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Dr. Poly

Dr. Poly
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  • Hop Aboard C.H. Robinson, A Market Leader With Steady Growth, A Debt-Free Balance Sheet And High Profitability [View article]
    I am new to the stock - bought in after last earnings announcement received a ho-hum response and this stock downdrafted to 52 week lows shortly after.

    As often with a short run loser, I begin to have buyer's remorse and I start to revisit what might be catalysts to drive this forward. I have been hard pressed to figure out what that will be for this company - yes, the past indicates a well-managed company that clearly has rewarded shareholders but what about going forward. I like their financial conservatism - I believe that serves them in good and bad markets - they still managed to touch $37 during financial crisis. However, this is one of many companies that seems too have hit stall mode in the last 5yrs despite awesome performance prior to that time.

    Do you have thoughts on what is going to propel this forward?
    Jun 7 10:03 PM | 1 Like Like |Link to Comment
  • TARP Warrants Revisited Part 2: Opportunities Exist For Long-Term Investors [View article]
    Thanks for a fantastic article. The pricing on the warrants has mirrored the change in price in the common and you are levered since the warrants have a strike price more than double the common. You do have until 2019. Can you comment on what happens to strike if BAC sells off business units? For example if they were to dump or spin-off Merrill Lynch, what would happen to the strike on the warrants?
    Jun 5 02:30 PM | Likes Like |Link to Comment
  • Storm Warnings At A123 Systems [View article]
    And their going concern statement:
    May 31 11:37 PM | 1 Like Like |Link to Comment
  • The IMF has begun discussions on contingency plans for a rescue loan to Spain should the country be unable to bail out its banking system, according to sources. Left unsaid is who is going to bail out the IMF as a rescue of Spain is surely beyond the agency's current resources.  [View news story]
    The IMF (International Monetary Fund) will have to be bailed out by the IMF (Intergalactic Monetary Fund), I guess.
    May 31 12:50 PM | 8 Likes Like |Link to Comment
  • With A 10% Dividend Yield, Aviva Is Signficantly Undervalued [View article]
    If you get capital preservation, meaning the stock stays at $8, and the divy gives you 10%, I think you will be happy in a world where 10Y TSY yields 1.6%. However, I think the stock is trading as if some assets will be impaired due to exposure to Europe. Being rudderless is also something that could be a negative but shareholders thought that would be better than having an overpaid CEO. This would indicate they think he had the ship moving in the wrong direction and it will take some time to turn it around. They would do well, IMO, to somehow ramp up their US business.
    May 31 08:58 AM | Likes Like |Link to Comment
  • The Cost Of Our Monopoly Internet [View article]
    "Thus, the speed and price of U.S. broadband has not declined in over a decade."

    I am hoping my speed does not decline - whether there is an oligopoly or full blown competition.
    May 29 12:53 PM | Likes Like |Link to Comment
  • Is Teva Pharmaceuticals An 'Investment Classic'? [View article]
    5yr, S&P -12%, TEVA -2%.

    And interestingly spent most of the time in that 5yrs above baseline while S&P spent the majority of the time below the mark set 5yrs ago.

    Key now is which is better for any one individuals time horizon.
    May 27 01:37 PM | 1 Like Like |Link to Comment
  • This Developmental Pharma Has Potential To Be A Long-Term Multibagger [View article]
    The only bagging this stock will be doing will be putting some investors in body bags.
    May 24 08:18 AM | Likes Like |Link to Comment
  • Coal Investment Opportunities [View article]
    Just a few years ago, there were something like 80 LNG import terminals on the drawing boards. Cheneire Energy (LNG) was one such firm who got to build some - now they want to liquify LNG for export and are building a facility for that purpose - it would seem that long term planning is difficult and prognostications are often wrong.
    May 22 05:59 PM | 1 Like Like |Link to Comment
  • Stop-Start Realities And EV Fantasies [View article]
    So how does this impact the expected fuel efficiency gains or is this already baked into the 5% number? I suspect that in Houston, there are going to be many days when you are overcome with greenhouse effect and the comfort system will be disabled.
    May 22 12:33 PM | 3 Likes Like |Link to Comment
  • Eaton's (ETN) proposed incorporation in Ireland once its completes its $11.8B acquisition of Cooper (CBE) will allow the combined company to enjoy the country's 12.5% corporate tax rate, saving $160M a year. Eaton will follow seven other U.S. companies that in recent months have renounced their U.S. corporate citizenship through relocation.  [View news story]
    So where is Chuck Shumer's outrage on this issue. Easier to pick on one Eduardo Saverin?
    May 22 12:27 PM | 1 Like Like |Link to Comment
  • Stop-Start Realities And EV Fantasies [View article]
    A practical matter here - in these start-stop systems does your A/C and fan system work in your car while your engine is stopped and you are sitting at a light? I presume they have, because if they haven't I can see many throwing the kill switch on the system and negating the benefits.
    May 22 11:57 AM | 3 Likes Like |Link to Comment
  • Widen Your Margin Of Safety With A Well-Balanced REIT Portfolio [View article]
    Thanks Brad for another great article. I am not sure I like the fixation on the number of increases within a year. For 2008-2011, the total annual dividend increase was 1.5 cents spread over 4 events and a dividend in the $1.70-$1.75 range. The dividend looks to be stable, however, the growth appears to be slowing and for several years around 1%. Paying the dividend during financial crisis is impressive, but what will drive this stock higher? Even lower yields on Treasuries?
    May 21 11:20 PM | 1 Like Like |Link to Comment
  • Baytex Energy Dividend Offers Growth And High Yield [View article]

    As with most of your articles, I get intrigued by your investment ideas and often spend some time doing my own DD. I am a bit confused here as I see earnings estimates have gone down 10% over last 90 days and would think there is a chance dividend growth may slow substantially. But my quick read on earnings has the payout at more than 100% - I see earnings in the low $2/sh and dividends slightly above $2.50/sh giving a negative payout ratio. Part of your thesis here is the company takes its earnings and divides it between dividends and capital expenditures. I am not sure here. Please clarify/correct.
    May 20 10:34 AM | 3 Likes Like |Link to Comment
  • Google Could Break $670.25 By 2014 [View article]
    $670.25? Why not $666 for a better headline?
    May 20 08:21 AM | Likes Like |Link to Comment