now ESV no longer needs a high $3 payout to "compete" with its peer.
    Feb 26, 2015. 05:32 AM | 3 Likes Like |Link to Comment
  • A 'Safe' Bet On Volatility Revisited [View article]
    The best strategy seems to be to short the VXX (or even to sell uncovered calls) and then to buy VIX options was a hedge.
    Jun 18, 2014. 08:12 AM | 1 Like Like |Link to Comment
  • More on MWI Vet Supply fiscal Q2 results [View news story]
    Jeez, the selling never seems to end here.
    May 13, 2014. 03:51 PM | Likes Like |Link to Comment
  • Google's Plan For Your Body And Its Stock Split [View article]
    Assuming a price disparity exists upon issuance, buy x number of C shares and short an equivalent number of A shares.

    If the prices converge (and I believe that you will be proven correct on this point), you will make money. If the price differential does not tighten, GOOG will bail you out in a year.
    Mar 6, 2014. 05:34 PM | Likes Like |Link to Comment
  • Two Harbors Investment Corp declares $0.28 dividend [View news story]
    Not unexpected. But the quarterly dividend cuts need to stop at some point. Too risky an investment for a less then double digit yield.
    Sep 11, 2013. 05:26 PM | Likes Like |Link to Comment
  • PetMed Express: A Small-Cap Category Leader [View article]
    What about competitors?

    If Amazon goes whole hog into this sector, won't they be able to crush smaller companies like PETS?
    Jun 6, 2013. 11:50 AM | Likes Like |Link to Comment
  • Bill Ackman's Favorite Stock: Should It Be Our Favorite Too? [View article]
    Fortunes ARE made when you are managing $12 billion. If that 19% position (~$2.2 billion) grows 7% per year, Pershing pockets $31 million every twelve months.

    But then, as Fitzgerald said, the rich are different from you and me.
    May 19, 2013. 11:57 PM | Likes Like |Link to Comment
  • 3 Financial Stocks With Dividend Yields Greater Than 3% And Room To Grow Payout Ratios [View article]
    Does IEP really pay a 7%+ yield?

    From what can tell, last year IEP paid out four quarterly payments of roughly 9-10 cents each alongside a one-time $1 annual payment.

    That's roughly a 2.2% yield. Big difference.
    Apr 9, 2013. 07:59 PM | Likes Like |Link to Comment