Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

The Oxen Group

View as an RSS Feed
View The Oxen Group's Comments BY TICKER:
Latest  |  Highest rated
  • Chevron Lacks Near Term Catalyst, Needs 15% Correction [View article]
    If costs of oil and natgas continue to rise for exploration and mining....where is money made in energy?
    Jun 6 12:20 PM | Likes Like |Link to Comment
  • 4 Key Earnings Reports To Watch This Week [View article]
    That's awesome! Thanks for the reply.
    Jun 5 11:16 PM | 1 Like Like |Link to Comment
  • Coca-Cola Has 30% Upside In Next 12 Months; Best Buy In Beverage Industry [View article]
    Its about 1/20 of the article...so its not our thesis
    Jun 5 10:06 AM | Likes Like |Link to Comment
  • Sell Canadian Solar After Recent Earnings [View article]
    Right. We even talk about that as well that their outlook is large, and the question is can they reach that. Current trends are not meeting expectations, and they will have to prove a lot for the rest of the year. They have priced in large expectations ... if not met ... what happens?

    And can they beat such lofty expectations enough to continue to move higher than a 55 future PE??
    May 30 09:47 AM | Likes Like |Link to Comment
  • Sell Canadian Solar After Recent Earnings [View article]
    The article states explicitly do not short because of high risk:

    We are recommending selling CSIQ if you currently own on recent gains, as we believe those gains should evaporate as more individuals begin to see that most of CSIQ's success was not from business success. We, however, do not recommend shorting CSIQ due to heavy volatility in this name.
    May 30 09:27 AM | Likes Like |Link to Comment
  • 1 Stock To Buy, 2 Stocks To Sell, And What's Next For The Market [View article]
    okay... its just a method of understanding value. im not trying to reinvent the wheel. di
    May 28 11:37 PM | Likes Like |Link to Comment
  • 1 Stock To Buy, 2 Stocks To Sell, And What's Next For The Market [View article]
    Right I understand its way too optimistic...that's the point being made. Stock has made its move and should be sold.
    May 28 09:02 PM | Likes Like |Link to Comment
  • 1 Stock To Buy, 2 Stocks To Sell, And What's Next For The Market [View article]
    Well I mean you project for cash flow each year rather than value it five years out. There's a lot more that goes into the model.
    May 28 09:01 PM | 1 Like Like |Link to Comment
  • 1 Stock To Buy, 2 Stocks To Sell, And What's Next For The Market [View article]
    Right...what I'm trying to show is that even in most optimistic of situations...stock is definitely overvalued.
    May 28 09:01 PM | Likes Like |Link to Comment
  • 4 Must Watch Earnings This Week That May Move The Market [View article]
    Moving on gains in CSIQ...which was one-time gains...TSL could be setting up bull trap.
    May 28 03:00 PM | Likes Like |Link to Comment
  • 4 Must Watch Earnings This Week That May Move The Market [View article]
    You are correct in part. The shares were not previously available to public though so it does dilute shares in float. They were in outstanding but they were not in float. The selling brings more shares into float, thus diluting the secondary market shares...
    May 28 11:51 AM | Likes Like |Link to Comment
  • Hewlett-Packard Reports Solid Earnings But Issues Still Remain [View article]
    Interesting. Think the best move is to just move into a new area of development. Research a new product line and make it the best.
    May 24 12:47 AM | 1 Like Like |Link to Comment
  • 3 Stocks To Buy, 1 Stock To Sell And What's Next For The Market [View article]
    So you are saying $10 and $5 EPS...you are low balling way too much.

    Right now, gross margin is 25%...net margin is 0.

    The reason is because of operating expenses versus cost of revenue. Operating expenses will decline substantially over the next five years. Let's say they even stay the same at 15B...if the revenue grows even 10% each year for 5 years...the company will make $100B. If they maintain gross margin at 25%...that's 25B. -15B for opex. net income around 10B. EPS at that point would be 22.0

    PE would be 10.

    You are WAY off in your assessment.

    Also what is the comment about widows and orphans...are you actually comparing our company to a person who rips those people off?
    May 22 12:07 PM | Likes Like |Link to Comment
  • 3 Stocks To Buy, 1 Stock To Sell And What's Next For The Market [View article]
    We are talking fundamentals.
    May 22 12:00 PM | Likes Like |Link to Comment
  • 2 Stocks And 1 Hedge To Buy, 1 Stock To Sell, What's Next For Market [View article]
    When you drink something, you have a choice of soda or beer. Not many drink both at the same time...to me that's competition.
    May 20 12:25 PM | Likes Like |Link to Comment
COMMENTS STATS
1,016 Comments
282 Likes