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  • Peabody Is My Favorite Idea That Everyone Knows, But That No One Understands [View article]
    I have been looking at coal a little. Contrarian also and I have been burned by coal several times on the way down. Also sold several bounces. But is BTU the best way to play it? I've been looking at CLD. Don't own any. So why BTU versus any of the others? BTU still could drop quite a bit further. The carnage of WLT is shocking and BTU really is in bad shape. But CLD doesn't have a great balance sheet but it looks OK. Certainly much better than BTU and it similarly has lost most of its value. I was going to buy before earnings below $6 but didn't pull the trigger.
    May 6, 2015. 12:01 AM | 3 Likes Like |Link to Comment
  • Get Short Borderfree Before Q4 Earnings [View article]
    Bought for $14.
    May 5, 2015. 07:08 PM | 2 Likes Like |Link to Comment
  • Vape Holdings: Hot Marijuana Stock With A Ridiculous $235 Million Market Valuation [View article]
    VAPE was up 19% today. Only needs to go up about 7000% more to get back to where it was when I wrote this a year ago. Weren't those fun times!
    May 5, 2015. 07:00 PM | Likes Like |Link to Comment
  • Turtle Beach - Tune Out The Noise And Buy Potential Multi-Bagger [View article]
    Sounds like you are a disgruntled long from way back when the stock was trading at $20. It is now $2 and I couldn't care less about Hypersound. Its a nice bonus if it pans out. Huge upside in that case. But the core gaming peripherals business is worth $5 a share at least. Hypersound capex is clouding that but will end for the most part this year.
    May 5, 2015. 06:36 PM | Likes Like |Link to Comment
  • Jefferies Might Be Right About Skullcandy [View article]
    I hope everybody listened. Never listen to this guy from Jefferies. He is ALWAYS wrong. He has to downgrade tomorrow. This report isn't even defendable. Stock should sell off 30% on it. A 600 BPS drop in gross margins changes the game completely. And now I'm more positive than ever on HEAR as its success quarter to quarter seems to be the inverse of Skullcandy's.
    May 5, 2015. 06:23 PM | Likes Like |Link to Comment
  • Skullcandy down 10.3% due to soft EPS guidance [View news story]
    600 BPS drop in margins... Channel stuffing is confirmed back. I've suspected it the past year but it always lags my indicators. Good news is this will likely fall back to the mid single digit range, providing another lucrative trade opportunity while they reverse course again.
    May 5, 2015. 06:18 PM | Likes Like |Link to Comment
  • Tremor Video: Significant Improvement In Gross Margins And Operating Leverage Provide Clear Visibility To Near-Term Profitability [View article]
    Will have some thoughts tomorrow on TRMR after Q1 is released.
    May 5, 2015. 05:32 PM | Likes Like |Link to Comment
  • Bridgepoint Education: Yes, All Those Risks Are Priced In [View article]
    I think ONE has a real strong competitive position in a growing market. Most importantly new management is an all-star cast and recently (since my article) board realigned with compliance heavyweights and call center savings of $5M next year can be material. I think it is a turnaround at work. We will see Thursday morning as they break out the segment data for the first time. I am not long much right now. My only material positions are ONE and SPRT. Have some other small ones though and some shorts.
    May 5, 2015. 10:54 AM | Likes Like |Link to Comment
  • Bridgepoint Education: Yes, All Those Risks Are Priced In [View article]
    I bought a small block yesterday and sold today. I really don't know enough about it to have any conviction but it certainly looked like the risk favored the upside going in to earnings. It looks like the best house in a really bad neighborhood. My big education bet that I have been holding for a year (after tripling down a few weeks ago) is ONE. That is more of a "picks and shovel" way to play the sector. Although it has its own fair share of challenges. It is my largest position right now though.
    May 5, 2015. 10:35 AM | Likes Like |Link to Comment
  • Turtle Beach - Tune Out The Noise And Buy Potential Multi-Bagger [View article]
    I think Turtle Beach is still in a different league than Skullcandy as far as product goes. Gaming peripherals is a great business for the next 5 or so years.

    Nice secular tailwind there.

    Audio headphones are a far more commoditized product and really are driven by expensive celebrity endorsements.

    I always liked the Astro Gaming part of Skullcandy but I think it is priced in already.

    Hoby Darling has done a great job on the turnaround. At least making the street believe the story.

    Turtle Beach is a pretty easy company to understand if you pay attention to the gaming cycle like you did.

    I have noticed an uptick in Turtle Beach PR lately, so its clear the company wants to get its story out. Lets see how well it is received on Thursday.
    May 5, 2015. 10:28 AM | 1 Like Like |Link to Comment
  • Turtle Beach - Tune Out The Noise And Buy Potential Multi-Bagger [View article]
    "I am making a bold call that we are close if not at the bottom of the stock price "

    ---> You recently said HEAR can go as low as $1.50. Do you still feel that it can based on valuation relative to where SKUL traded down to at its low?
    May 5, 2015. 09:56 AM | Likes Like |Link to Comment
  • Bridgepoint Education: Yes, All Those Risks Are Priced In [View article]
    Numbers this morning beat expectations handily.
    May 5, 2015. 07:58 AM | Likes Like |Link to Comment
  • Fed's Evans: Weak Q1 data argues for rate hike delay [View news story]
    Does anybody actually expect a rate hike going in to an election year?

    The economy isn't just fragile. It is terrible right now. All of the economic data supports this notion. A rate hike would pop the bubble. It would be catastrophic.

    The Fed is great at playing word games and getting the sheeple to think that there is this possibility of a rate hike without them actually doing one.

    Expect these games to continue into infinity.
    May 5, 2015. 07:55 AM | Likes Like |Link to Comment
  • ChannelAdvisor makes CEO change; full-year guidance in-line [View news story]
    This is up because of the large improvement in gross margins. Big bear case was predicated on falling margins from move to enterprise focused sales strategy. But clearly now the future profit visibility is improved. We have seen this one take off before after earnings 50% once.
    May 5, 2015. 01:22 AM | 1 Like Like |Link to Comment
  • Is Finally Starting To Tell A Story That The Street Will Care About [View article]
    There was a recent 20k buy at $1.70 by the Chairman of the BOD, but other than that only small buys a few months ago. CEO should step up here and buy. I agree with that.
    May 4, 2015. 12:19 PM | 1 Like Like |Link to Comment