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Misho ILIEV

Misho ILIEV
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  • More Gains In The Cards For Alliance Data Systems [View article]
    Alliance Data Systems is one amazing money-making machine!

    Thanks for the providing some background info on how it came to be. Igor, would be nice if you write another article explaining in more detail their business model.

    It's a pity, though, that your article seems to have remained unnoticed. The share price is up more than 100% since you published this!
    Nov 5, 2013. 03:33 PM | Likes Like |Link to Comment
  • Body Central: Multi-Bagger In The Making? [View article]
    JCP shares are pretty much 26% up in the last week since the announcement that they show some marginal improvement.

    The thing is their stock is so much down that even the hint that things might get better is sending the stock up. I think it is a nice place for short term speculators.

    Now, if you want to be a real investor with at least 2-3 years time horizon then neither BODY nor JCP are a good idea to buy...
    Nov 4, 2013. 03:44 AM | 1 Like Like |Link to Comment
  • 4 Reasons To Buy Cabot Oil & Gas [View article]
    The expected profit growth for COG is astounding, but so is its valuation.

    Seems too risky to play this game at this price (even as it has fallen down since this article has been written).

    The other risks to take into account are:

    - this is a capital intensive business
    - fracking is environmentally suspicious practice and potentially subject to unfavorable regulation
    - production disruptions
    - volatile gas prices

    I mean, at this price it's just too risky to pay 60x TTM earnings.

    http://bloom.bg/1gjzPOr
    Nov 2, 2013. 04:11 PM | Likes Like |Link to Comment
  • Nucor And International Paper: Early Materials Sector Prime Picks [View article]
    Thank you, Ray.

    I was just browsing through the data of several dozens of S&P 500 companies and spotted IP as an interesting opportunity.

    It's reassuring to see that you, of all people, also consider it a good play at this stage.
    Nov 2, 2013. 12:04 PM | 1 Like Like |Link to Comment
  • Body Central: Multi-Bagger In The Making? [View article]
    Fidelity and Vanguard have been selling the stock heavily this year. Not a good sign!

    Indeed price is down to tangible book value but if they continue burning cash would that be a sufficient protection?

    If you want to gamble in this type of the retail sector is it not better to try your luck with JC Penney?
    Nov 2, 2013. 04:18 AM | 1 Like Like |Link to Comment
  • Strong Future Growth And Decent Dividends Make Western Union A Compelling Stock [View article]
    Thanks, Harlan.

    I am also long at 16.45 but I didn't consider holding this stock long term. Given the multiple and the dividend, as well as the strong brand name and the strategy in place for the future, I too thought it is undervalued.

    This drop is now quite frustrating because 19.5 - 20 was about the point at which I was planning to exit. And quite frankly I was expecting WU to at least meet the estimations or beat, as it actually happened.

    Do you consider WU a good long-term play? And if so, why?
    Nov 1, 2013. 07:47 AM | Likes Like |Link to Comment
  • Strong Future Growth And Decent Dividends Make Western Union A Compelling Stock [View article]
    Don't think 15 is the right forward multiple. Isn't it more like 12-13?
    Oct 31, 2013. 09:07 AM | Likes Like |Link to Comment
  • Strong Future Growth And Decent Dividends Make Western Union A Compelling Stock [View article]
    Here's a link that explains:

    http://on.barrons.com/...
    Oct 31, 2013. 09:06 AM | Likes Like |Link to Comment
  • Strong Future Growth And Decent Dividends Make Western Union A Compelling Stock [View article]
    But this 20% drop is not news...
    Oct 31, 2013. 09:00 AM | Likes Like |Link to Comment
  • Strong Future Growth And Decent Dividends Make Western Union A Compelling Stock [View article]
    WU fell dramatically today in the afterhours trading even though it beats estimations. Any ideas why?
    Oct 29, 2013. 05:58 PM | Likes Like |Link to Comment
  • Starbucks: Love The Coffee, Hate The Stock [View article]
    I assume at a juicy profit...

    The risk is that it might never go back below USD 75 again.
    Oct 29, 2013. 05:57 PM | Likes Like |Link to Comment
  • Starbucks: Love The Coffee, Hate The Stock [View article]
    Great company, nice stock movement.

    But so far this is just multiple expansion (since the above article was written). Let's hope SBUX share price will be well supported by a nice quarterly beat.

    If earnings disappoint SBUX will fall (potentially the fall can be quite significant considering the rich valuation) and I will happily buy more. It's a win-win situation for those who think long term.
    Oct 22, 2013. 05:36 PM | Likes Like |Link to Comment
  • Visa And MasterCard Remain Ridiculously Expensive With Unjustified Growth Premiums [View article]
    Guys, we already saw Visa above 200. Meanwhile MA was on tear, closing above 715. New all time high.
    Oct 18, 2013. 06:35 PM | Likes Like |Link to Comment
  • Is This Genetic Food Engineer A 10 Bagger Or A Bust? [View article]
    CERE is an intriguing speculation at this point. I don't think it is going bust as Monsanto is behind it. It has a huge potential if things go right (could be a bagger indeed), shares are down to its tangible book value, it has very little debt and some recent buyers are the Vanguard Group, Oppenheimer Funds and JP Morgan Investment Management.

    On the field they are making progress with higher and higher crop yield and reduced processing costs - with the possibility soon to become a viable commercial alternative to oil (especially with the relatively high oil prices).

    Interestingly enough the median prognosis of the analysts is that the share price will go up to USD 4 per share - fully 112% upside.

    True, the really great time to buy was when CERE was below USD 1.2 per share... But still it seems a not completely crazy speculation.

    (I am long CERE with a very small position just for fun)
    Oct 15, 2013. 03:34 PM | Likes Like |Link to Comment
  • Visa And MasterCard Remain Ridiculously Expensive With Unjustified Growth Premiums [View article]
    I know you feel. I bought V a bit earlier. But with MasterCard... I was watching MA climb from 380 up to 520 until I swallowed my pride :-)
    Oct 13, 2013. 01:48 PM | 1 Like Like |Link to Comment
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