ROIC Deserves More Playing Time: This REIT Can Score Points [View article]
Great article - the 25% is amazing performance. With shares just short of $12, what is your thought on the warrant overhang? Management is not providing guidance here except to say it is a potentially cost-effective way to raise capital.
After 7 months and 3 public hearings, Philip van Doorn asks on "The Street," what's keeping the Fed from ruling on Capital One's (COF) purchase of ING's U.S. Internet ops? If the Fed blocks the deal because COF would become "too big to fail," it would then need to explain why it doesn't break up BofA, JPMorgan, Citi and a host of others. [View news story]
Updating My Buy Exide, Short Tesla Paired Trade [View article]
XIDE reported yesterday after close and took a real good drop in AH, down as low as three, I got in and out riding it from 2.50 to 3.40 and then thinking I got off the train to early as it rose to $4.00. I think another good entry point will be here and feel the window will last a few days. The mild winter was a factor (they say) and I think that car batteries are only getting older if folks are not replacing them now. Next winter hits and it is a cold one, it should be real positive for XIDE. What are people's thought here?
5 Stocks That Could Be Takeover Targets [View article]
A $12.85 offer for ROIC would be rejected by management and the only way that get's into play is through a hostile and few shareholders would part with their shares at that premium.
Tanz is on a mission but more importantly, he has assembled a great team who are also on a mission. I doubt they would like to be folded into a large company - they have been there, done that. They would only do that for a significant premium.
And your comment "Retail Opportunity's investors are yet to see their investment return full value - its dividend yield is 4% in a sector where double digit dividend yields are commonplace" - my info has KIM paying 4% - not any better than ROIC. ROIC only has recent history but they have steadily managed divy increases while Kimco is still reeling from GFC and cut it's divy in half and is slowly increasing it - however, they are still operating in a space where vacancy rates are near 11 year highs (~9+%) while in 2007 they were as low as 5.5%.
Please provide the names of the double digit divy REITs. Thanks.
Facebook's Rate Of Acquisition Of New Accounts Says It All [View article]
I deleted my facebook account and indicated that I was pissed I didn't get free IPO shares as a user when it asked why I was cancelling my account. It seems there are others user that believe they are owed something from facebook. To all here (and pass the word), you can delete your account, even temporarily, to send a message to Zuckerberg. If enough people do this, it may have a dramatic effect on the IPO. A dramatic increase in deactivated accounts would have to be released by FB and could send shivers down IPO investors spines. Additionally, I know of many people who keep many FB accounts in order to have their associations to the products they buy separate from their friends/contacts. Thus, I wonder how many users have multiple accounts which means their reach is overstated - which could be good for them (more eyeballs our there not yet associated with FB) but I suspect a certain fraction of the public will never get FB'ed.
The Coming Vehicle Fuel Cell Revolution [View article]
Why should we believe this guy and not Davewmart?
If fuel cells are great to produce electricity, put them at the hydrogen source, generate electricity, and then charge electric vehicles. This solves the H2 distribution problem.
Chemical companies had made demonstration plants as such to use their H2 byproducts from cracking.
The Coming Vehicle Fuel Cell Revolution [View article]
Based on the 0.07% of US auto sales, I'm fully expecting, based on your predictions, that Nissan will cancel production of all other vehicles and offer a small leaf, medium leaf and a big leaf.
This sounds like a "leaf of faith".
Nissan is outdoing Chevy, yes. However, there are always early adopters of new technology especially one that can (or does) tout "green"-ness. In the long run, sales will be dictated by economic analysis - if the cost delta to own a leaf can be paid back by reduced operating expenses for the leaf, this is a no-brainer - however, it is not at this point. Please advise if you have a payback timetable on this one (reputable).
The Coming Vehicle Fuel Cell Revolution [View article]
I read a couple of articles you wrote of biotech companies and was impressed. This article, as well, is impressive in framing some history and current status and directing folks to some additional interesting reads. The optimism here is nice and we would all like to have more "green" vehicles. However, I believe you have failed to do due diligence in this area. You could begin by reading articles posted here by John Peterson. The panacea that most of these solutions represent fall through when economic analyses are done. Thus, Toyota, with their hybrids, have correctly read the market and are getting share as their solution has a small potential for economic reward. However, sales of Volt and Leaf are lacking and upfront costs are not being met with a return on investment so buyers are not there.
In any case, thanks for an interesting read. We'll stay tuned.
The 100% gain in revenue considers the lowest point during GFC.. INTC true history in last 10-15 yrs is one of meandering around 10-11 Billion in Q revenue. They face crushing price depreciation on all new products introduced that keeps their revenue in check. They now face slowdown headwinds combined with fierce competition in mobile/tablet space where they need competitive offerings. It would seem that AMD would face the same headwinds and are not in as sound of financial footing, so why would this not be a better short candidate? People will abandon that ship b4 they will lose faith in a blue chip like INTC.
Recent Performance Review For Annaly And Its High-Yielding Agency Mortgage REIT Peers [View article]
What happens if the Fed comes in and does a QE3 with the focus on buying MBS (and I presume agency MBS) on the book value of these companies and their earnings power?
President Obama may be exhorting U.S. firms to "insource" jobs back home, but the country is rapidly losing high-tech positions to Asia, as Caterpillar, GE and others spend billions on R&D departments in the region. 3M has cited the "moribund interest in science" as one reason. [View news story]
You get more of what you reward - take a look at the top 1% - small participation from scientists and engineers. Hell, retail sales clerks make up more of the 1% than scientists/engineers.
Is Patriot Coal Headed For Bankruptcy? [View article]
It would be nice to see what the z-score said at various points along PCX's history. PCX was even lower during the GFC. What were their prospects then according to Mr. Z-score? There were a number of companies that were selling at a major short term discount - is this one of those times or not? If bonds are trading at 96c on the dollar, bondholders don't appear worried. Are they just late? Are the headwinds for the coal industry too much too bear from here until the next decade? I would argue yes if we had an energy plan an a way to use the natgas right now. However, this country, dependent on foreign oil, is about to start liquifying the stuff and exporting it when just a few years ago many built terminals to import and numerous more were on the books.
Growing corporate trend: going tax-free. More than 60% of U.S. businesses with profits of $1M are structured as pass-throughs, pushing federal corporate tax collections to just 1.3% of GDP from their peak of 6.1% in 1952. The rules originally were meant to help small businesses and entrepreneurs, but larger firms like Blackstone (BX), Bechtel and Kinder Morgan (KMI) also are taking advantage. [View news story]
Clearly they need to go lower. 1.3% of GDP is probably the level of current corporate welfare spending, so this would have them paying no taxes right now.
ROIC Deserves More Playing Time: This REIT Can Score Points [View article]
Facebook's Rate Of Acquisition Of New Accounts Says It All [View article]
http://bit.ly/ztQOmN
After 7 months and 3 public hearings, Philip van Doorn asks on "The Street," what's keeping the Fed from ruling on Capital One's (COF) purchase of ING's U.S. Internet ops? If the Fed blocks the deal because COF would become "too big to fail," it would then need to explain why it doesn't break up BofA, JPMorgan, Citi and a host of others. [View news story]
Updating My Buy Exide, Short Tesla Paired Trade [View article]
5 Stocks That Could Be Takeover Targets [View article]
Tanz is on a mission but more importantly, he has assembled a great team who are also on a mission. I doubt they would like to be folded into a large company - they have been there, done that. They would only do that for a significant premium.
And your comment "Retail Opportunity's investors are yet to see their investment return full value - its dividend yield is 4% in a sector where double digit dividend yields are commonplace" - my info has KIM paying 4% - not any better than ROIC. ROIC only has recent history but they have steadily managed divy increases while Kimco is still reeling from GFC and cut it's divy in half and is slowly increasing it - however, they are still operating in a space where vacancy rates are near 11 year highs (~9+%) while in 2007 they were as low as 5.5%.
Please provide the names of the double digit divy REITs. Thanks.
Facebook's Rate Of Acquisition Of New Accounts Says It All [View article]
http://yhoo.it/zMGfN6
Info on how to deactivate your FB account:
http://bit.ly/xV3pfQ
The Coming Vehicle Fuel Cell Revolution [View article]
The Coming Vehicle Fuel Cell Revolution [View article]
If fuel cells are great to produce electricity, put them at the hydrogen source, generate electricity, and then charge electric vehicles. This solves the H2 distribution problem.
Chemical companies had made demonstration plants as such to use their H2 byproducts from cracking.
http://1.usa.gov/zPhG5t
The Coming Vehicle Fuel Cell Revolution [View article]
This sounds like a "leaf of faith".
Nissan is outdoing Chevy, yes. However, there are always early adopters of new technology especially one that can (or does) tout "green"-ness. In the long run, sales will be dictated by economic analysis - if the cost delta to own a leaf can be paid back by reduced operating expenses for the leaf, this is a no-brainer - however, it is not at this point. Please advise if you have a payback timetable on this one (reputable).
The Coming Vehicle Fuel Cell Revolution [View article]
In any case, thanks for an interesting read. We'll stay tuned.
Intel's Revenue Is Falling [View article]
Recent Performance Review For Annaly And Its High-Yielding Agency Mortgage REIT Peers [View article]
President Obama may be exhorting U.S. firms to "insource" jobs back home, but the country is rapidly losing high-tech positions to Asia, as Caterpillar, GE and others spend billions on R&D departments in the region. 3M has cited the "moribund interest in science" as one reason. [View news story]
http://nyti.ms/yLEFmw
Is Patriot Coal Headed For Bankruptcy? [View article]
Growing corporate trend: going tax-free. More than 60% of U.S. businesses with profits of $1M are structured as pass-throughs, pushing federal corporate tax collections to just 1.3% of GDP from their peak of 6.1% in 1952. The rules originally were meant to help small businesses and entrepreneurs, but larger firms like Blackstone (BX), Bechtel and Kinder Morgan (KMI) also are taking advantage. [View news story]