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The Oxen Group

 
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  • Youku: Great Prospects But Valuations Are Overcooked [View article]
    I mean I think you are missing the entire idea...in the best-case, we are not seeing much upside.

    Also I highly doubt we moved it...all Chinese stocks were down 3-5% and this article was viewed less thn 400 times.
    Mar 13, 2014. 04:29 PM | Likes Like |Link to Comment
  • GT Advanced Technologies Has 50% Upside [View article]
    Agree...but 50% gain is our 2014 target only.
    Mar 12, 2014. 11:43 AM | 5 Likes Like |Link to Comment
  • Attempting To Value FuelCell Energy And What's Next For The Market [View article]
    So you are in the camp that believes more than 20% revenue growth for five straight years, operating margins over 15%, no extension of CapEx, no more share adds, and no more debt adds?
    Mar 12, 2014. 10:19 AM | 2 Likes Like |Link to Comment
  • Attempting To Value FuelCell Energy And What's Next For The Market [View article]
    So sorry!

    I'm putting in a correction.
    Mar 12, 2014. 09:14 AM | 1 Like Like |Link to Comment
  • Chevron: High Costs, Flat Margins... Avoid This Name [View article]
    Not sure. We have a 12 month PT.
    Mar 11, 2014. 11:07 PM | Likes Like |Link to Comment
  • Thor Industries: Innovating Motor Homes, But Lack Of Diversification Limits Long-Term Appeal [View article]
    We agree in our article that motor homes are experiencing higher growth than towables. We are also keen on the developments by Thor within this segment, like the Vegas and Axis models. This revenue segment will play a significant topline role moving forward. However, we also think this has been factored into the current share price.
    Mar 11, 2014. 02:37 PM | Likes Like |Link to Comment
  • Correcting Some Misperceptions Regarding J.C. Penney's Liquidity And Q4 Earnings [View article]
    awesome work.
    Mar 11, 2014. 12:49 PM | Likes Like |Link to Comment
  • Is It Time To Buy Plug Power? What's Next For The Market [View article]
    Oversight. Missed it.

    Will make the correction.

    Thanks for the heads up.
    Mar 7, 2014. 11:18 AM | 1 Like Like |Link to Comment
  • Chevron: High Costs, Flat Margins... Avoid This Name [View article]
    Japan can't buy all the LNG...and we did.
    Mar 7, 2014. 10:13 AM | Likes Like |Link to Comment
  • Is It Time To Buy Plug Power? What's Next For The Market [View article]
    Right we mention that in the last paragraph that they fixed that $11M #.
    Mar 7, 2014. 10:10 AM | Likes Like |Link to Comment
  • Chevron: High Costs, Flat Margins... Avoid This Name [View article]
    There are tons of MLPs that are well into existence - KMP for ex
    Mar 5, 2014. 09:39 PM | Likes Like |Link to Comment
  • Zynga's 2014 Plans Are Quite Bullish And What's Next For The Market [View article]
    I was being sarcastic. They have chips that people buy with money. Its gambling just without the legality.
    Mar 5, 2014. 09:39 PM | Likes Like |Link to Comment
  • Zynga's 2014 Plans Are Quite Bullish And What's Next For The Market [View article]
    Haha what?

    Why so hostile?
    Mar 5, 2014. 04:01 PM | 1 Like Like |Link to Comment
  • Chevron: High Costs, Flat Margins... Avoid This Name [View article]
    Again why not then own the MLP rather than the connection play.
    Mar 5, 2014. 02:31 PM | Likes Like |Link to Comment
  • Baidu: Google Of China Has 25% Upside, At Least [View article]
    BIDU has other "jewels" that GOOG doesn't have - Qunar for example is one of the leading travel websites. BIDU also has app stores that GOOG doesn't have. BIDU also much younger and still building its ecosystem. The advantage is they are building their ecosystem with mobile developing rather than building it and then having to figure out how to work it in mobile.
    Mar 5, 2014. 12:03 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
1,361 Comments
522 Likes