Seeking Alpha

Cabeza Howe

 
View Cabeza Howe's StockTalks BY TICKER:
  • Cabeza Howe
    First Internet Bancorp: On Track To Return To Growth And The Stock Is A No Brainer $INBK http://seekingalpha.com/a/1emvh
    Aug 1, 7:59 AM
    Reply
      • Cabeza Howe
        $HLF is predatory and evil. I have to agree with Ackman. But regulators do not seem to care. Shorting stocks are no easy job.
        Jul 22, 6:30 PM
        Reply (4)
      • View all 4 replies
        • Cabeza Howe: That aside I doubt they have adequate legal power to shutdown $HLF, in a legal system as complicated as ours.
          Jul 22, 8:06 PM
        • Kay Herbert: I'm hoping the SEC will be stepping in, FTC seems to have trouble acting on facts served on a silver platter to them.
          Jul 22, 9:24 PM
          • Cabeza Howe
            $INBK earnings release in about two weeks. Q itself is nothing to be excited about. But hope to hear some exciting outlook from management.
            Jul 11, 2:31 PM
            Reply (2)
            • Dr. Z.: Any update on $INBK? Q2 showed nice uptick in commercial loan activity but market still not over YoY earnings decline.
              Jul 30, 5:13 PM
            • Cabeza Howe: I have a new article coming. Meanwhile insiders are buying!
              Jul 31, 2:53 AM
              • Cabeza Howe
                Buying $MOBI and $CAMP. Missed $BBRY; but I don't like chasing high.
                Jul 7, 3:50 PM
                Reply (13)
              • View all 13 replies
                • 3D-BP: $MOBI is like the AOL (early days) of Chinese mobile phones with their pre-installed apps - plus they have massive stores as well.
                  Jul 11, 1:47 PM
                • Cabeza Howe: $MOBI is a high-beta stock. Scale in instead of going all in. Besides longer-term, it appears to be also an ideal vehicle for swing trades.
                  Jul 11, 2:29 PM
                  • Cabeza Howe
                    ADAGE CAPITAL PARTNERS apparently increased $UTEK holding by 1.062 mil. shares in Q2. 400,587 shs in Q1 --> 1,462,269 shs late June.
                    Jul 3, 4:01 PM
                    Reply
                      • Cabeza Howe
                        PWC signing off $NQ 20-F = endorsing $NQ/YDT shared contact info in Shanghai/Zhejiang. Co. has not really explained that.
                        Jun 26, 10:36 AM
                        Reply (2)
                        • GrowthGeek: Huh??
                          Jun 26, 11:53 AM
                        • Cabeza Howe: Did $NQ explain why YDT and itself have same contact info in their filings with Shanghai and Zhejiang?
                          Jun 26, 1:59 PM
                          • Cabeza Howe
                            $UTEK bottom in: CEO Art Zafiropoulo paid $1.28MM to exercise option without taking profit. Last year he exercised but sold shs immediately.
                            Jun 23, 7:27 PM
                            Reply (1)
                            • Cabeza Howe: Compare: http://1.usa.gov/1pvVEMk (06/19/2014 exercised) vs. http://1.usa.gov/1pvVDrJ (06/2013 exercised and sold shares)
                              Jun 23, 8:05 PM
                              • Cabeza Howe
                                Interesting $NQ service provider YDT website http://www.yidatone.com does not seem to work anymore.
                                Jun 21, 12:31 AM
                                Reply (3)
                              • View all 3 replies
                                • Cabeza Howe: Haven't tried that website since before MW attack. Sounds like MW attack turned off YDT website.
                                  Jun 21, 1:24 PM
                                • Cabeza Howe: It was the right address before, as documented in MW report. I bookmarked the site before MW.
                                  Jun 21, 1:29 PM
                                  • Cabeza Howe
                                    $NQ: Even if I were to buy in following clean a 20-F filing, I would just be speculating. I would be kidding myself to call that investment.
                                    Jun 19, 2:34 PM
                                    Reply (1)
                                    • GrowthGeek: glad to see that you are so fair and balanced
                                      Jun 19, 2:58 PM
                                      • Cabeza Howe
                                        $NQ bulls: before a clean 20-F is out at least take a look at MW's assessment on "independent" investigation: http://bit.ly/1jzPkQ3
                                        Jun 18, 9:00 PM
                                        Reply
                                          • Cabeza Howe
                                            It appears PWC demanded extra work from $NQ Special Committee investigation and now is digging deep on its own. Buy ONLY after clean 20-F.
                                            Jun 18, 1:39 PM
                                            Reply (4)
                                          • View all 4 replies
                                            • cps1375: speculation?
                                              Jun 18, 4:13 PM
                                            • Cabeza Howe: Reading the leaves from 4/30 and 6/4 PRs, and the long, long 20-F delay. No, you won't miss 100% at all. You just need to be acting fast.
                                              Jun 18, 5:42 PM
                                              • Cabeza Howe
                                                $NQ expected both Special Committee result and 20-F filing by 4/30/2014. Both lag by wide margin. Upshot: some credibility of audit process.
                                                Jun 17, 9:38 AM
                                                Reply
                                                  • Cabeza Howe
                                                    I wouldn't short $NQ now. It likes making dubious claims and likely overstated mkt share. But a PWC signature on 20-F wouldn't surprise me.
                                                    Jun 13, 10:33 AM
                                                    Reply
                                                      • Cabeza Howe
                                                        $HK "management premium" proved well justified. Bought in last Oct. & added on its way down. Just wish I had been more aggressive.
                                                        Jun 12, 1:41 PM
                                                        Reply
                                                          • Cabeza Howe
                                                            $INBK: Could First Internet Bancorp Be the Next Bitcoin Proponent? - 24/7 Wall St. http://bit.ly/1iLt0SX ... via @247WallSt
                                                            Jun 2, 10:10 AM
                                                            Reply
                                                              • Cabeza Howe
                                                                INBK: At Least 70% Upside By The End Of 2015 $INBK http://seekingalpha.com/a/1c2l7
                                                                May 30, 5:00 AM
                                                                Reply
                                                                  • Cabeza Howe
                                                                    It's May and here comes summer doldrums. But $IWM $QQQ $COMP likely coming out of wood soon.
                                                                    May 12, 10:47 AM
                                                                    Reply
                                                                      • Cabeza Howe
                                                                        It's extremely hard to be an intelligent bear. Ask Jim Chanos how easy it's been shorting $FB, $HPQ, $CAT. And now those smart $AAPL shorts!
                                                                        Apr 23, 7:17 PM
                                                                        Reply (5)
                                                                      • View all 5 replies
                                                                        • D-struction: amen
                                                                          Apr 24, 9:31 AM
                                                                        • Cabeza Howe: I don't know about your buddy. But permabears are often people who underestimate America/the world while overestimating themselves.
                                                                          Apr 25, 9:48 AM
                                                                          • Cabeza Howe
                                                                            Doesn't it look like the new carrier (AT&T) shift away from subsidy will NOT have significant impact on $AAPL iPhone sales?
                                                                            Apr 23, 4:56 PM
                                                                            Reply
                                                                              • Cabeza Howe
                                                                                $AAPL FQ2 EPS $11.62 = 14.1% surprise; revenue 45.646B = 4.9% surprise. FQ3 top line and EPS growth projected, in line with Wall Street Exp.
                                                                                Apr 23, 4:49 PM
                                                                                Reply