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rubicon59

rubicon59
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  • The Fresh Market: A GARP No-Brainer In A Fabulous Market [View article]
    Thank you for another very informative article.

    Can anyone explain what may possibly account for the continued stock decline in the past few years from 60 to $30/share?
    May 27 06:01 PM | Likes Like |Link to Comment
  • GameStop: Trials And Tribulations [View article]
    How do they burn through cash while generating so much of it?
    May 8 10:39 PM | Likes Like |Link to Comment
  • King Digital Entertainment Is 'Crushed': Finally Some Sanity In The Marketplace [View article]
    I guess what we don't know is at which level peak the revenue will stabilize. If substantially below peak, then, starting in Q2, earnings will decline substantially until settled at some lower level, and so will the stock.
    Apr 22 07:25 PM | Likes Like |Link to Comment
  • King Digital Entertainment Is 'Crushed': Finally Some Sanity In The Marketplace [View article]
    OK. Maybe Q1 will exceed Q3 due to Farm Heroes contribution overcoming the other two's declines. And then what?
    Apr 21 03:03 PM | Likes Like |Link to Comment
  • Forecasting King Digital Entertainment's Revenue With Daily App Store Data [View article]
    So, Farm will give a one or two quarter revenue boost and then what? A steady but slow decline from the peak? One can't really expect a top hit once every 6 months. Then maybe another hit in a year or two, but even if it does happen, it needs to overcome the steady decline of now three games.

    As for "increasing addiction" - is there any reason to believe that it can be done beyond the current level?

    So why is it a buy under $17?
    Apr 21 12:52 PM | Likes Like |Link to Comment
  • King Digital Entertainment Is 'Crushed': Finally Some Sanity In The Marketplace [View article]
    So at best you may get a flattish revenue in Q1 as Candy Crush and Pet Rescue revenue declines are offset by Farm Heroes?

    And then eventually the decline -as any new game need to overcome now 3 top revenue decliners.

    Aren't they fighting a losing battle here?
    Apr 21 01:59 AM | Likes Like |Link to Comment
  • King Digital Entertainment Is 'Crushed': Finally Some Sanity In The Marketplace [View article]
    How does one explain King's Q4 revenue's dropping rather sharply from Q3?
    Apr 20 08:19 PM | Likes Like |Link to Comment
  • King Digital Entertainment Is 'Crushed': Finally Some Sanity In The Marketplace [View article]
    If "$7.1b is ridiculous", then what is the range of "reasonable", given its earnings track record, as brief as it may be?
    Apr 15 06:44 PM | Likes Like |Link to Comment
  • Weight Watchers: Excellent Business At A Fire Sale Price [View article]
    Enterprise Value is ~ $3.4b (= Market Cap + Debt).

    Enterprise cash-earning power including tax-adjusted interest seems to be around 270m to 300m (actual FCF + tax adjusted interest)

    So the entire enterprise is priced now at 11-12.5x its earning power.

    Not terribly expensive, but doesn't appear as a screaming bargain by these numbers (especially given the recent operating difficulties)

    What am I missing?
    Mar 30 12:17 AM | 3 Likes Like |Link to Comment
  • Micronet Enertec Represents A Potentially Explosive Growth Narrative With Asymmetric Risk Skewed To The Upside [View article]
    There seems to be hardly any growth in Q4 YOY.

    Why? (Or am I missing something?)

    The full year's growth is probably because comparing post vs pre-acquisition numbers?
    Mar 24 02:29 AM | Likes Like |Link to Comment
  • Willi-Food International Should Be Taken Private For A Potential 100% Gain [View article]
    The numbers look fine, but can one really trust a Ukranian oligarch?
    Mar 23 02:23 PM | Likes Like |Link to Comment
  • 7-Footers In A Sea Of Pygmies [View article]
    Thanks for another nice article!

    What about other markets worldwide?
    Feb 11 02:24 PM | Likes Like |Link to Comment
  • MGIC's Stock Is Up 80%: How Much Higher Can It Go? [View article]
    Interesting to see this discussion in hindsight. Folks fretting over $5/share.
    The stock is now $9
    Jan 23 05:35 PM | Likes Like |Link to Comment
  • The 2013 Value Stock Screen Performances [View article]
    Thanks for the very informative article.

    The Piotroski Best list at the link above does't seem to match the 2014 list sceenshot in the article. What's the difference?
    Jan 16 03:47 PM | Likes Like |Link to Comment
  • Insiders Are Buying Pinecrest Energy [View article]
    Those insiders. They seem to have fooled a lot of people with their massive purchases - most of all themselves.
    Jan 15 02:09 PM | 3 Likes Like |Link to Comment
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