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  • Scott's Liquid Gold Trades At <4x EBITDA As Battle With Activist Masks Impressive Turnaround [View article] what?
    Jul 8 10:24 AM | 1 Like Like |Link to Comment
  • Corinthian Colleges: Tread Carefully [View article]
    I have always been puzzled by the success of for-profit educational institutions, but they do manage to succeed at what they do. This company in particular has managed to keep its head above water despite the opinions of those like the recently converted Mr. Grosso. (Full disclosure--I lost faith once too. No more, at least for a while longer.) Students keep coming despite what we elites consider sub-standard education.; apparently it's better than we think. Long term it's headed for extinction IMO--the government will see to that. But short term there is money to be made here at the price it is now.

    And if I'm not mistaken, they have an ace-in-the-hole in a segment of the business they can sell?
    Feb 25 01:50 PM | Likes Like |Link to Comment
  • RadioShack: Forget The Stock, Shack Up With The Bond! [View article]
    If nothing else, the Super Bowl ad proved they can grab people's attention. But they have an Oakland problem---there's nothing there to call attention to. Yet?

    It's hard to believe a company that big doesn't have some brains at the top working a realistic strategy to rescue the company.
    Feb 4 08:33 PM | 2 Likes Like |Link to Comment
  • RadioShack: Forget The Stock, Shack Up With The Bond! [View article]
    Well, they're doing the closing bit at least. They still have a shot at a recovery, but it will take smarts and as you say, getting in touch with today's--and more importantly tomorrow's and the day after tomorrow's--market dynamics.
    Feb 4 08:26 PM | 1 Like Like |Link to Comment
  • Emmis Communications: The Pending Resolution Of This Special Situation Paves The Way For A Liquidity Event [View article]
    Can you update us on the Hungary situation? I take it disposition of the case involving the Hungarian government's taking of rights is months away but a decision on whether the case can go forward is imminent. How good is Emmis's case? Smulyan sounded hopeful during the CC but plaintiffs are like politicians--they never think they will lose.
    Jan 15 07:31 AM | Likes Like |Link to Comment
  • Thompson Creek Appears Destined To Fail [View article]
    "Until I have or can obtain the relevant cost figures over the signature of the CFO or CEO, which I have been seeking for several months, and that includes cash costs and all in costs, as well as the price assumptions on which they are based,..."

    Mr. Johnson, that pretty much says it all--i.e., you don't have the salient facts needed to make a good argument....which makes what you opine an unsupported position.

    The expertise you possess is no doubt excellent, but basing an opinion on your expertise is a logical fallacy. It is an "argument from authority," which you can find in any list of common logical fallacies.
    Dec 18 04:34 PM | 3 Likes Like |Link to Comment
  • Resolute Forest Products: It Shouldn't Be Up [View article]
    The week after this article appeared on 6/13/2013, RFP dropped from 14.58 to 12.70. It has since climbed to 15.28. Up 16% since June 20. It's an "ouchie" for shorts.
    Jul 21 08:20 AM | Likes Like |Link to Comment
  • Resolute Forest Products: It Shouldn't Be Up [View article]
    Chris Drose, what is your reaction to the comments to your article? (Stabosz's in particular blow away your thesis.)

    I see you're a student at Furman. Keep on learning, young man. Be especially careful with public comments in a widely-read service like Seeking A. You can scare people unjustifiably. Just sayin'
    Jun 17 03:34 PM | 1 Like Like |Link to Comment
  • Umberto Bedini Appointed Chief Operations Officer [View article]
    NTZ is ready to take off.
    May 29 10:47 AM | Likes Like |Link to Comment
  • Industrial Goods Sector Dogs Jump In March [View article]
    SKY is looking real good. [3-27-2013]
    Mar 27 05:50 PM | Likes Like |Link to Comment
  • Industrial Goods Dogs Sag In April [View article]
    SKY seems to be making a move. Good value play and a decent dividend to boot.
    Mar 27 05:48 PM | Likes Like |Link to Comment
  • Alcoa's Alchemy [View article]
    Huh? It sounds as if you only read part of the article.
    Mar 19 02:42 PM | Likes Like |Link to Comment
  • 5 Stocks With Short Squeeze Potential Hitting New 52-Week Highs [View article]
    This would have been a great article had it advised readers to go long on all 5 stocks. Caveat investor.

    OTOH, 20:20 hindsight is great, isn't it?
    Mar 7 01:33 PM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    Good points, Shoefly. Perhaps Oxen would care to comment on this? Why base future growth strictly on one aspect of a company's business?
    Feb 25 02:16 PM | Likes Like |Link to Comment
  • Danger Zone For This Week: Zale Corporation [View article]
    The gauntlet has been thrown down. For goodness' sakes David Trainer, defend yourself!
    Feb 22 06:57 PM | Likes Like |Link to Comment