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Sean Emory  

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  • Halliburton declares $0.18 dividend [View news story]
    One of the headwinds is the short interest caused by the merger arb guys going long Baker Hughes, short HAL. Once that settles this one is poised higher.
    May 22, 2015. 07:40 AM | 4 Likes Like |Link to Comment
  • Goldman updates list of hedge funds most-shorted stocks [View news story]
    The Baker Hughes Long and HAL short is simple pair trade. Post merger HAL should move higher as they unwind the trade.
    May 21, 2015. 07:19 PM | 1 Like Like |Link to Comment
  • Wix CFO Interview: Delivering A Comprehensive SMB Services Platform [View article]
    Thanks for sharing. This is once again a helpful piece. The market continues to look over this business. As you know, I continue to hold this one for the long term, however right now anyone looking for an entry point should consider it here as it breaks out above resistance. On the back end talking to other money managers, I am getting more positive feedback on this name. Thanks again Lior.
    Apr 14, 2015. 07:43 PM | 1 Like Like |Link to Comment
  • Blackbaud: Total Addressable Market Continues To Grow, Margins Should Expand Further [View article]
    Good luck Lester.
    Apr 7, 2015. 08:21 AM | Likes Like |Link to Comment
  • Blackbaud: Total Addressable Market Continues To Grow, Margins Should Expand Further [View article]
    Ahhh. There you go. Perfect. Like the niche segment and been looking at the name so asking around.
    Apr 6, 2015. 09:37 AM | Likes Like |Link to Comment
  • Blackbaud: Total Addressable Market Continues To Grow, Margins Should Expand Further [View article]
    Maybe I am just reading it wrong but the company suggesting going from 1.5/1.8 to 3.0 million organizations.
    Apr 5, 2015. 11:24 AM | Likes Like |Link to Comment
  • Blackbaud: Total Addressable Market Continues To Grow, Margins Should Expand Further [View article]
    So the market grew at 1.5% a year for 10 years but is expected to grow at 100% now. Just would like to hear how this will be done and over what time period. Thanks.
    Apr 4, 2015. 12:58 PM | Likes Like |Link to Comment
  • 3D Systems forms 3D-printed prosthetics partnership [View news story]
    Pretty big news. Simply look at the growth in their healthcare segment. Finally moving in the direction of profit as opposed to fighting trends.
    Apr 2, 2015. 07:50 PM | 5 Likes Like |Link to Comment
  • GoDaddy prices IPO at $20; valuation above $3B [View news story]
    You can buy this type
    of company with WIX, but they will actually turn a profit in second half of this year.
    Mar 31, 2015. 09:38 PM | Likes Like |Link to Comment
  • Ford looks to triple exports from India [View news story]
    Good news for a company like Methode (MEI), and some others.
    Mar 26, 2015. 07:34 AM | Likes Like |Link to Comment
  • Amazon Webstore business coming to a close [View news story]
    Good news for WIX, which has Shopift integration.
    Mar 19, 2015. 09:58 PM | 1 Like Like |Link to Comment
  • Anatomy Of Market Tops [View article]
    I disagree. The article discusses human behavior, how both technicals and fundamentals have a hand in market moves.
    Feb 27, 2015. 08:06 AM | Likes Like |Link to Comment
  • Anatomy Of Market Tops [View article]
    MACD is being whipsawed around positive and negative while RSI has made a series of lower highs as the market makes new highs. That is all I was referring to. Thanks !!
    Feb 27, 2015. 08:05 AM | Likes Like |Link to Comment
  • Wix: Growth On Decline, While Expenses Climb [View article]
    I haven't read this thoroughly and will do so, however expenses is simply user acquisition. You are ignoring one of the most important facts, that they use a subscription model and cost per user continues to drop. Once on their platform and if you are running a serious business, the switching cost therefore becomes high. Switching cost is one of the most significant economic moats in which a company can have, and you seem to be ignoring that fact.
    Dec 12, 2014. 10:23 AM | 1 Like Like |Link to Comment
  • Shopping Anyone? Which Equity Market Is On Sale... [View article]
    Not sure how you are up 100% short a stock. Since the article I am down about 15% including dividend. Not bad given the events that have taken place since. If you read clearly, the investment period is 12-24 months. Happy you timed it perfectly and wish you much success, but we remain long and believe the long term value here is enormous. Technical I see another 3-5% downside, hope that level holds. At this stage all the risk is to the upside as everything is negative.
    Dec 5, 2014. 08:08 AM | Likes Like |Link to Comment
COMMENTS STATS
55 Comments
25 Likes