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Stone Fox Capital

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  • Stone Fox Capital
    Way too much talk about the Fed...the data will tell us. The Fed needs to taper anyway.
    Wed, 3:39 PM
    Reply (1)
    • bd4uandu: Who else to talk about they seem to have the winning hand and it's their cards.
      Wed, 3:50 PM
      • Stone Fox Capital
        Don't see the Fed tapering all year though it would take a much improved economy.
        Wed, 2:02 PM
        Reply (2)
        • evan.prospect: Especially not through the summer selling season for residential housing. More houses with change hands with lower interest rates.
          Wed, 2:15 PM
        • realornot: new Google blinders if you are still LONG markets... http://bit.ly/14S1Cgz
          Wed, 3:05 PM
          • Stone Fox Capital
            This tax hearing on $AAPL is absurd. Good job Congress, everybody knows the laws are flawed.
            Tue, 12:47 PM
            Reply (5)
          • View all 5 replies
            • Energysystems: DC is filled with elected robber barons, who only care about their own.
              Tue, 1:04 PM
            • TruffelPig: AAPL stock has regained all losses and is green now. People seem to agree with you all!
              Tue, 1:06 PM
              • Stone Fox Capital
                still looking to see if the coal stocks can break the downtrend... $ANR, $BTU
                Sun, 3:27 PM
                Reply (3)
              • View all 3 replies
                • sethmcs: ANR got its financing. ANR $30 or bust.
                  Mon, 1:54 PM
                • hkng: The most undervalued stock among all coal stock.
                  Mon, 7:12 PM
                  • Stone Fox Capital
                    $KSS share count declined from 245M to 223M YoY. #NetPayoutYields
                    May 16, 7:35 AM
                    Reply (1)
                    • NovaTodd: One the bigger buyback authorizations out there right now relative to market cap.
                      May 16, 3:17 PM
                      • Stone Fox Capital
                        $8 on $MM is only the start.
                        May 14, 11:51 AM
                        Reply (2)
                        • James Sands: After doing some more in-depth research on both Velti and Millennial, I think Millennial is definitely a consideration at these levels.
                          May 14, 12:34 PM
                        • James Sands: A lot of questions related to Facebook on the call, which was interesting. Publisher/platform concerns as a threat are exaggerated imo...
                          May 14, 12:43 PM
                          • Stone Fox Capital
                            Crazy that $LNC is now higher than prior to the post earnings slump just last week. Amazing how irrational the market can be.
                            May 8, 11:18 AM
                            Reply
                              • Stone Fox Capital
                                $SODA hits new 52-wk high...looking solid for a major run.
                                May 6, 11:49 AM
                                Reply
                                  • Stone Fox Capital
                                    $LNC down over 6%... really??? Trading that far below BV is a joke!
                                    May 2, 9:40 AM
                                    Reply
                                      • Stone Fox Capital
                                        $RVBD only has a market cap of $2.4B..amazing how times change.
                                        Apr 29, 1:59 PM
                                        Reply (1)
                                        • John Rayhall: Very tempting to buy but I want to see what happens with their earnings first.
                                          Apr 29, 2:52 PM
                                          • Stone Fox Capital
                                            Sad that $AAPL has to borrow money in order to pay out its cash hoard. Crazy tax laws.
                                            Apr 29, 1:07 PM
                                            Reply (5)
                                          • View all 5 replies
                                            • Michael Dance: the BoD have a fiduciary duty to act in shareholders' interest & had they acted much earlier shorts would not have driven stock so low
                                              Apr 30, 12:50 PM
                                            • vbbv: I'm loving it. Can't beat 'em, so join 'em! Looking fwd to APPL benefiting from this in the years ahead.
                                              Apr 30, 1:05 PM
                                              • Stone Fox Capital
                                                $AEP suggests the CAP coal switching price is between 3.25 to 3.50 on nat gas. $ANR looking good.
                                                Apr 28, 12:50 AM
                                                Reply
                                                  • Stone Fox Capital
                                                    $CB buyback was the largest since Q411... odd considering the stock gains. #NetPayoutYields
                                                    Apr 26, 12:24 PM
                                                    Reply
                                                      • Stone Fox Capital
                                                        $CB... bought $326M of shares during Q1 for a solid 5.6% yield. Add a 2% divy and the #NetPayoutYields is 7.6%.
                                                        Apr 26, 12:22 PM
                                                        Reply
                                                          • Stone Fox Capital
                                                            As predicted more companies going to monthly dividends.... $LINE $LNCO
                                                            Apr 25, 1:57 PM
                                                            Reply
                                                              • Stone Fox Capital
                                                                $COP as expected no buybacks but the divy remains a solid 4.6%. #NetPayoutYields
                                                                Apr 25, 12:29 PM
                                                                Reply
                                                                  • Stone Fox Capital
                                                                    $RTN bought $225M of stock in Q1 or a 4.7% yield. Combined with a 3.8% divy, the #NetPayoutYields total around 8.5%.
                                                                    Apr 25, 12:25 PM
                                                                    Reply
                                                                      • Stone Fox Capital
                                                                        $LO repurchased $149M of shares for 3.6% yield. Not bad on top of 5.3% divy. #NetPayoutYields
                                                                        Apr 24, 10:45 AM
                                                                        Reply
                                                                          • Stone Fox Capital
                                                                            Looks like a bottom in $AAPL. $50B in buybacks will provide major support.
                                                                            Apr 24, 9:55 AM
                                                                            Reply
                                                                              • Stone Fox Capital
                                                                                Solid report by $AAPL. Too many doubters miss the point.
                                                                                Apr 23, 5:00 PM
                                                                                Reply