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Nathan M

Nathan M
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  • An Early Valuation Of Neuralstem's NSI-189 For MDD [View article]
    Good article. I too would like to know more examples of royalty percentage rates, and at what stage of development the deals were made. Long CUR.
    Jun 26 10:57 PM | Likes Like |Link to Comment
  • Provectus Forges Ahead After FDA Setback [View article]
    He was bullish on OAS. I personally viewed PVCT as a shady and over-hyped stock/company, but OAS seems to be a great Bakken play. I sure wouldn't want to be short that one come summer...
    May 27 10:18 PM | Likes Like |Link to Comment
  • Insignia Systems Is Cash Rich And Trades At A Distressed Valuation [View article]
    Good article. Their customer concentration and the weird agreements/lawsuits are scary, but with a huge cash hoard and buyback in place this looks pretty attractive. I'm going to pick up a few shares.
    Dec 22 09:02 PM | Likes Like |Link to Comment
  • Eastman Chemical: A Global Recovery Growth Play With 40% Upside [View article]
    Good article. I'm long EMN through leap calls. As long as they continue their good performance for a while it should work out well. The valuation looks more than reasonable for a growing company with increasing FCF going forward.
    Dec 9 03:41 PM | 1 Like Like |Link to Comment
  • Allied Motion Technologies: An Accretive Acquisition Opportunity [View article]
    Looks like a good call even though its already had a nice run. The interest expense will be a drag going forward since they can't pay off those 14.5% notes for three years if I read the filing correctly. I'm going to pick up some shares, thank you for the article.
    Dec 1 01:14 PM | Likes Like |Link to Comment
  • Cash And Catalysts Could Drive CBEH Well Above $3.00 [View article]
    There are still people pumping Chinese RTO stocks? Go back to 2011 please, back then people might have been able to take an article like this seriously. I feel bad for anyone buying this who doesn't have a good understanding of these stocks and their history. Please google: chinese rto fraud . Start reading. It is a sad situation and plenty of Americans have lost money to Chinese fraudsters and their American sidekicks who knowingly or unknowingly promoted their stocks.
    Dec 1 12:47 PM | Likes Like |Link to Comment
  • Stock Action: Coinstar [View article]
    From the most recent 10K:
    "The number of shares outstanding of the registrant’s Common Stock as of February 1, 2013 was 27,913,360 shares"

    I don't know if there is a better way to get updated totals on share counts, but I would trust the filings over what some generic financial websites report.
    Feb 15 05:30 PM | 1 Like Like |Link to Comment
  • Understanding Ebix's Growth Strategy [View article]
    Good article. The increase in revenue per diluted share really is amazing, isn't it? I think this illustrates very well how shrewd and effective the CEO's strategy has been. Of interest is that recently more investments have been made in the sales staff, so there may be less reliance on acquisitions and cross selling to them in the future.

    I'm going to check out that book some day as well. I've heard good things about it elsewhere.
    Jan 6 01:36 PM | 1 Like Like |Link to Comment
  • Is Ebix A Good Deal At Current Price Levels? [View article]
    I understand your approach Dustin, but I think you expect too much. How many stocks have you found that pass this test, especially with realistic EPS growth estimates, which I would argue EBIX has? Let me know what they are please, because I would expect them to be a screaming buy. Good stocks that realistically have 20% CAGR potential are tough to find at such a steep discount. EBIX was selling around your target price in June, but essentially went directly up to the current range after this press release: http://bit.ly/TQEQTk Unless the overall market breaks down I wouldn't expect to ever see that price level again, since that press release is a very strong indicator that the next few earnings reports will be beats.
    Sep 13 10:38 PM | Likes Like |Link to Comment
  • Is Ebix A Good Deal At Current Price Levels? [View article]
    The S&P500 closed at 1429 today. If it compounded at 15% for 5 years it would close at 2,874. Does anyone think that is going to happen? If not, then why is a stock that is selling at a discount to a price that will give 15% annual returns not a compelling buy?
    Disclosure: Long ebix
    Sep 10 10:00 PM | 1 Like Like |Link to Comment
  • Is Ebix A Good Deal At Current Price Levels? [View article]
    Some new deals have been announced in press releases. You should also read the latest earnings call transcript. The CEO says there are a number of new deals and gives hints that there is going to be good organic growth coming in future reports . A lot of growth has come from acquisitions, but the stock is sufficiently discounted because of that. What kind of valuation would you expect if all the growth was all organic in a company with these kinds of margins and free cash flow? Yeah, you wouldn't be buying it at a 14 TTM PE.
    Sep 10 09:46 PM | 1 Like Like |Link to Comment
  • Chinese Stocks Under Attack By Short-Sellers And Management Alike [View article]
    CMFO is one of the more obvious Chinese frauds out there. I was listening to a conference call once and they were asked if a dividend was in their future since they had a considerable amount of cash. The management responded with laughter. They couldn't even keep a straight face when the idea of giving stolen money back to shareholders was brought up. If I was a holder I would sell ASAP at any price. I was a buyer of RTO stock before all of the frauds and delistings... now it is apparent fraud is widespread. Why take the risk?
    Dec 30 03:31 PM | 1 Like Like |Link to Comment
  • 5 Stocks Under $5 With Impressive Profitability [View article]
    YONG and CGA are both Chinese reverse mergers. Chinese stocks that have listed in this way are rife with fraud and have had numerous de-listings, halts, and investigations. YONG and CGA both have valuations that show the market to believe they are both frauds. One should assume RTO stocks are frauds until you have first-hand evidence that shows otherwise. Riding on the coattails of institutional investors and their so-called "due diligence" isn't a viable strategy... just look at the CCME and Sino Forest stories.
    Dec 11 12:56 PM | 1 Like Like |Link to Comment
  • Still In Love With U.S.-Listed China Stocks? [View article]
    It is ridiculous that CMFO is even still listed. Before the RTO blowups that led all reasonable people far, far away from Chinese RTO stocks I used to like the "financials" and "fundamentals" (yes, pre-CCME I was naive) so I found myself listening to a earnings call. When asked if they planned on returning cash to shareholders through a dividend they actually laughed. They literally couldn't keep a straight face while putting on their fraudulent act. It should be obvious to everyone that CMFO is a fraud at this point. Stay far, far away from it and everything else that anyone promoting it mentions.
    Dec 5 06:54 PM | Likes Like |Link to Comment
  • Yongye's Recent Filings Raise Various Red Flags [View article]
    "But no, they also claim fulvic/humic acid with herbs. The implication is that 1. Humic acid works better than NPK or simply works. 2. They can charge more because their product is fulvic acid which is extracted from humic acid. and 3. They can charge more even on their fulvic acid than the market does for fulvic acid because of their proprietary blend of Chinese herbs."

    You keep talking about their plant product like it has herbs in it Ryuto. Please give us a source for that information.
    Mar 24 02:22 PM | Likes Like |Link to Comment
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