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Latest  |  Highest rated
  • Is Tesla A Buy After Earnings? [View article]
    Yes the good news is that TSLA is delivering the product on time. The bad news is that TSLA doesn't appear to be making any profit targets. The Q3 estimates keep dropping. What good is it to make the product on time if it costs more?

    The profit estimates for '13 drop every month. Being profitable in '13 wasn't exactly the goal. What if it only makes the $.17 of the low analyst? Then 2014 will have the startup costs of the model X.

    The only trend I'm seeing is making cool cars for a loss. Not a good investment.
    May 13 06:48 PM | 1 Like Like |Link to Comment
  • Don't Buy On The Monster Spike [View article]
    Now way LNKD is interested. How would it benefit? Would you pay a forward PE of 86 for a company that bought MWW?
    May 13 05:50 PM | Likes Like |Link to Comment
  • Don't Buy On The Monster Spike [View article]
    Why buy a stock at 9.33 on the close Friday that might easily trade down to 8.50 on Monday or later in the week. Price matters.
    May 13 11:35 AM | Likes Like |Link to Comment
  • Beware Of The Massive Bubble In Emerging Markets [View article]
    You do realize that the EEM has not appreciated since 2007. So while real estate prices continue soaring, the stock market paused along with the financial crisis. Doubt that would be the best way to play such a bubble.
    May 13 11:30 AM | 1 Like Like |Link to Comment
  • Tesla's Elon Musk Is A Part-Time CEO [View article]
    Maybe. Stock closed below the 20ema which is now below the 50ema. Bearish sign.
    May 13 12:19 AM | Likes Like |Link to Comment
  • Tesla's Elon Musk Is A Part-Time CEO [View article]
    Definitely, but the earnings missed the targets and profits were lower than last year. In addition, estimates for the next few quarters continue to plunge. 90 days ago analysts expected a .40 loss and now it is .59. The trend is not good.

    By biggest concern outside Musk working at 3 different companies is that TSLA continues to burn cash. The company hasn't even gotten the Model S profitable and it already as the Model X in plan. It sounds like an engineer is running the firm always working on the next design before making the existing one work.
    May 12 11:58 PM | Likes Like |Link to Comment
  • Netspend And Green Dot Look Risky, As Chase Elbows Into Prepaid Debit Card Market [View article]
    Great points PA92.

    Chase not only doesn't understand these customers, it isn't motivated to focus on them either. GDOT earned $21.2M in income in Q1 and now we're suppose to believe that Chase is going to attack this market.

    The focused pure-play usually wins out unless a large incumbent has a value proposition that the pure play just can't compete against. The branch/ATM network has potential to work to the advantage of large banks, but the unbanked don't visit those places like they do Wal-Mart and CVS. Heck they probably either hate banks or are intimidated by them.

    For now, I only see the big banks moves as validation of the GDOT strategy. For now though I'm on the sidelines lurking and waiting to pounce.
    May 12 11:33 PM | Likes Like |Link to Comment
  • China Cuts Required Reserves [View article]
    Whether reactive or not, lately investors appear to also make the mistake of trying to fight the 'fed'. These cuts will eventually impact the economy and too many investors want to fight it when the next report comes in negative. A report not even impacted by the latest cut. These cuts suggest buying the dips.
    May 12 09:44 PM | Likes Like |Link to Comment
  • The JPMorgan trade revealed a lot about the state of banking, Barry Ritholtz writes. It took only a few years for banks to get back to the kind of risky trades that crashed the system in 2008, derivatives remain “financial weapons of mass destruction," and these “hedges” are just speculation. Ritholtz: The U.S. must "reinstate Glass Steagall, and repeal the Commodity Futures Modernization Act."  [View news story]
    Come on people, we're just talking about a small blip on the radar for JPM. The company will still generate massive profits this Q and year.
    May 12 02:44 PM | 1 Like Like |Link to Comment
  • A rogue trader scenario isn't what happened in the JPMorgan (JPM) mess, observes Dennis Gartman. It seems more likely the result of a failed hedging strategy. The problems are going to get worse too, Gartman says. "I operate under the old rule that there is never just one cockroach; when ill news comes out there is usually more ill news to follow.”  [View news story]
    He does predict the past very well. lol
    May 12 02:37 PM | 1 Like Like |Link to Comment
  • A rogue trader scenario isn't what happened in the JPMorgan (JPM) mess, observes Dennis Gartman. It seems more likely the result of a failed hedging strategy. The problems are going to get worse too, Gartman says. "I operate under the old rule that there is never just one cockroach; when ill news comes out there is usually more ill news to follow.”  [View news story]
    Great, so he operates under a rule. Does it mean he is accurate? Its really a 50/50 deal. A lot of times that is a correct strategy especially with weak companies. Isn't JPM better than most?

    A $800M loss isn't a big deal to JPM and failed hedging strategy hardly suggests anything else is wrong. Especially considering how well it has operated under Dimon.
    May 12 02:34 PM | 1 Like Like |Link to Comment
  • Investors think ExactTarget's (ET +5.8%) Q1 results hit a bulls-eye, as the provider of cloud-based online marketing software beat EPS estimates by $0.25 (-$0.15 vs -$0.40 estimate) and posted a 45% revenue gain. Citing ET's upward guidance, Canaccord sees "several quarters of open field growth prospects in its core North American email market."  [View news story]
    actual adj loss was slightly larger this year than last. Hard to like companies that lose more as revenue rises.
    May 11 03:01 PM | Likes Like |Link to Comment
  • "I think it's safe to say that all the regulators are focused on this," says SEC Chairwoman Mary Schapiro of the JPMorgan (JPM) news. She spoke to reporters after a speech and had no other comments on the situation. (previous from the SEC on JPM)  [View news story]
    Why? It really isn't that big to JPM. $800M loss is nothing to them. Typical regulators to latch onto something b/c it makes news.
    May 11 01:25 PM | 1 Like Like |Link to Comment
  • Why did JPM hold an emergency call to discuss a trading loss equivalent to just 1% of shareholder equity, asks Jonathan Weil. "It could get worse," said Jamie Dimon last night - "worse," writes Weil, "could mean disastrous." Reading between Dimon's lines tells Weil the trades weren't hedges, but speculative wagers. "Dimon must know he has a lot more explaining to do."  [View news story]
    Or maybe JMP needed to create a panic in the markets to make that 'hedge' work. Why else have a CC that wasn't needed?

    That'd be like LM have a call b/c their investment in AMZN lost money intra quarter. lol
    May 11 10:52 AM | 2 Likes Like |Link to Comment
  • Weakish demand for the Facebook (FB) IPO isn't a surprise for Minyanville's Conor Sen, who says the public markets are doing a great job sifting through new share offerings. The revenue growth isn't there, he tweets. If Facebook grows revenues at 20-25% in 2012, give it an 8X sales multiple and call it generous ... that's $40B.  [View news story]
    Don't understand why anybody would go to FB to use search especially when your using Twitter. lol
    May 10 10:20 PM | 1 Like Like |Link to Comment
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