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- What Does Seth Klarman See in Facet Biotech?
- Dean Morel submits: I originally disagreed with this Seeking Alpha article which claimed Facet Biotech Inc FACT was a current Seth Klarman favorite. However, upon more research it appears Klarman, the founder of Baupost Group, does indeed see value in this biotech spin-off from PDL BioPharma Inc PDLI. In my...
- External links 2009-02-23
- Leucadia: Fools Rush In
- Dean Morel submits: In my last article on Leucadia LUK I said “Cautious investors may prefer to wait until after the anticipated earnings announcement between 27-Feb and 6-March as any major disappointment would result in a short term sell-off.” If only I took my own advice I would have saved...
- External links 2009-03-03
- Safety Insurance Group: Reduces Risk with Attractive Probable Returns
- Dean Morel submits: Ten months ago I recommended Safety Insurance Group SAFT. Its share price is down since then, but far from out. While I prefer absolute returns my sense of well being dictates I must look at 2008 through a relative lens. Relatively SAFT was a great performer, beating...
- External links 2009-03-30
- I'm a Smith Macro Investor with Reasons to Be Wary
- Dean Morel submits: The Drinks are on the Shareholders and they’re flowing freely Smith Micro Software Inc. SMSI reported Q1 2009 Earnings on Wednesday. Like most companies they concentrated their spin on the positives. The spin continued in their conference call with Bill Smith once again showing his...
- External links 2009-05-08
- Facet Biotech: What's with Chapman's Scripted Questions?
- Dean Morel submits: Facet Biotech Corporation (NASDAQ:FACT) have filed a transcript of their Q1 conference call. I posted a couple comments on my last Facet Biotech post to highlight Facet's Q1 10Q and conference call transcript. After reading the transcript I've decided to dig a little deeper. Most of the...
- External links 2009-05-13
- Could Crocs Be a Turnaround Play?
- Dean Morel submits: Crocs CROX is one of the favourite whipping boys on internet discussion boards. I remain grateful that someone prompted me to dig deeper into Crocs' deteriorating margins before diving in. That was about a year ago, when the stock had dropped from over $75 to $10. CROX...
- External links 2009-06-24
- Digging Deeper into Historical Market Data 1871-2009
- Dean Morel submits: Yesterday I looked at S&P 500 daily data from 1950 on. Today, thanks to the generous Professor Shiller, I'm going to look at historical market data from 1871 to the present for the S&P 500. Let's jump straight in. The first chart shows one year...
- External links 2009-07-14
- The Mighty KongZhong Keeps Climbing
- Dean Morel submits: Kongzhong Corp. KONG keeps on climbing. I finds these valuation heights somewhat dizzying, but I'm sure enjoying the ride. Like exciting fair ground rides, the trick is get off before you're sick. I thought KONG had climbed high when it was at $8; at $10 I almost...
- External links 2009-07-22
- Akamai Earnings Preview: The Company to Catch
- Dean Morel submits: Akamai AKAM, the web content delivery and application gorilla, will report Q3 2009 on 28-Oct-09 AMC. Consensus forecasts is for $0.35 eps on $199.8M revenue. AKAM has excellent cash flow, a strong balance sheet and reasonable potential for growth for years to come. While competition continues to...
- External links 2009-10-13
Additional Resources
- Need Cash? See Suntech
- Dean Morel submits: Is Suntech STP the financier de rigueur for the solar industry? It sure seems that way. by Dean Morel
- External links 2008-08-23
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