MKArch’s Activity

Fri Oct 17

Blog Comment

MKArch commented on Fantasygirl123's blog post. 11:05 AM

I was your signal- people

I hate to make assumptions about people, however since you put your experience level at low under your profile, I'm going to  give you some advice for a new investor. If you don't already have an accounting background

[more]

Thu Oct 16

Blog Comment

MKArch commented on Fantasygirl123's blog post. 1:21 PM

I was your signal- people

Hi Fantasygorl123, I saw your previous blog before this one and posted some comments there. One additional thought for here, I was a top 1% player in CAPS pre great recession hitting #5 in Caps at one point in it's first year. Late

[more]

Blog Comment

MKArch commented on Fantasygirl123's blog post. 12:42 PM

hmmmm.... Cape May

Hi Fantasygirl123, I live about a 45 minute drive from Cape May (NJ I assume) however it looks like I missed your visit and my wife probably wouldn't think too kindly of me meeting up with a fantasy girl, so that was probably

[more]

Blog Post

MKArch added a blog post. 10:33 AM

Quick Thoughts on Netflix and Stand Alone HBO

I red thumed Netflix for the second time probably a year or more ago under the premise that the real threat to Netflix came from the MPVD's (cable & telcos) who have orders of magnitude more money to spend on content than [more]

Wed Oct 15

Caps Pick

MKArch made a pick in CAPS. 9:52 AM

General Motors (GM) will Outperform the S&P 500

Thu Oct 9

Caps Pick

MKArch made a pick in CAPS. 12:47 PM

Rayonier Advanced Materials (RYAM) will Outperform the S&P 500

Wed Oct 8

CAPS Outperform Pitch

MKArch wrote about GlycoMimetics, Inc. (GLYC) . 1:01 PM

GLYC Outperform

I stole this one from zzlangerhans (probably like a lot of people). Other than piggybacking one of the most successful biotech specialist in CAPS I have nothing to add.

Caps Pick

MKArch made a pick in CAPS. 12:59 PM

GlycoMimetics, Inc. (GLYC) will Outperform the S&P 500

Sun Oct 5

CAPS Underperform Pitch Reply

MKArch commented on TMFPencils's pitch for NDLS. 11:19 AM

When I did my quick and dirty model of NDLS based on CMG 2004 as a starting point, I extrapolated out growth in revenues and expenses over 10 years for NDLS vs. 8 years for CMG and I remember dialing back some performance to add an additional factor [more]

Sat Oct 4

CAPS Outperform Pitch

MKArch wrote about Yodlee, Inc (YDLE) . 10:03 AM

YDLE Outperform

I took a gamble on this one in CAPS only hearing about it on IPO day and liking the story after reading an article and skimming their prospectus. In short they provide cloud based financial planning software for individuals and small businesses, [more]

Fri Oct 3

Caps Pick

MKArch made a pick in CAPS. 1:32 PM

Yodlee, Inc (YDLE) will Outperform the S&P 500

Thu Oct 2

CAPS Underperform Pitch Reply

MKArch commented on TMFPencils's pitch for NDLS. 11:04 AM

I did my own comp to CMG a while back but I went back in CMG's past to find a period when they had a similar number of stores as NDLS had. I came up with 2004 when CMG had 309 stores. They earned 24 cents that year. Would 57X earning have been a high [more]

Tue Sep 30

Blog Comment

MKArch commented on TMFDeej's blog post. 11:11 AM

Canexus and Power REIT Move Closer to Value Realization

Jason,

I don't know if you looked into RBS's spinoff of CFG or not but I added it to CAPS based on my own limited understanding of banks and added a little to my real life portfolio

[more]

CAPS Outperform Pitch Reply

MKArch commented on MKArch's pitch for CFG. 10:53 AM

Here's a better pitch: http://www.fool.com/investing/general/2014/09/29/3-reasons-citizens-financial-group-could-rise.aspx?source=itxsitmot0000001&lidx=1

Mon Sep 29

CAPS Outperform Pitch

MKArch wrote about CITIZENS FINANCIAL GROUP COM USD0.01 (CFG) . 11:55 AM

CFG Outperform

What gets you into a recession usually gets you out however that has not been the case this time around. Banking and housing got us in, however neither has significantly contributed to getting us out. Thus I like these industries and look for [more]

Sun Sep 28

Blog Comment

MKArch commented on TMFDeej's blog post. 10:13 PM

Heads I Win - Tails I Win...the Curious Case of Power REIT (PW)

IP1,

 My biggest concern about this story was that it was more complicated than Konrad's argument seemed to make it out to be. Not seeing any significant challenge to his arguments until your

[more]

Blog Comment

MKArch commented on TMFDeej's blog post. 9:11 AM

Heads I Win - Tails I Win...the Curious Case of Power REIT (PW)

<<<the oil and gas drilling is much less clear cut than you make it out to be in my view too.  There are contracts that were signed between PW and NS/WLE from before Lesser, I believe from the 1980s, that PW signed off

[more]

Sat Sep 27

Blog Comment

MKArch commented on TMFDeej's blog post. 12:30 PM

Heads I Win - Tails I Win...the Curious Case of Power REIT (PW)

In addition to my many typos due to lack of spell check I meant, to address IP1 or investorpro1 but lost track of what meant to type while switching back and forth between Konrad's article and this blog. I apologize for screwing up

[more]

Blog Comment

MKArch commented on TMFDeej's blog post. 9:53 AM

Heads I Win - Tails I Win...the Curious Case of Power REIT (PW)

PW1,

 I agree with Deej, your input is very helpful and welcome. I have a couple of questions-requests to run by you. From Konrad's article here are the event's of default that

[more]

Fri Sep 26

Blog Comment

MKArch commented on TMFDeej's blog post. 9:02 PM

Heads I Win - Tails I Win...the Curious Case of Power REIT (PW)

After mulling the situation and considering the fact that losing is not a death sentence for PW and the worst case scenario is a sell off and likely manageable loss I upped my stake the other day. It look like good timing as the

[more]

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CAPS Stats & Trivia

CAPS Player Rating 99.73
Player Rank 206 out of 75065
Score 10763.55
Score Change Today +17.52
Accuracy 66.53%
Active Picks 188
Total Picks 483
Best Pick ITMN (+696.16)
Worst Pick ARBA.DL (-326.00)
Average Score per Pick 22.28
Charms Earned 14
Highest Rated Favorite AsimovRobot
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool CAPS All Star
Board Posts 1143
Recs Received 2498
People who have rec'd these posts 654
Recs to Posts Ratio (last 30 days) N/A
Threads Started 287
Threads Started Percentage 25.11 %
Most Frequent Board Hidden Gems
Very First Post A HGS: FormFactor post. (12/5/2004)
Percentage of Posts Rec'd 51.53 %
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