Seeking Alpha

Bigisbetter

Bigisbetter
Send Message
View as an RSS Feed
View Bigisbetter's Comments BY TICKER:
Latest  |  Highest rated
  • Ocwen: Finally Has An Activist Investor, Sort Of [View article]
    But they are not in liquidation, OCN could be on MSRs again in some years
    Feb 27, 2015. 11:13 AM | Likes Like |Link to Comment
  • Ocwen: Finally Has An Activist Investor, Sort Of [View article]
    Downsizing could not be the right thing to do. Even more , as scandals turn public, there could not be a best time to get a consumer orientated company.
    Feb 27, 2015. 11:11 AM | Likes Like |Link to Comment
  • Ocwen: Finally Has An Activist Investor, Sort Of [View article]
    This is garbage. OCN full MSRs value is above its Net value as a company. That meaning, if OCN sells its MSRs they are getting almost more than if they had to liquidate the entire , that means THe HOLE company. So the book value COULD not , Ever be 0. In fact, even if they were forced to liquidate the hole MSRs which is not a possible outcome, they are still valued A Heck more than that. Even more , If housing In the UsA is to recover Through 2017, when AND only When they are required to sell, the MSRs or distressed mortage securities would be worth SO MUCH MORE. So OCN is a undervalued Stock by definition is there is one to find.
    Feb 27, 2015. 11:07 AM | Likes Like |Link to Comment
  • Keeping Up With The Contrarians [View article]
    On what basis? is that only a called technical rebound to 18?
    My guess is that valuation will be adequate to the news on the OCN business, and the confidence it has to inspire to investors, as for now it is still low, but it is also undervalued. They are going to get out of their mess, clean and with a mostly smaller business segments, but that could also be a profit for OCN. Meaning smaller business will not mean less profits, but an adjusted valuation.
    Feb 27, 2015. 10:51 AM | Likes Like |Link to Comment
  • Keeping Up With The Contrarians [View article]
    Buy low sell high.
    Feb 27, 2015. 10:40 AM | Likes Like |Link to Comment
  • Keeping Up With The Contrarians [View article]
    Scandals are something usual in some companies. It is not if hey are going to be back on bus, but when.
    Feb 27, 2015. 10:39 AM | Likes Like |Link to Comment
  • Apple iOS Versus Android: Is This The Turn Of The Tide? [View article]
    But on what source? Is that only limited to USA? Internationally, Google is on a good performance. Favour Apple, they are on the spot.
    Feb 26, 2015. 02:29 PM | 1 Like Like |Link to Comment
  • Hess's Credit Suisse Energy Summit Presentation Has Me Looking To Get Levered Long [View article]
    Loads of liquidity, low debt to capital, and good implementation of efficiency through cost cutting, while maintaining projects until 2020. Good diversification in conventional & unconventional, as well as on shore and offshore.
    Cutting costs will take more than a year, and production ride, while downsize, where will that come from? Thks
    Feb 26, 2015. 02:26 PM | Likes Like |Link to Comment
  • GLD's Long-Term Outlook Remains Strong [View article]
    Hey thanks for a good reading. As an overseas reader, I see some truth in words like Debt is becoming incrreaingly dangerous, if Interest rates surpass inflation. However, interest rates stand at 0 and inflation stands almost 1.7%. so that is almost 1.7% figure. THere is a huge margin for interest rates to rise at a 1/4 pace, as well as 1/2. That would mean 4 or 5 interest hikes in 2 years. Long time. And inflation could easily rise too , with higher interest rates. And FED could prepare for another round of QE. Not that they are really getting out of AMMO. The US government, before any default, could raise taxes or cut deficit. That would be unorthodox for a monetarist FED, with monetarists running the FED. But that would reduce deficit.
    Thks for the art
    Feb 26, 2015. 01:35 PM | Likes Like |Link to Comment
  • MannKind Is Tripling Production To Meet Future Demand [View article]
    there should be previsions of future earqnings in the article, so as to serve as guidance
    Feb 25, 2015. 11:58 AM | Likes Like |Link to Comment
  • Ford Yielding 6.8%? Not As Crazy As It Sounds [View article]
    And when F suspends its dividend from any firther rise, there might be some complaints. There are other much better companies in the industry. In fact F has never met any qualification for any upGrade investment for decades. Their only strenght vhas been the strength of the United StAtes economy. Instead, Toyota, Volkswagen Fiat, and many others have shown adaptability.
    Feb 23, 2015. 12:32 PM | 1 Like Like |Link to Comment
  • Ford Yielding 6.8%? Not As Crazy As It Sounds [View article]
    Making bigger cars when energy is becoming scarce is a failed move. Oil at 50s only for limited time. And it has been on political basis from middle eastern countries.
    Feb 23, 2015. 12:26 PM | Likes Like |Link to Comment
  • Ford Yielding 6.8%? Not As Crazy As It Sounds [View article]
    a forever Failed turaround, F has failed tto adapt to competition
    Feb 23, 2015. 12:24 PM | 1 Like Like |Link to Comment
  • Ford Yielding 6.8%? Not As Crazy As It Sounds [View article]
    F to stop distribuiting its dividen 3 consecutive yrs that is especially not good for any big dividend aristocrat. So F still paying its dues . And there are other stories twking place, like under performance in every machine, and a continious stay with their standard, they think they are still in 1920s, and thay make standard autos that at this time cant compete with Japanese or Germans or GM. So they have a strong brand, but they cant find growth. F has intended a major spin move and in my opinion they failed.
    Feb 23, 2015. 12:23 PM | 1 Like Like |Link to Comment
  • Delta Air Lines and Spirit Airlines to tangle in Atlanta [View news story]
    SAVE is expanding like a rocket . The NAsa is worried too
    Feb 23, 2015. 12:06 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
739 Comments
451 Likes