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TMFMmbop (96.68)

Please mock my stocks

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November 04, 2010 – Comments (6)

How do you know when you've found a misunderstood and therefore potentially undervalued stock? How about when popular blogs like Dealbreaker mock people who own the company based on a fundamental misunderstanding of the company.

That's what happened this week when George Soros disclosed a greater than 5% position in GG recommendation Female Health Co. And I agree Soros is onto something...

The Wall Street Journal’s MarketBeat blog, for example, mused that while Soros’s purchase of Platinum Group Metals (NYSE: PLG) made some sense given his position on gold, when it came to Female Health, “we have no idea.” Taking it to the next level was the always sarcastic (and therefore mostly annoying) Bess Levin of Dealbreaker. She wrote, “Personally, never have I ever heard of a single person who’s even once used a female condom, even as a joke, but leave it to the Don Juan of the hedge fund world to be consistently ahead of the sexual trends curve.” That blog’s commenters demonstrated a similar lack of understanding of Female Health’s product or its market opportunity.

 http://mot.ly/afNERU

6 Comments – Post Your Own

#1) On November 04, 2010 at 1:36 PM, TMFRoyal (99.17) wrote:

Yeah, it's really advisable for the talking heads to mock Soros, huh? When was the last time they broke the Bank of England?

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#2) On November 04, 2010 at 7:52 PM, MegaEurope (22.68) wrote:

Considering FHCO is priced at 13.5x tangible book, 7.3x sales, and 49.5x earnings, I guess GG is counting on it being a grower, not a shower.

I do admit the stiff 56% gross margins are good news.

 

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#3) On November 15, 2010 at 3:28 PM, stone9 (98.05) wrote:

At least she was just making fun on his stock picking and not accusing him of helping the Nazi's in WWII, like Glen Beck claims.

http://www.nytimes.com/2010/11/12/us/12beck.html

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#4) On January 11, 2011 at 9:33 PM, bbqrooster (95.28) wrote:

This is an investment site. I don't care if Glen Beck thinks George Soros is an angel or a devil. There are people just obsessed with Glen Beck.

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#5) On January 11, 2011 at 9:34 PM, bbqrooster (95.28) wrote:

This is an investment site. I don't care if Glen Beck thinks George Soros is an angel or a devil. This is not the kind of comment I would expect on Fool.

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#6) On March 04, 2011 at 11:08 AM, deadaphids (< 20) wrote:

Tim -- sorry for this errant comment on an unrelated blog...but I can't figure out how to contact you more directly.  (Dense sometimes!)  In your 1/27/11 "One Exciting Opportunity" article, you discuss Eastern Star Gas as one company you're watching in Australia.  Interesting.  I've since seen other positive items on it, so it's a credible Australian company, generating news, interest (yours included), etc. 

 

Yet when I check activity on ESGLY.PK, its ADRs, I usually see NO trades or maybe one trade for a couple of hundred shares (at around $14) that, because of the thinness, moves the ADR by 35 cent, or even more.  Clearly, i wion't want to buy much (any) in THAT situation.  Am I researching the wrong form of the stock?  It HAS to have more trading going on.  It's  decent-sized small-cap in Australia.  

 

Can you guide me on this?  Thanks!

 

~ Ed (a Fool for many years; email: deadaphids@aol.com)

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