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Adel Antado

Adel Antado
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  • The Impact Of Under Armour Class C Shares [View article]
    Issuing different classes of stock having or not, voting rights or multiple voting rights is directed towards management efforts to take ownership of the company from shareholders. Management already considers corporate treasury as their private property as they increase without limitations whatsoever, their annual "compensation ". it's a Buyers Beware situation.
    Jul 28, 2015. 07:20 AM | 1 Like Like |Link to Comment
  • Humana Inc.: A Great Company But Overvalued [View article]
    The combined Aetna-Humana entity has the potential to provide to the consuming pubic more and better services at a lower cost. Thus,your careful and detailed analysis of Humana's past price and earnings understate Human present value, fundamentally speaking. Since ACA is here to stay, my belief is that shares of Humana offers great upside potential with minimal downside risk at present bargain prices.
    Jul 27, 2015. 01:34 AM | Likes Like |Link to Comment
  • What Can Under Armour Investors Learn From Google's 2:1 Split [View article]
    Non-voting class of "ownership" is part of a trend to remove more rights from shareholders viz-a-viz management. The goal is for management to own the company while shareholders become the jeering or cheering squad, depending on how well share prices and dividends do. As it is now, many companies management team already consider the corporate treasury as management's reward for being so clever.
    Jul 26, 2015. 03:18 AM | 2 Likes Like |Link to Comment
  • U.S. oil rig count falls by eight, fewest taken out of service since December [View news story]
    less productive wells are routinely closed as more productive well satisfy demand.
    Jun 3, 2015. 03:56 PM | Likes Like |Link to Comment
  • U.S. oil rig decline continues to moderate [View news story]
    It's an adjustment to demand given greater supply. the number of units as not as important as the cost effectiveness (UCE) of the units. it's important to production maintant a high UCE, closing the low ones to maintain profitable.
    May 23, 2015. 11:22 AM | Likes Like |Link to Comment
  • Examination Of The Halliburton, Baker Hughes Merger: Part 3 [View article]
    I agree with Mike Walker: the play is long BHI and short HAL at the right spread.
    Feb 18, 2015. 03:26 PM | 1 Like Like |Link to Comment
  • Examination Of The Halliburton, Baker Hughes Merger: Part 2 [View article]
    An analysis of the tax-impact of shares + cash transfer eould have made this article complete.
    Feb 15, 2015. 11:12 PM | Likes Like |Link to Comment
  • China wine demand keeps climbing [View news story]
    I believe the article refers to drinkers of wine, not producers of wine. There are now more Chinese that drink wine than French people. That said, the favorite alcoholic beverage in China is not wine nor beer but "Baijiu" produced in China for Chinese. China has a large population.
    Jan 30, 2014. 09:37 PM | Likes Like |Link to Comment
  • J.C. Penney amends poison pill [View news story]
    I agree. Management is looking for ways to protect their own pocketbooks by throwing the share-holders off the cliff. This is the classic sign of a salary factory, that is a company run for the management and it's executives, their pay-checks, compensation and retirement including "golden parachutes", not the folks who put their savings into the company with hope that the company would be professionally managed. No wonder JCP is no longer the economic prize of the past.
    Jan 30, 2014. 09:19 PM | Likes Like |Link to Comment
  • Amgen's Earnings Increase 30%, But Is It A Buy? [View article]
    Thank you for the work putting this together. The balance sheet seems to be missing some figures. Would you please explain.
    Jan 30, 2014. 09:11 PM | 1 Like Like |Link to Comment
  • Word of progress sends stocks higher [View news story]
    The republicans shorted the maker last month to cause a crash, but the market realizes that it was just political manipulation and ignored them. Now they must cover at a loss.
    Oct 14, 2013. 05:36 PM | 1 Like Like |Link to Comment
  • J.C. Penney can't hold on to $8 level [View news story]
    At what price will NYSE delist JCP?
    Oct 5, 2013. 03:57 PM | Likes Like |Link to Comment
  • Follow These 6 People And Jump The J.C. Penney Ship [View article]
    Memories are short. I recall Mr Ullman was replaced in 2012 due to corporate stagnation and inability to change JCP to meet market changes. While Mr Ullman appeares to be better than his replacement, his appointment is temporarily...a care taker so to speak...until a wiser and smarter CEO can be found. I suggest a raid on Google to find someone, as JCP's last hope. But present management is more interested in staying in place, holding on to a failed business model, staying the course, if the Disney-deal and failure to find corporate backing to keep JCP operations without diluting present share-holders is the best he's got, I'm glad I'm short.
    Oct 3, 2013. 11:24 PM | 1 Like Like |Link to Comment
  • J.C. Penney: Why It Can Go To $18+ Per Share And Is Good For At Least A Trade [View article]
    I like dreaming too. I prefer to dream about members of the opposite sex, what I would do on vacation and other happy thoughts. But dreaming about JCP sales if its former customers ever return and that sort of thing is not my cup of tea. Rather than dream about what could happen and place a bet, I like to see what is happening and place my bet. Here, present management has proven to be incompetent to manage JCP in the present market place. It consistently failed to respond to market demand, made fundamental mistakes in organization, control and sales. Management appears to be in business for itself and not for the sake of JCP, its employees and shareholders. Its latest implacement of their Golden-Parachutes in August to protect themselves from others who feel it could do better, accents management's desire to "stay the course" and "stay in place"... until retirement... at the expense of shareholders and buyers of the recent issuance.The reality is that new issuance only diluted or reduced the value of present holdings making all holders of shares subsidizers of JCP operations. Sales and profit from operations should be the engine that could, not shareholders who are watching our fortunes slide away as dreams obscure reality.
    Oct 2, 2013. 04:59 PM | 4 Likes Like |Link to Comment
  • Follow These 6 People And Jump The J.C. Penney Ship [View article]
    If JCP-management were interested in the well-being of JCP, its employees and stock-holders it would have made the company an attractive take-over target, so that new faces could run the company and have the best chance of saving this institution, but instead, management gave themselves Golden (more like diamond-coated platinum)-Parachutes in the event of a take-over making a take-over prohibitive, thus screwing stock-holders and JCP employees some of whom will now have to wear Disney |costumes and sprinkle fairy dust on the few remaining customers. At least management recognizes that its sales-force needs more than product and services to attract customers. Given the present situation and recent history, creditors and share-holders face doom and gloom. Lastly, even well-know quants and well-paid fund managers put their pants on the same way as every one else does and they make mistakes too. I see their departure soon as reality overwhelms optimism. I've been short for a while and loving it.
    Oct 1, 2013. 09:07 PM | Likes Like |Link to Comment