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gymbo

gymbo
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  • Yahoo! Is Giving Itself Away [View article]
    I agree with your summation that an investor, like me, just wants to make money off of the investment. But my success and Yahoo's success are by no means mutually exclusive. In fact, I really want the core company Yahoo to succeed because I'll make money too, plus I like to see success. But if MM et al can't pull it off, then I'm off to the next investment.

    The fact is that stock investors are almost never as interested in the same type of success that the company & mgmt are interested in. But then again, mgmt is probably interested in more options and higher comp than I would prefer they receive. We all have our self interests.

    I view stock investors less like owners and more like bond holders. They basically want their money back plus a return on capital, and that's about it. General success of the company et al is kinda like a cherry on top. This is also why I find Warren Buffet's perspective to be so refreshing.
    Apr 29, 2015. 06:14 PM | Likes Like |Link to Comment
  • Yahoo! Is Giving Itself Away [View article]
    I've owned Yahoo for several years driven towards this undervaluation. Fortunately the value has fairly consistently gone up, and has been quite lucrative, particularly with regard to long term call options. I agree that there still seems to be value because the market doesn't seem to trust the company, particularly with regard to modernizing the core company to be a growth tech company. Although that would be nice, I think that the market is so focused on the lack of growth that they are missing the value. And then the value guys want an easy path to release that value and get caught up on how a tax free split off will occur. I kinda shake my head as to how this can be confusing to many, but apparently it is.
    Apr 28, 2015. 04:49 PM | 4 Likes Like |Link to Comment
  • That Was Quick! Our First Premium Author Hits $200,000 In Annual Revenue [View article]
    Huh? DeMuth is essentially the topic of the article. He should respond to the extent he feels he can contribute.

    Perhaps you're asking for responses from Eli. That would be nice. However, Hoffman/SA has clearly moved their biz model from generally free to generally for money (and not necessarily cheap). And that can piss off the original free customers. So he's kinda avoiding the rabble. Disappointing, but can you blame him/them? There's little upside in engaging in the discussion since the proposed "answer" is for SA to give away their product. I don't think that is in the cards.
    Apr 21, 2015. 01:10 PM | 17 Likes Like |Link to Comment
  • That Was Quick! Our First Premium Author Hits $200,000 In Annual Revenue [View article]
    pennywatchdog, although I have generally thought that SA Pro has been too expensive, the movement of many of the quality SA articles behind the wall is painful. When Chris offered a premium service, I decided to take the leap with a writer that I have always respected and from whom I've made some good investments, the best being $GPT. I have already made my investment pay off because I have found Chris' volume of ideas to be far better on the paid service (as kinda makes sense). So that's why I'm in on this one.

    Is he making me richer, net/net? Yes. Am I ashamed of that? Not in the least. I don't know what the size of your portfolio is, but if it is of a critical mass, I would encourage you to not be penny wise, but pound foolish. But in the end, it is your call. All the best to you in your investing!

    Cheers!
    Apr 21, 2015. 12:56 PM | 4 Likes Like |Link to Comment
  • Alon USA Partners Going Higher As Distribution Date Nears [View article]
    Thank you for the article. Nice to see. I have some follow-on questions for you and readers to spur discussion.

    I'm a fan of both $ALDW and $ALJ and am long both. Interested in your thoughts of one vs the other.

    Also, although it's great to see the historical pricing compared to the dividend date, how much do you think this was thrown off (if at all) by the Delek ($DK) purchase of 48% of $ALJ? DK paid $17.53/sh for ALJ which trades at ~$16/sh now. Value there?

    Also, it seems that both investments were thrown off by the 'everything in energy is bad' crowd which pushed prices down in January to $10.28 on ALJ (now at ~$16.00) and $11.63 on ALDW (now at ~$19.50). Risk of sell-off with such haughty ST returns?
    Apr 21, 2015. 11:52 AM | 2 Likes Like |Link to Comment
  • AT&T Clearance Sale Going On Now [View article]
    the tax is very small ($28.50 x ~5% gain x 39% = $0.56). If tax concerned, transact this in your IRA.
    Apr 17, 2015. 01:08 PM | 1 Like Like |Link to Comment
  • Why ChipMOS Is A Hidden Gem And A Buy [View article]
    Thank you for the helpful update. A few inquiries:

    (1)Please comment on the status of IMOS' corporate structure redux. Has a timeline a goal structure been identified? If not, what competing interests might prevent this and why?
    (2) Could you summarize the LCD market today and how the end user industries are fairing?

    Thank you. Long IMOS
    Mar 17, 2015. 05:33 PM | Likes Like |Link to Comment
  • Added To AEGON [View article]
    Small note: I thought AEG bought Transamerica in the late 1990's
    Mar 2, 2015. 11:52 AM | 1 Like Like |Link to Comment
  • GCVRZ Forum [View instapost]
    As pointed out, if Sanofi envisions blow out sales, it would be cheaper for them to buy the CVRs at a premium and remove this contingent liability. However, they would be bidding against themselves, so some CVR holders will never sell. But I would guess that Sanofi could significantly reduce the o/s units and better align interests. This part is even more interesting to me. What insights and/or guts does Sanofi have? They are in a superior information position, but do they have enough info, conviction, or insight to make their better educated bet? On the other hand, they are a large company, which are typically poor at taking calulated risks IMO because managers are presented extreme downside risk (get a pat on the back if they're right and fired if they are wrong)>
    Nov 28, 2014. 12:32 PM | Likes Like |Link to Comment
  • Why Is Mr. Market Raining On This Small-Cap Farming REIT? [View article]
    Nice. That would be Donald Trump & Dump (which could include his investment filing Ch 11)? Isn't it rich that he insists others to call him Mr Trump? He just makes my skin crawl
    Nov 24, 2014. 01:39 PM | 2 Likes Like |Link to Comment
  • Why Halliburton Stock Is A Good Investment Opportunity [View article]
    Which makes you wonder why $BRK doesn't own any $HAL (unless I missed this holding)...

    Personally, I'm concerned about the effect of the price of oil on this security. Feels like trying to catch a falling knife, and I'm not smart enough in this sector to try that.
    Nov 21, 2014. 02:35 PM | 1 Like Like |Link to Comment
  • Why Is Mr. Market Raining On This Small-Cap Farming REIT? [View article]
    Good article, and interesting REIT presented, as usual from this author.

    I have some experience in agribusiness and a lot of experience in commercial real estate. This concept is interesting, but difficult. I recall in my state that John Hancock owned a decent amount of land which resulted in bond like returns (i.e. meh). This is a capital intensive biz where there are families looking to sell as generations change. But you're competing against local farmers with dough in their pockets (that is, the successful ones). They know a lot more than a carpet bagger rolling into town. So I'm having trouble seeing how Farmland will be buying bargains (the saying in the RE biz is that you make your money on the buy and you realize it on the sell).

    Brad, any insights on how this mgmt team is buying discounted dirt?
    Nov 21, 2014. 01:21 PM | 6 Likes Like |Link to Comment
  • Employ Kelly Services For An Asymmetrical Risk/Reward [View article]
    You allude to some poor investment decisions by management and strong control of the firm by Terrance Adderley. Do we have poor managers that deserve a low valuation? Please provide your thoughts.
    Nov 20, 2014. 02:07 PM | 1 Like Like |Link to Comment
  • Lonestar Resources Is Hilariously Undervalued Right Now [View article]
    Potentially stupid questions on my part to follow up on AtomAnt8 (BTW loved your show): Are the parcels around LNREF properties contiguous allowing for sale to those owners (granted without as much negotiating leverage)? Or is there an opportunity to purchase around themselves?
    Nov 19, 2014. 01:01 PM | 1 Like Like |Link to Comment
  • Amazingly, Yahoo Will Still Do Badly [View article]
    OK, thx. I overlooked that as it seemed totally in line with expectations to me. Those darn rose colored glasses that come with all of my investments...
    Nov 19, 2014. 12:57 PM | Likes Like |Link to Comment
COMMENTS STATS
142 Comments
144 Likes