Resources
BNET Resources
- sort by:
- Relevance
- Date
- Popularity
- Lifeway's Valuation Doesn't Look Justified
- Amit Chokshi submits: The current market turmoil, while painful, has also produced a number of attractive opportunities. The small cap area in particular has resulted in a number of valuations that one could read about in Ben Graham books but are rarely expected to be seen in a modern, electronic-based...
- External links 2008-10-21
- BioScrip's Time to Right the Ship is Running Out
- Amit Chokshi submits: I had received some emails and phone calls from BioScrip ("[[BIOS]]" or the "Company") investors over the past few weeks asking what my investment status with the Company was and I wanted to provide a broader update. I actually sold my position in BIOS prior to...
- External links 2008-12-01
- Analyst Estimates for Jarden in 2009 Look Ridiculously Optimistic
- Amit Chokshi submits: I've received a few emails regarding my short position on Jarden Corp. ([[JAH]] or the "Company") given the market malaise which has taken all stocks down. Most of the emails, irrespective of whether the person was an investor, a short seller, or just an observer of JAH,...
- External links 2008-12-04
- Q4 Warning and Moody's Support My Jarden Short Thesis
- Amit Chokshi submits: Last week, Jarden Corp. JAH issued a press release indicating that its Q4 08 sales would be roughly $1.3B compared to analyst estimates of $1.5B. While sales for Q4 08 will be well below Street estimates, the Company did not reveal any margin information and also...
- External links 2008-12-18
- Hanes Unfairly Treated by Mistaken Association with Gildan
- Amit Chokshi submits: On December 11, 2008, Gildan Activewear GIL released earnings that disappointed investors. In sympathy, Hanesbrands Inc. ([[HBI]] or the "Company") experienced a significant sell-off. GIL dropped roughly 35% that day from its December 10 close of $14.17 to $9.19 while HBI dropped 24% from its December...
- External links 2008-12-22
- Two Questions for Jarden's 2008 Year End
- Amit Chokshi submits: Broad macro pressures have finally caught up to Jarden Corp. (JAH or the "Company") in recent months and that combination, along with a considerable debt load, is presenting a rather toxic atmosphere for the Company, its investors, and its lenders in 2009. While various risk aspects of...
- External links 2009-02-09
- Kass' Short Bet on Berkshire Falls Short of Reason
- Amit Chokshi submits: In early 2008, Doug Kass of Seabreeze Partners and TheStreet.com issued a sell short thesis on Berkshire Hathaway (BRK.A) which outlined some of his views as to why BRK was an attractive short candidate. Recently, Kass has come out with some updates on his BRK short with...
- External links 2009-02-10
Additional Resources
- BioScrip's Inept Management Continues to Blunder
- Amit Chokshi submits: When I first started writing about BioScrip Inc. BIOS I received some encouragement from a variety of shareholders, including both individual and institutional investors who had been disappointed in management's continued incompetence. I also attracted the attention of private specialty pharmacy operators and former employees, which further...
- External links 2008-08-15
- Priceline: More Headwinds Ahead
- Amit Chokshi submits: Priceline.com ("PCLN" or the "Company") reported earnings in early August, exceeding Street estimates and raising guidance for the year. On the surface, those results would usually lead to a strong rally in the stock, but PCLN shares instead fell by over 10% after earnings. Even with the...
- External links 2008-08-29
- BioScrip Investors Would Welcome a Strategic Buyer
- Amit Chokshi submits: Since BioScrip Inc. ("BIOS" or the "Company") released Q2 08 results, I've had the chance to communicate with other investors and it has become apparent that many share my displeasure with management and the Company's current direction. What's been particularly frustrating is that management and the Board...
- External links 2008-09-11
- Winn-Dixie is Way Cheap. Will it Be Acquired?
- With Winn-Dixie’s stock, which closed Tuesday at $15.87, down by nearly half over the past year, the grocer is looking more and more like a takeover candidate. That price puts the stock near the company’s book value. Bigger chains such as Kroger or Supervalu might take advantage...
- Blog posts 2008-06-18
- << Previous
- page 1 of 1
- Next >>
