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Stephen Simpson

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  • What J.C. Penney Sellers Are Missing [View article]
    I'm with Karmike on this one.
    They have absolutely no sense of merchandising right now.
    Feb 27 05:36 PM | 3 Likes Like |Link to Comment
  • Don't Fold On Amicus Therapeutics Just Yet [View article]
    And if I owned the shares, I'm sure you'd be here howling about how I'm "just talking my book".
    Feb 27 03:35 PM | 8 Likes Like |Link to Comment
  • Thompson Creek Walking A Very Fine Line [View article]
    Yeah, well, we've seen sub-$10 Mb.
    Feb 27 02:57 PM | 0 Likes Like |Link to Comment
  • Thompson Creek Walking A Very Fine Line [View article]
    There is a cash cushion, yes, but also certain liquidity covenants that they cannot violate.
    Feb 27 02:45 PM | 1 Like Like |Link to Comment
  • Thompson Creek Walking A Very Fine Line [View article]
    Not the only thing. A double-dip global recession that takes Mb sub-$10 and Cu sub-$3 would do the trick.
    Feb 27 02:45 PM | 1 Like Like |Link to Comment
  • Thompson Creek Walking A Very Fine Line [View article]
    Thanks, ToT. Appreciate it.
    Feb 27 01:48 PM | 0 Likes Like |Link to Comment
  • Thompson Creek Walking A Very Fine Line [View article]
    Kenneth, the downside I see to your scenario is that with the CEO changes among the majors, I wonder if they're going to be much tighter w/ capital.
    Feb 27 01:48 PM | 0 Likes Like |Link to Comment
  • Titan International Deflates After Disappointing Results [View article]
    Yeah, never heard THAT before... lol
    Feb 27 09:26 AM | 0 Likes Like |Link to Comment
  • Titan International Deflates After Disappointing Results [View article]
    Be careful of those growth-by-roll up stories. They tend to collapse once there's nobody left to buy. That's my primary worry on TITN. Maybe they'll be the exception...
    Feb 27 09:18 AM | 0 Likes Like |Link to Comment
  • Gemalto Offers Growth With Security [View article]
    Thanks Bernard, I really appreciate that.
    Feb 27 06:36 AM | 0 Likes Like |Link to Comment
  • Gemalto Offers Growth With Security [View article]
    Drop me a line through the messaging system once you do. I'd like to read it.
    Feb 26 07:10 PM | 0 Likes Like |Link to Comment
  • Gemalto Offers Growth With Security [View article]
    Hah! Sorry about that....
    Feb 26 06:21 PM | 0 Likes Like |Link to Comment
  • Crane Needs To Reach For Better Performance [View article]
    Thanks!
    ss
    Feb 25 06:38 PM | 0 Likes Like |Link to Comment
  • Risky Sunshine Heart Looks Very Interesting [View article]
    Yes, it is approved in Europe. But given the paucity of clinical data (as well as SSH's limited marketing capabilities), you're going to see a very slow rollout/uptake.
    Feb 25 11:08 AM | 0 Likes Like |Link to Comment
  • Dumping Distribution, Barnes Group Is Free To Fly On Aerospace And Industrial Themes [View article]
    ... particularly when BDNA's op margins are ripe for improvement.
    Feb 25 07:08 AM | 0 Likes Like |Link to Comment
COMMENTS STATS
847 Comments
516 Likes