Seeking Alpha

rubicon59

rubicon59
Send Message
View as an RSS Feed
View rubicon59's Comments BY TICKER:
Latest  |  Highest rated
  • Genie Energy - Is The Genie Finally Coming Out Of The Bottle? [View article]
    Any reason to believe any better than 50/50 chance to strike meaningful oil?
    May 15, 2015. 02:01 PM | Likes Like |Link to Comment
  • Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
    Only one more year to go before the deadline.
    May 15, 2015. 01:59 PM | 1 Like Like |Link to Comment
  • Alloy Steel's Q1 FY 2015 Earnings Are Out, Here's What They Mean [View article]
    2 customers account for 52% of revenue? That's something.
    May 15, 2015. 01:04 PM | Likes Like |Link to Comment
  • Alloy Steel's Q1 FY 2015 Earnings Are Out, Here's What They Mean [View article]
    Earnings are about same now as 5 years ago. Although a much better cash situation.

    Can anyone really say what their true earnings power is? Are most-recent results just a one-time fluke or some sort of trend?

    Q2 earnings are up? Why in a clearly declining mining-spend environment?
    May 15, 2015. 12:13 PM | Likes Like |Link to Comment
  • Regeneron Beats, Raises And Accelerates Its Late-Stage Product Development [View article]
    Fair enough. But are there realistic estimates as to the market size that maps into their pipeline (if whatever part of it comes to fruition)?
    May 12, 2015. 12:27 PM | 1 Like Like |Link to Comment
  • A No-Nonsense Projection Of Gilead In 2015 [View article]
    At 2012 end, pre-HepC, the market valued all the other Gild's (HIV + Cardio) franchises at <$60b. Isn't putting $80b on them now a bit aggressive?
    May 12, 2015. 12:17 PM | Likes Like |Link to Comment
  • Significant R&D Increase Suggests Apple Is Working On Something Big [View article]
    Maybe an iTransformer - an iPhone that turns into an electric car and back to an iPhone?
    May 11, 2015. 05:31 PM | Likes Like |Link to Comment
  • Strong Catalysts And Sum Of The Parts Shows Potential For BBX Capital [View article]
    Is anyone surprised by the Bluegreens' lack of growth in today's results?
    May 11, 2015. 04:04 PM | Likes Like |Link to Comment
  • Regeneron Beats, Raises And Accelerates Its Late-Stage Product Development [View article]
    At PE of 150+, does one need to be on drugs to buy this one?
    May 11, 2015. 12:36 PM | 1 Like Like |Link to Comment
  • Lannett Corporation: Strong Growth And Margin Expansion Will Continue [View article]
    They are guiding FY15 low-single-digit growth. Almost flat basically. 50/50 chance of revenue declines next year? Who knows. There is no explanation that I can see. How can you put a value on this?
    May 11, 2015. 01:06 AM | 1 Like Like |Link to Comment
  • Lannett Corporation: Strong Growth And Margin Expansion Will Continue [View article]
    How does one interpret a sharp slow down in growth in the most recent quarter?
    May 9, 2015. 09:21 PM | 1 Like Like |Link to Comment
  • Fastenal - Recent Quarter Shows Business Model Performing [View article]
    What is your definition of "fully valued" when $FAST is priced at the bottom of its historic PE and has a long way to grow at high-single digit rates in its markets?
    May 8, 2015. 12:28 PM | Likes Like |Link to Comment
  • Why I'm Buying Up Struggling Retailers [View article]
    I guess all these leases make it kind of hard to close underperforming stores?
    Apr 25, 2015. 10:42 PM | Likes Like |Link to Comment
  • Why I'm Buying Up Struggling Retailers [View article]
    Didn't Circuit City has positive net cash balance in 2008 and generated positive operating cash flows?
    Apr 24, 2015. 02:55 PM | Likes Like |Link to Comment
  • Shun Ho Resources: Undervalued On Multiple Measures Given Severe Holding Company Discount [View article]
    >>Shun Ho Resources holds a 66.94% interest in Hong Kong-listed Shun Ho Technology Holdings Limited.

    I believe Shun Ho Resources holds 50.26% in Shun Ho Technology, not 66.94 (That's according to the latest information on Magnificent;s website.)

    That means SHResources has a 35.7% ownership in Magnificent, valued at 1.12b HKD at the current Magnificent's (undervalued itself) market cap.

    Shun Ho Resources s market cap itself is 0.791b so a 29% undervaluation vs. its public holdings.

    Then there are two additional properties Shun Ho also owns directly - don't know what they are worth off-hand, but got to be additional value to the shareholders over and above Magnificent's ownership.
    Apr 17, 2015. 01:10 PM | Likes Like |Link to Comment
COMMENTS STATS
1,426 Comments
1,794 Likes