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J Mintzmyer

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  • J Mintzmyer
    Sold all my $BRK.B today. Picking up $HIMX and $ANR.
    19 hours ago
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      • J Mintzmyer
        Impressed by $GME restraint on the repurchases. Even the board knows the stock is over valued here. Overvalued, but not a juicy short here.
        May 23, 12:48 PM
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          • J Mintzmyer
            Why is $SNE up? Unless I really missed something, I'd say the Xbox One already won the next-gen battle. Sony=Sega.
            May 21, 3:16 PM
            Reply (8)
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            • tftf: Last one meant: Possibly less used game restrictions than $MSFT. Publishers hate that, customers live that. I' m long $SNE since Dec 2012
              May 31, 9:08 PM
            • tftf: Live=love. Finally, lot depends on both consoles' prices. We will know about pricing at E3 in June or even later this year before launch.
              May 31, 9:11 PM
              • J Mintzmyer
                $DCIX secondary on top of their unsustainable dividend. Surprised? Called it here first: http://seekingalpha.com/a/qv09
                May 21, 8:54 AM
                Reply (6)
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                • Joseph P. Porter: Maybe 20 - 25 cents would have been a bit more appropriate than 30. 15 is a bit low, but would be more sustainable, for sure. It's their $$
                  May 21, 1:30 PM
                • J Mintzmyer: It's only sustainable if paid from cash flow. They broke their own dividend payout rules. Article is out now, look forward to your comments.
                  May 21, 1:43 PM
                  • J Mintzmyer
                    Following $DCIX earnings closely tomorrow. I'll follow up with a full report. Not too optimistic.
                    May 20, 1:27 PM
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                      • J Mintzmyer
                        Initiated a short in $ANGI-- Nov 13 $17.50 puts. They will need a capital raise in the next q or 2.
                        May 16, 12:05 PM
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                        • J Mintzmyer: $ANGI used acct gimmicks to report a positive Q1 OCF, they are already equity negative, and next quarter will be current account negative.
                          May 16, 3:47 PM
                        • J Mintzmyer: With the high stock price, I'd be surprised if there isn't already investment banking talks going on behind the scenes.
                          May 16, 3:47 PM
                          • J Mintzmyer
                            Bought Dec 13 $50 puts on $TSLA. Only buoyed by $7500 government rebate-- still not competitive event with rebate. Shorts needed insurance..
                            May 14, 12:32 PM
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                              • J Mintzmyer
                                Got lucky on $LNKD short play-- helps to go against the pack on earnings.
                                May 3, 9:43 PM
                                Reply (15)
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                                • J Mintzmyer: 6.8% U is the sweet spot, and we're at 7.5% now. $LNKD, $AMZN, $NFLX and a few others are getting a lot of the $AAPL riders.
                                  May 5, 2:32 PM
                                • J Mintzmyer: $210 is fine, I'll be buying a 2x coverage at likely $200 Oct 12-- long term it's going down below 100. I think even most bulls agree.
                                  May 5, 2:33 PM
                                  • J Mintzmyer
                                    Sold my $GME last week. It was a great choice last fall, but is getting far ahead of itself. May consider a short into earnings...
                                    May 3, 9:34 PM
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                                      • J Mintzmyer
                                        Any thoughts on $LNKD results? Not horrendous or even poor, but not good on the cost side. Slowing down?
                                        May 2, 4:39 PM
                                        Reply (5)
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                                        • Vegas Ben: I think the growth is great! Maybe someday this stock will generate enough revenue and earnings to support its IPO price of $45/share.
                                          May 2, 6:06 PM
                                        • sebastoro: $LNKD A company with a P/E of 1000, 14 times revenue , 55 times ebitda..really? im amazed that this company isn't falling at least 30% - 50%
                                          May 2, 6:26 PM
                                          • J Mintzmyer
                                            Big otm put play on $LNKD. Can we get a crash? Losing big on this one so far this year!!!
                                            May 2, 3:24 PM
                                            Reply (18)
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                                            • J Mintzmyer: Yeah-- I picked the release for weak points, only thing I see major is the decline in marketing solutions for q/q. It seems talent is big
                                              May 2, 4:31 PM
                                            • J Mintzmyer: area of growth here. Note revenue and subs both grew 6.95% q/q while expenses grew 8.73% q/q-- wrong direction! Avg stock diluted up 1.3M
                                              May 2, 4:35 PM
                                              • J Mintzmyer
                                                http://seekingalpha.com/p/yynf --Posted my weekly reflections. Thoughts on $WEN, $CSCO, $WM, $BRK.B, $CMRE, $ACI, $SPY, $LNKD
                                                Mar 8, 8:02 PM
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                                                  • J Mintzmyer
                                                    $DCIX article live: http://seekingalpha.com/a/qv09
                                                    Mar 7, 5:30 PM
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                                                      • J Mintzmyer
                                                        Anyone have pt and a serious model for $CSCO? I'm thinking around $25? Roughly 10x fP/E ex-cash....
                                                        Mar 7, 8:17 AM
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                                                          • J Mintzmyer
                                                            New $DCIX article in the pipeline.
                                                            Mar 6, 4:22 PM
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                                                              • J Mintzmyer
                                                                Any reason for the $CMRE rise today? Perhaps better GDP expecations? $18 PT.
                                                                Mar 5, 1:21 PM
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                                                                • J Mintzmyer: That's probably what moved it- wasn't sure since no company specific news. Waiting to see how quickly the new-builds add to cash flow.
                                                                  Mar 6, 2:51 PM
                                                                • J Mintzmyer: I have an $18 pt on $CMRE, but I wouldn't be surprised by a secondary this spring if we stay in the $16+ range.
                                                                  Mar 6, 2:51 PM
                                                                  • J Mintzmyer
                                                                    Impressed by $BBY results. Just wait until $AMZN collects tax everywhere....
                                                                    Mar 1, 2:45 PM
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                                                                      • J Mintzmyer
                                                                        Rolled my $LNKD May $170c to May $185c. Net Credit of approx $6.10. Coal stocks are all looking very cheap here $BTU $ACI.
                                                                        Mar 1, 2:41 PM
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                                                                        • Zeus2012: Do you know what's causing the stock to spike the way it did yesterday?
                                                                          Mar 5, 7:12 AM
                                                                        • J Mintzmyer: No idea. Momentum- new hedge fund position... Not sure. Clearly no financial metrics match the stock valuation.
                                                                          Mar 5, 8:19 AM
                                                                          • J Mintzmyer
                                                                            Picked up some $AAPL for my IRA. Thought I'd never make that move.
                                                                            Feb 28, 10:43 AM
                                                                            Reply (2)
                                                                            • andyk80: Congratulations. I guess it must be worth more in 30 years.
                                                                              Feb 28, 12:10 PM
                                                                            • Maria Auziliadora: I would say in 1 year
                                                                              Feb 28, 2:21 PM
                                                                              • J Mintzmyer
                                                                                Decent results from $KSS, but not enough to pull the trigger yet. Not sure if my options will be worth anything...
                                                                                Feb 28, 8:09 AM
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