Seeking Alpha
View as an RSS Feed

Ariel Aharonovich  

View Ariel Aharonovich's Comments BY TICKER:
Latest  |  Highest rated
  • Angie's List A Compelling Short Opportunity [View article]
    Even if it goes to >20 it will end up way below <10...
    Mar 1, 2013. 02:25 AM | Likes Like |Link to Comment
  • A Boot Right Into The Face: Immediate Implications​ Of The Italian Elections‏ [View article]
    jrobinson170,
    Thanks for commenting.
    With low GDP growth (now, with the sequester getting into effect, even lower), weak/er PMIs (today will be another softer read probably), Italy (big time), Spain (ticking bomb),change in investors' sentiment (http://bit.ly/ZNWawh) etc. how can stocks keep moving up and for how long?. It won't be forever. Im sure of that... Volatility "have to" make a comeback... but, as you said yourself, nobody really knows... your guess and his guess are as good as mine...
    Mar 1, 2013. 02:19 AM | Likes Like |Link to Comment
  • Molycorp: 4 Reasons To Take That $1B Intangible Asset Write-Off Now [View article]
    Obviously, based on today's trading (thus far), this might be the necessary step to build a momentum going into the earnings call. Lets hope MCP's management don't blow it up...again...
    Feb 28, 2013. 12:37 PM | Likes Like |Link to Comment
  • Angie's List A Compelling Short Opportunity [View article]
    Good call.
    ANGI is a SHORT for so many reson that I need to write an articel about it myself...The main reasons are shortage of funds, high valuation, unsustainable growth and profitability but most of all, simply put, a model that don't - and can't - work for too long.
    Feb 28, 2013. 12:07 PM | Likes Like |Link to Comment
  • 2013: Another False Start [View article]
    Bret,
    What would cause you to short more?...On one hand, we expect a correction because "Hard to see value here" but on the other, if you stick to "(hard to be short with central banks printing money" then basically you should have no reason to go long 100% because QE doesn't see to end up anytime soon...
    Feb 28, 2013. 09:02 AM | Likes Like |Link to Comment
  • The Nikkei 225 And The Japanese Yen: How Long And How Far Can This Pair Move In Opposite Directions? [View article]
    Japanese Prime Minister Shinzo Abe nominated Asian Development Bank President Haruhiko Kuroda to lead the nation’s central bank. Also, the parliament said Kikuo Iwata, a professor at Tokyo’s Gakushuin University who advocates greater government oversight of the BoJ, and BoJ Executive Director Hiroshi Nakaso were nominated for the two deputy governor positions.
    Feb 28, 2013. 02:04 AM | Likes Like |Link to Comment
  • A Boot Right Into The Face: Immediate Implications​ Of The Italian Elections‏ [View article]
    goldzone,
    Thanks for commenting.
    Lets be blunt about it: The sequester is not too big to be a problem for itself. Don't get me wrong: it is a problem but not due to its size.
    More than anything I believe that the sequester, should it's not being avoided on the very last minute, is just yet another example of the US decision makers inability to get into agreement and to get the job done for the sake of the American people (instead of the politicians own one-sided ambitions).
    The Fiscal Cliff is still looming and in 1 or 2 months max. the US will reach its debt limit....again....and again....and again...
    At some point, this political deadlock should have some effect... seems like it's not only Italy with a political deadlock...
    Feb 28, 2013. 12:23 AM | 1 Like Like |Link to Comment
  • Universal Display: Time To Shine? [View article]
    PANL is a very interesting company but it's a dream (that may come true), not a reality. Therefore, timing is everything in taking a position here, long or short. You can easily get crushed either way, way more than a "normal" stock". This has much to do with PANL's volatility (which is very high) but also with the following 3 major issues that PANL is facing:
    1. They are totally dependent on one customer - Samsung. The last week news clearly proved how dangerous it is.
    2. OLED TV is still far away, definitely not something to expect in 2013. 2014 or probably 2015 will be the earliest possible, if at all.
    3. OLED technology is growing but not growing enough...
    I'm currently neither long nor short the stock and if anything I'll probably buy it. Nevertheless, my entry price - if and when - would be way below the $30. $25 makes more sense, at least to me...
    With PANL: Timing is everything!!! but since we can't time the market I rather at least try to set up a more attractive entry point. Good luck
    Feb 27, 2013. 04:37 PM | Likes Like |Link to Comment
  • Exterran Partners: A 9% Yielder For Income Investors [View article]
    I'm not sure that EXLP's dividend yield is sustainable. If it does - it's indeed a bargain but if the dividend will be cut - as I expect - this is trap
    Your (and my) LONG MMLP is so much better!
    Feb 27, 2013. 01:33 PM | Likes Like |Link to Comment
  • A Boot Right Into The Face: Immediate Implications​ Of The Italian Elections‏ [View article]
    dance,
    Thanks for commenting.
    I'm not familiar with UVIX. Did you write the correct ticker?
    Feb 27, 2013. 12:00 PM | Likes Like |Link to Comment
  • 2013: Another False Start [View article]
    This is exactly the key: more volatility ahead!
    I just published an article about the current levels of uncertainty with a clear recommendation to go LONG volatility:
    http://seekingalpha.co...
    Feb 27, 2013. 11:28 AM | Likes Like |Link to Comment
  • Stocks And Gold: A Tale Of 2 Markets [View article]
    I'm not saying that you're wrong, I'm saying you're bold...
    The economy sucks - no doubt - and it's only due to artificial means, i.e. central banks pumping money, that we are here...
    We may see a crash at some point but it ain't going to happen this year... it ain't going to happen for as long as QE remains more important than IQ.
    Combining the "Don't fight the fed" and "the trend is your best friend" phrases and you'll get:
    Don't fight the fed, until the QE is officially dead!
    Meanwhile, instead of betting on falling market I rather be LONG volatility. This would work either way, without the S&P needing to go to 500... (-;
    Feb 27, 2013. 07:47 AM | Likes Like |Link to Comment
  • Is Arena's Belviq Priced Right? [View article]
    As a matter of fact sonme, like Blackrock and many other hedge funds, think that the best strategy is to be LONG BOTH ARNA and VVUS. Obviously, this strategy make sense as long as you're certain that one of the drug will be a blast.
    Some people tend to forget that there's an option that both drugs fail to please the market. Food for thought...
    Feb 27, 2013. 07:11 AM | Likes Like |Link to Comment
  • Is Arena's Belviq Priced Right? [View article]
    nomis,
    I genuinely have no problem that Qsymia will be doing very well. I think that there's enough room for both drugs to succeed in the market.
    Nonetheless, regardless of me being LONG ARNA, looking at Qsymia thus far isn't an encouraging view. I can tell you that for the first time I'm seriously thinking of adding a SHORT VVUS position to my portfolio as a hedged against ARNA.
    From where I sit it doesn't seem like VVUS is going to nail it with Qsymia and therefore VVUS may be the perfect hedge for ARNA, in case that ARNA won't be able to make it with Belviq either.
    Good luck to both stocks but I truly doubt that VVUS will be the last man standing...
    Feb 27, 2013. 05:44 AM | Likes Like |Link to Comment
  • Stocks And Gold: A Tale Of 2 Markets [View article]
    contrarianadvisor,
    This is a very bold forecast
    Do you put your money where your mouth is?...
    Feb 27, 2013. 05:09 AM | 1 Like Like |Link to Comment
COMMENTS STATS
433 Comments
240 Likes