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  • 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
  • 4 Undervalued Low-Debt Dividend Stocks With Encouraging Sales Trends [View article]
    Any thoughts regarding how the sequester defense cuts may impact future revenue growth at NPK?

    Note that NPK has historically provided payouts much higher than the 1.3% listed above. These have been distributed via annual special dividends.
    Mar 17, 2013. 02:07 AM | Likes Like |Link to Comment
  • Is Student Transportation Steering Toward A Ditch? [View article]
    FWIW, I just read an article in this week's Barron's that deals with the growing demand/supply imbalance for truck drivers in the United States. The article specifically mentioned that truckers are imcreasingly trying to poach school bus drivers to fill their ranks.

    If this becomes a long-term trend, it could significantly increase STB's expenses. As you point out, the company already has relatively slim margins.
    Mar 17, 2013. 01:52 AM | Likes Like |Link to Comment
  • An Oversold And Undervalued Dividend Stock With A Double-Digit Yield [View article]
    Huh? MVO's trust ends in 2026 -- before the termination of CHKR in 2030.
    Sep 23, 2012. 08:21 PM | 1 Like Like |Link to Comment
  • Kinder Morgan General Partners Shares Poised For Rapid Dividend Growth [View article]
    One caveat.

    KMR shares allow you to defer taxes because the distribution is paid in shares and reinvested. The share distribution is not subject to federal, state or local taxation. The KMI dividend is. Moreover, the rate of taxation on the KMI dividend may well increase to nearly 50% next year (39.6% federal + 3.8% federal Medicare tax + state + local).

    Under such circumstance the after tax ROR differential between KMI and KMR narrows significantly.
    May 24, 2012. 06:17 PM | Likes Like |Link to Comment
  • 5 Game / Toy Stocks To Consider As Consumers Start Spending Again [View article]
    Time for a pair trade, long HAS, short MAT??
    Mar 12, 2012. 09:21 AM | Likes Like |Link to Comment