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J Mintzmyer

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  • J Mintzmyer
    Following $DCIX earnings closely tomorrow. I'll follow up with a full report. Not too optimistic.
    4 hours ago
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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.
        Thu, 12:05 PM
        Reply (4)
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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.
          Thu, 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.
          Thu, 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..
            Tue, 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
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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
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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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                                                                  • J Mintzmyer
                                                                    That drop in sales at $JCP had to go somewhere... Obviously a tiny bit went to $AMZN, here's hoping $KSS was a beneficiary. Long $48c May.
                                                                    Feb 27, 4:51 PM
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                                                                    • Hillbilly Stock Star: $JCP doesn't have new spring gear yet, people want new good stuff imo.
                                                                      Feb 27, 4:56 PM
                                                                    • Hillbilly Stock Star: People already planning Spring Break & Vacation,.....
                                                                      Feb 27, 4:59 PM
                                                                      • J Mintzmyer
                                                                        Decided to start a trading journal with reflections. Comments welcome- warning: very lengthy public journal. http://seekingalpha.com/p/y8wh
                                                                        Feb 27, 4:33 PM
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                                                                          • J Mintzmyer
                                                                            $LNKD up strong today.. Might need to roll my $170c for May fwd soon.
                                                                            Feb 27, 2:48 PM
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                                                                            • J Mintzmyer: I also don't want to move my option spread from 100/60 to 100/70 yet. If $LNKD hits $175 I will roll to $185 and increase to 65-70/100.
                                                                              Feb 27, 2:56 PM
                                                                            • J Mintzmyer: I don't know if anybody is reading this (or ever will), but I've decided to track my thought process. Might start instablogging every move.
                                                                              Feb 27, 2:57 PM
                                                                              • J Mintzmyer
                                                                                Finally sold my $ARO and picked up $COH.
                                                                                Feb 27, 12:32 PM
                                                                                Reply (24)
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                                                                                • J Mintzmyer: Truffel- always value your opinions. Posted an Instablog with Feb trades and general reflections. If you have time, plz offer some feedback.
                                                                                  Feb 27, 4:42 PM
                                                                                • J Mintzmyer: Realized I need a tool for self-reflection and these stock talk posts are far too short to get any substantial ideas across without 5+ posts
                                                                                  Feb 27, 4:42 PM