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Carlin Lee  

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  • Airline fares only down marginally in January [View news story]
    They are slower. I try to avoid them when I'm flying against the jet stream.
    Feb 26, 2015. 11:58 AM | Likes Like |Link to Comment
  • U.S. futures inch lower after day of records [View news story]
    Only .8% inflation with massive liquidity and rock bottom oil prices? Data would convey they fundementally can't raise rates for fear of deflation.
    Feb 25, 2015. 08:57 AM | Likes Like |Link to Comment
  • Brean downgrades DirecTV to Hold; AT&T offer priced in [View news story]
    Isn't aquisition price $95 and we are at $87? I'm still seeing a risk premium of $8/share the deal wont close. Yes the gap has narrowed, but a gap still exists.
    Feb 23, 2015. 04:53 PM | 1 Like Like |Link to Comment
  • Is It Safe To Buy Treasuries Yet? [View article]
    Thank you for the informative article. I realize the focus was on treasuries, but does your general thesis apply to all investment grade bonds?
    Feb 21, 2015. 06:00 PM | 1 Like Like |Link to Comment
  • Will The FOMC Bring Back Up GLD? [View article]
    3+ year weekly GDX chart shows some evidence of bottoming. Higher aggregate volume and MACD positive divergence, making higher highs while price made lower lows. I think miners are ripe here.
    Feb 19, 2015. 09:02 PM | 1 Like Like |Link to Comment
  • RetailMeNot: My Second Best Performing Stock For 2015 [View article]
    It won't necessarily be growth in aggregate coupon users unless economic situations worsen - more a shift in medium, from traditional paper/print to digital/mobile.

    Open your mail box lately? All those paper coupons will eventually go away. In their place will be SALE, ibotta (start-up) and others.
    Feb 19, 2015. 05:42 PM | 1 Like Like |Link to Comment
  • Just Who Is Hoarding All This Gold? [View article]
    Why? China's appetite has created a floor with minimal upside, ie if/when they decrease consumption the floor falls out and gold continues lower?
    Feb 16, 2015. 11:19 AM | 1 Like Like |Link to Comment
  • Weekly ETF Gainers / Losers [View news story]
    What level do you buy TLT again? It has sold off nicely from its previous high.
    Feb 13, 2015. 05:26 PM | 1 Like Like |Link to Comment
  • ProShares launches 4 ETFs for 2x and -2x exposure to gold miners [View news story]
    Don't buy gold buy gold miners. Miners are so incredibly decoupled from the price of gold it's insane. We're at 2008 levels when gold was 350 and now it's 1200. Look at the two charts.
    Feb 13, 2015. 05:25 PM | 3 Likes Like |Link to Comment
  • RetailMeNot's Growth Has Disappeared [View article]
    I believe SALE is undergoing a similar transformation as YELP and TWTR, i.e., traditional "web" metrics of valuation such as MAU, revenue/visits, etc. are changing as the platforms mature. In the case of TWTR and YELP user growth is stabilizing and now they are monetizing at a higher rate and importantly growing revenue.

    In the case of SALE, the yield of visits (mobile vs. desktop) in changing favorably, which over-time removes the risk associated with dependency on Google SEO as the app (19 mm users) and email (y/y +105%) grow in popularity. The problem is mobile monetizes at a lower rate, so revenue growth is impacted in the near term. My point here is that a binary view fixated on "% growth" undermines the complexity. At the end of the day, it's a function of consumer/retailer relevancy and cash flows. SALE is very relevant, will continue to be so and is generating strong cash flows, reinvested and returned to share holders.

    SALE will move higher in my opinion.
    Feb 12, 2015. 11:13 AM | Likes Like |Link to Comment
  • RetailMeNot down 4.7% after hours ahead of earnings [View news story]
    Totally agree.
    Feb 9, 2015. 07:25 PM | Likes Like |Link to Comment
  • Bloomberg: Google, Twitter strike deal to add tweets to results [View news story]
    Twitter is not without issues. What company is? But twitter is intrinsically unique and creates value. They will figure out monitization. I'm likewise long.
    Feb 5, 2015. 11:49 AM | Likes Like |Link to Comment
  • Stock Traders Flock Back To Gold ETFs [View article]
    I like the miners. More leverage on the same theme of gold rising. Plot the two graphically to see.
    Jan 23, 2015. 10:14 PM | 4 Likes Like |Link to Comment
  • A Simple Pairs Trade In Online Coupons [View article]
    COUP is the Angie's List of 2015 or 2016 depending on how long it takes to crack.
    Jan 23, 2015. 06:14 PM | 1 Like Like |Link to Comment
  • A Simple Pairs Trade In Online Coupons [View article]
    Awesome find. Thanks for sharing!
    Jan 23, 2015. 03:57 PM | Likes Like |Link to Comment
COMMENTS STATS
28 Comments
21 Likes