Adam Jones's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/6456701/comments http://seekingalpha.com/article/1328801/comments?source=feed#comment-17909191 17909191 Sun, 21 Apr 2013 17:14:09 -0400 http://seekingalpha.com/article/1339571/comments?source=feed#comment-17610601 17610601
You can see this same thing happening now. When a new dividend is announced by a company, long term calls on that stock decrease in value. I expect the same thing would happen on the warrants. ]]> Sun, 14 Apr 2013 17:35:37 -0400
You can see this same thing happening now. When a new dividend is announced by a company, long term calls on that stock decrease in value. I expect the same thing would happen on the warrants. ]]> http://seekingalpha.com/article/1311461/comments?source=feed#comment-17127091 17127091
To get information on other warrants, the best place is the SEC registration documents (they can be pretty hard to understand sometimes) and articles others have written.]]> Tue, 02 Apr 2013 15:36:37 -0400
To get information on other warrants, the best place is the SEC registration documents (they can be pretty hard to understand sometimes) and articles others have written.]]> http://seekingalpha.com/article/1311461/comments?source=feed#comment-17070141 17070141 It can be hard to figure out what warrants are actually out there, but here is a list of the warrants trading on the NYSE:
http://bit.ly/11c6pck]]> Mon, 01 Apr 2013 11:17:56 -0400 It can be hard to figure out what warrants are actually out there, but here is a list of the warrants trading on the NYSE:
http://bit.ly/11c6pck]]> http://seekingalpha.com/article/1311461/comments?source=feed#comment-17066981 17066981 Mon, 01 Apr 2013 10:15:59 -0400 http://seekingalpha.com/article/1243641/comments?source=feed#comment-15846981 15846981 Tue, 05 Mar 2013 07:04:21 -0500 http://seekingalpha.com/article/1243641/comments?source=feed#comment-15846931 15846931
Due to the abundance of bear arguments, a stop around the 2010 lows makes sense.]]> Tue, 05 Mar 2013 07:03:31 -0500
Due to the abundance of bear arguments, a stop around the 2010 lows makes sense.]]> http://seekingalpha.com/article/1243641/comments?source=feed#comment-15832081 15832081 Mon, 04 Mar 2013 20:12:53 -0500 http://seekingalpha.com/article/1153711/comments?source=feed#comment-14535601 14535601
I would agree that in 2008 you could say there was simply a return of capital since the book value dropped. But since then, the book value has stayed relatively constant. Since the book value stayed constant, there was not a return of capital but paid out earnings.

If you are referring to the capital raise the company did in 2010, I still disagree. If there was a return of capital, the NAV per share would still drop, which it hasn't.]]> Mon, 04 Feb 2013 09:06:19 -0500
I would agree that in 2008 you could say there was simply a return of capital since the book value dropped. But since then, the book value has stayed relatively constant. Since the book value stayed constant, there was not a return of capital but paid out earnings.

If you are referring to the capital raise the company did in 2010, I still disagree. If there was a return of capital, the NAV per share would still drop, which it hasn't.]]> http://seekingalpha.com/article/1109011/comments?source=feed#comment-14189601 14189601
You are right, if you assume a divided of $0.40 per quarter in the next year or two, the strike can get adjusted down pretty considerably.]]> Sat, 26 Jan 2013 08:30:37 -0500
You are right, if you assume a divided of $0.40 per quarter in the next year or two, the strike can get adjusted down pretty considerably.]]> http://seekingalpha.com/article/1110511/comments?source=feed#comment-13719731 13719731
I do, however, believe that this is a 'middle of the road' scenario. Over the next 6 years I'm assuming there will be no recession and I'm assuming that banks can be profitable enough to earn similar valuations they have had in the past in light of new regulations.

You do outline several items which could really benefit the shares if they come to fruition. If those items do happen, the analysis above would probably be too conservative. ]]> Tue, 15 Jan 2013 06:32:56 -0500
I do, however, believe that this is a 'middle of the road' scenario. Over the next 6 years I'm assuming there will be no recession and I'm assuming that banks can be profitable enough to earn similar valuations they have had in the past in light of new regulations.

You do outline several items which could really benefit the shares if they come to fruition. If those items do happen, the analysis above would probably be too conservative. ]]> http://seekingalpha.com/article/1102771/comments?source=feed#comment-13654881 13654881
Yes, you can trade in and out of them all you want (like options) but what determines the price of the instrument is the sum of time and intrinsic value.

Hope that answers your question.

http://bit.ly/10svguD]]> Sun, 13 Jan 2013 15:16:17 -0500
Yes, you can trade in and out of them all you want (like options) but what determines the price of the instrument is the sum of time and intrinsic value.

Hope that answers your question.

http://bit.ly/10svguD]]> http://seekingalpha.com/article/1102771/comments?source=feed#comment-13537581 13537581 Thu, 10 Jan 2013 10:25:50 -0500 http://seekingalpha.com/article/1102771/comments?source=feed#comment-13499341 13499341 Wed, 09 Jan 2013 14:10:16 -0500 http://seekingalpha.com/article/1097911/comments?source=feed#comment-13415191 13415191 Mon, 07 Jan 2013 18:26:18 -0500 http://seekingalpha.com/article/1096851/comments?source=feed#comment-13362781 13362781 Sun, 06 Jan 2013 12:13:01 -0500 http://seekingalpha.com/article/1096851/comments?source=feed#comment-13362571 13362571
On the positive side, this acquisition doesn't take the business model into uncharted territory. The combined company will look similar to BHP or VALE.]]> Sun, 06 Jan 2013 12:08:16 -0500
On the positive side, this acquisition doesn't take the business model into uncharted territory. The combined company will look similar to BHP or VALE.]]> http://seekingalpha.com/article/1089601/comments?source=feed#comment-13183411 13183411
Monsanto has had great returns over the long term though all of that out-performance happened before 2008. Both stocks stand to benefit from an increase in food prices and demand.]]> Tue, 01 Jan 2013 11:10:29 -0500
Monsanto has had great returns over the long term though all of that out-performance happened before 2008. Both stocks stand to benefit from an increase in food prices and demand.]]> http://seekingalpha.com/article/1089601/comments?source=feed#comment-13180331 13180331
Also, I think the impacts of the product are largely priced into the shares by now. The additional charges that were included in Q3 were mostly expected. What moved the stock was the decline in TiO2 pricing, which was unexpected.]]> Tue, 01 Jan 2013 09:46:32 -0500
Also, I think the impacts of the product are largely priced into the shares by now. The additional charges that were included in Q3 were mostly expected. What moved the stock was the decline in TiO2 pricing, which was unexpected.]]> http://seekingalpha.com/article/1080391/comments?source=feed#comment-12958411 12958411 Mon, 24 Dec 2012 20:30:45 -0500