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Last Activity: Added GU to bullish list on 09/07/12  Current Stock List: Symbol SP Sentiment Rating Return Since GU n/a 09/07/12 All-time Sectors of Interest ... View All > Opinion & Analysis Bullish on TAM ...   about TAM   09/20/11 takeover Bullish on DIVX ...   about DIVX   06/23/10 takeover at 5+% premium Bullish on FKFS ...   about FKFS   06/16/10 takeover at 17% premium Bullish on SSE ...   about SSE   06/15/10 takeover at 14+% Bullish on AYE ...   about AYE   06/15/10 takeover at 15.2% premium

Discussions

Re: 01/05/10
theyre in a hell of a lot of trouble i dont see them pulling out of

Re: Bullish on FRE ... 10/24/09
The tossup here is whether the Government as it is right now, politically unsure, and mismanaged, could even, if they tried, dismantle a GSE which holds such a massive percentage of the country's mortages. I do not believe that it can, and i think it will be a long time before the GSE's are gone for good. I think much more information is needed on the future of these companies politically to...

Re: Bullish on IBCA ... 08/28/09
I took a look at stocks which have been beaten down in the past 52 weeks, then took a look at their Fair value using the Discounted cash flow model. (see my latest picks on august 21st). I was somewhat generous in choosing the growth potential of this, at 10% over 10 years (thats per year), but i am aware that the market has likely seen a bottom. For a rough calculation i used this calculat...

Re: Maybe not the smartest to bet on a merger but 07/12/09
I paid dearly (so far) for this pick. The deal did ultimately fall through. However, all hope is not lost as they are desperately trying to sell themselves. Truth is, this company's future is in a lot of doubt

Re: Where there's smoke there's fire 07/12/09
Agreed on this one. Even though friday signaled a bullish homing pigeon, in the long run this thing is toast

Re: Merger watch 06/10/09
Still Holding, looks to be making quite a rebound

Re: Target raised on MVSN 06/04/09
I picked it based on a number of factors. The first was the depressed stock price; MVSN was aquiring Gemstar-TV guide and had since the aquisition was announced seen its stock price take a major hit. Knowing that MVSN was already a company for great growth potential, and factoring in that its new aquisition, Gemstar, would either be sold off or become reorganized with a new mission to deliver...

Re: up and down on this one 02/24/09
right on

Re: indicators 02/24/09
Ok. closing it out

Re: had a good ride with this one 02/24/09
Alright. time to close




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