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Ocean Man

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  • How I Like To Play Earnings [View instapost]
    After another 2 days of nothing triggering the criteria, 3 names emerged as plays for Wednesday.

    RUSHA was bought at the open for $28.94, 1.7% above yesterday's close. Revenues beat by 12%.

    AKR was bought at the open for $26.25, below yesterday's close. Revenues beat by 37%.

    LO was the third name. It met the revenue criteria, but it's an $18B company, so not really the under the radar, forgotten type of company we're looking for. It's more of a headline company, so I didn't play it. I might have played it if there weren't two other companies to play today, but the other two looked like better plays.
    Oct 23 11:16 AM | Likes Like |Link to Comment
  • How I Like To Play Earnings [View instapost]
    After a lull in between earnings seasons, the Ocean Man Instablog Earnings Trading System comes roaring back into play. Actually, not much of a roar, more of a soft meow, as only ONE company met the criteria the entire first week last week. That company was EXPO, bought at Thursday's open for $72.60:

    http://seekingalpha.co...

    And sold at the close for $75.00 for a gain of 3.3%.
    Oct 23 10:50 AM | Likes Like |Link to Comment
  • Clayton Williams Energy: Small-Cap Oil & Gas Company With Strong Earnings [View article]
    I rode it from $40 up to $57 and sold 2/3. I'd buy back in around $50.

    http://seekingalpha.co...
    Oct 8 11:04 PM | Likes Like |Link to Comment
  • Stocks rebound, but Dow and S&P down for second straight week [View news story]
    In what way was the Nasdaq helped by Twitter filing for an IPO?
    Oct 5 01:29 PM | 2 Likes Like |Link to Comment
  • Manitowoc: Profit From Recovering World Economies [View article]
    Great article, DAG. I will add it to my watch list.
    Sep 28 11:53 AM | 1 Like Like |Link to Comment
  • SA Pro: Top Long And Short Ideas, Wednesday September 18 [View article]
    Daniel, just out of curiosity, are you able to tell how much of that 7.85% was first-day pop with your calculations? A lot of the chatter I've seen around the site is that the Pro articles give a nice "day of publishing" pop, then underperform thereafter. To me, that's worth a subscription fee, so not being critical, but people are contrasting that to SA editor comments that SA is not a site for day-traders, it is for long-term investing. Some of the day traders and short-term traders feel under-appreciated, thinking that short-term is where the Alpha is actually found. I'm a mix of both, so not really biased here, just interested in the conversation, and letting you know why Stocktalkers feel they're being under-promoted by the site, e.g. not on the banner, etc. Thanks for your replies.
    Sep 20 08:55 AM | 2 Likes Like |Link to Comment
  • SA Pro: Top Long And Short Ideas, Wednesday September 18 [View article]
    Hey, we're all on the same team here!

    But it would be nice to get Stocktalks on the banner.
    Sep 19 01:15 PM | 1 Like Like |Link to Comment
  • SA Pro: Top Long And Short Ideas, Wednesday September 18 [View article]
    Or for those who prefer to wait a week for their 200%:

    http://seekingalpha.co...
    Sep 19 01:12 PM | Likes Like |Link to Comment
  • Musk's loose lips send Tesla lower [View news story]
    Looking better now!
    Sep 12 07:13 PM | 3 Likes Like |Link to Comment
  • Kinder Morgan companies rise as Hedgeye releases critical report [View news story]
    Who's Hedgeye?
    Sep 10 07:39 PM | 5 Likes Like |Link to Comment
  • 2013: A Bumpy Road So Far [View instapost]
    CXPO
    Sep 5 04:49 PM | Likes Like |Link to Comment
  • How I Like To Play Earnings [View instapost]
    Interesting. I tried bidding on SPA, but it gapped up too much.
    Sep 4 12:08 PM | Likes Like |Link to Comment
  • Investors in good hands with Allstate shares: Barron's [View news story]
    I fully agree with Barron's on this call. ALL's last quarterly report was spectacular, and the stock has fallen since.
    Sep 2 08:30 PM | 2 Likes Like |Link to Comment
  • Del Frisco's Restaurant Group: Too Much Sizzle, Not Enough Profit [View article]
    Your comments that DFRG's margins are terrible are laughable. You repeatedly criticize their margins, then admit they're better than their only publicly traded competitor. RUTH, the one with the margins even worse than the one you refer to as terrible, has seen its stock price rise 87% over the past year, compared to less than 34% for DFRG which has the better margins.

    You're also completely ignoring the most important point in the bull case for DFRG:

    DFRG's guidance for 2013 assumes double-digit inflation in beef prices. This was the case when the projection was made earlier this year, but has since reduced to below zero as mentioned by management on its conference call last quarter, where they used the words "we are experiencing much more favorable cost than we initially anticipated."
    Sep 2 08:18 PM | 4 Likes Like |Link to Comment
  • How I Like To Play Earnings [View instapost]
    Bids on EGAN and MEI didn't come close to filling. Both gapped up double-digit percentages. Like Jane Says, try again tomorrow.
    Aug 29 02:14 PM | Likes Like |Link to Comment
COMMENTS STATS
494 Comments
495 Likes