Seeking Alpha

Ron Reed

View as an RSS Feed
View Ron Reed's Comments BY TICKER:
Latest  |  Highest rated
  • A Hedged Play In Zynga Just Ahead Of Earnings [View article]
    The last entry on the website is for July.
    Sep 21 09:26 AM | Likes Like |Link to Comment
  • A Hedged Play In Zynga Just Ahead Of Earnings [View article]
    What I've done is simply calculate the price where the whole outlay has been met, so the point that either the put or call reaches $0.32 is the break even since it will pay for the other side of the play. The opposite side is simply ignored since it will be close to or at zero value and just allowed to expire worthless. Did that answer the question?
    Sep 21 07:47 AM | Likes Like |Link to Comment
  • A Hedged Play In Zynga Just Ahead Of Earnings [View article]
    To all who contacted me on this comment at home, it was meant as sarcasm, a few did not get that.
    Sep 21 07:43 AM | Likes Like |Link to Comment
  • A Hedged Play In Zynga Just Ahead Of Earnings [View article]
    I'm waiting on a reply from Zynga's Investor Relations and I'll have the corrections made.
    Sep 21 07:42 AM | Likes Like |Link to Comment
  • A Hedged Play In Zynga Just Ahead Of Earnings [View article]
    You don't think they begin compiling data until after the Qtr is over? I'll be most companies could do a qtr'ly report with 5 hours notice.
    Sep 20 08:09 PM | Likes Like |Link to Comment
  • A Hedged Play In Zynga Just Ahead Of Earnings [View article]
    TDAmeritrade, Yahoo, and Google all show them scheduled for Oct 1st (or properly, the week of Oct. 1st.)
    Sep 20 06:56 PM | Likes Like |Link to Comment
  • Why Ethanol Is Well Entrenched [View article]
    How does converting corn into energy do anything to stop/hurt world hunger? I think the entire food/energy debate has some merits, but is just a meaningless argument overall since the corn that goes into making alcohol would feed cattle if it were not used for energy production. AND THEN We don't ship large amounts of grain over to starving nations, we just give them money. That they use, often, for other things. Please don't even try to say that farmers would grow human food instead since we all know that farmers will plant (or not plant at all) whatever will make them most money that year and grow in their area. Stop watching the talking heads and do a little reading.
    Sep 19 04:29 PM | Likes Like |Link to Comment
  • Why Ethanol Is Well Entrenched [View article]
    Kodi do you have a reference for that? I've heard the same thing from many folks but no real data to back it up. Not trying to say it is false, just never seen the real data either way.
    Sep 19 04:24 PM | Likes Like |Link to Comment
  • Why I Went Short This High-Flying 'Cloud' Stock Today [View article]
    I don't think 3% is a meaningful number in this market. We are seeing most stocks move +/- 5% on a day to day whim,
    Sep 18 11:55 AM | Likes Like |Link to Comment
  • Green Mountain Coffee Roasters: Inventory Fraud Or Savvy Self-Insurance? [View article]
    Mark to market and raw inventory are totally different views. I don't think he was indicating they were holding contracts I think he was indicating they are holding raw product. Which would be the best option for them since they are selling refined product.
    Sep 18 11:54 AM | Likes Like |Link to Comment
  • Green Mountain Coffee Roasters: Inventory Fraud Or Savvy Self-Insurance? [View article]
    Outstanding article! Glad to have you aboard.
    Sep 18 09:49 AM | Likes Like |Link to Comment
  • Why I Went Short This High-Flying 'Cloud' Stock Today [View article]
    Increase in earnings appears to be happening at a positive clip, 75%+ of institutional hold, already at a 12% short, and the stock is generally moving upward. Cloud based services are becoming the new internet and you are calling for a short on one of the big players of the cloud? I have no dog long or short in this fight and no real in depth look, but on the surface and with the latest round of free money it does not look like a good bet, much less a good investment. I'll sit on the sidelines for this one.
    Sep 17 04:01 PM | 2 Likes Like |Link to Comment
  • Sturm, Ruger (RGR) says that on August 15, it's already produced its one millionth firearm of 2012, noting it's on pace to beat its own yearly record of 1,114,700 firearms produced, set in 2011. Last year, Ruger became the first and only commercial firearms company to manufacture one million firearms in a single year. [View news story]
    Uncle Pie, just pack up and move to the UK they feel the same way you do. So does IL, CA, MA, and NJ for that matter, oddly enough violent crime is on the rise there and falling elsewhere. Take a look at Mexico, same thing. You might not like guns and there is nothing wrong with that, just don't buy one or hang out with those that do.
    Sep 17 03:04 PM | 1 Like Like |Link to Comment
  • Halliburton (HAL +3.1%) is searching for a seven-inch tube containing radioactive material that went missing in West Texas earlier this week. The tube is used in the measuring and evaluating of conditions within oil and gas wells; HAL warns the public not to touch or handle it. Shares are rising along with other energy and materials stocks in the post-Fed glow. [View news story]
    Oh this makes my heart drop. Not for the minor problems the radiation would cause in 20 years, but the headach of finding and reporting a lost source. FYI the chemical sources used in well logging as very low activity sources, depending on what type it was from 5ci to 15ci, but most likely it was a 5ci since they are the most common. To put it in perspective you get more radiation from the X-Ray machine at the doc' s office than one of these sources, although the energy is a bit different.
    Sep 17 07:46 AM | Likes Like |Link to Comment
  • Notable earnings after Wednesday’s close: P, TIVO, WFT [View news story]
    I think you lost that one.
    Aug 30 01:54 PM | Likes Like |Link to Comment
COMMENTS STATS
273 Comments
195 Likes