Seeking Alpha

RJ Towner

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  • RJ Towner
    PSS and FSLR today...
    2/28/12
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      • RJ Towner
        People shocked by the NKE Fuel release...this is how Jordan's sell every weekend!!
        2/22/12
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          • RJ Towner
            NKE showing us some cool stuff today, but not sure it can drive the stock higher in the near term.
            2/22/12
            Reply (1)
            • Demi9OD: Loving the Flyknit racer. Studies have shown the more stressed Americans are, the more running they do.
              2/22/12
              • RJ Towner
                NILE down big..
                2/15/12
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                  • RJ Towner
                    what happened to PSS???
                    2/15/12
                    Reply (3)
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                    • jdub2788: Because u bought it
                      2/15/12
                    • 1980XLS-2.0: Are you legally, old enough to trade stocks?
                      2/15/12
                      • RJ Towner
                        FSLR dying again... FV $33
                        2/14/12
                        Reply (2)
                        • vinyal: buy junk and end up with junk
                          2/14/12
                        • 1980XLS-2.0: FV=0
                          2/14/12
                          • RJ Towner
                            PSS refuses to let up.
                            2/9/12
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                              • RJ Towner
                                V earnings this afternoon. Not expecting a huge beat, but more solid #'s
                                2/8/12
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                                  • RJ Towner
                                    damn RICK quarter a bit weak, but still a huge fan.
                                    2/7/12
                                    Reply (3)
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                                    • realornot: 1980: Miss NYC Hooters! Cheers... http://bit.ly/xT1Fm8
                                      2/7/12
                                    • realornot: Did you meet her yet?
                                      2/7/12
                                      • RJ Towner
                                        PSS moving quickly...a holding the Valuentum best ideas portfolio...
                                        2/7/12
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                                          • RJ Towner
                                            Great to hear RICK on CNBC
                                            2/3/12
                                            Reply (3)
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                                            • jason2788: I've been checking all day...its wonderful.
                                              2/3/12
                                            • humahuaca: damn my internet connection is so bad it takes abt 10 mins to load HoSS, otherwise I'd refresh it more often than my stocks screen
                                              2/3/12
                                              • RJ Towner
                                                GMCR guides down, big inventories, CTL juiced by asset sale...hmm
                                                2/1/12
                                                Reply (4)
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                                                • Bill Maurer: Inventory year over year growth number down from last quarter. Cut a lot of expenses. Margins way up.
                                                  2/1/12
                                                • RJ Towner: The quarter was better than I expected, esp given Keurig sales. Still overvalued IMO, given capex and competition.
                                                  2/1/12
                                                  • RJ Towner
                                                    AMZN big miss
                                                    1/31/12
                                                    Reply (1)
                                                    • realornot: Expectation meets reality. Checked!
                                                      1/31/12
                                                      • RJ Towner
                                                        Anyone else think AAPL is cheap?
                                                        1/25/12
                                                        Reply (10)
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                                                        • RJ Towner: I don't cover AAPL but our fair value is $534, 5-yr free cash flow CAGR of only 9.3%, for what it's worth.
                                                          1/25/12
                                                        • apspice: ok so lets assume 0% growth for perpetuity, making $16b a qtr in profit is not ok with you?
                                                          1/25/12
                                                          • RJ Towner
                                                            GMCR...this thing just won't die.
                                                            1/20/12
                                                            Reply
                                                              • RJ Towner
                                                                wow GM new C7 Corvette looks promising.
                                                                1/19/12
                                                                Reply
                                                                  • RJ Towner
                                                                    FSLR looks interesting as a short the higher it climbs. Especially if it hits $50.
                                                                    1/12/12
                                                                    Reply (2)
                                                                    • realornot: very interesting indeed!
                                                                      1/12/12
                                                                    • Modernist: there are probably better shorts among competitors
                                                                      1/18/12
                                                                      • RJ Towner
                                                                        Love me some LULU http://seekingalpha.com/a/6u8k
                                                                        1/12/12
                                                                        Reply
                                                                          • RJ Towner
                                                                            thoughts on JMBA http://seekingalpha.com/a/6txv
                                                                            1/11/12
                                                                            Reply (1)
                                                                            • johnybutts: i dont go there often, but i do really like their smoothies.
                                                                              1/11/12
                                                                              • RJ Towner
                                                                                I wouldn't freak-out about Ford just yet. F and GM still look good to me.
                                                                                1/10/12
                                                                                Reply