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  • Hormel Foods: Promising Shareholders Higher Returns [View article]
    This company is about as steady as they come. Everything about this company is solid.
    Jun 26, 2015. 07:08 PM | 4 Likes Like |Link to Comment
  • Profit From The Pharma Craze: Sell Gilead, Buy Taro [View article]
    Two things:
    1) Taro does have a considerably smaller float than GILD, but that means trading is a lot more illiquid- just look at a daily chart.
    2) No one can reasonably expect GILD to double from here (barring an unbelievable shrewd takeover) but the bull thesis is that all the downside is baked into the stock given it's low, growing dividend, and huge share buybacks. So if anything, risk-reward should certainly be to the upside
    Jun 24, 2015. 01:47 AM | 1 Like Like |Link to Comment
  • Apparent Connections To A Convicted Stock Promoter: Another Chapter In The Organovo Saga [View article]
    Where them longs at now? Is this another great buying opportunity? The company couldn't have issued shares to raise cash when their stock was slightly higher? This REEKS of desperation.
    Jun 18, 2015. 02:46 PM | Likes Like |Link to Comment
  • Prospect Capital: Heads Managers Win, Tails Managers Win [View article]
    This co is a joke with all their management fees. Insider selling in general is not necessarily indicative of bad times ahead (except seemingly with binary option biotech companies), but insider selling at really low prices is usually always a bad sign.
    Jun 18, 2015. 02:00 PM | Likes Like |Link to Comment
  • No Hashtag Needed: Twitter's Issue's Worsen [View article]
    What is a (very) dangerous rating for a mutual fund? One that is likely to liquidate?
    Jun 18, 2015. 11:15 AM | 1 Like Like |Link to Comment
  • ROOT9: -82.5% Downside On Management Fraud Allegations, Cyber Failure And Bankruptcy - Strong Sell [View article]
    To even compare FEYE to this company is ludicrous. FEYE is doing hundreds of millions in revenue and is rapidly growing unlike RTNB. Not to mention FEYE has none of the red flags RTNB is. This is the classic case of pumping up a company simply b/c the industry they are in is smoking hot.
    Jun 17, 2015. 07:53 PM | 1 Like Like |Link to Comment
  • ROOT9: -82.5% Downside On Management Fraud Allegations, Cyber Failure And Bankruptcy - Strong Sell [View article]
    How about those who are long only. Are those articles not biased to show a positive light? I mean come on.
    Jun 16, 2015. 01:59 PM | 2 Likes Like |Link to Comment
  • ROOT9: -82.5% Downside On Management Fraud Allegations, Cyber Failure And Bankruptcy - Strong Sell [View article]
    Anonymous sources can be correct- why don't you look at this guy's track record. You are implying the author could be wrong solely because he/she is anonymous.
    Jun 16, 2015. 12:12 PM | 1 Like Like |Link to Comment
  • Erin Energy: Questionable Characters At A Stratospheric Valuation [View article]
    So which longs now wish they listened?
    Jun 16, 2015. 12:09 PM | Likes Like |Link to Comment
  • ROOT9: -82.5% Downside On Management Fraud Allegations, Cyber Failure And Bankruptcy - Strong Sell [View article]
    The best investors always know when they are wrong. However, many here are having a tough time admitting this company is a clear fraud. Some of my worst long ideas turned out to be my best short ideas because I realized I was dead wrong. Great article -hopefully those who own this will accept they are wrong.
    Jun 15, 2015. 09:29 PM | 5 Likes Like |Link to Comment
  • Herbalife: Why The FTC Is A Paper Tiger, And Tim Ramey Is Still Wrong [View article]
    I don't think the FTC needs to step in for HLF to collapse. The company is clearly losing momentum and as people in foreign countries learn the hard way the wheels will slowly come off.
    Jun 14, 2015. 01:59 AM | 2 Likes Like |Link to Comment
  • Lumber Liquidators Bulls Still Don't Get It [View article]
    ".5x last year revenue" is not the multiple you look at for a company accused of selling toxic products. "last year revenue" is rarely a good multiple to look at, perhaps only for short term traders, but certainly NOT when last year the company did not have all these potential liabilities over its head...and this year they do.
    Jun 12, 2015. 04:37 PM | 1 Like Like |Link to Comment
  • Lumber Liquidators Should Trade Around $50-70 A Share When The Smoke Clears [View article]
    There are certainly times when quality issues were overblown (like tesla with two car fires), but this is a legitimate that cannot be deemed "overblown" or "overdone" until the company has definitive evidence clearing them, b/c so far all the evidence put forth by the short side has been more than convincing. I have no position but to suggest that it is a given that the company will survive is ridiculous.
    Jun 11, 2015. 10:57 PM | 4 Likes Like |Link to Comment
  • Prospect Capital - Lies, Distortions And The Truth [View article]
    Everyone should read the Q2 2015 conf. call transcript. The way management responded to sell side research was obscene. These guys were called out for the absurd compensation and they just started being aggressive without stating any facts.
    Jun 10, 2015. 06:25 PM | 5 Likes Like |Link to Comment
  • Chanticleer Holdings: Could Fall 60% After Stock Promotion Becomes Clear [View article]
    Never seen so many people dismiss paid stock promotion, scary. No position, but scary to see the retailers who hold this stock.
    Jun 8, 2015. 01:49 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
516 Comments
820 Likes