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  • Hiscox: Kidnap Insurance For Retirees? [View article]
    With a name like Hiscox it's got to be good! With apologies to SJM.
    Dec 14 09:53 AM | 1 Like Like |Link to Comment
  • REITs And Rising Rates, What A Fool Believes [View article]

    As always your comments seem thoughtful, and allowing for honest differences with other posters, never disagreeable. I have learned quite a bit both from you directly and from your dialogues with others. Many thanks.

    Do you have any thoughts on Canadian REITS? Quality? Reportiing?

    Dec 5 08:46 AM | 1 Like Like |Link to Comment
  • Combination Therapies Hold Key To Future Cancer Treatments [View article]
    LBIO story intriguing. But do you have any idea why Monish Singh left IMUC with apparently little or no notice?

    Long IMUC.
    Nov 13 08:09 AM | Likes Like |Link to Comment
  • Brazil Fast Food Corp: Still Severely Mispriced, Management Buyout Presents Asymmetric Risk/Reward Opportunity [View article]
    Are there activist investors involved to realize value for all investors?
    If so what percentage of diluted shares do they own/control?
    Nov 6 09:06 AM | Likes Like |Link to Comment
  • BioMed Realty Trust Yields 4.8% But You Should Wait Before Buying [View article]

    Have you compared BMR to ARE?

    Oct 21 08:28 AM | Likes Like |Link to Comment
  • Is Triangle Capital's Dividend Sustainable? [View article]

    Your commentary about BDCs is I believe the most thoughtful on Seeking Alpha. As such, I have missed you quite a bit.

    When you take the trouble to post this way after a gap of over a year I wonder if you are acting as the canary in the coal mine?

    Long TCRD

    Big Blue
    Sep 3 08:28 AM | Likes Like |Link to Comment
  • 6 Reasons ImmunoCellular Therapeutics Is One Of The Best Risk Vs. Rewards In The Market [View article]
    Have you heard of any interest on the part of Big Pharma or biotech in partnering?
    Aug 9 02:31 PM | Likes Like |Link to Comment
  • 6 Reasons ImmunoCellular Therapeutics Is One Of The Best Risk Vs. Rewards In The Market [View article]

    Great article about a company with amazing potential to do both good and well.

    One question: do you know what happened last year with the sudden departure of the prior CEO that took the stock down?

    Long IMUC.

    Big Blue
    Aug 8 07:52 AM | Likes Like |Link to Comment
  • Buying Buybacks II [View article]

    Thank you for your contributions to this public forum.

    May I suggest you take a look at Trim Tabs Float Shrink (TTFS), an etf which invests in companies that reduce their total supply of shares over an extended period. Buying back stock is ostensibly fine but if the timing is off or if shares purchased are principally to reward directors/managers they don't do anything for shareholder value. This etf addresses that problem.

    Another you might want to take a look at is Cambria's Shareholder Yield (SYLD) etf which focuses on companies that combine three elements to create value: 1) Dividends; 2) Share repurchases; and 3) Reductions in debt. In combination this also seems like a nice way to invest in a basket of shareholder-friendly companies.

    Big Blue
    Jul 24 08:06 AM | 2 Likes Like |Link to Comment
  • The Rise Of Micro-Caps [View article]

    May I suggest that you publish an article on the kind of red flags that turn you off when doing your DD on micro caps. Among those I see over and over are

    1) A controlling individual who pays him or herself a disproportionate amount relative to annual revenues or profitability;

    2) A controlling share holder who has multiple family members on the payroll;

    3) A board with only long-serving members;

    4) Accounting firms changing on a regular basis;

    5) Many stock options to insiders so if there is a take out event they benefit disproportionately vs. public shareholders.

    I am certain you/others can add many more.

    While there is much opportunity here there is also much risk for the uninformed.

    Big Blue
    Jul 22 09:09 AM | 3 Likes Like |Link to Comment
  • If I Were Starting A New Portfolio Today [View article]
    How do you feel about equal weighted expressions of the same asset classes?


    Jul 18 08:10 AM | Likes Like |Link to Comment
  • Compass Diversified Holdings: It's Not The Direction, It's The Holding [View article]

    Check ROI over the many years Capital Southwest has been public.
    In March, 2003 CSWC had $272.2 million in net assets; by March, 2013, net assets had grown to $659.8 million after buying back 147.5k shares, paying out $35.9 million cash dividends, $77.3 million cash capital gains dividends, and making $48.9 million in tax payments. In the entire history of this company equity has been issued exactly once, when it first went public. How many BDCs can make that statement? This company is for patient investors with a long-term time horizon. Clearly it is not for you based on what you posted.

    Big but not Blue
    Jun 24 04:27 PM | Likes Like |Link to Comment
  • Compass Diversified Holdings: It's Not The Direction, It's The Holding [View article]

    You might want to check out and compare CODI and Capital Soiuthwest (CSWC).

    Big Blue
    Jun 24 07:51 AM | Likes Like |Link to Comment
  • Stratus Properties Is Undervalued With A Significant Near-Term Catalyst [View article]

    Has STRS treated small shareholders fairly? I noticed a significant number/proportion of dissenting votes against the 2013 Employee Stock Option Plan identified on the May 30 8K.

    Big Blue
    Jun 8 10:14 AM | Likes Like |Link to Comment
  • Natural Gas Transportation: Who Will Win And Who Will Lose [View article]
    Additionally you might have included Travel Centers of America (TA) another operator of truck stops which is profitable and has a arrangement with Shell to install natural gas at many of its centers at Shell's expense.

    Long RDS.B and TA
    Apr 27 08:36 AM | Likes Like |Link to Comment