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Mitch Zeitz

Mitch Zeitz
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  • Update: Chevron's Jack/St. Malo Project Is Almost Operational [View article]
    Informative post, thanks
    Sep 16 01:39 PM | Likes Like |Link to Comment
  • Why TripAdvisor Remains A Good Investment [View article]
    Getting a wee snarky Gary now that all your MOMO stocks are getting hit? I'm sure you'll need to be medicated when the house of cards falls! LOL
    Sep 16 01:12 PM | Likes Like |Link to Comment
  • How Costly Is The Biggest Offshore Oil Spill In U.S. History For BP? [View article]
    What was the purpose of this complete rehash article? Apparently a quick $35 because absolutely nothing new was said.
    Sep 16 12:53 PM | 2 Likes Like |Link to Comment
  • Why TripAdvisor Remains A Good Investment [View article]
    TripAdvisor's restaurant reviews are also very useful and can ultimately be monetized better.
    Sep 15 01:48 PM | 1 Like Like |Link to Comment
  • A Shakeout In The U.S. Wireless Industry Is Nearly Inevitable [View article]
    The losers in this game act as "bad competitors" (Porter's terminology) by hurting pricing, hoping to force their eventual acquisition by hurting their larger, viable competitors.
    Sep 14 11:30 AM | 2 Likes Like |Link to Comment
  • Wall Street At Work Aggravating Risk---Would You Like Some Leverage On Them Junk Bonds? [View article]
    Good stuff, thx!
    Sep 14 11:26 AM | Likes Like |Link to Comment
  • Big Trouble In Little Hong Kong? [View article]
    Far Horizon you nailed it.
    Sep 13 05:25 PM | Likes Like |Link to Comment
  • Bubble Forming In U.S. Middle Market Leveraged Finance [View article]
    Very informative post, thx.
    Sep 12 10:27 PM | Likes Like |Link to Comment
  • General Mills - Doubles Down On Organic Foods... Short-Term Contribution Will Be Limited [View article]
    I agree with the author's analysis, but don't know if in this expensive market he will see GIS hit his target buy price.
    Sep 10 11:31 AM | Likes Like |Link to Comment
  • Why I'm Building A Short Position In Bonds [View article]
    Over the course of a year interest rates (30 yr bond) have to increase approximately 10% for TBT to stay even (ie 3.2% goes to 3.5%). This is quite a headwind and though I agree interest rates are very low, I don't know if buying TBT is an efficient way to make this bet.
    Sep 10 11:28 AM | 1 Like Like |Link to Comment
  • Update: BP Taps 'Her Majesty' For Help With Its Legal Woes [View article]
    More important than all the legal battles which you have updated us on is that the stock price discounted for all of this and continues to deliver good returns for those of us who bought it after the disaster.
    Sep 8 12:10 PM | 3 Likes Like |Link to Comment
  • The Pettis China 'Long Landing' Hits An Air Pocket [View article]
    Cam I normally like your analysis, but you say here "prices in Tier 3 cities are cratering" while the chart you offer shows slightly negative to flat growth. Why the hyperbole?
    Sep 8 11:57 AM | Likes Like |Link to Comment
  • Should Investors Go Gaga For GoPro? [View article]
    Looks like another big MOMO name. The market loves story stocks right now.
    Sep 8 11:51 AM | 1 Like Like |Link to Comment
  • Reading And Believing In Barnes & Noble [View article]
    Thanks for the info Tinbox and D.P Roberts. I always enjoyed going to B&N, and would like them to survive by finding their niche. Last minute buying does seem like a big part of their sales from what I can see. No doubt that will hold up unless same day delivery is significantly subsidized by Amazon. I don't know much about the children's book market or toys, but it seems like they too could face ecommerce/big box price pressure unless also a last minute kind of thing.
    Balance sheet looks pretty good, so I'm sure they can hang on for quite a while, but to return their cost of capital, I believe further evolution will be necessary.
    Sep 6 11:04 AM | Likes Like |Link to Comment
  • How To Estimate Rogers' Cost Of Acquisition For Wireless [View article]
    Good post, thanks.
    Sep 6 10:52 AM | Likes Like |Link to Comment