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Joe Kunkle  

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  • M&A Market: Potential Acquisition Plays in Each Sector [View article]
    POWL is an Industrial Equipment Maker I would add here as shares hit 52 week lows, trades 7.5X trailing earnings, 1.19X book and 2.8X cash value
    Jul 6, 2010. 02:06 PM | Likes Like |Link to Comment
  • Long Case for Somanetics [View instapost]
    Nice Report...just got a $25 offer from Covidien
    Jun 16, 2010. 07:19 AM | Likes Like |Link to Comment
  • Volatility, Price Bubbles in Gold and Silver Expected [View article]
    And there was the correction - timed to the day! You Gold Bugs can buy more here, safe to get in now....
    Dec 28, 2009. 11:15 AM | Likes Like |Link to Comment
  • Volatility, Price Bubbles in Gold and Silver Expected [View article]
    As more doubters come along Gold keeps on falling...Fed will raise rates by June latest...
    Dec 8, 2009. 06:10 PM | Likes Like |Link to Comment
  • Volatility, Price Bubbles in Gold and Silver Expected [View article]
    This is more about volatility and upside waning come June/July, not now...
    Dec 7, 2009. 09:30 AM | Likes Like |Link to Comment
  • Retail Earnings Driving Options Trades This Week [View article]
    3 for 3
    Nov 15, 2009. 08:15 PM | Likes Like |Link to Comment
  • 10 Most Important Earnings Reports For This Upcoming Week [View article]
    Think ADTN going to get hit on earnings judging from recent put buying at the Oct 25 strike...
    Oct 13, 2009. 07:57 AM | Likes Like |Link to Comment
  • Weekly Street Sentiment: Sell Side Loves Everything and Everybody [View article]
    It would be interesting to graph the First Coverage Sentiment indicator against the S&P if historical data is available. I would suspect it would be a contrary indicator because sell-side Analysts are always behind the curve and are notorious for poor market timing.
    Oct 12, 2009. 10:10 PM | Likes Like |Link to Comment
  • Knight Capital: Bulls Expect Another Push [View article]
    SCHW takeover rumor....
    Oct 9, 2009. 05:27 PM | Likes Like |Link to Comment
  • Small Cap Technology: Five Potential Takeovers [View article]
    Adding ROVI, TIBX, BCSI
    Oct 9, 2009. 11:50 AM | Likes Like |Link to Comment
  • Small Cap Technology: Five Potential Takeovers [View article]
    Ultimate Software (ULTI) is perking my interest with suspicious activity. Shares are trading at $28.68, yet a few traders have bought the November $35 calls today pushing the price higher, and in relative large lots for a thin name as 225 trade vs OI of 10. The internet software company trades 51X forward earnings and has a 12.44% short float, 17.3 days to cover. Earnings are set for October 28th. The company supports human resources with its software including talent management software, much like SucessFactors (SFSF) that recently traded to new highs. All time highs on this stock is $40, but this action makes me think someone could know something into earnings, and although I recently highlighted SFSF as a potential small cap Tech takeover target, maybe Ultimate Software is the name I should be looking at.
    Oct 8, 2009. 03:20 PM | Likes Like |Link to Comment
  • Small Cap Technology: Five Potential Takeovers [View article]
    KNOL and DST are two names I also like
    Oct 5, 2009. 12:40 PM | Likes Like |Link to Comment
  • Rayonier Attracts Unusual Options Trade [View article]
    In that context the S&P is 53% it's 5 year highs, so in relative terms RYN would be overvalued (only 20% from highs) when considering comparable valuation metrics to the S&P 500.....


    On Oct 02 09:58 AM yank wrote:

    > Joe:
    > All well and good except for the part of "overvalued and nearing
    > its all-time high". I don't know what its "all-time" high is but
    > RYN @$39 is trading 20% off its 5-yr high, which was $49.55
    > Just wanted to put your comment in its proper context. RYN may or
    > may not be overvalued at this point but over the past 50 years timber
    > has produced a return that easily matches or beats the S&amp;P.<br/>
    >
    > Yank
    Oct 4, 2009. 11:15 PM | Likes Like |Link to Comment
  • Rayonier Attracts Unusual Options Trade [View article]
    Is it more likely the trader bought the calls as protection and went short 960K shares. I see the shares traded on an uptick, but for this size of a trade and the liquidity it could easily be a short equity position. I think that would make more sense as a trade....0.56 delta on the calls offers protection, but not perfectly hedged. There does not appear to be much reason to be long shares int his over-valued REIT nearing all time highs.
    Oct 1, 2009. 08:38 AM | 1 Like Like |Link to Comment
  • Speculative BioTechs: Finding the Next 10-Bagger [View instapost]
    3 Month Check In:

    Stock Bought Current % Return
    JAZZ $0.74 $6.52 781.08%
    QLTI $2.09 $3.89 86.12%
    CEGE $0.54 $0.28 -48.15%
    CAPS $0.68 $0.64 -5.88%
    EPIX $0.47 $0.01 -97.87%
    INHX $0.32 $0.45 40.63%
    CYCC $0.60 $1.02 70.00%
    LJPC $0.20 $0.18 -10.00%
    HEPH $0.37 $0.47 27.03%
    HNAB $0.29 $0.63 117.24%
    ALTU $0.30 $0.34 13.33%
    SNSS $0.21 $0.40 90.48%
    SPPI $2.70 $6.80 151.85%

    93.53% Average
    Aug 11, 2009. 10:54 PM | Likes Like |Link to Comment
COMMENTS STATS
117 Comments
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