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Esekla  

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  • Why Now Is The Time To Buy LG Display [View article]
    I don't recommend putting your email address here, where it would be public to everyone. I'm very anti-spam, and that would be a good way to generate it.

    You can click on Send Message, right under Esekla, Contributor, at the top of this comment to send me your email address privately. It will be used to send you info on my service, once, and never for anything else unless you follow up. I'll also send you a message, since you've asked, and you can just reply to that.
    Jul 2, 2015. 12:45 PM | 1 Like Like |Link to Comment
  • A Pair Trade For Oil E&Ps [View article]
    Despite being ignored by editors, this trade is doing well so far. COP is down about 6% since this article was published, while CLR is down ~13%. That is being particularly exemplified today as news hits oil prices.

    http://bit.ly/1JwDLb3

    Though I'm not so sure that an inventory build ahead of the July 4th holiday should be getting as much reaction as it is...
    Jul 1, 2015. 03:22 PM | 1 Like Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    The warrants are what's typically referred to as "toxic financing" in more seasoned investing circles.
    Jul 1, 2015. 03:01 PM | Likes Like |Link to Comment
  • Is Ocata Therapeutics' Lackluster Debut A Buy Or Sell? [View article]
    I do have interest in the science, which is why I first wrote about this company back when it was still Advanced Cell Technology.

    http://seekingalpha.co...

    They had a chance to break out of the cycle of endless dilution, as detailed here:

    http://seekingalpha.co...

    but the interim results where not quite good enough. Though others disagreed at the time, I think the latest offering simply confirms the opinions I stated then:

    http://seekingalpha.co...

    Doubtless management will continue to put a positive spin on things, and there will be volatility surrounding their announcements and presentations, the next of which will be in a week:

    http://seekingalpha.co...

    Neither that, nor this article will change the fundamentals associated with this stock. Hopefully one day the science will, but so far as I can see, nothing has changed on that front.
    Jul 1, 2015. 02:52 PM | 3 Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    Ocata will be presenting at an investor conference in a week:

    http://bit.ly/1JwuU9g

    This doesn't change the fundamentals, nor does the latest article on it here as SA.
    Jul 1, 2015. 02:47 PM | Likes Like |Link to Comment
  • Why Now Is The Time To Buy LG Display [View article]
    Indeed, readers know that I beat the drum on OLED at much less than half its current price. Valuation was the most important point, just before it took off. There, as here, though, there was an argument for technology-fueled growth as well as value.
    Jul 1, 2015. 12:47 PM | Likes Like |Link to Comment
  • Why Now Is The Time To Buy LG Display [View article]
    If the stock was priced at $19 tomorrow, without anything else changing, I would consider it at least fully valued, but I consider this a long-term investment and the fundamental outlook shifts with new developments. I update these and do personalized Q&A in my subscription service. Click on "Send Message" next to my name and provide an email address for details.
    Jul 1, 2015. 12:44 PM | Likes Like |Link to Comment
  • Why Now Is The Time To Buy LG Display [View article]
    In this case, as outlined in the article, strong USD is a tailwind for the business, and thus for shareholders. The price movement from arbitrage is buying and selling from parties who wind up holding no position at all in the stock, so it truly should be ignored in fundamental analysis and seen as an opportunity for entry.
    Jul 1, 2015. 11:53 AM | Likes Like |Link to Comment
  • Near-Term Notes For BGC Partners [View article]
    For those who haven't seen Greece has officially defaulted, and only then, bizarrely agreed to any terms. That won't do the country any good at this point, and the next step is the referendum on July 5.

    Bloomberg has a good article giving the like time line from here:

    http://bloom.bg/1f19jMb
    Jul 1, 2015. 11:21 AM | Likes Like |Link to Comment
  • Why Now Is The Time To Buy LG Display [View article]
    There are limits to ASP decline too, and I think we are already seeing some signs of stabilization. For LG, though, rebound in ASP will come from the shift to higher margin products, where there is little or no competition.
    Jul 1, 2015. 11:11 AM | Likes Like |Link to Comment
  • Why Now Is The Time To Buy LG Display [View article]
    I agree that the figures from the report don't make sense in this respect. Even if we took it to mean that 28% of LG's shipments were AMOLED models, that would come to 780K, which is too high to be believed.
    Jul 1, 2015. 11:08 AM | 1 Like Like |Link to Comment
  • Near-Term Notes For BGC Partners [View article]
    With Greece likely to default in less than an hour BGC has reported that they expect to hit the mid-point of guidance (which is for substantial growth) despite currency headwinds.
    Jun 30, 2015. 05:11 PM | 2 Likes Like |Link to Comment
  • Bakken Update: EOG Well Pad Produces Revenue Over $200 Million In 2.5 Years [View article]
    Any idea on how feasible it is to replicate these results to other geographies? You say others are copying EOG's well designs, but I think the approach needs to change as the rock does.

    In any case, it's clear EOG is leading. For those who want to focus on shale (my purposes were different), I had suggested pairing EOG against CLR:

    http://seekingalpha.co...
    Jun 30, 2015. 10:53 AM | Likes Like |Link to Comment
  • Why Now Is The Time To Buy LG Display [View article]
    A report from Sigmaintell Consulting says global LCD TV panel unit shipments grew, with LG Display of course leading in market share. In particular, 4K screens are taking off, confirming my predictions. What will be left out of the headlines, though, is that 28% of 4K shipments used LGD's WOLED architecture, and that share is expected to increase to 35% this year. This is faster than I was anticipating, and it's great news for LG Display.

    http://tinyurl.com/psr...
    Jun 30, 2015. 10:29 AM | Likes Like |Link to Comment
  • Citi, Manulife, Nasdaq OMX among Barclays' top picks in financials [View news story]
    If you like Nasdaq, in the face of Greek default, then you pretty much have to like where they got some of their technology from even better. Nasdaq is still paying for that technology, so all the same talking points apply, but you get over 3 times the yield.

    http://seekingalpha.co...
    Jun 29, 2015. 05:18 PM | Likes Like |Link to Comment
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