nikkor

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  • Valuing Air Methods' 'Great Business And Crummy Stock'  [View article]
    Hi Tim,
    Any thoughts on why there is about 31% short interest in this company? That seems pretty high to me. I like AIRM, and the thought of a short squeeze makes it just that much more attractive.
    Jan 17, 2016. 06:58 AM | Likes Like |Link to Comment
  • Stephens steps out as Chipotle bear  [View news story]
    As a business CMG hasn't really changed. Buy the dip, and wait for the amazing growth story pt II.
    Jan 5, 2016. 10:33 AM | Likes Like |Link to Comment
  • My Worst Ideas For 2016  [View article]
    Actually, my friends who work for car companies in China tell me that sales are down over 60%+ on the year.
    Jan 2, 2016. 01:19 PM | 1 Like Like |Link to Comment
  • Hennessy Advisors: Tender To Drive EPS Jump Next Quarter  [View article]
    Jordan, thank you for your write up on this mostly under-the-radar company. I'm thinking about starting a position and adding on dips.

    One thing, I noticed that the president and two executive VPs make about 5 million/year combined. For a company that only profited 11 million last year, is this considered normal or shareholder friendly?
    Dec 30, 2015. 12:27 PM | Likes Like |Link to Comment
  • REX American Resources - The Best Bet For Pure-Play Ethanol  [View article]
    Rex has one of the lowest p/e and highest 5 year avg growth rates in the entire stock market! I haven't had the time to look into the future prospects of ethanol, and other risks that might be involved in this stock. Can anyone shed some light on that for me? I'm also curious what they will do with all of their cash. I would guess that an M+A is on the horizon. If the owners don't like ethanol, they may start to go in another direction. Remember, the mgmt used to own a chain of stereo and home appliance stores.
    Dec 30, 2015. 01:48 AM | Likes Like |Link to Comment
  • Air pollution in China could be big business  [View news story]
    "Integrated programs for running plants in a more environmentally responsible way." Can you comment on how effective these programs are, and to what extent they are actually implemented?
    Dec 30, 2015. 12:14 AM | Likes Like |Link to Comment
  • Southwest's Impressive Investment Flight  [View article]
    I've read a number of analysts who speak of the cyclical nature of airline stocks. With oil staying down, and good fundamentals, I decided to take a position which has risen almost 40% in the past 4 months or so.

    Now people are saying that the industry as a whole is on more solid ground, and with better margins and more secure cash flow, we shouldn't see a bunch of bankruptcies the next time things get tough.

    My question is, under what conditions would you sell LUV?
    Dec 5, 2015. 11:12 PM | Likes Like |Link to Comment
  • Helmerich & Payne: Overlooked By A Short-Sighted Market  [View article]
    One thing the author didn't mention is the fear that HP might lower the dividend, because they added to it so quickly over the past year or two. If oil stayed at $35 for a while, and the dividend had to be lowered, we could still see a lot of downside. Not to mention that many investors believe that it's not a matter of if, but when will we see more disruptive technology eroding the need for oil. That said, I agree with the author. Oil is likely to go back up at some point, and with it, so will HP. I'm long.
    Dec 2, 2015. 02:55 PM | 1 Like Like |Link to Comment
  • A 2nd $1,000,000 Bet With Warren Buffett?  [View article]
    Warren made a similar bet with a hedgefund I forgot the name of. Last I looked, the hedgefund was way back. Make no mistake that Rangly has a chance to win, but statistically speaking, I think they have a greater chance of losing.
    Nov 28, 2015. 02:23 AM | 3 Likes Like |Link to Comment
  • BP - Sink Or Swim?  [View article]
    I think the danger of investing in BP is that it might be a value trap. Even before the price of oil dropped it lagged behind the other majors. Over the last 10 years it has returned -47% compared to industry leader CVX, which is up 68%!!! Over the last 5 years, it's down -18%, only beating RDS.
    Now ask why it seems like such a great value... Cause no one is making money with it.
    Personally, BP makes up 20% of my portfolio. I've been buying on dips since after the gulf disaster in 2010. I always justified my purchases because of the great dividend, lower p/e, legal problems, bad reputation and investor fears beating down the price. In hindsight, I probably would have done better to purchase an energy ETF to mitigate risks and capitalize on the stronger growth of BPs peers.
    That said, I'm going to keep adding to my position if/when the price drops below $30. I'm stubborn, and as a value investor, I like running into burning buildings more than holding boring ETFs in a time where the market is so high.
    Nov 19, 2015. 02:27 AM | 2 Likes Like |Link to Comment
  • French warplanes strike Islamic State targets in Syria  [View news story]
    But what if they decide to stop selling us oil in response and attack Israel? I have a feeling we might need the Muslims more than we like to admit (and vis versa).
    Nov 16, 2015. 06:40 AM | Likes Like |Link to Comment
  • Don't Buy Chipotle, Buy This Small-Cap Fast Food Stock Instead  [View article]
    I just started a position at $602. At this point, I think most of the slower growth issues and ecoli problems have been priced in. With a solid balance sheet, experienced leadership, and a market leading product, I'm not so sure the growth days are over just yet. If things go well, we could see this go back to $750 and on up. If you ever want to get into chipotle, this is probably the time.
    Nov 16, 2015. 06:32 AM | 5 Likes Like |Link to Comment
  • Introducing Project $1M: Achieving $1M With Growth Stocks  [View article]
    Good question bionhoward. I want to be an index investor, but with the market being pumped up with ultra-low interest rates, this doesn't seem like its a good time to start. Instead, I've been buying companies that have been beaten down for one reason or another: BP, CBI, LUV, WFM, ect. I'm also going to hold a 40% cash position so I can take advantage of the next slump.
    Nov 9, 2015. 05:50 PM | Likes Like |Link to Comment
  • Why BP Is A Good Buy In The Current Oil Environment  [View article]
    Thank you for the article. It seems like BP mgmt is doing a decent job in the current situation. As a long time investor, I'm always waiting for the next catastrophe or plant shutdown to come along. However, if oil prices can recover even moderately, those who purchased recently when prices were in the low thirties will do quite well.
    Nov 6, 2015. 05:19 PM | 4 Likes Like |Link to Comment
  • China to set up Internet police in tech firms  [View news story]
    Don, I think you need to listen to yourself for just a minute. First, isn't the Communist party just an all powerful clan, like the ones you described? Second, who's really more powerful, the clans, or the majority of hard working chinese you described?
    The alternative to the commies is really the majority. They are just a clan keeping the rest of China back.
    There is no perfect system of governance, but it is clear that the current capitalist system in China only benefits a select few, and a revolution would aim to amend that situation.
    Aug 11, 2015. 06:26 AM | 1 Like Like |Link to Comment
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