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  • Gold: Has The Bull Started To Run Again? [View article]
    Good article, thanks for the read. Any thoughts on Chinese demand? I understand the India demand picture, but the Chinese are on track (if they have not already) to displace India as the world's largest buyer... What is driving this?
    Feb 13 06:17 PM | Likes Like |Link to Comment
  • A Confluence Of Events In The Continuing Herbalife Saga Are Signaling A Buy [View article]
    Hot topic, this HLF business. I have been attempting to put aside the Icahn/Ackman fight - that seems to be about more than just their respective HLF positions. I am not in the stock, but I've been looking at it... the most alarming thing to me is the consumer reports and reviews. The majority of them are negative with numerous reports of people spending several hundred dollars attempting to take part in this business only to opt out and never see that money again. I cannot say this is anything more than people having bad dealings with their local distributors. And it is hard to make the argument that a bad distributor is representative of the company as a whole.

    Anecdotally, great companies have pretty glowing reviews (typically vendors, sales forces and customers thoroughly enjoy doing business with a great company) and those seem to be lacking in the HLF realm. Incredibly polarizing name though, maybe I'll buy some vol... Keep up the entertainment.
    Feb 5 01:26 PM | Likes Like |Link to Comment
  • At the close [View news story]
    I think the market needed this, and I think it needs to revisit 1750-1760 levels before longs can get excited again. Plus, there was a vacuum of US econ. news so some emerging market hiccups were bound to shake things out. 40 handles in one day, though... that's a sell-off.
    Jan 24 04:56 PM | 1 Like Like |Link to Comment
  • Cooper Tire & Rubber: Capitulation And Tax Loss Selling Is A Major Buying Opportunity [View article]
    I absolutely agree that CTB is a bargain... Shorts love a failed deal. From what I've read, the Chinese and USW labor issues arose from the deal being announced which leads me to believe they should subside if (more like when) it falls through.
    Dec 17 03:15 PM | Likes Like |Link to Comment
  • Cooper Tire & Rubber: Capitulation And Tax Loss Selling Is A Major Buying Opportunity [View article]
    Hawk, I like your taking a look at CTB here. Looking a little deeper into the situation, Apollo likely found something they really do not like. They were fighting in court to pay a lower price than their original $35 bid because of Union demands and a failing venture in China. Retuers reported that these issues made it difficult to secure financing for the deal... Either Apollo simply did not get the terms they want or there is potentially a bigger issue?

    In any event, I am watching the stock to see if there is a bid around $21.50. Appreciate your write-up.
    Dec 17 08:57 AM | 1 Like Like |Link to Comment
  • Vistaprint: Introducing Investors To A Company That Will Be Lowering Guidance Soon [View article]
    In going thru their fy12 10-k, I read the following, "Since our income tax expense is mailny a function of our operating expenses and cost-based transfer pricing methodologies and not a function of our consolidated pre-tax income, our effective tax rate will typically vary inversely to changes in our consolidated pre-tax income."

    Is this normal? I am not an accountant, just a lowly stock picker. I have yet to come across this kind of verbiage in any income tax provisions in 10-ks. Any thoughts?
    May 8 12:59 PM | Likes Like |Link to Comment