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Cabeza Howe  

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  • Solazyme's (SZYM) CEO Jonathan Wolfson on Q4 2014 Results - Earnings Call Transcript [View article]
    Few traders (if any at all) are dumb enough not to know that your questions were rhetorical. To yours sincerely, intelligence and humor are not even part of the investment equation. BTW, I was not even necessarily trying to answer your questions. Besides you, there are others (including myself) in this chatting room.
    Feb 27, 2015. 10:09 AM | 6 Likes Like |Link to Comment
  • Solazyme's (SZYM) CEO Jonathan Wolfson on Q4 2014 Results - Earnings Call Transcript [View article]
    "With current cash Opex and Capex projection, the current liquidity can last into 2H16" => More precisely should be "the current liquidity could last through 1H16."
    Feb 27, 2015. 05:29 AM | 5 Likes Like |Link to Comment
  • Solazyme's (SZYM) CEO Jonathan Wolfson on Q4 2014 Results - Earnings Call Transcript [View article]
    (1) If you can trust management's words, Q/Q sales decline was due to focus on higher-margin products and, presumably, culling of lower-margin I&I shipments.

    (2) With current cash Opex and Capex projection, the current liquidity can last into 2H16. Again, if you can trust management ability to execute and deliver on their promises, revenue might pick up throughout 2015 and 2016 thus further mitigating the cash crunch.

    Of course, if the past is any indication, there's no telling when management will again shift gears down the road. So take your own risk to take their words for granted.

    And like some brought up in the call and given Moema's habitual setbacks, there's also the risk that SBJV won't receive enough commitment from Bunge in the future.

    So depending on if you are a hardcore believer, fortune teller, observer, or doubter, you will arrive at different conclusions.
    Feb 27, 2015. 04:27 AM | 6 Likes Like |Link to Comment
  • First Internet Bancorp: Here Comes Record Revenue And Triple-Digit Net Income Growth [View article]
    Hi Eckman,

    Ken has a lot of connections in the analyst community. Over time he is going to introduce INBK to them. But he has his own road map. He knows intimately about the banking industry, how banking stocks are valued by Wall Street and investors, and the dynamics of analyst coverages. Right now he believes the top priority should be in boosting EPS, which makes sense. So, patience is indeed the keyword here. I have no information regarding near-term investor conference participation. Feel free to contact the company to find out. Good luck investing to all.
    Feb 9, 2015. 12:39 PM | Likes Like |Link to Comment
  • QuickLogic -18.1% on light guidance [View news story]
    1Q14 revenue was $11.2 million. $5.7 mm in 1Q15 means a (49%) decline Y/Y. I have been bearish on this stock since it hit $5: http://seekingalpha.co...
    Feb 4, 2015. 11:25 PM | Likes Like |Link to Comment
  • First Internet Bancorp: Here Comes Record Revenue And Triple-Digit Net Income Growth [View article]
    It's not fair when you jack up earnings without upgrading the stock. The guy you mentioned appears to have a hold rating on the stock, which has remained unchanged for the past 12 months. So, he's contributing to rising estimates that's making future positive surprises harder to come by while remaining quiet each time he pushes the numbers up. Depressed price plus brightening outlook does not seem matter to him at all.
    Feb 1, 2015. 04:13 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: Will The Data Landslide Reveal Economic Weakness? [View article]
    What's your take on Tsipras' latest conciliatory gesture amid Germany's hard-line stance on further debt haircut? Does that seem a mere tactic or does it suggest Syriza has to face reality eventually?
    Feb 1, 2015. 08:40 AM | Likes Like |Link to Comment
  • First Business Financial At 5x EPS Should Be A $52 Stock [View article]
    Have to agree 2.5 years later. Just check the price now: $44.89. A double from the then historical high of $22 in 2.5 years is still quite good.
    Jan 30, 2015. 12:57 PM | Likes Like |Link to Comment
  • First Internet Bancorp: Here Comes Record Revenue And Triple-Digit Net Income Growth [View article]
    Two directors have acquired shares again, after earnings release.
    Jan 29, 2015. 08:21 PM | Likes Like |Link to Comment
  • First Internet Bancorp: Here Comes Record Revenue And Triple-Digit Net Income Growth [View article]
    PJS and Eckman,

    Thank you for your comments and shared vision on INBK. I shared my opinion on shareholder communication with IR and CFO in the past couple of days (when this article was in its first day of embargo). I'm delighted that they have had almost everything I recommended in their plan already. It just takes time for their measures to materialize. I plan to detail this in a future writing. Long story short, my exchanges with Ken and IR in the past couple of months have convinced me that Mr. Becker and the board have picked an optimum candidate to be this company's CFO at this stage of its long-term growth. Ken has brought in a wealth of expertise that bodes well for the shareholders. We are in good hands.

    That said, I do still encourage you to let them know that you agree with my proposals and their plan/strategy and commitment. Management will be glad to hear that shareholders agree with their planned communication strategy.

    Good luck to all INBK shareholders. Cheers!
    Jan 27, 2015. 01:06 PM | 1 Like Like |Link to Comment
  • First Internet Bancorp: Here Comes Record Revenue And Triple-Digit Net Income Growth [View article]
    Bravo, JSL. I have to agree with you INBK is one of the few values left in this fully-valued market. I also think the stock has bottomed and will perform well in 2015, and hopefully 2016 as well if the Fed does not over-aggressively tighten to trigger a recession. Thanks for your comment and good luck to your trading/investing in INBK.
    Jan 27, 2015. 10:02 AM | Likes Like |Link to Comment
  • Be Careful With Recent IPO On Deck Capital [View article]
    There's money to be made from ONDK as well. You just need to wait until the bottom is in. ONDK has recently embarked on the match-making model (just like LC) as well. On lending side, its risk is compensated by its super-high yield. It's just hard to value the stock. And you want to bail out before the next recession. But you might want to bail out of other stocks as well, before a major recession hits.
    Jan 23, 2015. 04:34 PM | Likes Like |Link to Comment
  • Lending Club: The Marriage Of Technology And Financing Offers The Opportunity For A Significant Return [View article]
    Glassdoor.com reviews are from employees. It's great to know that LC is liked by employees. But is it liked by customers? The following customer reviews should complement the employee reviews.

    http://goo.gl/33rC0v
    Jan 23, 2015. 11:07 AM | 1 Like Like |Link to Comment
  • An Open Letter To Mr. Bill Stiritz On Herbalife [View article]
    Mr. Stewart,

    Anybody with common sense and without bias must agree that Herbalife is a scam. You have got at its "brilliance:" a magnificent wealth-transfer mechanism that enriches a few at the expense of the masses. Congratulations on your excellent marketing skill that parallels Herbalife's.
    Jan 9, 2015. 11:24 AM | 7 Likes Like |Link to Comment
  • What to watch in the restaurant sector [View news story]
    LUB sounded a great tip. Thanks, Mark. But briefly how did LUB get into such mess in the first place?
    Jan 3, 2015. 01:59 PM | Likes Like |Link to Comment
COMMENTS STATS
389 Comments
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