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Esekla  

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  • InvenSense, Apple, Google, And The Game Of IoThrones [View article]
    InvenSense is targeting autos, but success remains to be seen. If it is, it would probably be at much lower margins than the company is accustomed to, which seems to have been a concern for many.

    As for drones, I've commented on their impact to subscribers in the past. Feel free to message me privately with an email address for access info.
    Jun 18, 2015. 12:59 PM | 2 Likes Like |Link to Comment
  • InvenSense, By The Numbers [View article]
    The new article is now available here:

    http://seekingalpha.co...
    Jun 18, 2015. 12:20 PM | Likes Like |Link to Comment
  • Share Your Best Pair Trade And Compete For Big Prizes [View article]
    Yes, we're on the same page with regard to article content.

    What I was getting at was that the article should be at least somewhat illustrative of why anyone pair trades in the first place, and general principles for varying the parameters to achieve certain goals. Is that a correct statement?

    Some of the articles entered in this contest seem to portray a misunderstanding of what even constitutes a pair trade. I'm long and short many different equities. That doesn't mean any given pairing from one side with the other is actually a "pair trade", at least not as the term is typically used amongst people who make their livings this way.
    Jun 18, 2015. 12:13 PM | Likes Like |Link to Comment
  • A Pair Trade For Oil E&Ps [View article]
    Yes, that would be consistent with my opinion on Ryan Lance's team.
    Jun 18, 2015. 11:41 AM | Likes Like |Link to Comment
  • Share Your Best Pair Trade And Compete For Big Prizes [View article]
    This is a bit of an issue for this contest, since a common problem for pair trades is the time component. The short side wants to be in and out as quickly as possible, due to the cost of carrying, but adhering to that bumps up aganst SA's bias, and is typically tax-disadvantaged for the non-professional traders that SA caters most to.

    I've tried to mitigate this in the pair trade that I've suggested, albeit by consciously giving up profitability for a certain scenario. I also suggest other alternatives, should the reader want a different risk profile. Hopefully this will be taken as instructive on how to structure pair trades, which I assume is a component of the contest, since the editors will be in no position to judge the actual return on the trade before making awards?
    Jun 18, 2015. 11:33 AM | Likes Like |Link to Comment
  • InvenSense +4.5%; strong September call-buying seen [View news story]
    An article discussing the prime catalyst for the June move, amongst many other events that I think have bearing on INVN, has just been submitted.
    Jun 17, 2015. 09:47 AM | 1 Like Like |Link to Comment
  • InvenSense, By The Numbers [View article]
    The next INVN article has finally been submitted. I'll post a link here when it's available.
    Jun 17, 2015. 09:44 AM | 1 Like Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    http://bit.ly/1JSRfkf

    Pretty much confirms the opinions voiced in this article.
    Jun 17, 2015. 01:16 AM | Likes Like |Link to Comment
  • Share Your Best Pair Trade And Compete For Big Prizes [View article]
    Daniel, can you tell us how much bearing the comment stream in the articles had in the last contest, and how much you expect to have in this one. Despite your response, I didn't really see much evidence of its importance last time around, but of course, it's hard to tell.
    Jun 16, 2015. 10:34 AM | Likes Like |Link to Comment
  • A Pair Trade For Oil E&Ps [View article]
    See the reply to Richard, above. The article notes that this pair trade is intentionally not meant to cover a V-shaped recovery in oil price. By excluding that scenario it gains a nice income aspect, which would not otherwise be available. That gives the strategy more freedom in time, which is a common problem with the short side of all pair trades. In my experience the best pair trades always give something up in order to take advantage of something else, rather than trying to cover all bases.
    Jun 16, 2015. 09:43 AM | Likes Like |Link to Comment
  • A Pair Trade For Oil E&Ps [View article]
    Thanks for the comment, Richard, I've liked your coverage of the oil sector.

    The rebate rate for CLR has been pretty consistent just above half a percent, so subtract that out and you're still earning 4% for carrying long COP vs short CLR shares, if it comes to that. However, I never suggest actual trades as those would depend on individual appetites, resources, goals and capabilities.

    Thus, this article gives a base idea and a little research suggesting an idea for a pair trade, rather than suggesting the actual implementation, which might very well include options. It acknowledges that the strategy would not succeed in V-shaped oil recovery, and that is intentional, since that is not my outlook. Noting exceptions like that is meant to be as instructive as laying out the base strategy.
    Jun 16, 2015. 09:37 AM | 1 Like Like |Link to Comment
  • InvenSense +4.5%; strong September call-buying seen [View news story]
    No, there's a reason people are paying for Calls rather than straight up going long.
    Jun 15, 2015. 03:37 PM | Likes Like |Link to Comment
  • ExOne down 9.2% after missing revenue, earnings in delayed report [View news story]
    Those who think this way should recognize that ExOne controls the base technology used by VoxelJet.

    http://seekingalpha.co...
    Jun 12, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • eMagin: Imagine This Stock Collapsing Below $1 [View article]
    Yes, readers who want more background can read up and down from this comment, and look at what's happened since:

    http://seekingalpha.co...

    Those who wish to see a case study unfolding might compare my MVIS articles, with those from this source:

    http://bit.ly/1e5ZSur

    I think that, at the very least, a comparison of the two cases shows flagging impact from articles like this one.
    Jun 11, 2015. 12:39 PM | 1 Like Like |Link to Comment
  • Why Hess Looks Primed For A Turnaround [View article]
    Hess is well below the pricing where I published a sell/avoid Pro article and this morning's transaction improves the balance sheet even further.

    http://seekingalpha.co...

    Capital One is the first to upgrade the stock this morning.
    Jun 11, 2015. 09:32 AM | Likes Like |Link to Comment
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