Unless you believe the desire to reduce a company’s energy costs is going away, then this company looks like a steal at current levels
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A CRE Update
Mr. Green makes the important point on the difference to banks for CRE vs RRE. That point also bodes well for the “extend maturities” argument.
Thought they would not announce something until earnings. Key here (aside from the obvious) is that management is delivering on the expectations they set.
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Why We Bought Jamba Juice…..
This was originally posted Sept. 8th for subscribers. We bought shares based on this at $1.14 (currently stand at $2.02, 77% gain). Subsequent posts have bolstered the case for it.
Titled: “Areas of Opportunity for Value Investors: Catalysts, Market Inefficiencies, and Institutional Constraints”
Titled: “Areas of Opportunity for Value Investors: Catalysts, Market Inefficiencies, and Institutional Constraints”
As a shareholder, I am incensed that the company will have to spend money to defend garbage like this. Let’s look at this poster child of abuse of the US civil litigation system. The definition of frivolous…
Somebody decided to call me out on my General Growth thesis and did so by putting me in the same sentence as Goldman Sachs (GS) and Bill Ackman. Can’t decide to argue with or thank them….I’ll do both.
Somebody decided to call me out on my General Growth thesis and did so by putting me in the same sentence as Goldman Sachs (GS) and Bill Ackman. Can’t decide to argue with or thank them….I’ll do both.
These moves will pay huge dividends down the road as products are introduced to the public on a much grander scale. We are up >70% in this pick in almost a month and I feel there is considerably more upside for us.
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AutoNation's Jackson at Auto Summit
Can’t say enough about Jackson. Had anyone in Detroit or Washington listened to him over the past 4 years, much of what the auto industry went through recently may have been avoided….
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AutoNation’s Jackson at Auto Summit
Can’t say enough about Jackson. Had anyone in Detroit or Washington listened to him over the past 4 years, much of what the auto industry went through recently may have been avoided….
Titled: Investment Research: The Challenge of Finding Attractive Investments
Titled: Investment Research: The Challenge of Finding Attractive Investments
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Starting to Put Some Number to SmartStax
Dow Chemical (DOW) and Monsanto (MON) have combined to develop a one of a kind corn seed. Using Monsanto’s recent earnings release, we can start to put some hard numbers to it possible effect.