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Carlin Lee  

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  • FMC Technologies - Brace Yourself For An Ugly Quarter [View article]
    I suppose this is why the stock is at a five year low? Shorting into support based on existing circumstances seems unwise, especially given the recent strength in oil.
    Apr 20, 2015. 07:23 PM | Likes Like |Link to Comment
  • RetailMeNot will not benefit from a transition to mobile - Forward View [View news story]
    This is a good way to understand and position around the notion of incrementality.
    Apr 10, 2015. 04:20 PM | Likes Like |Link to Comment
  • RetailMeNot will not benefit from a transition to mobile - Forward View [View news story]
    Foward View "as long as" seems to be restating the past. The issue of cross experience attrition is a known risk - one which they are addressing. The risk is in the fix, which will pop EPS and the stock significantly higher.
    Apr 10, 2015. 04:16 PM | Likes Like |Link to Comment
  • Wolff: Get ready for 'M&A mania' with media consolidation [View news story]
    Mike DWA is the best canidate on the entire list. Good call. I might roll the dice and park some money there.
    Apr 9, 2015. 10:32 PM | 2 Likes Like |Link to Comment
  • Wolff: Get ready for 'M&A mania' with media consolidation [View news story]
    Mike DWA is the best canidate on the entire list. Good call. I might roll the dice and park some money there.
    Apr 9, 2015. 10:32 PM | 2 Likes Like |Link to Comment
  • Futures slip following jobs miss; 10-year yield falls to 1.84% [View news story]
    Already short. 100% probability of testing support at the 200 DMA.
    Apr 3, 2015. 09:09 AM | 1 Like Like |Link to Comment
  • BofA's 10 catalyst picks for Q2 include Actavis as a buy, Tesla as a sell [View news story]
    That is halarious. The only intrinsically unique feature Tesla has is a technology advantage. I'm not long yet, but they are clearly a tech company first and an auto manufacturer 2nd. That statement alone almost invalidates the entire research brief.
    Apr 1, 2015. 06:40 PM | 7 Likes Like |Link to Comment
  • Twitter +2.5%; Jefferies starts at Buy, praises video efforts [View news story]
    Is Twitter immune to currancy fluctuations? ie all rev comes for the US.
    Apr 1, 2015. 01:43 PM | Likes Like |Link to Comment
  • Twitter +2.5%; Jefferies starts at Buy, praises video efforts [View news story]
    Is Twitter immune to currancy fluctuations? ie all rev comes for the US.
    Apr 1, 2015. 01:43 PM | Likes Like |Link to Comment
  • Fear Is Saying Short SPY Now [View article]
    Pipe dreams. The guy drops that line on almost every other post. Sometimes is 800%, other times it is 900%. No one with those actual returns has the time OR insecurity to shamefully boast on some internet forum.
    Mar 25, 2015. 04:30 PM | 7 Likes Like |Link to Comment
  • U.S. airlines fares rise in February [View news story]
    I fly a lot and the increases aren't even noticeable. Thank you low oil.
    Mar 24, 2015. 10:01 AM | Likes Like |Link to Comment
  • Futures edge higher [View news story]
    Must you rah–rah everyday?
    Mar 24, 2015. 09:56 AM | Likes Like |Link to Comment
  • Confidence in airline stocks picks up again [View news story]
    Is there really a hard and fast rule to this? Seems absurd. I think the volume answers your question.
    Mar 21, 2015. 01:50 PM | 2 Likes Like |Link to Comment
  • U.S. rig count falls for 15th straight week [View news story]
    Doug I appreciate the comments. Your knowledge and analysis here is valuable. Last question, why not go long UWTI vs. short DWTI for this current move higher?
    Mar 20, 2015. 05:04 PM | 1 Like Like |Link to Comment
  • U.S. rig count falls for 15th straight week [View news story]
    Nice analysis Doug. Are you accumulating for the long term now or are you still in a holding/trading pattern until more lows? Do you have an "estimated" time-frame for when we'll bottom in price?
    Mar 20, 2015. 03:28 PM | Likes Like |Link to Comment
COMMENTS STATS
58 Comments
65 Likes