Jason Tillberg

Special situations, long-term horizon, value, home economics
Jason Tillberg
Special situations, long-term horizon, value, Home Economics
Contributor since: 2008
8/13/15
Jason Tillberg
$HD Building Materials Retail Sales trade up just 2.1% in July from last year.. $HD should see a large miss in revenue come August 18th
Was a solid report for sure, defying any of the weakness in building material retail sales.
8/18/15
Guiding for a 4.9% same store increase ..Strong guidance too
12/21/14
Jason Tillberg
Cree: Improving The Economy For All - But Needs To Improve On Quality And Cashflow $CREE http://seekingalpha.com/a/1ndot
12/21/14
horrible stock.
12/10/14
Jason Tillberg
Oil Price Collapse Justified: Some Reasons Why http://seekingalpha.com/a/1mvid
11/17/14
Jason Tillberg
Do-It-Yourself Home Improvement - Can We Afford It? $HD, $LOW http://seekingalpha.com/a/1llyn
10/27/14
Jason Tillberg
Home Depot: Expecting A Substantial Pullback $HD http://seekingalpha.com/a/1jp3r
9/28/14
Jason Tillberg
GrubHub: Huge Share Lock-Up Expires October 1 - Expect Selling Pressure $GRUB http://seekingalpha.com/a/1i4s9
5/10/14
Jason Tillberg
Grubhub: Potential Remaining 40% Decline $GRUB http://seekingalpha.com/a/1babf
4/30/14
Jason Tillberg
Profiting From America's TV Watching Obsession http://seekingalpha.com/a/1anch
3/21/14
Jason Tillberg
Price Cuts At Cree: Expect Bulb Sales To Soar $CREE http://seekingalpha.com/a/19279
6/20/13
Jason Tillberg
Heeded Martin Armstrongs warning on Gold. Whew. http://seekingalpha.com/a/pxsp
1/4/13
Jason Tillberg
I sold CEF today at 21.00 .. Fed minutes suggest more concerned about bonds.. so dollar might rally.
7/26/12
Jason Tillberg
Expecting AMZN to disappoint on Rev.. Retail sales were up 9% yoy last year, up only 3.5% as of June. 30% rev growth too optimistic.
1/18/12
Jason Tillberg
$BDI Baltic Dry Index has tanked to $974 .. Feb 2009 levels.
1/18/12
It is all about what the market thinks. don't fight the market even if it makes no sense
1/20/12
HARPEX is also at 2009 levels
1/17/12
Jason Tillberg
Am excited about Chinese stocks .. STP and AOBI are my two holdings that I think will outperform over the next 5 years substantially.
5/31/12
So Jason, you still excited by AOBI now that it's AOBI and delisted?
Humbling investment.
12/30/11
Jason Tillberg
US$ slammed against RMB last night.. now 6.2944. Lets see if mainland stocks in US catch any kind of bid today.
11/30/11
Jason Tillberg
no volitilty thus far.. dow stuck around 11,870's
11/1/11
Jason Tillberg
The West is one giant basket case of debt perpetualness policy
4/29/11
Jason Tillberg
I think China should just revalue 10% in one shot for spite toward Bernanke. A disgrace what he's done to the dollar.
4/26/11
Jason Tillberg
Have moved to drinking tea from coffee starting today.
4/8/11
Jason Tillberg
I think our dollar is dying ...
3/24/11
Jason Tillberg
Disgusting what has become of the dollar.. and ZIRP for over 2 years. Ben seems to be admirer of Havenstein.
3/16/11
Jason Tillberg
Am beginning to wonder if Japan will be the King Edward III cause of another global financial collapse.
3/4/11
Jason Tillberg
HSH .. ballpark hot dogs are terrible. Going back to the organic ones.
3/2/11
Jason Tillberg
ouch! gas prices .. time to put the scooter back on the road. 60 mpg on that puppy.
2/23/11
Jason Tillberg
I filled gas tank yesterday, filled oil tank today $800, bought 50 lb bag of flour yesterday $19.99 ..high gluten.
12/9/10
Jason Tillberg
$3.12 a gallon gas sucks. Am lucky I burn wood for heat. Best solar heater in the world.. wood.
11/10/10
Jason Tillberg
Do not visit http://www.zillow.com .. you may get depressed if you bought a house within the last 10 years.
11/5/10
Jason Tillberg
Amazing that the REITs and AMZN continue to soar. I assume those are the stocks part of the "Jig" to keep averages from collapsing.
11/4/10
Jason Tillberg
What's going to happen to recovery when gas for car reaches $4 a gallon again?
10/21/10
Jason Tillberg
Perhaps the dollar has bottomed. Been long UUP for nearly 2 weeks now waiting for such event. Plan to dump and buy more CEF post $ rally.
10/19/10
Jason Tillberg
Dollar up ..stocks down. Entire market based on Central Bankers currency speculation.
10/18/10
Jason Tillberg
Am long a little UUP. This helps in my confidence this is good trade. http://bit.ly/dAopwj