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NKP

NKP
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  • Daily Mail says Chesapeake a rumored target of oil majors [View news story]
    I agree with you. Fortunately it's a concentrated position for us. Unfortunately, it's nowhere near an amount where anyone would care what I say.
    Oct 17, 2013. 06:56 PM | Likes Like |Link to Comment
  • Daily Mail says Chesapeake a rumored target of oil majors [View news story]
    Chesapeake has an enormous runway with premier assets. I would rather hold for ten years than sell this at $40, $50, or $60. There is just so much potential.
    Oct 17, 2013. 06:46 PM | 3 Likes Like |Link to Comment
  • Reuters: Chesapeake pumping up royalty deductions to cut costs [View news story]
    I think they use GEICO so they should be covered.
    Aug 28, 2013. 01:22 PM | 1 Like Like |Link to Comment
  • Deep Value in General Growth Properties [View article]
    LOL
    Mar 5, 2013. 06:04 PM | Likes Like |Link to Comment
  • Pulse Seismic: A Protected Play On Natural Gas [View article]
    I thought their business was going to be a bit more correlated to falling commodity prices. A happy surprise.
    Jul 17, 2012. 12:48 PM | Likes Like |Link to Comment
  • Pulse Seismic: A Protected Play On Natural Gas [View article]
    I was surprised that they raised their dividend, but happy.
    Jul 16, 2012. 03:05 PM | Likes Like |Link to Comment
  • AIG sues the government, seeking $30.2M for an alleged overpayment of taxes in 1991. The refund request has been pending with the IRS since 2007, and AIG needed to launch the suit to protect against an expiring statute of limitations. In case anyone forgot, the U.S. still owns 61% of AIG.  [View news story]
    Lol. I don't care how much business sense this makes, this makes absolutely no sense. It's laughably tone deaf.

    This coming from someone who loves AIG as an investment.
    Jul 6, 2012. 02:31 PM | Likes Like |Link to Comment
  • The "Death of Equities?" John Authers and Kate Burgess explore the end of more than a half-century "passion for equities," as institutions shed stock exposure for fixed income. The authors suggest stocks' relative cheapness is more about low bond yields, and unless said yields are going to go negative, any tailwind to equity prices from fixed income is about used up. (see also)  [View news story]
    I guess everyone should sell their equities. I'll pick up the attractive scraps, don't worry.
    May 24, 2012. 12:00 PM | 2 Likes Like |Link to Comment
  • AIG (AIG): Q1 EPS of $1.65 vs. consensus expectations of $1.12. Core insurance operating income of $2.4B and book value per share of $57.68 vs. year-ago $44.33. Shares -2.6% AH. (PR)  [View news story]
    Eventually, the market is a weighing machine. After hours trading on one stock on one day = irrelevant.
    May 3, 2012. 04:19 PM | 1 Like Like |Link to Comment
  • Research In Motion (RIMM) plans to open stores across the Middle East to offset falling sales in the U.S., and is in the final stages of negotiating a lease on a flagship store in Dubai. The Middle East expansion will likely be followed by a push into Africa.  [View news story]
    And there goes the cash balance.
    Apr 12, 2012. 02:03 AM | Likes Like |Link to Comment
  • Salesforce.com (CRM +1.5%) rallies after receiving a positive Barron's mention. The paper argues Salesforce's Chatter software, which allows businesses to set up private social networks, is helping the company cross-sell its core sales automation software. Barron's also notes Salesforce's efforts to expand into the cloud HR, customer support, and social media marketing software markets. Chatter competes with software from JIVE and Yammer.  [View news story]
    The valuation is definitely justified now...
    Apr 2, 2012. 12:39 PM | Likes Like |Link to Comment
  • 6 Things You Should Know Before Writing Off Research In Motion [View article]
    Yep - your estimates were in the right direction.

    My mistake in making this investment was that I was too confident in the competitive advantages of RIMM, which is a company in a quickly changing industry.
    Jan 20, 2012. 01:41 PM | 1 Like Like |Link to Comment
  • 6 Things You Should Know Before Writing Off Research In Motion [View article]
    I was wrong.
    Dec 28, 2011. 05:36 PM | Likes Like |Link to Comment
  • 6 Things You Should Know Before Writing Off Research In Motion [View article]
    Great, logical article on a contrarian position. I'm impressed.
    Jun 9, 2011. 05:44 AM | 1 Like Like |Link to Comment
  • Is GameStop's Used Game Business in Danger? [View article]
    Haha. Was someone having a bad day? This article is great.
    Feb 18, 2011. 04:36 AM | Likes Like |Link to Comment
COMMENTS STATS
17 Comments
12 Likes