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The Reluctant Fundamentalist

The Reluctant Fundamentalist
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  • A Believer In Netflix... It's Not Too Late [View article]
    No doubt Netflix has a great business model and is positioned perfectly. At 50% subscriber growth rate per annum plus an infinite marketplace, here and abroad this company is prized for growth.
    But you cannot for the life of me convince me to buy a company for long term when they are trading at 240 times 2013 earnings.

    Its not expensive, its a ripoff and it will correct when this market comes down to earth. Then it might be a buy.
    Mar 2 12:32 PM | 1 Like Like |Link to Comment
  • ModernGraham Annual Valuation Of Starbucks Corporation [View article]
    yes i have the same question? What is PEmg?
    Feb 9 03:38 PM | Likes Like |Link to Comment
  • IMUC Can Get Accelerated Approval And The Data Will Decide [View instapost]
    blebleman, you said you went through their work, can you please post the link to the studies. I would love to take a peek.
    Dec 9 12:51 PM | Likes Like |Link to Comment
  • WPCS: Recent Developments Suggestive Of A Probable Takeover [View instapost]
    At July 31, 2013, the Company had a working capital deficiency of $3,428,074, which consisted of current assets of $15,497,773 and current liabilities of $18,925,847. However, current liabilities as presented in the condensed consolidated balance sheet at July 31, 2013 include: (1) $1,462,500 of severance liability related to the Hidalgo Separation Agreement, as further described in Note 13, “Executive Management Changes”; (2) $2,083,000 of fair value liabilities related to the Notes, which is a non-cash liability that has no impact on our operating income or cash flows; and (3) the $1,633,757 under the Zurich Forbearance Agreement.

    The Company's continuation as a going concern beyond the next twelve months and its ability to discharge its liabilities and commitments in the normal course of business is ultimately dependent upon the execution of its future plans, which include the following: (1) its ability to generate future operating income, reduce operating expenses and produce cash from its operating activities, which will be affected by general economic, competitive, and other factors, many of which are beyond the Company's control; (2) the repayment of, or the modification of the terms under the Zurich Forbearance Agreement; (3) the settlement of the claim with the Owner; and (4) obtaining additional funds, either through financing or sale of assets. There can be no assurance that the Company’s plans to ensure continuation as a going concern will be successful.
    Dec 5 03:52 PM | Likes Like |Link to Comment
  • Celldex, ImmunoCellular Fall And Rise On Hype And Hope [View article]
    where did you get that quote?
    Nov 26 10:07 PM | Likes Like |Link to Comment
  • Celldex, ImmunoCellular Fall And Rise On Hype And Hope [View article]
    tunaman youre a joker. dong your name says it all
    Nov 26 06:57 PM | 1 Like Like |Link to Comment
  • Celldex, ImmunoCellular Fall And Rise On Hype And Hope [View article]
    I'd be curious to know if any of the insiders sold any stock today. That article was just published to push the stock price up. The information is old and the people that published it all own stock in IMUC. It kind of makes me question the results that are coming up from Phase II.
    Nov 26 06:30 PM | 2 Likes Like |Link to Comment
  • IMUC Wrap-Up [View instapost]
    sorry can you clarify, did you say that the company did have their 64 events? That would mean the trial is over no?
    Nov 7 08:53 AM | Likes Like |Link to Comment
  • Awilco Drilling Is The World's Most Undervalued Company [View article]
    This company looks stellar I have to say, congrats Harry on a great find. I may have to pick up your book after all.
    Oct 24 02:24 PM | Likes Like |Link to Comment
  • 6 Reasons ImmunoCellular Therapeutics Is One Of The Best Risk Vs. Rewards In The Market [View article]
    cool. thanks guys.
    Aug 21 10:17 AM | Likes Like |Link to Comment
  • 6 Reasons ImmunoCellular Therapeutics Is One Of The Best Risk Vs. Rewards In The Market [View article]
    What are the Board’s recommendations?

    Unless you give other instructions on your proxy card, the persons named as proxy holders on the proxy card will vote in accordance with the recommendations of our Board of Directors. The recommendations of our Board of Directors are set forth together with the description of each proposal in this Proxy Statement. In summary, our Board of Directors recommends a vote:


    “FOR” election of the directors named in this Proxy Statement (see Proposal I);



    “FOR” approval of an amendment to our Amended and Restated Certificate of Incorporation to increase the authorized number of shares of common stock from 99,000,000 to 149,000,000, (see Proposal II).



    “FOR” approval of an amendment to the Equity Plan to increase the number of shares of common stock authorized for issuance under the Equity Plan from 8,000,000 to 12,000,000 (see Proposal III).



    “FOR” ratification of the appointment of Marcum LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2013 (see Proposal IV).



    “FOR” a Say-On-Pay advisory vote on the compensation of our named executive officers (see Proposal V).



    “ONE YEAR” on a Say-When-On-Pay advisory vote on the frequency of future stockholder Say-On-Pay votes (see Proposal VI).
    Aug 21 09:52 AM | Likes Like |Link to Comment
  • 6 Reasons ImmunoCellular Therapeutics Is One Of The Best Risk Vs. Rewards In The Market [View article]
    This lawsuit is about the stockholders meeting coming up where they are voting on the issuance of more shares (50% more) from 8M to 12M. I still don't understand the lawsuit but the dilution I do. The SEC file can be found at
    http://1.usa.gov/19J6nzw
    Aug 21 09:51 AM | Likes Like |Link to Comment
  • Dollar Bills On Sale For 15 Cents: Ram Power Corp. [View article]
    i got in at .17 and sold .25 because i noticed some activity a week before the earnings. Better safe than sorry. I had some concerts regarding their resource remediation agreement and the requirements set forth by the financiers.
    That turned out good for now but they still have to hit the target 65MW output otherwise the Phase 2 credit facility will be in default.

    As far as revenues are concerned they are 13.2M vs. 7M for the same period 2012. They are well on their way to optimizing San Jacquinto for further output gains by drilling SJ 6-1 and SJ 9-3 which should increase plant capacity by 9 to 14 MW as well as the financing of the Binary Unit which will add another 10MW.

    The asset impairment charge is what brought the stock down in my opinion.

    Gonna wait out the next few days and probably buy again when weak hands are selling.

    Keubiko I never thanked your for your article my man. I did well thanks to you and I appreciate all the work you put into this.

    P.S. Whats your take on the Earnings ReportÉ
    Aug 8 12:22 PM | 3 Likes Like |Link to Comment
  • 6 Reasons ImmunoCellular Therapeutics Is One Of The Best Risk Vs. Rewards In The Market [View article]
    I was wondering why you timed it with the earnings announcement. Is that on purpose or just the way it played out?
    Aug 6 04:31 PM | Likes Like |Link to Comment
  • Tailwinds Galore For BroadSoft In 2014: 50% Potential Upside [View article]
    ive been watching BSFT for a while now. Its expensive IMO
    Aug 4 03:39 PM | Likes Like |Link to Comment
COMMENTS STATS
24 Comments
25 Likes