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  • Expensive Himax Technologies Is A Short Candidate - For Now [View article]
    So you are shorting because Jim Cramer called it a buy?

    ahahahahahahahaha
    Oct 14, 2013. 08:37 AM | 3 Likes Like |Link to Comment
  • Consider Taking The Last Few Puffs Of The Ambassadors Group 'Cigar Butt' [View article]
    i agree that this article was poorly written, but does anyone actually agree that EPAX may be a valuable asset? i find it hard to believe that international travel is in 'secular' decline... if anything, much of their business is concentrated among K-12 and college enrollees who are strapped for cash and having trouble finding financing at the moment... how long this will continue is anyone's guess.. could go on long enough to be considered secular. looking at unemployment, disposable income #s, and college tuition growth and university debt figures is not too encouraging
    Oct 13, 2013. 10:39 PM | Likes Like |Link to Comment
  • Expensive Himax Technologies Is A Short Candidate - For Now [View article]
    ok, so your short idea is as follows:

    1. HIMX sells to chinese companies
    2. short-sellers are a minority in HIMX shares
    3. you make more $ than everyone at your office

    do you realize how stupid you sound?
    Oct 11, 2013. 03:42 PM | 4 Likes Like |Link to Comment
  • Expensive Himax Technologies Is A Short Candidate - For Now [View article]
    Is that supposed to be a death sentence or something? Do some homework. You can't just rip a paragraph out of a "risks" section of a 10K and use it as a short thesis hahahahahahahahaha
    Oct 10, 2013. 02:04 PM | 3 Likes Like |Link to Comment
  • Expensive Himax Technologies Is A Short Candidate - For Now [View article]
    do you understand the multitude of catalysts available to push this stock to $15+? it's already been established that himx will be at the center stage of wearable technology, which is without a doubt the next growth phase of technology as evidenced by the massive investments being made by large tech players (MSFT, GOOG, AAPL, Samsung, etc. etc.). any new tech agreement announcements such as the rumored one with MSFT for Xbox Goggles will send this thing up and away. the stock will also act nice on any slightly positive Glass PR. finally, the co's management left a lot of potential upside on the table for 3Q when they released 2Q results with possible eps growth of 30% at high end... those considering shorting know this, and they are scared.
    Oct 4, 2013. 02:34 PM | 5 Likes Like |Link to Comment
  • Expensive Himax Technologies Is A Short Candidate - For Now [View article]
    be careful, you may just get your head ripped off when this thing rips
    Oct 4, 2013. 01:51 PM | 3 Likes Like |Link to Comment
  • Where There Is Smoke, There Is Fire: Fab Universal Corp. Just Rewrote History [View article]
    boom headshot
    Oct 4, 2013. 11:13 AM | 4 Likes Like |Link to Comment
  • Brazil Fast Food Corp. Proposes to be Acquired [View article]
    all shareholders need to vote NO. the company is worth at least $20 and the offer is ~10% below market. large shareholders have already agreed to vote against this terrible deal.
    Sep 27, 2013. 04:49 PM | Likes Like |Link to Comment
  • Supreme Industries Has Supreme Earnings Potential [View article]
    The buses Supreme took back are in mint condition and were marked very conservatively on the balance sheet. Not only will it be good for EPS later this year when they are sold at a gain, but the cash received from reselling them can be used to offset the settlement STS has to pay.

    35 buses that originally sold for $180K apiece, and the oldest one has just under 20,000 miles on it.

    Assume each sells for $100K... that's $3.5m, or almost enough to cover the $4.2m settlement balance. The co already generates excellent cash flow as it is... all in all a good deal.
    Sep 26, 2013. 05:26 PM | Likes Like |Link to Comment
  • FAB Universal plunges on under-the-radar dilution, bearish SA article [View news story]
    This company is such a joke, I can't get over it.
    Sep 26, 2013. 04:31 PM | Likes Like |Link to Comment
  • Supreme Industries Has Supreme Earnings Potential [View article]
    Thanks, a lot has happened since I wrote this but the co has earned about 40c in normalized earnings YTD and I think it could earn upwards of 90c - $1 depending on how strong of a reversal we get in the truck segment.

    The bus settlement in 2Q will be excellent for cash flow which I expect mgmt to use to pay down debt.
    Sep 26, 2013. 04:19 PM | Likes Like |Link to Comment
  • FAB Universal: This Could Be A Fad [View article]
    Not to mention the business model is a joke. The 'flagship stores' are like a larger version of F.Y.E. (owned by TWMC) and the intelligent kiosks will be wiped out by streaming data and internet connectivity as the Chinese continue mass-adoption of smartphones and tablets...
    Sep 26, 2013. 04:10 PM | 2 Likes Like |Link to Comment
  • Dex Media: A Rare 'Chapter 33' Bankruptcy In The Making [View article]
    Yellow Media would be a much better long. Much less debt, faster growth on the digital side of the business, and relationships with major Canadian search and telco companies. Reaches over 1/3 of Canada's population.
    Sep 26, 2013. 11:17 AM | 5 Likes Like |Link to Comment
  • Read Seeking Alpha, Consider Investing In TheStreet [View article]
    good points. The CEO is proven when it comes to capital allocation has a great track record in the digital media space. The Deal acquisition has been a material contributor and made quite a bit of sense.
    Sep 22, 2013. 08:32 PM | Likes Like |Link to Comment
  • Read Seeking Alpha, Consider Investing In TheStreet [View article]
    the computer generated stuff is actually great from a business standpoint. 1) don't need to pay extra contributor expense, just write the algorithm and the specify which securities you want them generated for. 2) they drive growth into TST's subscription offerings. also higher conversion rates on ad revenues because more people are clicking thru to TST's main websites
    Sep 22, 2013. 02:47 PM | 1 Like Like |Link to Comment
COMMENTS STATS
96 Comments
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