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The Oxen Group  

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  • The Top 9 Investments For 2013 [View article]
    Yeah we aren't like most firms that just cut targets after the stock already move and increase targets in the opposite way.

    Appreciate your comment!
    Jan 16, 2013. 10:17 PM | Likes Like |Link to Comment
  • Top Companies To Own During Earnings Season [View article]
    Disagree respectfully.

    http://bit.ly/W0vIfh

    We are using GAAP.
    Jan 16, 2013. 01:01 PM | Likes Like |Link to Comment
  • 3 Stocks To Buy, 1 Stock To Sell; What's Next For The Market [View article]
    Gary - growth is there...but are you sure that growth remains for two years to justify the 30 PE? That's the argument.

    I'm not so sure about it...if you are then stay with it. We are not though.
    Jan 16, 2013. 01:00 PM | 1 Like Like |Link to Comment
  • Google Not A Buy, Suffering From Declining Return On Assets [View article]
    Motorola was completely to get the patents to build hardware to increase Android users and take advantage of the gains in mobile wholly rather than splitting with phone makers. At the same time, its a crowded market and does not seem to translate smoothly into profits.

    Thus why we are concerned.
    Jan 16, 2013. 12:59 PM | 1 Like Like |Link to Comment
  • Google Not A Buy, Suffering From Declining Return On Assets [View article]
    Well I don't think we just focus on ROA. We also focus on cash flow analysis for 1/2 the article. Also ROA started dipping in 2006...not 2011. How do you account for a trend that has happened for 6 straight years?
    Jan 16, 2013. 12:57 PM | Likes Like |Link to Comment
  • Google Not A Buy, Suffering From Declining Return On Assets [View article]
    Appreciate the comment. All things you have said are interesting and concerning. Could only cover so much :)
    Jan 16, 2013. 12:56 PM | Likes Like |Link to Comment
  • Google Not A Buy, Suffering From Declining Return On Assets [View article]
    Hopeful for you. We have no position, but the concerns outlined above are concerns we have.
    Jan 16, 2013. 12:56 PM | Likes Like |Link to Comment
  • Top Companies To Own During Earnings Season [View article]
    Interesting comment.

    We were not aware of that. That's actually very ironic. Really like his companies right now haha.
    Jan 15, 2013. 04:29 PM | Likes Like |Link to Comment
  • The Top 9 Investments For 2013 [View article]
    Apple is done? Like going to where? Just curious what you think.
    Did you know the stock's future PE puts it at like the 15th percentile of valuation. Its cheaper than 85% of profitable stocks.
    Jan 15, 2013. 11:19 AM | 2 Likes Like |Link to Comment
  • The Top 9 Investments For 2013 [View article]
    We will see about AAPL. Needs to have a good quarter. It will recover at some point this year though. The market loves to overdo everything...they are overdoing the bearish case here.
    Jan 15, 2013. 11:17 AM | Likes Like |Link to Comment
  • The Top 9 Investments For 2013 [View article]
    Thank you!
    Jan 15, 2013. 11:17 AM | Likes Like |Link to Comment
  • 3 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    Would definitely disagree with you, but we are fundamental analysts that use technicals to help us since their use is more widespread than fundamentals in this day and age. They are very effective with entry and exit for things you like fundamentally. Definitely limiting your potential if you completely ignore them.

    Just my humble opinion though. I've been wrong more than right ...
    Jan 13, 2013. 02:00 PM | Likes Like |Link to Comment
  • 3 Stocks To Buy, What's Next For The Market [View article]
    I don't believe in gap fills.
    Jan 13, 2013. 11:32 AM | Likes Like |Link to Comment
  • 3 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    Not sure I understand the second sentence...
    Jan 12, 2013. 01:21 PM | Likes Like |Link to Comment
  • 3 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    Your mixing apples and oranges. Market cap is low due to low share price. Low share price is due to low growth. Market cap is a very misleading figure. The revenue needs to be looked at against total revenue and understood that its a small %.
    Jan 10, 2013. 11:49 AM | Likes Like |Link to Comment
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