Liebs

Dividend Actions Not as Bad as News Suggests

With a 190% payout ratio how long do you think that dividend on FRO will last? Fredriksen is the Chairman, CEO, President AND a Director and he's got his 24 year old daughter listed as a director too. I don't know a lot about the company but that all seems a little fishy to me. Seems like he's paying himself handsomely (probably better than getting a paycheck) at the expense of shareholders. And he doesn't have to report it either...

Marriott International: Where Is Your Balance Sheet?

MAR is not a typical hotel company. They don't actually own most of their properties so their balance sheet is not AS relevant as other hotel chains. Of course the balance sheet is very important regardless the type of company. But that is why they will tend to concentrate on metrics in their releases more than the other chains. Most analysts accept this, knowing they can find the 10K/Q whenever they need to.

The Effect of Internet Video: Market or Investor Discontinuity?

Very insightful post. Nice work.

Whole Foods: Love the Company, Avoiding the Stock

Good analysis. Wrong conclusion. You were wrong not to buy the stock "over a decade" ago, wrong to short it this year and nothing here tells me you'll be right this time.

Bankers Are Pulling The Plug On Loans

good one

Univision Receives Buyout Offer Late Wednesday (UVN)

With only one (or maybe two) bidders you're not going to get a premium like $42.