Comments for Peridot Capitalist

Comment on Biglari Holdings: You Can’t Be Serious! by waybe

waybe — Sat, 11 Feb 2012 23:26:23 +0000

Reverse splitting (merging actually) is not particularily rare, I saw it with Garden Burger and Unisys to name two off the top of my head. However, this ratio (1:15) on an already expensive stock tells me Biglari is trying to generate some free cash and fortify his empire from new investors.

Comment on The Obama Bull Market Continues by Investment resources

Investment resources — Sun, 05 Feb 2012 15:45:30 +0000

That’s interesting but come on, various president have nothing to do with how stock markets move.

Comment on Market Curbs Enthusiasm for AMD by David Fletcher

David Fletcher — Wed, 01 Feb 2012 13:52:05 +0000

Once again steep price cuts from Intel are hurting AMD, really competition is very tough for AMD as their profit warning late last week indicated. After a huge move in a short amount of time,in my view AMD can compete with intel and other giant manufacturer, AMD will have to re plan their marketing strategies.

Comment on Despite Headwinds, Consumer Discretionary Sector is a Solid Contrarian Bet by David Fletcher

David Fletcher — Wed, 01 Feb 2012 13:10:01 +0000

I agree these are all issues facing the U.S. consumer,all risk is faced by cosumer.one should also think other options apart from stock and follow BTL.

Comment on Despite Cyclical Headwinds, Goldman Sachs Stock Is Still Too Cheap by frankhoward

frankhoward — Wed, 25 Jan 2012 11:38:25 +0000

I have been making this argument for a while, and holding the stock has not been fun while it has been treading water far below tangible book, but even with a cyclical industry like investment banking,