John Cofran

John Cofran
Contributor since: 2012
Company: CofranCapital
Feb 4, 5:11 PM
John Cofran
$TGI CEO buys 250,000 shares this week in the open market.
Sat, 5:27 PM
I do. I own it as 4% of my portfolio and believe it is greatly undervalued. I hope I am right!
Read 10k, still need to review 10q, Conf Call, & sell side reports. Little incentive, neither to write here or from market right now.
Feb 4, 5:09 PM
John Cofran
$TGI CEO buys 250,000 shares in open market.
5/1/15
John Cofran
out of $DE
4/22/15
John Cofran
$MAT up 24% in 3 weeks
1/30/15
John Cofran
Notable Signature Portfolio exits in Jan: $BLMN $DRI $WM
1/30/15
John Cofran
Notable Signature Portfolio adds in Jan: $EMC $VIAB $CVX $AGNC $QCOM $EMR $KBH $CM $CAT $WIN $IBM $MAT $GE $OKS $TUP $GSK
1/30/15
John Cofran
Signature Portfolio Top 10 heading into Feb: $AAPL $GE $EMR $MAT $QCOM $IBM $TUP $GSK $T $CAT... heavily contrarian portfolio
1/27/15
John Cofran
strong Q from $AAPL... stock soaring AH, lifting $CSCO $IBM $QCOM $MSFT
Soaring? It's below 5% as of now after being down 4% for the day. I'd say it's breaking even compared to the open for the day. $AAPL
1/13/15
John Cofran
shorted a boatload of JAN 2016 $GME $30 Puts this morning. Looking good after hours.
12/19/14
John Cofran
Signature Portfolio Top Picks/Positions for 2015: $AAPL $GE $T $CAT $IBM $AFL $CSCO $EMR $QCOM $GSK $MAT $TUP $JPM
11/5/14
John Cofran
added trading positions in $VIAB $IBM $MTH $TMHC $URBN $TUP $T
10/20/14
John Cofran
$AAPL crushes it... largest company in the world base on a single product. Insane.
10/15/14
John Cofran
$NFLX down 20%
10/15/14
John Cofran
bye bye $NFLX
10/15/14
John Cofran
$SALE running 10%... something is up
10/15/14
Up on seeking alpha article? I sold bounce
10/15/14
pat45 - no. up on the recovery from panda 4.0 speedbump, as well as a maintained buy rating from wunderlich at $48.
8/19/14
John Cofran
lightened up on $ITW
8/19/14
John Cofran
trimmed $WM and $DRI
8/19/14
John Cofran
out of $BBRG... not willing to wait
8/19/14
Smart move John
8/11/14
John Cofran
out of $AFOP with 12.5% gain in 1 week
8/19/14
On August 5th this is what you stated: until I make money ;-) I'm looking for $14.30 and then $15.80 Aug 5, 11:20 AM
I sold a $14.40
8/4/14
John Cofran
$SALE wild after hours... falls 22%+ and now headed positive
the initial eps print is not comparable to estimates; rev was a touch light; conf call beginning momentarily
8/4/14
John Cofran
initiated trading position in $AFOP
8/5/14
how long do you plan to hold?
until I make money ;-) I'm looking for $14.30 and then $15.80
8/4/14
John Cofran
put on a synthetic long position in $SALE ahead of earnings
I am down less than $1 per share thanks to the trade structure, instead of $6 or $7 if a straight long
Good Lord what a fleecing.
7/31/14
John Cofran
$SPLS bucking the market, up 2.5%... checked out the Town Square store in Vegas... place is trashed worse than my 8 yr old's bedroom
7/29/14
John Cofran
$MOVE moving lower ahead of earnings
7/29/14
John Cofran
$GME tanking on $EA subscription service
7/29/14
John Cofran
$BBBY trade working magically the last few weeks... want to sell, but such a great company
7/29/14
John Cofran
genius move by $WIN... been a long-time holder. Missed out on $2 of gains while asleep on the West Coast
7/29/14
John Cofran
$DRI finally becoming more shareholder friendly
7/24/14
John Cofran
not surprised to see $AMZN falling... customer service is struggling, stock price will fall further
7/24/14
John Cofran
picked up some $BLMN $GOV $LL $GNC $MAT $TZOO $NUS $OUTR
Tough call. Management seems to think growth opportunities remain. Thus far, aside from a few hiccups here and there, they have delivered.
9/5/14
Redbox is strong and a great value for consumers. Its the only game in town for DVDs. ecoATM has growth. Both products have low overhead.
7/24/14
John Cofran
picked up some $BLMN GOV LL GNC MAT TZOO NUS OUTR
7/23/14
John Cofran
considering trading positions in $NUS $GNC & $SPLS
I made a little on your TGT call & sold out already...GNC might make sense now, after an article it would be better known...
Seems the yield can go higher at SPLS, some research is required to learn about its catalyst(s)?