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Grant Dossetto  

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  • Civeo's stumble may foreshadow more oil industry pain, analysts say [View news story]
    So that is why it cut 30% of it's Canadian workforce and 45% of it's "booming" North Dakota facilities? ND and TX are getting hit just as hard.
    Jan 3, 2015. 06:44 AM | Likes Like |Link to Comment
  • Civeo -21.5% AH after setting guidance, suspending dividend [View news story]
    Hard to imagine that the longer the market ignores the commodity, EM, and bond warning signals the likelihood of a stock market crash is not increasing precipitously. The company just laid off half it's US workforce, all located in ND and TX. When oil and gas goes from being a boon to a major 1 million plus person drag on employment (direct and indirect), it will be impossible for this country to avoid an ensuing recession.
    Dec 29, 2014. 04:47 PM | 2 Likes Like |Link to Comment
  • Homebuilder ETFs shrug off dour home sales report [View news story]
    Blowing bubbles, forever blowing bubbles. ITB is volatile and crashes fast. Buy here if you wish but don't be surprised if you are off 30% in a month when market sentiment goes south.
    Dec 23, 2014. 10:18 AM | Likes Like |Link to Comment
  • Citi values Instagram at $35B [View news story]
    Peak Facebook? At the same time Citi gives a late 1999esque valuation, Instagram has spent all week deleting tens of millions of users because they are fake accounts bought from click farms. This stuff isn't real and the values of the companies are close to zero because advertisers have little ability to actually reach customers.
    Dec 19, 2014. 12:05 PM | 5 Likes Like |Link to Comment
  • Buying Wheat [View article]
    For what it is worth, if you aren't out of wheat by now, I would suggest closing the trade. More downside risk here as deflation begins to rear it's head.
    Dec 18, 2014. 08:43 AM | Likes Like |Link to Comment
  • Cyber Monday sales slow on early discounts [View news story]
    Waning importance...or waning consumer?
    Dec 2, 2014. 06:17 AM | 5 Likes Like |Link to Comment
  • Thanksgiving weekend retail sales decline [View news story]
    I had family stuff to attend to Friday morning. Was out around 8:30 and at 11. There was nobody parked in any of the retail lots I went by at either time. Anyway you cut it, being open all of those extra hours and the staffing/utility costs that go with it will ramp costs for the retailers at a time when sales are falling. That's bad for the bottom line.
    Dec 1, 2014. 06:42 AM | 2 Likes Like |Link to Comment
  • ICSC Retail Sales see spike as Black Friday nears [View news story]
    From 4.8% Y/Y growth in September to 1.7% barely 2 months later. Hard to imagine that doesn't entail a contraction in consumer sales, not just deceleration, over the past two months.
    Nov 25, 2014. 08:24 AM | Likes Like |Link to Comment
  • G20 commits to grow economy; Russia isolated over Ukraine [View news story]
    Full Russian invasion of Ukraine in 3,2,1...
    Nov 16, 2014. 02:34 PM | Likes Like |Link to Comment
  • What to like about Ford [View news story]
    Ford is a solid company and they are smart enough to produce at a level in which they can sell vehicles profitably. However, if we are at the end of an auto cycle, Chrysler and GM will sell their stuff at a loss on the way down. Hard to expect good margins for F under those conditions. GM is so awful it doesn't just destroy it's own value, the black hole destroys the value of the entire domestic industry every time it blows itself up.
    Nov 15, 2014. 03:31 PM | 3 Likes Like |Link to Comment
  • Beazer Homes on track to hit targets [View news story]
    Sales down. Inventory up. Overall market weakening. Don't worry though, they'll keep their margins at 22%...
    Nov 12, 2014. 08:49 AM | Likes Like |Link to Comment
  • Snapchat close to deal at $10-$12B valuation [View news story]
    I'm short FB. Holding their feet to the fire too.
    Nov 9, 2014. 01:31 PM | Likes Like |Link to Comment
  • Snapchat close to deal at $10-$12B valuation [View news story]
    Anyone involved in purchasing Snapchat at $10B should be fired immediately.
    Nov 9, 2014. 12:36 PM | 6 Likes Like |Link to Comment
  • Facebook: Great Entry Point For A Fast Growth Company [View article]
    They just came out and said to grow revenues by 40% they would have to increase expenses by 60%. That is lost margins caused by...a loss of pricing power in advertising. Guess I had some idea what I was talking about.
    Oct 28, 2014. 06:53 PM | Likes Like |Link to Comment
  • Internet stocks fall AH thanks to Facebook [View news story]
    They didn't collapse because of Q4 guidance. They collapsed because they said they can't grow going forward without spending oodles of money. No one wants Amazon right now.
    Oct 28, 2014. 06:44 PM | 1 Like Like |Link to Comment