Papa of Four

Value, special situations, growth, long only
Papa of Four
Value, special situations, growth, long only
Contributor since: 2013
Company: Papaoffour
2/13/15
Papa of Four
$NHYDY puts in 3 year high on the back of record earnings. http://seekingalpha.com/a/1pvdg
2/4/15
Papa of Four
ISM Non-Manufacutring Composite (JAN) due out in just over 1 hour. Forecast 56.4 Previous 56.5 PoF EST 52.8 Place your bets.
Number may be less important than oil inventories which are due 30 mins later. Markets have paid more attention to comodity levels recently.
2/2/15
Papa of Four
Nasdaq leads lower, right on queue. http://seekingalpha.com/a/1phmg PoF
1/31/15
Papa of Four
Market Update, Greece is acting very predictably.http://seekingalpha.com/a/1phmg
1/25/15
Papa of Four
After #Greece results confirmed. May is the Mega Month with both #Spain & #UK holding elections.. #Syriza win is a guide to Spanish feeling
1/25/15
Papa of Four
#Syriza will have majority in Greece. Spain will follow the Greek lead next. UK will leave Europe unless Conservatives lose UK election.
1/25/15
Papa of Four
#SYRIZA should have outright majority in Greek election. EP says 39% Potami and GD only 1% higher than Communist KKE.
1/25/15
landslide gives a bold statement to EU
That would leave ND, DG and Potami out in the cold. the 3 leading parties of the last 30 years have no power. #Syriza
1/25/15
Papa of Four
$USO Greek exit polls due in 30 mins. Leaked polls put SYRIZA 10-12% ahead. Real polls will show more reliable results
A massive majority may be indicative of a win for SYRIZA but, in could be closer in the actual results.
Thank you for the updates. Keep 'um coming.....
1/23/15
Papa of Four
PMI due in 5 mins forecast 54 best guess 52.7 PoF
Okay, it was low, 53.7, but not as low as my estimate. Guess we need to wait for the downward revision. PoF
1/19/15
Papa of Four
China growth slow. $GLD up $USO oil holds steady. margin stop a coincidence?
1/19/15
Papa of Four
China GDP and IProduction in 15mins
Perhaps we find out what the margin stuff was about.
1/6/15
Papa of Four
$DIA $SPY $QQQ Top of the hour ISM Non-Manufacutring feel we fall short close to 56.8, last 59 forecast 58. Would be another down day.
Markit US Services PMI (DEC F) comes in @ 53.3 v's %3.7 forecast, does not bode well for ISM non M at the top of the hour
12/20/14
Papa of Four
The Markets Will Sink In Titanic Fashion $DIA http://seekingalpha.com/a/1nd99
12/20/14
Papa of Four
Military Power Around The Black Sea http://seekingalpha.com/p/24lmb
12/18/14
Papa of Four
Eco Friendly: Making Money As Oil Falls $NHYDY http://seekingalpha.com/a/1n8vh
12/16/14
Papa of Four
DOW 18000 For Christmas $DIA http://seekingalpha.com/a/1n3sz
12/4/14
Papa of Four
$ABGB up almost 9% since article 2 days ago. http://seekingalpha.com/a/1mf4n
12/2/14
Papa of Four
Quick Picks For 2015, 2014 Picks Reviewed http://seekingalpha.com/a/1mf4n
12/1/14
Papa of Four
It's The GOD Complex http://seekingalpha.com/p/23bo5
12/1/14
Papa of Four
Creating Your Own Metrics To Determine Market Direction http://seekingalpha.com/a/1mbvz
11/10/14
Papa of Four
ADRs Vs. Gold, Which Is The Better Hedge 6 Months Later? http://seekingalpha.com/a/1l3jv
4/30/14
Papa of Four
$NHYDY set to open at new 52wk high after impressive earnings even with falling Aluminum price. Much better than $AA
1stQ EPS up 37% YOY, Net income up 76% YoY
4/24/14
Papa of Four
$BBD beats earnings est.http://yhoo.it/1f9Zz0Q. Is that enough for a new 52wk high? Techs say no, buy any pullback. #earnings
4/24/14
I'm a long time follower of your articles wonderin about adtm
4/24/14
I'm a long time follower of your articles wonderin about adtm
4/15/14
Papa of Four
HS on the 10yr note. where is the bottom?
4/14/14
Papa of Four
$ADTM 10K http://1.usa.gov/1eEpNmk in with my estimates.
4/15/14
More than likely 1.50-2.00 by end of Q3 depending on popularity. POF is very Conservative.
6/16/14
Papa...you still writing another article on ADTM? I was hoping to read your insight into the 10K and Q1 report. You still bullish on ADTM?
4/11/14
Papa of Four
$SPY will look to support at 180.12-179.85 failure there leads to 173.19. So two opportunities to bounce with in the next 6%.
4/9/14
Papa of Four
$NHYDY closes at a new 52 week high. earnings release on the 30th. $AA earnings ok ex-items, but how long will alcoa be restructuring
4/9/14
Papa of Four
#Brazil $BBD pulling back to 200 day. buying op in $12-$13 range soon. Golden cross will form at support, Look for 30% upside from there.
4/8/14
Papa of Four
ADRs A Better Hedge Than Gold? $GLD http://seekingalpha.com/a/19opt
4/8/14
Papa of Four
$BBD continues breakout with another gap up at the open.http://seekingalpha.com/p/1j9yd
47% gain since recommendation in late January
I am a huge fan of BBD, ITUB and BDORY
4/4/14
Papa of Four
$BBD may be nearing interim top after 44% run up. Look for pullback to 12.50 ish followed by Golden Cross for further advance.
4/3/14
Papa of Four
$GOOG, should new non voting shares pay a higher dividend than the voting shares to make up for loss of input?