Seeking Alpha

Jason Bond

 
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  • Skullcandy Delivers Big, Turnaround Parties On
    Fri, May. 2 SKUL 6 Comments

    Summary

    • SKUL Receives an “A-” for Delivering an Impressive Q1 Performance.
    • After listening to SKUL's May 1 conference call, we stand by our assessment of Darling's command of marketing, branding and merchandising.
    • The details of the five pillars were stated during the conference call.
  • Gevo Takes Major Step Towards Isobutanol Distribution
    Wed, Apr. 23 GEVO 2 Comments

    Summary

    • Deutsche Lufthansa AG testing is further evidence of Gevo's potential for supplying the world with technologies anticipated to offset rapidly rising fossil-fuel prices.
    • Global demand for fossil fuel substitutes expected to increase indefinitely.
    • Fifty-eight percent of the company's stock is held by mutual fund and professional institution investors.
  • Harvard Apparatus Regenerative Technology; A Strategic Plan To Profitability
    Wed, Apr. 23 HBIO, IBB, ONVO 7 Comments

    Summary

    • HART's strategic initiatives to profitability appear quite reasonable at this stage.
    • HART's solution to tracheal cancer or trauma can be evaluated for efficacy within one year, the expected survival time remaining for patients with no other solution but surgical implantation.
    • After the FDA or EU equivalent agency assigns “Orphan Status” to either a drug, durable medical equipment or device, speedier approvals and extended exclusivity awards are enjoyed by the applicant.
  • SilverCrest Mines: A Leveraged Play On The New 'Petro-Ruble' System
    Thu, Apr. 17 SVLC Comment!

    Summary

    • The five-year-long effort by central banks to support the U.S. dollar post-Lehman will most likely be trumped by much larger and meaningful geopolitical forces.
    • We feel that the equities markets and precious metals will reach an inflection point in 2014, reversing the recent trend of higher equities prices and lower precious metals prices.
    • Those traders seeking a higher alpha may be well served owning precious metals miners that are “in production,” such as SVLC.
  • McEwen Mining: Best Performing Stock Of Any Junior Producer
    Wed, Apr. 16 MUX 23 Comments

    Summary

    • We believe MUX is a superior junior mining company due to its management, history of increased production, increased replacement and total reserves.
    • The company's very attractive balance sheet also suggests to us that, as the price of precious metals rise, MUX will be poised to capitalize on much higher bullion prices.
    • The company's stock performance may again stand out as the big mover of the sector as it has in the recent past, and should draw in a slew of momentum-style hedge funds.
  • Growlife: Taking A Page From Amazon
    Tue, Apr. 1 AMZN, PHOT 104 Comments

    Summary

    • PHOT's earnings release, yesterday, confirms expectations of rapid revenue growth from acquisitions, which soared 235% to $4.85 million for fiscal 2013, compared with $1.45 million posted for fiscal 2012.
    • The cannabis market in the U.S. is estimated to reach between $35 billion and $100 billion per annum, with some suggesting that the latter is much more likely.
    • When the legal and legislative obstacles are removed, Wall Street's traditional financing methods will seek the best-in-breed.
  • Zynga: Will The Mattrick Turnaround Work?
    Sun, Mar. 30 KING, ZNGA 18 Comments

    Summary

    • China, S. Korea and Japan Will 'Grow-and-Sustain' Revenue.
    • ZNGA, No One-Trick Pony Anymore.
    • NaturalMotion's Mission to 'Enhance Capabilities' of ZNGA Games.
  • Why Terra Tech Is Well-Positioned For Coming Explosive Demand
    Wed, Mar. 26 TRTC 169 Comments

    Summary

    • Prepare For Florida Supreme Court Ruling of April 1.
    • TRTC's Potential Revenue From Sunshine Growers.
    • TRTC's Revenue Potential From Its New Jersey and Indiana Facilities.
  • TheStreet: How's The New CEO Really Doing?
    Fri, Mar. 21 TST 2 Comments

    Summary

    • Revenue, gross profit and net income looking good.
    • More leveraging of SG&A.
    • Cash position soars.
  • Playing Skullcandy During The Turnaround (Part 1)
    Wed, Mar. 19 SNE, XLY, VCR 13 Comments

    Summary

    • Plenty of room for gross margin improvement.
    • SKUL to seize pricier products to under-25-years-old market.
    • The core revenue stream is expected to firm or grow.
  • Plug Power: Risks Still Remain With The Shorts
    Fri, Mar. 14 PLUG 78 Comments

    Summary

    • Summary of Q4 earnings and fiscal 2014 guidance.
    • Extreme volatility due to poor visibility.
    • Why PLUG will most likely provide better visibility.
  • Ocean Power: Straight Talk On The Portland Project And Stock
    Sun, Mar. 9 OPTT 22 Comments

    Summary

    • An Executive Summary of the Portland, Victoria project.
    • Australia's sky-high mean cost of electricity of 29 cents per kWh (heavily taxed).
    • OPTT business model and sector lends itself to, in my opinion, the 'investor' who seeks that long-term and oversized capital appreciation.
  • Wal-Mart Poised To Go All-In With Plug Power
    Wed, Mar. 5 PLUG 33 Comments

    Summary

    • A shotgun wedding worth the price of attendance.
    • Plug benefits from Wal-Mart's fight to shed years of bad reputation.
    • What does Plug stand to gain from Wal-Mart's PR campaign?
    • Conclusion – the end of the long road of vicious ridicule from shorts.
  • J.C. Penney: No Bankruptcy; Target $10 On Short Covering
    Fri, Feb. 28 JCP 72 Comments
  • Annaly Has Bottomed: Multiple Reasons To BUY (Not 'Run For The Hills')
    Wed, Feb. 26 NLY 12 Comments
  • Gevo: Misconceptions Create A Cheap Stock
    Tue, Feb. 25 KIOR, SZYM, GEVO 17 Comments
  • Liquidmetal: LM 105 Breakthrough Bigger Than We May Now Think
    Thu, Feb. 20 LQMT 54 Comments
  • Molycorp: Poised To Move Higher Still
       • Sat, Feb. 15 MCP 40 Comments
  • SilverCrest Mines - Junior Mining Buy Of 2014
    Thu, Feb. 13 SLV, SVLC 17 Comments
  • J.C. Penney: Turns Positive In 2015; Too Dangerous To Short
    Wed, Feb. 12 M, JCP 58 Comments
  • Growlife: Why There's No Stock Like It
    Tue, Feb. 11 PHOT 333 Comments
  • Glu Mobile: Better Play Than Zynga
    Wed, Feb. 5 AAPL, CHL, ZNGA 32 Comments
  • I've Changed My Mind: Zynga Lives
    Tue, Feb. 4 ZNGA 21 Comments
  • 3 Outperforming Small-Cap Mining Stocks
    Tue, Feb. 4 AXU, GSS, MUX 5 Comments
  • Plug Power: Setting Straight Some Harsh Words
    Fri, Jan. 24 PLUG 100 Comments
  • Are You Smart Enough To Buy Ballard Power?
    Thu, Jan. 16 PLUG, BLDP 47 Comments
  • 2 Junior Silver Stocks Poised For A Big 2014
    Wed, Jan. 15 SSRI, SVM 12 Comments
  • At $10, Annaly Capital Management Is Cheap
    Wed, Jan. 8 NLY 18 Comments
  • Growlife: Missed The Big Move? Catch The Second Big Move
    Tue, Jan. 7 PHOT 108 Comments
  • 3 Hot Shipping Stocks For 2014--And 2 To Avoid
    Dec. 19, 2013 DSX, EGLE, NM 9 Comments
  • 3 Must Own 3D-Printing Stocks
    Dec. 19, 2013 SSYS, VJET, XONE 10 Comments
  • J.C. Penney: Up From Here
    Nov. 20, 2013 JCP 33 Comments