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kingcozzi

kingcozzi
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  • Dell board rejects revised buyout proposal [View news story]
    This whole situation wouldnt have happened if Michael didn't try and take it private. Now Icahn has a chance of controlling Dell.
    Jul 31, 2013. 10:50 AM | Likes Like |Link to Comment
  • GDP exceeds expectations, [View news story]
    These numbers are known to get revised down.
    Jul 31, 2013. 10:32 AM | 1 Like Like |Link to Comment
  • Twitter IPO getting closer? [View news story]
    Even with mobile growth, there is no way facebook and twitter can make enough money to justify these valuations.
    Jul 31, 2013. 10:31 AM | 1 Like Like |Link to Comment
  • Facebook reportedly planning TV-style commericals [View news story]
    Yup and on top of that TV is a horrible space with extremely low margins. FB needs to stick to social not TV.
    Jul 30, 2013. 04:22 PM | Likes Like |Link to Comment
  • Back To Bearish [View article]
    HOG is the least of your concerns, I am seeing people still chasing yields here. MO's valuation is insane despite YOY revenue decline, yet the near 5% yield makes everyone want to jump in.
    Jul 30, 2013. 04:20 PM | Likes Like |Link to Comment
  • When Should We Aid Detroit? [View article]
    The city of Detroit lost its tax base. They need to become leaner city if they want to survive.
    Jul 30, 2013. 01:40 PM | Likes Like |Link to Comment
  • BP Q2 adjusted net profit $2.71B [View news story]
    Probably due to hedges. Oil companies have to be careful when they hedge since it can backfire if oil prices rise, it would be a lose of future profits.
    Jul 30, 2013. 11:20 AM | Likes Like |Link to Comment
  • It's all about book value at American Capital [View news story]
    The question is, how much will book value deteriorate going forward. Obviously the market is pricing in the negatives, but there still may be some downside left.
    Jul 30, 2013. 11:20 AM | 1 Like Like |Link to Comment
  • Sprint loss per share $0.53, beats on revenue [View news story]
    My guess is that the market cannot justify price appreciation, when the company is still losing money.
    Jul 30, 2013. 11:20 AM | 1 Like Like |Link to Comment
  • Why Groupon Might Struggle To Justify Any Further Increase In Its Share Price [View article]
    Right on George, Groupon isn't worth its weight. They should have sold to Google when they had the chance. Vendors are losing money on groupon on the hopes of attracting customers.
    Jul 30, 2013. 10:22 AM | 1 Like Like |Link to Comment
  • Shopping For REITs As We Enter A New Wealth Creation Cycle [View article]
    Good article. Also you need to correct a paragraph.

    "by 250 to 500 basis points. In other words, if I were buying Walgreen (WAG) stores last month at 6.5% cap rates, I would begin to make offers closer to 6.75%. In my opinion, the winds are starting to move the other way and I think that the market is telling us that we are no longer at the bottom"

    I think you meant a 25 basis point increase.
    May 31, 2013. 03:42 PM | 1 Like Like |Link to Comment
  • Texas Pacific Land - The Ultimate Buy And Hold Stock [View article]
    Thorough research and incredible due diligence. Good job. Also, what do you think about the current price. It is still above book value based on your estimates.
    May 31, 2013. 03:14 PM | Likes Like |Link to Comment
  • Prospect Capital: The Recent Weakness May Be A Buying Opportunity [View article]
    Meant to say wouldn't
    May 8, 2013. 12:30 PM | 1 Like Like |Link to Comment
  • Prospect Capital: The Recent Weakness May Be A Buying Opportunity [View article]
    This article just repeated the entire earnings transcript. Also I would consider the 2% fall a weakness.
    May 8, 2013. 10:42 AM | Likes Like |Link to Comment
  • Buy Starbucks: Highs Are Ahead [View article]
    Strong valuation shows growth is priced in, terrible long opportunity, you might be better shorting.
    May 7, 2013. 03:15 PM | 1 Like Like |Link to Comment
COMMENTS STATS
127 Comments
162 Likes