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Dr. Poly

Dr. Poly
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  • High Conviction: The Buffett of Burgers [View article]
    1 yr performance, -7% for BRK-A, +0.5% for BH
    2 yr performance +17% for BRK-A, -17% for BH
    5 yr performance +71% for BRK-A, +14% for BH
    10 yr performance of +130% for BRK-A, +25% for BH

    I would say he's a mini Buffet - performing @ ~ 20% of the return over 10 yrs. Do we need more data?
    Nov 21, 2015. 10:29 PM | Likes Like |Link to Comment
  • Is Ventas, Inc.'s Story Broken? [View article]
    Right now, looking at the performance of the stock, it looks like a number of senior citizens have very significant positions in this stock and are now jumping off buildings and bridges due to significant declines in their portfolios and thus will not need Ventas services at a later date thus causing this stock to decline at an even faster rate. All kidding aside, with Ventas hitting near 5 year lows, once has to hope management can explain themselves and their business to investors tomorrow during their investor presentation.
    Nov 9, 2015. 02:38 PM | Likes Like |Link to Comment
  • Emerson misses estimates; sees difficult times ahead [View news story]
    As far as stock recommendations are concerned "Consider it done".
    Nov 3, 2015. 08:53 AM | 1 Like Like |Link to Comment
  • Coach: The Transformation Continues To Develop Favorably [View article]
    Look at 5-yr chart - during the great recovery this stock is down from 50-60 range to near 30 today. Hopefully different management making these lofty projections. Paid to wait is nice but a lot of once high flying premium retailers are not doing too well. A shift in the environment is on and I think this can be had even lower.
    Oct 28, 2015. 07:44 AM | Likes Like |Link to Comment
  • Is HCP The REIT Buy Of The Year? [View article]
    Cash raise for harder times. More dilution to current holders than if it had been done 6 months ago.
    Jun 26, 2015. 08:13 AM | Likes Like |Link to Comment
  • Canadian Oil Sands Cut Billions - Is Civeo In Trouble? [View article]
    She is a CVEO short, as disclosed, so she has no intention of writing a non-biased piece.
    Jun 25, 2015. 08:16 PM | 4 Likes Like |Link to Comment
  • 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