Seeking Alpha

The Oxen Group

 
View as an RSS Feed
View The Oxen Group's Comments BY TICKER:
Latest  |  Highest rated
  • J.C. Penney: No Bankruptcy; Target $10 On Short Covering [View article]
    What's your firm?

    And aren't you nervous about all the conversation you are doing without any disclosure.
    Mar 5 11:27 AM | Likes Like |Link to Comment
  • Prospect Capital: This High-Yield Investment Is The Best In BDC, Part Two [View article]
    It was definitely an interesting read, and it is food for thought. But I did think the articles were taking a lot of leaps. Yet, criticism is always good of companies as it fleshes out problem areas. Then, we can see if the company can clean it up.
    Mar 5 11:26 AM | 2 Likes Like |Link to Comment
  • Prospect Capital: This High-Yield Investment Is The Best In BDC, Part Two [View article]
    Thanks!
    Mar 5 11:25 AM | Likes Like |Link to Comment
  • Chevron: High Costs, Flat Margins... Avoid This Name [View article]
    Chemical business is just too small to move the needle.

    If I wanted to own CVX for the pipeline play, I would rather just own a true MLP. Favs are RRMS and EQM
    Mar 5 11:25 AM | Likes Like |Link to Comment
  • Chevron: High Costs, Flat Margins... Avoid This Name [View article]
    We have suggested movement into smaller MLPs, exploration, and services. We do not see any reason to own any integrated.
    Mar 5 11:24 AM | Likes Like |Link to Comment
  • Zynga's 2014 Plans Are Quite Bullish And What's Next For The Market [View article]
    Is there a difference? Since poker with real money is gambling.
    Mar 5 11:23 AM | Likes Like |Link to Comment
  • Zynga's 2014 Plans Are Quite Bullish And What's Next For The Market [View article]
    Noise?

    We are bullish...
    Mar 5 11:23 AM | Likes Like |Link to Comment
  • Zynga's 2014 Plans Are Quite Bullish And What's Next For The Market [View article]
    Where's your article?
    Mar 5 11:22 AM | Likes Like |Link to Comment
  • Zynga's 2014 Plans Are Quite Bullish And What's Next For The Market [View article]
    We covered a lot of this in our last article that is linked. Thanks for adding to the commentary!
    Mar 5 11:21 AM | Likes Like |Link to Comment
  • Baidu: Google Of China Has 25% Upside, At Least [View article]
    QIHU is a younger company that attracts more growth/momentum players, and it is just moving the way BIDU used to move before it became a more "mature" business. That's my thought.
    Mar 5 11:21 AM | Likes Like |Link to Comment
  • Avoid Adobe, Margin Concerns Outweigh Creative Cloud Catalyst [View article]
    It has been strong, and we can only report that the company's margins cannot sustain this price movement. We cannot predict what the market will do...no one can. But we'd rather invest other places that have much less risk.
    Mar 5 11:20 AM | 1 Like Like |Link to Comment
  • Avoid Adobe, Margin Concerns Outweigh Creative Cloud Catalyst [View article]
    Not really:

    The Digital Marketing segment has two components: Adobe Marketing Cloud and LiveCycle and Connect businesses. Its 2013 Adobe Marketing Cloud revenue was around $1 billion, with expected growth of 20% in 2014. After that, we expect its revenue growth to reach 25% year-over-year. While the LiveCycle and Connect component is expected to be decline by 25% year-over-year.
    Mar 5 11:19 AM | Likes Like |Link to Comment
  • Baidu: Google Of China Has 25% Upside, At Least [View article]
    It has nearly 60%...that's pretty strong.
    Mar 5 08:22 AM | 1 Like Like |Link to Comment
  • Zynga's 2014 Plans Are Quite Bullish And What's Next For The Market [View article]
    120M people disagree with you.
    Mar 4 11:24 PM | 3 Likes Like |Link to Comment
  • Zynga's 2014 Plans Are Quite Bullish And What's Next For The Market [View article]
    Looks like it.
    Mar 4 09:38 PM | Likes Like |Link to Comment
COMMENTS STATS
1,361 Comments
522 Likes