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Brice Mckalip

 
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  • Brice Mckalip
    Tough week for $CRMB (-19%) and now a CNBC article with VP admitting cupcakes were a fad that's passed http://cnb.cx/1gQGqLt
    Apr 10, 3:00 PM
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      • Brice Mckalip
        $CHMI 10k reveals $238M of excess mortgage servicing rights purchased in Q1'14 on pg 92, double expectations http://bit.ly/1g2LZpH
        Mar 27, 12:53 AM
        Reply (1)
        • Rob1492: Hi Brice! The value of those EMSR is only a little less than 1 M. Really not a large purchase
          Mar 27, 9:18 AM
          • Brice Mckalip
            AlphaVille points out $AIBYY is still a mispriced ADR with an absurdly overvalued Irish price. http://on.ft.com/1iuhoWs
            Mar 24, 10:29 AM
            Reply (2)
            • Brice Mckalip: Only $200k/d but shares available to short.
              Mar 24, 10:30 AM
            • ehreman: Hard to borrow AIBYY. But 80% downside in underlying. Catalysts: share consolidation by year end, gov sales.
              Apr 16, 12:36 PM
              • Brice Mckalip
                $CRMB expects auditors' report will "make reference to going concern matters" and with shares bid +12% AH it looks like a quick short
                Mar 19, 6:28 PM
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                  • Brice Mckalip
                    $GRH CEO quits, unclear future, hiring of investor relations exec with experience raising capital=dilution? http://bit.ly/1mARenq;highlight=
                    Jan 21, 11:34 AM
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                      • Brice Mckalip
                        Harvest Capital Strategies joins Boston Provident in buying $CHMI. 9.3% & 6.8% respectively; I say join http://bit.ly/1eArYrs
                        Jan 13, 2:39 PM
                        Reply (1)
                        • Brice Mckalip: Good write up from SA's Stephen Reiman http://seekingalpha.com/a/159ab
                          Jan 13, 2:40 PM
                          • Brice Mckalip
                            Forst Ashford's activism is shaking up $VIFL's boardroom: http://1.usa.gov/17A90AN
                            10/31/13
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                              • Brice Mckalip
                                $VIFL: Fort Ashford letter demands removal of 3 directors. Is this the start of value being unlocked? http://1.usa.gov/176bG4v
                                10/4/13
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                                  • Brice Mckalip
                                    $AGO trading based on Puerto Rico but I don't think it's fully priced in yet. $5.7B of exposure so each 1% of haircut is -$0.30/share
                                    9/23/13
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                                      • Brice Mckalip
                                        Idea of the day: Use rho to de-risk highly variant futures. Execute by buying in the money call LEAPS instead of equities.
                                        9/5/13
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                                          • Brice Mckalip
                                            $GRH has trouble with basics. Previously disclosed material weakness, CFO departs, misses 10Q deadline http://1.usa.gov/14dKeky
                                            8/14/13
                                            Reply (1)
                                            • Brice Mckalip: Josh was right (http://seekingalpha.com/a/yti6) it's a short (and I'm short)
                                              8/14/13
                                              • Brice Mckalip
                                                $VIFL 10Q shows slow and steady growth continuing. Still not liquid but latest ups my PT .30 to $6.50 for a 20% gain if you play small ball.
                                                8/13/13
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                                                  • Brice Mckalip
                                                    $VIFL: simple stock simply undervalued. PT=$6.20 but very little liquidity so not a fit for most.
                                                    8/12/13
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                                                      • Brice Mckalip
                                                        $FRD isn't a growth play, a technology play, or an asset play. It's just a cashflow generating mofo that's undervalued.
                                                        8/7/13
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                                                          • Brice Mckalip
                                                            $IFT continues to need to sue to get any of its policies paid, current valuation=rewardless risk http://yhoo.it/16O0UBh
                                                            8/2/13
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                                                              • Brice Mckalip
                                                                $CRMB 10Q is more of the same: same store sales declines and revenue only goes up because they opened more (unprofitable) stores. PT: $0
                                                                5/15/13
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                                                                  • Brice Mckalip
                                                                    $7M of $CRMB's convertible notes closed. Legal costs higher than expected, making it even more of a short. http://bit.ly/165PIDW
                                                                    5/13/13
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                                                                      • Brice Mckalip
                                                                        $HLF receives a consumer protection award? Seriously? I may be long but I'm not delusional about the people they hurt.
                                                                        5/6/13
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                                                                          • Brice Mckalip
                                                                            Key question: was KPMG's $HLF insider trading bullish or bearish? I'd double KPMG's fee for that info alone!
                                                                            4/9/13
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                                                                              • Brice Mckalip
                                                                                $CRWS latest results show last quarter's results were indeed the result of inventory pull in and business isn't in decline. Bought in today
                                                                                2/13/13
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