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Jason Kaplan  

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  • 6 Reasons Why CA Inc. Could Be Headed For A Transformational Corporate Event [View article]
    How about any of their competitors in the space? CA is building good products in enterprise and people are taking notice. The company just needs to work through that underlying churn to return to growth. It's taking longer than initially expected...isn't that always the case??!!
    Mar 26, 2015. 11:40 AM | Likes Like |Link to Comment
  • Petroamerica Oil: The Strong Buy Rating Has Become Even Stronger [View article]
    It doesn't matter what I would do. I'm not CEO.
    Mar 26, 2015. 08:40 AM | Likes Like |Link to Comment
  • 6 Reasons Why CA Inc. Could Be Headed For A Transformational Corporate Event [View article]
    Well I don't think I'd go that far. Enterprise could be set up with no debt and lots of cash. The biz has improving margins and will benefit from a singular focus if independent. It will also make it an attractive takeover target. Never say never. There are plenty of public software companies out there that aren't making any money at the moment.
    Mar 26, 2015. 08:39 AM | Likes Like |Link to Comment
  • Petroamerica Oil: The Strong Buy Rating Has Become Even Stronger [View article]
    How helpful would it be if the company bought back stock with most of their available cash and then the price of crude dropped to $30? Of course it doesn't make financial sense but its a matter of survival. They don't buyback a meaningful amount of shares. That's just how it goes. Oil companies buyback stock at high prices when things are going well...that's just how it goes my man.
    Mar 26, 2015. 07:52 AM | Likes Like |Link to Comment
  • UNG: A Young Natural Gas Bull Rages On [View article]
    I did go look at the LT outlook for temps and precip for different regions around the country. Most are forecasted to be hotter than normal (particularly late-June and July and again in late August/Sept.) and dryer than normal. That's what bulls are counting on no doubt...time will tell.
    Mar 25, 2015. 03:03 PM | Likes Like |Link to Comment
  • UNG: A Young Natural Gas Bull Rages On [View article]
    Saw this today. Bulls better pray for some hot weather this summer!

    Gas Output Threatens to Overwhelm Storage Capacity
    By Alison Ciaccio
    (Bloomberg Brief) -- Record U.S. natural gas production threatens to overwhelm available storage capacity this summer, BNP Paribas analyst Teri Viswanath said in a research note. Despite strong demand at the end of the winter heating season, U.S. storage facilities might not be sufficiently drained to accommodate surplus production over the summer, Viswanath said in a report released yesterday.
    Production levels, if on par with last year, could see supply near 4.23 trillion cubic feet by the end of the summer, BNP forecast.
    “That is far too close to the U.S. demonstrated [natural gas] working capacity of 4.33 Tcf,” Viswanath said in a telephone interview.
    An unanticipated surge in natural gas supply over the winter has led to an even greater need for accommodation in the upcoming low-demand summer months, Viswanath said.
    Working natural gas in storage totaled 1.47 Tcf for the week ending March 13, according to U.S. Energy Information Administration data, about 507 billion cubic feet above year-earlier levels. The adjustment needed in storage levels will have to come from the power sector, Viswanath said.
    “Production is not going to give. We will have to see demand from the power sector and see significant coal-to-gas switching,” she said.
    Mar 24, 2015. 04:28 PM | 2 Likes Like |Link to Comment
  • Petroamerica Oil: The Strong Buy Rating Has Become Even Stronger [View article]
    I don't think the company will buyback shares. They had the same authorization to buyback shares for the last year and they didn't. Oil companies don't buyback shares when things are crappy. They hoard cash when times are bad. They buyback stock when things are good and they are overflowing with cash flow.
    Mar 24, 2015. 02:06 PM | 3 Likes Like |Link to Comment
  • UNG: A Young Natural Gas Bull Rages On [View article]
    What about all the shut-in wells ready to come online? I think you need to do a little more due diligence before making that claim.
    Mar 24, 2015. 01:23 PM | 1 Like Like |Link to Comment
  • UNG: A Young Natural Gas Bull Rages On [View article]
    Well what about the fact that Austin is already in the cooling season and as the old riddle goes, as goes Austin so goes the rest of the country? ;-)
    Mar 24, 2015. 12:00 PM | 1 Like Like |Link to Comment
  • UNG: A Young Natural Gas Bull Rages On [View article]
    Soon as in 9-18 months from now?
    Mar 24, 2015. 08:07 AM | 2 Likes Like |Link to Comment
  • Sarepta Therapeutics Needs An Ok For NDA Submission [View article]
    Well said. If and when the FDA blesses Eteplirsen others might then be interested.
    Mar 23, 2015. 08:59 AM | Likes Like |Link to Comment
  • Dex Media: More Questions Than Answers After The Earnings Call [View article]
    You are absolutely right. It is a gamble. I pretty much admitted that. My position is just big enough to keep me interested but small enough to not hurt me if it goes to zero.

    I also think you have to at least give this new mgmt team a chance. There is a window for them to right the ship. I'm willing to give them that opportunity.
    Mar 20, 2015. 02:28 PM | Likes Like |Link to Comment
  • UGAZ Capitulates On 'The Bloodbath' - It's Time To Get Long [View article]
    Once again, right for all the wrong reasons. Winter holding on in the NE...natty gaining. #whathappensinaustinst...
    Mar 20, 2015. 10:57 AM | Likes Like |Link to Comment
  • Dex Media sells EveryCarListed.com to private firm [View news story]
    Yeah I won't much care if it goes to zero. Like I said in my article, this is a 1% position at cost. As long as you size appropriately you'll be fine. The risk versus reward is very attractive in my book...just need this management team to execute.
    Mar 19, 2015. 02:11 PM | 1 Like Like |Link to Comment
  • Vintage Sweeps IEC Board Elections! CEO Already Terminated. Here Are The Key Next Steps [View article]
    Now that the poison pill is gone I wonder if Vintage will look to up its stake. The stock seems so illiquid. Up 8% today in 2,000 shares. They need to find a block of shares somewhere...no big sellers out there it appears. Has Barry filed his lawsuit against the company yet for wrongful termination? The next 12 months are going to be expensive for corporate overhead. Brace yourselves.
    Mar 19, 2015. 01:16 PM | Likes Like |Link to Comment
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