Seeking Alpha

Ron Reed

 
View as an RSS Feed
View Ron Reed's Comments BY TICKER:
Latest  |  Highest rated
  • Why Ethanol Is Well Entrenched [View article]
    Mmmm...farm land...now that is a an interesting fall-out of this whole deal isn't it. I've thought about doing an article on it for a while. It is so very amazing what can turn into a bubble and be so missed by the general public (talking heads) while all the entrenched folks scream about it.
    Sep 24 05:00 PM | Likes Like |Link to Comment
  • Facebook (FB) gets the Barron's treatment, making the cover along with an assertion it's worth $15/share. "Success in mobile is no sure thing," writes Andrew Bary, not surprisingly focusing on the rapid shift in the company's user base away from desktops. Mostly ignored by the sell-side, the firm has a whopping stock-based compensation expense. Toss this in, and even at $15, the shares would trade at 35X 2013 estimates. [View news story]
    Or a lot of folks just shorted based on a "trusted" source and will get bit in a week. Hard to tell really....
    Sep 24 04:58 PM | Likes Like |Link to Comment
  • Frontier Communications (FTR -0.9%) is adding another $200M to its debt refinancing efforts. The carrier, which has $8.3B in debt on its balance sheet, has issued a follow-on offering of $200M in senior notes due 2023. (PR[View news story]
    Talk about stacking it up.
    Sep 24 04:34 PM | Likes Like |Link to Comment
  • Facebook (FB) gets the Barron's treatment, making the cover along with an assertion it's worth $15/share. "Success in mobile is no sure thing," writes Andrew Bary, not surprisingly focusing on the rapid shift in the company's user base away from desktops. Mostly ignored by the sell-side, the firm has a whopping stock-based compensation expense. Toss this in, and even at $15, the shares would trade at 35X 2013 estimates. [View news story]
    You might be right, but the amount of money that would have to go into such an animal would wipe out Z's fortune, not to mention that they have no idea what they are doing when it comes to a tangible market, I'm pretty sure they are still flying rather blind (not that there are any roadmaps where they are going as it is).
    Sep 24 07:52 AM | Likes Like |Link to Comment
  • A Hedged Play In Zynga Just Ahead Of Earnings [View article]
    The only difference using the 22 DEC 12 will make is the added time value to the cost. You would however gain the advantage of extra time if nothing made the stock move more than $0.10-$0.15 up to and past the earnings call. There is a pretty slim chance of no news effecting the stock, but it could happen.

    Looking at the 22 Dec 12 the spreads are P $0.35-$0.37 and C $0.32-$0.33. The same overall price movement applies to the 22 Dec 12 set-up and the movements while not exactly the same, will be similar (adding in or subtracting the additional time-value)
    Sep 21 02:39 PM | Likes Like |Link to Comment
  • A Hedged Play In Zynga Just Ahead Of Earnings [View article]
    I did not intend to either promote long nor short. I attempted to make the article as neutral as possible on the long term outlook of ZNGA; the options trade presented is a short term play taking advantage of high volatility.
    Sep 21 11:12 AM | Likes Like |Link to Comment
  • A Hedged Play In Zynga Just Ahead Of Earnings [View article]
    A correction has been submitted.
    Sep 21 10:58 AM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
280 Comments
200 Likes