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Dr. Poly

Dr. Poly
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  • 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 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 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 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 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 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 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 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 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 12:23 AM | Likes Like |Link to Comment
  • RF Industries Offers A Nice Combination Of Income, Value And Growth [View article]
    As of the date of this article, one is still up and had a divvy payment to boot. This just showed up on my screen today. I think company is still solid but the story won't be known until another quarter - what gives with an Oct. 31st end of quarter and preliminary numbers are only out in Jan with final to be on Jan 15th?

    In any case, what do others think after the news?
    Jan 3 11:52 PM | Likes Like |Link to Comment
  • The Year-End REIT Clearance Sale Of 2013 [View article]
    I'm loving an article deep into an idea to buy an index fund or key performers in an underperforming sector. I can't help but worry that VNQ did not make new highs in a market that has hit new highs and if you look at the last peak it predated the GFC by quite some time. I recognize the failure to hit new highs is offset by dividends accrued during that time. Dividends provide a moat and in a rising rate environment will not look as attractive. Additionally, higher interest rates lead to higher borrowing costs and the potential for less lofty valuations on real estate in general - in housing, aren't mortgage applications foreshadowing affordability issues and the ability to refinance and free up cash?

    One can never tell what Mr. Market will do but this is probably as good of time as any in past two years to pick up stellar names in this space and rest easy if you have a long time horizon as I can see these names dropping more than a year's worth of dividends in the short run.
    Dec 25 05:15 PM | Likes Like |Link to Comment
  • Dow: Time To Say Goodbye To Non-Performers [View article]
    The ROCE numbers vis a vis competitors would suggest words are words when one looks at Dow's stated corporate mission statement:

    "To be the most profitable and respected science-driven chemical company in the world"

    Getting money to deploy into new ventures is good if they know how to pick the new ventures at the right price.
    Dec 6 05:47 PM | Likes Like |Link to Comment
  • Dow: Time To Say Goodbye To Non-Performers [View article]
    When I saw the title of this article, I thought the CEO had just got canned.
    Dec 5 09:26 PM | 2 Likes Like |Link to Comment
  • John B. Sanfilippo & Son: A Stock You Should Be Nuts About [View article]
    Right now - the chart looks like nosebleed - the last time it was this high is during protein diet fads - I agree that they have better product packaging and marketing but as nuts alone - they have a hard time finding their way into grocery stores and thus reside in more off the beaten path retailers. They'll have a tough time until they get more product lines under their umbrella. I agree, share structure and management benefits the family but I think they are working to slowly change that. With a share price up in recent years, they don't have as much pressure to move on that as before.
    Nov 28 10:43 PM | Likes Like |Link to Comment
  • Long Ellie Mae: Strong Growth Or Take-Private Leads To +25% In 6 Months [View article]
    Down 20% in AH. Oppenheimer may want to change it's rating.
    Oct 31 08:47 PM | Likes Like |Link to Comment
COMMENTS STATS
362 Comments
328 Likes