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Bigsmitty

Bigsmitty
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  • Is Capstone A Tremendous Buy? [View article]
    Thanks for balancing the scales on Capstone. I, too, have been trading in and out of CPST for about 3 years, although not as frequently as you - more like a 1 week turn. Smitty
    May 19 10:03 AM | 2 Likes Like |Link to Comment
  • Renewable Energy Group Valuation With Or Without Blenders Tax Credit [View article]
    LSV, Thanks for a thorough and well explained analysis of the governments role in REGI's profitability. I currently hold a small position in REGI and, now that I have a better understanding of the profit margin, I will be increasing my position. Thanks again, Smitty
    May 12 06:23 PM | Likes Like |Link to Comment
  • Is Pengrowth Energy A Good Investment? [View article]
    Yup. I own GE too, and the comments are at times comical.
    Apr 24 10:30 PM | 1 Like Like |Link to Comment
  • Is Pengrowth Energy A Good Investment? [View article]
    I can understand why long term watchers (3+ years) always knock this stock. I made my purchases in January and March of 2013 and I am up over 30% on the stock price alone. The dividends are the gravy on top of a nice piece of meat. I guess it depends on when you made your purchases as to whether this is a good investment or a poor one. For those new to PGH, those dividends are in Canadian dollars, so the yield to those in the USA is lower. Smitty
    Apr 24 12:55 PM | 3 Likes Like |Link to Comment
  • Why General Electric Is Heading To $32 [View article]
    WSP, I agree that management is doing a pretty good job of improving the Industrial side of the business. They are involved (equipment) in oil services, environmental services, healthcare, and many other leading segments. Too bad much of it is overshadowed by mistakes made 10-15 years ago. I am enjoying the dividends and the price appreciation since I bought in at $23. Smitty
    Apr 16 02:38 PM | 6 Likes Like |Link to Comment
  • Over 91% Chance Of Approval For MannKind And Durata Therapeutics [View article]
    Tri, Thanks for another excellent presentation of FDA "approval" statistics. I can't wait to see all of the criticism you get this time. I am still long MNKD and will wait anxiously for July 15. Smitty
    Apr 7 12:39 PM | 4 Likes Like |Link to Comment
  • Periodic Table Of Dividend Champions [View article]
    David, Thanks for a great visual aid. I loved the fact that the table was split, it made it easy to print! Every time I read one of your articles, I feel like I am back in school, learning from one of the best Professors. Smitty
    Apr 3 01:45 PM | 1 Like Like |Link to Comment
  • History Shows MannKind Has A Near Certain Chance Of Approval [View article]
    Tri, Thanks for providing real numbers regarding FDA approvals. I hope that you get enough views to recoup your $29. Smitty
    Apr 2 10:11 AM | 4 Likes Like |Link to Comment
  • MannKind And Afrezza's NDA Evaluation: What Is The Real Justification For The Advisory Committee? [View article]
    Greg, Congratulations on the best article that I have read on SA, not just on MNKD, but on any topic on this site. Smitty
    Mar 28 08:55 AM | 2 Likes Like |Link to Comment
  • Assessing The Growth Scare At Kinder Morgan [View article]
    Value Doc, Thank you for addressing both the projected CAGR and the herd mentality that has been hurting KMI (I am long). I particularly appreciated your table that demonstrates the 2012-2016 CAGR and the fact that it is in line with past projections. Bigsmitty
    Mar 27 05:22 PM | 3 Likes Like |Link to Comment
  • NQ Mobile's Upcoming Audit And Earnings Report: What Investors Need To Know [View article]
    Justin, Don't misunderstand my statement. I did read your article and I am long a couple of thousand shares of NQ which I bought at $13 - $14. I just worry when reports don't appear in the month that they usually do and the company is unresponsive to requests for an expected report date. And, I also worry about any of the Chinese companies that I invest in because their executives are not used to the Capitalist System (that's good and bad). I hope that the report comes out soon and "crushes analyst expectations. Thanks, Smitty
    Mar 19 06:40 PM | 3 Likes Like |Link to Comment
  • NQ Mobile's Upcoming Audit And Earnings Report: What Investors Need To Know [View article]
    Justin, Delayed earnings reports are always something to worry about, particularly with Chinese companies. Smitty
    Mar 18 09:46 AM | 1 Like Like |Link to Comment
  • A 7% Yield And Monthly Dividends For Your Retirement Portfolio [View article]
    Josh, Thanks for all the work that you do finding preferred shares with interesting characteristics. I particularly like GLADP because of its very short term. And, Yes, you did clearly point out that it is trading above par. Smitty
    Mar 5 10:37 AM | Likes Like |Link to Comment
  • Hercules Offshore: An Update On Why The Pullback In This $4 Stock Is A Major Buying Opportunity [View article]
    Hawk, Thanks for the update. The Fleet Utilization report was very positive imo. Smitty
    Feb 24 07:43 PM | Likes Like |Link to Comment
  • Goldcorp: Buy Low Now And Sell High When Investors Love Gold Miners Again [View article]
    Achilles, I do not see any reason in your article to pick GG over the other companies. If possible, could you lay out your thinking in another article? I do agree with your thesis that gold has bottomed. Thanks, Smitty
    Feb 23 06:02 PM | 1 Like Like |Link to Comment
COMMENTS STATS
109 Comments
111 Likes