February 28, 2013 –
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RELATED TICKERS: GTAT
, NFLX
I have been following this stock for some time. I took a nibble at $4 and am ready to go in with both fists. Here is why: [more]
July 12, 2012 –
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RELATED TICKERS: CHK
, CHKR
I am going to become known as the stomach turner here if all I do is rant negatively about stocks that everybody loves but I really think it would be worse if I just said nothing. My last alert was about Westport and todays heartburn comes in the form of CHK and CHKR. The latter is currently a 5 star stock and if you consider the property holdings alone it is deserved but there are other things at play here. The first and foremost problem is the tangible control of CHK proper over the trust. Yes, they are separate companies but not really and the ambiguity of the relationship between CHK and CHKR is disconcerting to me. Here is why: [more]
April 27, 2012 –
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RELATED TICKERS: WPRT
, TM
, CMI
Probably the most contraversial holding in everyones portfolio is WPRT. The city of NY shows significant adoption of natural gas running units in its public services and appear committed to using them in the future but I don't know if the rest of the country will make the same jump without a legislative push. The situation with Cummins is particularly troubling. It indicates a disrespect for Westport that I am uncomfortable with for a variety of reasons: [more]