Don't Be Fooled By Kohl's Earnings 'Beat' [View article]
No mention of IT spend, CFPD regulation change, or that cash flows are expected to decrease when inventories are re built. Good re hash of earnings release.
Redacted Version Of December 2012 FOMC Statement [View article]
Fed is no longer selling short term treasuries after this year, but will keep buying long term, correct? Twist portion is done. Balance sheet will now expand by 540B a year, where twist kept it net zero. Yes?
Excessive Hi-Crush Worries Provide Striking Opportunity [View article]
1. "They are liars"--What backs up your statement here?
2. Cart blanche as used makes no sense in that statement. You may be referring to your feeling that investors give management cart blanche in their public statements? Similar to #1, along these lines I could argue that Stock XYZ does not see margins expanding into next year, or orders increasing, or any other statement that is made by XYZ management. If your invesment reasoning is based off of #1 and #2, common logic says to stuff a mattress with your currency of choice.
3. Where did you find data that prices are lower now than those of the BHI contract? Since prices are based on a myriad of variables, and not specified contracts like oil or gas, I question your understanding here. I would suggest you call up Hi-Crush, US Silica, or any other provider of raw frac sand and see how long it would take to get an order for a single well, as additional data to use.
4. Concerning "sitting on" the BHI contract cancellation for a month: businesses tend not to announce extra supply of their product for competetive purposes. Giving customers a pricing advantage is usually bad business. Additionally, what is the difference between companies waiting to announce good news vs bad news? Netflix announced the Disney deal today. I would imagine they new about it more than a month ago. Are short sellers suing or crying foul now?
5. Pressure pumping's weakness has been attributed to lower rig counts, and lower nat gas prices. Both of these are shaky indicators at best. What info are you using to conclude that any HCLP pricing power is a total lie, and pressure pumping is weakening?
I look forward to learning about the info you used to come up with your opinions. I always enjoy finding faults with investment ideas. It saves money in the end.
Excessive Hi-Crush Worries Provide Striking Opportunity [View article]
Meritless in my opinion. Mgmt new about the issue a month before announcing, but they were trying to work out a solution with BHI. No need to put out 8-k the day BHI lets them know, which is what some people apparently expect. I'm not gonna file suit if they don't announce a new customer contract the day it happens, and the stock jumps 10%. Same idea to an extent.
Buy Westport Innovations To Play Growth In Natural Gas Cars [View article]
Shorts are there for a reason. Look at WPRT's agreements with CMI, whose engines WPRT use to convert. CMI is no longer using WPRT tech, and will have their own engines. Can a startup compete with the size of CMI's production, sales force, etc? No.
Don't Be Fooled By Kohl's Earnings 'Beat' [View article]
Excessive Hi-Crush Worries Provide Striking Opportunity [View article]
It is in the prospectus. pg 75/76. Also some info in current 10K.
Redacted Version Of December 2012 FOMC Statement [View article]
Excessive Hi-Crush Worries Provide Striking Opportunity [View article]
2. Cart blanche as used makes no sense in that statement. You may be referring to your feeling that investors give management cart blanche in their public statements? Similar to #1, along these lines I could argue that Stock XYZ does not see margins expanding into next year, or orders increasing, or any other statement that is made by XYZ management. If your invesment reasoning is based off of #1 and #2, common logic says to stuff a mattress with your currency of choice.
3. Where did you find data that prices are lower now than those of the BHI contract? Since prices are based on a myriad of variables, and not specified contracts like oil or gas, I question your understanding here. I would suggest you call up Hi-Crush, US Silica, or any other provider of raw frac sand and see how long it would take to get an order for a single well, as additional data to use.
4. Concerning "sitting on" the BHI contract cancellation for a month: businesses tend not to announce extra supply of their product for competetive purposes. Giving customers a pricing advantage is usually bad business. Additionally, what is the difference between companies waiting to announce good news vs bad news? Netflix announced the Disney deal today. I would imagine they new about it more than a month ago. Are short sellers suing or crying foul now?
5. Pressure pumping's weakness has been attributed to lower rig counts, and lower nat gas prices. Both of these are shaky indicators at best. What info are you using to conclude that any HCLP pricing power is a total lie, and pressure pumping is weakening?
I look forward to learning about the info you used to come up with your opinions. I always enjoy finding faults with investment ideas. It saves money in the end.
Excessive Hi-Crush Worries Provide Striking Opportunity [View article]
Buy Westport Innovations To Play Growth In Natural Gas Cars [View article]