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  • McDermott: 2 Recent Events Make This $6 Oil Stock An Increasingly Ripe Takeover Target [View article]
    Current share price: $5.72
    The 52 week range is $5.65 to $9.36

    Technicals are about as negative as they can be currently:
    http://bit.ly/1wVROQo

    Shares are likely headed for $5.00. Year end tax loss selling is right around the corner and will do the trick.
    Sep 30 07:38 PM | Likes Like |Link to Comment
  • LeapFrog Is Extremely Undervalued, Company Should Open Content Library And Repurchase Shares Now [View article]
    Apparently the market does not see it the same as you.
    Sep 30 01:48 PM | Likes Like |Link to Comment
  • McDermott: 2 Recent Events Make This $6 Oil Stock An Increasingly Ripe Takeover Target [View article]
    It was during this changing of the guard that debt was taken from under $100 million to close to $1 billion.

    Value trap.
    Sep 27 06:23 AM | Likes Like |Link to Comment
  • Update: Electromed Q4 FY2014 Earnings [View article]
    The device has been available for years and the benefits are known. Your last statement says it - it's a tiny company, and it's tiny for a reason ... for the market they address, they are the right size. If the market was in fact much larger, I assure you, they would have larger infrastructure in place to attack and get sales. Obviously that is not the case. The company is appropriately sized for its addressable market/niche.
    Sep 24 09:26 AM | Likes Like |Link to Comment
  • Update: Electromed Q4 FY2014 Earnings [View article]
    Yes, true...earnings will be lumpy going forward...CEO stated as much in the press release. My interpretation is that at least the next few quarters will be lumpy, with bottom line merely dancing around breakeven. I likewise see growth as the impediment for the company - how big is the market really? Even with higher reimbursement rates, how will pressure from a bloated healthcare system weigh going forward? And what about competition?

    Anyhow, in general, I think it's time to be more cautious on all small/micro caps like this in the medical device space. Some will do very well, some will be obliterated, and some will get by. I think ELMD falls into the latter category - they will get by. I think your views agree with that.
    Sep 24 09:13 AM | Likes Like |Link to Comment
  • Hercules Offshore: Fleet Analysis As Of July 23 And Recent Second Quarter Results [View article]
    and today we see the first of the next flurry of articles and pumpers
    Sep 23 08:45 AM | Likes Like |Link to Comment
  • Why I'm Buying Up Coal Stocks [View article]
    blueice - I don't want to get into a religious debate here, as that's not my intent. I just thought it extremely odd the author would gravitate to the sector seeing it is not a socially responsible investment category. Further, your statement would imply that there are no investments that would be in contradiction with teachings of the Bible in that God put everything on the Earth.

    Cheers.
    Sep 22 11:31 AM | Likes Like |Link to Comment
  • Why I'm Buying Up Coal Stocks [View article]
    abdullah999 - excellent/valuable comment!
    Sep 22 06:18 AM | Likes Like |Link to Comment
  • Why I'm Buying Up Coal Stocks [View article]
    Looking at your profile/website and your primary thrust of considering what God and the Bible say about your investments, I would have guessed that you would be focused on socially responsible investing, and coal companies are certainly not in the socially responsible category.
    Sep 22 06:00 AM | Likes Like |Link to Comment
  • Hercules Offshore: Fleet Analysis As Of July 23 And Recent Second Quarter Results [View article]
    Houston - I know you are long, possibly very long considering we've locked horns a couple times over the past year, and you have my sympathy for however much you are down in your position at this time. Heaven knows you've done your research, but at this point, it is what it is.

    Good luck going forward with this.
    Sep 21 02:58 PM | Likes Like |Link to Comment
  • LeapFrog Is Extremely Undervalued, Company Should Open Content Library And Repurchase Shares Now [View article]
    As part of your estimates/assumptions for LeapTV sales, you've come up with a number based on children in the 2 to 6 year old range. I think at this point, before getting into college educated parents, you need to apply another reducing factor to account for how many households have two or more children in this age range, as there would very likely be only one sale per household and not two (or more).

    Most families with two children usually have them just a few years apart, so I think the number of households will be a fair amount lower. If you have a household with more than one child, and one of those children is in the lower end of the 2 to 6 range, I'm guessing that the age of the other is very likely also in that 2 to 6 range.
    Sep 21 12:46 PM | Likes Like |Link to Comment
  • LeapFrog Is Extremely Undervalued, Company Should Open Content Library And Repurchase Shares Now [View article]
    Appreciate the reply and your thoughts/perspective.

    "even though, if your claims are valid, isn't a profitable business to begin with"

    It wasn't a claim, I only stated what is plainly available for anyone to see in the income statement.

    I quickly started looking at the income statements on the SEC website, and the numbers on the Y! income statement are correct for operating income/loss for past 12 months. This situation of the $39,000 net operating income over past 12 months is a result of year over year operating losses on a quarterly basis being up significantly in the first two quarters of 2014 - roughly equal to operating income the strong two quarters. At this time, through the first two quarters of 2014, operating loss is $44.3 million, whereas for the first two quarters of 2013 it was $8.6 million. The implication is that if the company does not show operating income for the final two quarters higher than the year ago quarters, they will post operating loss for FY2014. Again, these are not claims, they are the numbers straight off the income statements which you can verify yourself.

    Time will tell.
    Sep 21 10:50 AM | Likes Like |Link to Comment
  • Biglari Holdings: An Attractive Entry Point [View article]
    I'm having Tyco deja vu.
    Sep 21 10:07 AM | Likes Like |Link to Comment
  • LeapFrog Is Extremely Undervalued, Company Should Open Content Library And Repurchase Shares Now [View article]
    Wow! You make lots and lots of assumptions - especially in the section with regard to LeapTV, market penetration, and resulting EPS contribution in the next 12 months. I suppose that in looking forward, you do need to make assumptions, but with a new product introduction I think you are being overly/wildly optimistic.

    Let me start off by saying that I am a firm supporter of Leap and their products. My child is college age today and as a toddler we were buying every Leap product out there, from TurboTwists, to Leap Pads, to Quantum Pads.

    I don't want to ramble with an article-length comment here, so let me touch on the past 16 quarters earnings you point out in one of the early paragraphs. A significant portion of those earnings are a result of tax credits and not organic/raw operational earnings. For 2013, the tax credit comprised $54 million of the $80 million bottom line profit posted for the year. For the past 3 years, the tax credits were $75 million of the $190 million profits (or about $25 million of the $63 million per year). Running at roughly 40%, that is a huge chunk of the bottom line.

    Acknowledging the tax credit situation, you then look at Owner's Cash Profits. I want to get even more simplistic than that and simply look at operating income. Looking at operating income, I see that it is barely breakeven! Yes, when we look at the top half of the income statement (i.e. quick glance on Yahoo), it shows net operating income of only $39,000 for the past 12 month period! Everything else to get to those bottom line profits is a result of credits in non-operating expenses.

    Where do I see the shares as a great buy? To be honest, I don't know. However, if we're looking forward based on raw earnings power, I think that $6.00 is still too high at this time.
    Sep 21 09:28 AM | Likes Like |Link to Comment
  • Hercules Offshore: Fleet Analysis As Of July 23 And Recent Second Quarter Results [View article]
    Didn't DB just a month ago have HERO as one of their buys while having others as sells? Mike Urban laid out the entire thesis as to why the sector was going to be in trouble, yet HERO was a buy? So I suppose today that means HERO is an even bigger buy - hmmm? How many times have we heard that over the past 12 months?

    Knowing how DB operates, I would wager that HERO is looking at some sort of investment banking transaction in the near future...which DB is leading or participating in. Considering where the stock is trading, I'll venture a guess that it's going to be some kind of debt financing.
    Sep 21 08:33 AM | Likes Like |Link to Comment
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