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Red Robin Post Half

Glen Bradford
Glen Bradford@DoNotLose
·2 min read

ddr - yes~! an REIT that's back to profits and is priced for the underworld gsol - too expensive. i'm bargain shopping, remember? myst - can get cheaper p/s, p/e and more predictability elsewhere If they pull big numbers out of a hat on cloud computing I’ll reconsider this as an option. Cloud computing in my opinion isn’t a commodity type product. This illustrates mediocristian vs extremism. In mediocristian, like farming, anyone can do it --- not a big deal. In extremism, like the NFL or NBA, not everyone gets the opportunity to play. But, if MYST is indeed a leader --- that’s a huge opportunity, I just see lots of questionable news. Also, 1/3 of their assets are intangibles (good news is that it’s not in goodwill but in copyrights) Be sure to watch the trend of online membership services. sopw - Selling at 4x of book value ---also a killer for me P/S = 0.62 Not profitable -- that's a killer for me All sorts of stock option activity around $1 Most of sales are in asia, then to Europe then to USA, but the majority of their assets are in the USA caah - doesnt make money, never really has, not interested. nfes - not very stable incomes over the last 10 years. i'm scared --- P/E of 4, out of my price range, P/S = 1, P/B = 1 chng - canl --- too expensive. they are reverse splitting 2:1 trying to get listed. P/E is 3.86 and this thing is growing at 15%, the 10Q detective scared me off cbak - not profitable, not interested, but i loved the battery idea feed - eps .57 price 4.02 P/B 1.29 Growth 15% HOGS: P 9.67 E 1.08 P/B 1.4 Growth 30% igc - minority interest knocks this one to selling above book value. i'll stick with chfi free - growth of 15%, earnings of .88, price of 1.58, p/b of .275 CPBY - p/b 1.5, price 2.92, eps .5, growth of 14% utvl - p/b 2.5, price 5.8, eps 1, growth 20% alrc - eps .58, price 1.16, growth 30%, p/b .46 ygyb - eps 0.72, price 2.30, growth 50%, p/b 2 to do:ytec,cga,hrbn

Whoah Nillies: gnw,pnx,cno,ob,ahr,ddr

I'll put up another radar here soon.

tomorrow alerts: http://www.chinarisingconference.com/presenting.html

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Glen Bradford

Glen Bradford

Investor · Builder · Writer

MBA from Purdue. Former hedge fund manager. Holds 26 series of Fannie Mae and Freddie Mac junior preferred stock. Built Cloud Nimbus for Salesforce consulting. Author of Act As If. Writes about investing, building things, and the longest financial fraud in American history.

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