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  • Starbucks Is A Sell  [View article]
    Where is your source? If you don't have one, can you at least provide us with some logic as to how they are "Fully" hedged.
    Mar 26, 2014. 09:33 AM | Likes Like |Link to Comment
  • How Mortgage REITs Hedge Interest Rate Exposure  [View article]
    Even with the ability to hedge, wouldn't it be costly?
    Jun 23, 2013. 07:28 PM | 1 Like Like |Link to Comment
  • ZAGG: Undervalued And Forgotten  [View article]
    I am long this stock and made an equity case to a bunch of friends. A lot of them have concerns with the company and its ability to maintain margins on a commodity product. Their shields, according to them, aren't special. They are just made out of polymer like most of their competitors. Then there is the argument about Corning developing an even stronger product. I personally believe a screen protector is a psychological accessory people buy.

    Looking forward to earning reports.
    Feb 26, 2013. 03:50 PM | Likes Like |Link to Comment
  • Buy Kohls, Expect Great Gains  [View article]
    Interesting, but I just don't think that gives them a competitive advantage over other companies. Yes it brings in loyal customers that love those brands, but most retailers have exclusive partnerships with brands. I can't see that being an advantage unless the brands are really good.

    That being said, Kohls is a pretty impressive retailers. I wouldn't bet against this company.
    Feb 8, 2013. 09:45 AM | Likes Like |Link to Comment
  • Buy Kohls, Expect Great Gains  [View article]
    I'm not sure these are real competitive advantages. The exclusive brands that they have might be an advantage if they were popular. I don't want to put my bias in and say they suck, but I would definitely want to know how strong they are compared to other retailers.

    The location of their stores doesn't seem like a huge competitive advantage either. Most retailers cluster their stores together
    Feb 7, 2013. 01:29 PM | Likes Like |Link to Comment
  • More on Einhorn and Apple (AAPL): The company needs to use the same level of creativity with its balance sheet as it does to produce products, writes Einhorn. Every $50B of perpetual preferred stock distributed would unlock about $32/share of value, he says, and Apple has the capacity to distribute several hundred billion. "Greenlight is alarmed that Apple is attempting to eliminate preferred stock from its corporate charter." Shares  +0.7% premarket.  [View news story]
    Thank you for this comment.
    Feb 7, 2013. 09:16 AM | Likes Like |Link to Comment
  • 2 Mattresses For The Price Of 1? How Tempur-Pedic Gets To $50  [View article]
    Pretty good article. I was on Bloomberg yesterday looking at this company. It would be nice if you could compare key metrics against Select Comfort. These direct competitors make for a really interesting case. Both of them have FAT!! ROE. Looking at a Dupont Analysis you can see that TPX has a leverage ratio of 9.85 in 2011 (they did just buy Sealy) and a asset turnover of 1.84. Select Comfort looks to me as if they are running their business more efficiently with an Asset turnover of 3.44 for the same year and a leverage ratio of 3.44. Right now it isn't completely clear to me which company i'd rather buy, but buying 2 for the price of 1 is a hard bargain to pass up.
    Dec 12, 2012. 10:51 AM | 1 Like Like |Link to Comment
  • RF Micro Devices Receiving A Stronger Signal  [View article]
    Oct 5, 2012. 01:16 PM | Likes Like |Link to Comment
  • RF Micro Devices Receiving A Stronger Signal  [View article]
    I've looked at this company couple times, but I always hold off on a buy. There really isn't great information out there about the RFID industry. Good write up though.
    Oct 4, 2012. 05:18 PM | Likes Like |Link to Comment
  • Chipotle Is An Undervalued Growth Stock  [View article]
    Hi Christopher,

    After reading your article, I would love you to explain how you create a growth target for this company? You said "if Chipotle continues to open restaurants at a double-digit growth pace.." but where is your analysis that Chipotle has the ability to keep up a double-digit growth pace and for how long?
    Oct 2, 2012. 04:58 PM | Likes Like |Link to Comment
  • The Cheap Retailer That Will Be Outfitting Your New iPhone 5  [View article]
    I am also long the stock. Done the homework, called up a analyst to understand the whole issue with Robert Pedersen, and even with those circumstances, I believe this is a good value play. Still, I have some concerns with this company. I found out today they won't have their IPhone 5 products threw their distribution network until early October. I would have liked to see a faster response time.
    Sep 24, 2012. 10:43 AM | Likes Like |Link to Comment
  • Short Squeeze Looms For Skullcandy, And Solid Fundamentals That Add To The Stock's Luster  [View article]
    SODA sucks, who wants to make their own soda? People that don't understand specialization!
    Aug 29, 2012. 02:02 PM | Likes Like |Link to Comment
  • Alexander & Baldwin: Post Spin-Off Analysis And Valuation  [View article]
    Hi Jason,

    I am assuming you came across this company after taking notice that Willam Ackman took a stake in it. According to one of his earlier 13-F filing (December 31, 2011) Pershing Square acquired 3,561,943 shares that held a value at $62,081,401, which works out to be around 40.82/Share. I'm sure he was able to acquire them at a discount. Let's hypothetically say 10%, meaning he got them around 36.73 dollars more or less. This is where he discovered "Value." From your conservative valuation of 26.48, where else is value being derived? Trying to figure out what his company is seeing.
    Aug 16, 2012. 05:20 PM | Likes Like |Link to Comment
  • Colgate 20% Overvalued, So Buy These 2 Stocks Instead  [View article]
    You should do an analysis on management instead of a DCF.
    Jul 17, 2012. 03:48 PM | Likes Like |Link to Comment
  • Colgate-Palmolive's Indian Expansion Takes Advantage Of P&G's Delay  [View article]
    I would love for someone to point out there extraordinary ROE. I don't think there is a company in the S&P 500 that has the same track record.
    Jul 17, 2012. 03:43 PM | Likes Like |Link to Comment