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Dr. Poly

Dr. Poly
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  • Pfizer's Acquisition Of Hospira Looks Good [View article]
    What PFE sees in HSP? You might ask what ABT saw in HSP as they spun them off. Oftentimes, it is to jettison a portion of the company that can be focused on a particular space and allow this type of buyout to occur. ABT is up 125% post split of HSP and with this acquisition HSP is up 240%. My money is on PFE overpaying - but given the acquisition is small relative to PFE size, they'll not take a huge hit.
    Feb 9, 2015. 06:59 PM | 1 Like Like |Link to Comment
  • 2 Natural Gas Stocks To Buy [View article]
    FSYS is a long term flatliner - Chart back to '85 shows some very significant price spikes but no long term uptrend. WPRT chart shows a bottom in last GFC and now has roundtripped. I'm staying away from any business that has not been able to increase their stock price from their lows of the GFC. These are the companies that are most vulnerable to another downturn.

    There have got to be better plays on NG - I'm thinking Cimarex, Chesapeake, and others who produce are the better bets long term.
    Jan 25, 2015. 11:22 PM | Likes Like |Link to Comment
  • The Crash In Oil Prices Offers The Opportunity Of A Lifetime - I Beg To Differ [View article]
    I think we can not have enough good analysis of the situation with the price of oil. Oil has limited storage capacity and thus the price will swing with over/undersupply much more than the price of oil stocks - provided the company is not overleveraged, the stock price relates to the future cash flow potential that can be had from the sale of oil not only now but into the future. XOM, during the last crisis, was likely discounted due to the price of oil but also issues with liquidity in many stocks at the time. Now, I think the XOM price is reacting to the price decline and is anticipating a return to higher oil pricing - the real key is if the capital spending plans of oil firms result in a reduction of new supply to bring price in line - an additional concern is that the economy/jobs growth here in US seem to be predicated on oil/gas industry expansion - this could spill over to the rest of the economy - just like what happened with construction spending when the housing market collapsed.
    Jan 13, 2015. 11:52 PM | Likes Like |Link to Comment
  • Sinking oil prices are pulling down petrochemical companies [View news story]
    This makes no sense.
    Dec 19, 2014. 11:24 AM | 7 Likes Like |Link to Comment
  • Solazyme's Hidden Value For A World Made Blind By Associations [View article]
    Replying to myself here - Looks like SZYM is not the exception. I note SZYM down nearly 50% this AM to new all time lows - I guess we are seeing the beginning of the end. Oil prices swing low and shake out these new-age companies.
    Nov 6, 2014. 09:19 AM | Likes Like |Link to Comment
  • Is American Realty Capital Properties A 'Sucker Yield' Bet? [View article]
    Based on news today, good call on ARCP. Tanking pre-market, more to come perhaps. Will look to you before putting funds to work.
    Oct 29, 2014. 09:18 AM | Likes Like |Link to Comment
  • Stability And Growth Of Hanger's Cash Flows Provide For A Sound Investment [View article]
    I plan to listen to call if replay available. Are any management changes other than CFO likely - I can't believe this level of mismanagement can be allowed to continue - I think some of this is clearing the deck for whomever they bring on as the new CFO. Current CEO has been CEO since May 2012 over which time there has been no growth in stock value and no dividend is offered
    Aug 10, 2014. 11:00 PM | Likes Like |Link to Comment
  • I Must Confess, There's Plenty Of Zest For Campus Crest [View article]
    CCG printing new 52wk lows Brad. From 12.80 at the time of this article to 7.80 - granted, 5 qtrs. of divvies here at ~ $0.84 blunts the loss a bit - they just hired a REIT "veteran" - good bottom fish candidate?
    Aug 2, 2014. 08:45 PM | Likes Like |Link to Comment
  • $10 Or Less: 2 Small Cash-Rich And Undervalued Tech Stocks [View article]
    I've a small position in RFIL started just after the big drop and then added - doing more DD, this company announced a big buyback but nothing is happening on that - blowing smoke and mirrors - additionally, all the bad news was not out on the first round and more came out but stock held up - folks buying get a quick divy, but I'm worried management has neither bought in or moved on the buyback.
    Jun 18, 2014. 09:35 PM | 1 Like Like |Link to Comment
  • Pfizer Couldn't Get Its Bid Up, Shareholders Should Take Profits [View article]
    Funny they could not get the bid up with Viagara and all..
    May 31, 2014. 08:14 PM | Likes Like |Link to Comment
  • Citigroup up next for DOJ on mortgage settlement [View news story]
    So, the DOJ gets the funds - they weren't the harmed parties. When will the money be returned to those who were harmed? This is getting more farcical every day. Congress is more reactionary than ever - what are they doing to stop and when will they level a punishment that will actually deter the event from happening again?
    Apr 25, 2014. 10:23 PM | 7 Likes Like |Link to Comment
  • Questcor's Quagmire: Despite Rally, Risk Still Exists [View article]
    No they're short on KY as well.
    Apr 7, 2014. 05:44 PM | 2 Likes Like |Link to Comment
  • Questcor's Quagmire: Despite Rally, Risk Still Exists [View article]
    Mallincrodkt to buy QCOR - time to go short, Quoth? I exited this name way too early. I like how MNK is buying with cash and stock - they have next to nothing in cash in relation to a $5.6B buy - therefore, this is a high PE stock buying a low PE stock.
    Apr 7, 2014. 07:47 AM | 3 Likes Like |Link to Comment
  • Dow Chemical's Risky Gambit [View article]
    These share buybacks are never guarantees - I see Dow as making noise on this and following through slowly - enough to keep Loeb at bay through the proxy season - he needs to step up and look to get a slate on nominees on the board - it's entrenched as it's ever been. They have a history of buying high (R&H) and I would think their stock is no different. If they get too far into the buyback program, and we get a downturn, it will sting. They also raised the divvy and we know what management did to that one in the last crisis - it's the same management - they'll do it again. Anyone saying Dow is better than DuPont is not basing it on stock price. DuPont is likely to get smaller and more focused while Dow will try to get bigger in big jumps (big acquisition/big JVs) and then spend time divesting those entities that are not strategic. GLTA.
    Feb 3, 2014. 11:40 PM | Likes Like |Link to Comment
  • Great Northern Iron Now Worth Less Than $21, Will Fall To $0 In 15 Months [View article]
    Night Heron - Thanks for keeping me way from a dud - I note 4 of 5 articles on GNI over the years of contributing to SA. I hope you have some other stuff that I can profit from - please share if you do. Once again, thanks!
    Jan 8, 2014. 12:23 AM | Likes Like |Link to Comment
COMMENTS STATS
368 Comments
336 Likes