shamapant's Blog

Link to my Actual Blog

shamapant — Sun, 04 Nov 2012 15:53:10 GMT

http://beta.fool.com/shamapant/

What Counts as Insider Trading?

shamapant — Sat, 20 Oct 2012 11:33:23 GMT

I've been reading Avner Mandelman's The Sleuth Investor...FABULOUS BOOK...but I was wondering where the line is drawn on insider trading?

I'm going to give a few scenarios that I would theoretically trade on and I want you to tell me if they're insider trading

1)If i talk to a company's supplier and they tell me they aren't seeing as many orders from the company. I dra...

Special Situations/Other on my Watchlist

shamapant — Tue, 02 Oct 2012 23:24:33 GMT

Here are a few I've added to my watchlist:

1. Energy Transfer Equity

If the motley fool had a reputation for doing something badly, it would be those formulaic articles that don't give any real insight onto the reality of business. However, there are plenty of articles that motley fool critics don't realize are out there(more recently they represent the majority of art...

How do you read annual reports?

shamapant — Sat, 22 Sep 2012 10:57:45 GMT

How do you guys read annual reports? I used to usually read them on my computer screen, but I feel very detached from the reading. I was researching DWA and I finally just printed their MD&A section on 8pgs(back and front) and it's a MUCH more useful experience to me. Just looking for what your research habits are.

A recent major influence on me in terms of researching investments is the book V...

Possible Tender Offer Situation?

shamapant — Mon, 25 Jun 2012 14:18:03 GMT

http://www.marketwatch.com/story/theragenicsr-announces-plans-to-repurchase-up-to-10-million-of-its-shares-in-a-modified-dutch-auction-tender-offer-2012-06-12

Theragen...

As I delve into Foolish Growth Investing...Thoughts?

shamapant — Fri, 11 May 2012 19:42:30 GMT

I've been concentrating on value investing for most of my past investing history, and I thought it was about time to try my hand elsewhere and see if I can understand the growth investing style. What I've figured out so far is that it's much much harder than value investing. Even emotionally, growth stocks tend to go up and down by huge amounts only, making it really hard to handle. Take MAKO Surgical, a stock which fool has been recommending a ...

An Apple Rec in hindsight

shamapant — Tue, 20 Mar 2012 21:45:15 GMT

http://www.aswathdamodaran.blogspot.com/2012/03/apple-thoughts-on-bias-value-excess.html

a post by aswath damodaran, a renowned finance professor who has a reputation for some pretty good valuations. I think you'l find it interesting, he valued AAPL conservatively at about $710 p...

MicroCap Filing Question

shamapant — Fri, 10 Feb 2012 23:47:51 GMT

When looking at a company that doesn't file with the SEC, if the company has audited financial statements still being given to investors, why is there more risk than a company that files with the SEC? Assuming all other things equal of course.. Just curious

Shamapant

Help me understand how debt works

shamapant — Sat, 07 Jan 2012 16:24:14 GMT

So I'm research ATP Oil and Gas, and i know it has 2 Billion in debt due 2015. What I don't understand is the scenarios where ATP Oil and Gas survives. Would ATP Oil and Gas have to potentially bring in 1.7Billion(debt-current assets) in the next three years in order to survive, or would it only have to get a certain amount paid off so that it could take on more debt and survive a bit longer? How does that deb...

AssuranceAmerica Going Private-In Depth

shamapant — Thu, 05 Jan 2012 00:07:29 GMT

So I did blog on this 65% upside going private transaction before, but then I just put a bunch of SEC filings here and let you guys do your own work. I did some more indepth analysis on the transaction(including how it offers AssuranceAmerica a 38% return on their going private investment), and it has become even more attractive since then. I encourage you guys to read the article at my blog:

Happy Holidays-Things to think about

shamapant — Fri, 23 Dec 2011 19:12:27 GMT

Merry Christmas and a Happy New Year to all of you!

I kind of feel bad about the sort of abandonment of my CAPS blog that occurred when my TMF Blog Network blog opened up. It was bound to happen, but what a tragedy.

Just to make this holiday extra special, I am going to make a bunch of predictions here. Its always nice to ma...

Shanda Games, A Worthy Investment

shamapant — Sat, 10 Dec 2011 12:25:52 GMT

See-http://blogs.fool.com/shamapant/2011/12/06/video-games-worthy-investment/-for the actual article, I felt like my main viewership, the fool community, wasn't seeing this b/c it wasn't on the Fool blog system...enjoy!

Comment here unti...

How do bond yields effect fundamentals?

shamapant — Wed, 07 Dec 2011 20:19:22 GMT

Looking at ATP Oil and Gas Corp, here is an excerpt from a 'plunged' fool article:

"In the third quarter, production averaged 24,000 barrels of crude, down from 31,000 in August, and a pair of the company's wells have slowed production. The lower production has sent ATP's bond yields skyrocketing, a major problem for a company that has $2 billion in long-term debt."

Is it weird how my CAPS rank was below 10 around a month ago and its *almost* at my all star goal already? It is a bit strange, and it makes me realize that the difference between my rank of 71 and another player's rank of 30,40, or 50 doesn't mean much at all. Higher ranking is great in CAPS, but my quick rise tells me that there are many jewels throughout CAPS whose posts aren't getting respect due to their ...

A quick $792 max gain, 36% profit--Going Private

shamapant — Thu, 01 Dec 2011 21:30:37 GMT

For anyone looking for a quick $792, i can deliver that on a maximum investment of $2200 in this wonderful arbitrage opportunity. If you intend on investing less, at current prices you are looking at a 36% gain. The stock going private is AssuranceAmerica Corp(Pink:ASAM), which currently trades at $.22. At some point after Dec. 8th, ASAM will go private to reduce its shareholder count to below 300-elimin...

What happens post-FDA rejection?

shamapant — Mon, 21 Nov 2011 02:10:17 GMT

After the FDA rejects a drug from a company's pipeline, what happens with that drug? Do they just toss it out and start over, taking millions in losses or do companies have the option to make changes and still get the drug approved? What usually happens? Thanks,Shamapant

Pharmaceutical Analysis

shamapant — Wed, 16 Nov 2011 19:26:04 GMT

I have been looking around lately, and I can't seem to find a good way to analyze a pharmaceutical company. How are the drugs that the FDA may or may not approve valued? I know we have several pharmaceutical masters on the Fool, so I need help with this. This information is important to me for future analysis, and specificly to better understand my recent find:

To uphold my part in the Ikkyu 2 challenge this month(i think it would be a great idea to make it a monthly thing), I wanted to highlight a special situation investment that was brought up as a huge value possibility back in April by Charly Travers, in this article:

Questions stemming from Greenblatt's Special Situation book 1. EP is being taken over by Kinder Morgan and Kinder Morgan is offering 5 year warrants as part of the merger. As this is a lot like the situation that Greenblatt mentions, I was wondering, where do you go to buy warrants? If you aren't an institution, how do you actually purchase the warrants? and where are they traded? 2. In th...

Shorting Leveraged ETF's?

shamapant — Wed, 12 Oct 2011 19:26:44 GMT

I hear a lot of people say that investing in Ultrashort etf's is a bad plan for a long term investor because the way they function makes them lose money over the long term. For some reason there isn't much coverage on pros and cons of shorting the leveraged ETF's. I figure if long term they are bound to cause a loss to the investor, shorting them long term would be a nice easy way to pocket some profits. Speci...