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The Oxen Group

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  • 2 Stocks To Buy, 1 Stock To Sell, What's Next For The Market [View article]
    We have a Buy rating on Apple. I think its a great company in the long-term. In the mid-term, I think it will struggle. This article is about trading and mid-term ideas. The portfolios we run are mock that people can follow. The only holdings I have are Panera and Discover in my own personal accounts. I don't trade or invest since I'm an analyst and talk about a lot of stocks.
    Mar 14 10:25 AM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 1 Stock To Sell, What's Next For The Market [View article]
    Well you obviously didn't read the article. Since I talk about value in both but for Sprint there are upside catalysts...for Apple there are not. But of course, its exactly the same.
    Mar 14 10:22 AM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    We've corrected the article. Thanks for the comment.
    Mar 10 08:43 PM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 1 Stock To Sell, Weekly Outlook For Market [View article]
    We are simply pointing out that many believe out there that Apple has $60B+ in cash that is ready to be used. That is not at all the case. They have only $16B in cash...a lot of it is tied up in short-term investments. That is not cash that is easily accessible.

    Basically exactly what was stated in the article:

    "The company's latest balance sheet shows AAPL has only $16B in cash and cash equivalents. The majority of AAPL's money is tied up in short-term investments ($24B). While those investments will close in one year, the money is not as liquid as many expect and would take up to 12 months to direct to cash/cash equivalents."
    Mar 4 12:35 PM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 1 Stock To Sell, Weekly Outlook For Market [View article]
    Accusation of fraud? Where?

    We are talking about bloggers and common perception that Apple has pile of cash...never claimed the company claims this. In fact, we clarify exactly what Apple has claimed.

    If anyone needs to be moderated its you for blatantly not comprehending actual financial data and then claiming that we are reporting fraudulent information when we link directly to the balance sheet.

    This is actually slander of our company, and we have reported you.
    Mar 4 12:09 PM | Likes Like |Link to Comment
  • Footwear Stocks Are Appealing, Crocs Is A Definite Buy With Strong Potential In 2013 [View article]
    6% WACC is mathematically computated, so its our opinion that it is acceptable. Its not an arbitrary #. They have low WACC due to very low beta and high equity amount.

    thatswacc.com calculates it at 7% as well...http://thatswacc.com

    The LTGR is aggressive because we believe CROX will outpace GDP.

    The calculations are your opinions...these are ours. Its not a fact like you suggest that those are the levels to use.
    Mar 1 03:00 PM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 1 Stock To Sell, What's Next For The Market [View article]
    You do not understand option spreads and decay of options.
    Feb 26 11:20 PM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 1 Stock To Sell, What's Next For The Market [View article]
    Jim - great comment!
    Feb 26 01:32 PM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 1 Stock To Sell, What's Next For The Market [View article]
    Very successful? What do you gauge that buy?

    Teva and Sanuk don't even make $50M in sales yet (by quarter). They are both 3-4% of the entire company revenue.
    Feb 26 09:02 AM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    Exactly...they aren't selling...and their entire growth story for the year is what is keeping shares afloat...50 PE compared to 10 future PE. Analysts expect tons of sales...

    You just admitted they won't make a lot of sales. Therefore, the valuations are too high...shares go down.
    Feb 25 04:48 PM | Likes Like |Link to Comment
  • 2 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    Every aspect that was mentioned is based on aluminum sales...
    Feb 25 03:04 PM | Likes Like |Link to Comment
  • General Motors Lacks Upside In 2013 [View article]
    So why invest in these companies if they have no moats...no ability to get advantage...and have little ability to control margins/sales/etc then?
    Feb 25 01:04 PM | Likes Like |Link to Comment
  • General Motors Lacks Upside In 2013 [View article]
    It is unfortunate that the 2,000 dealers had to be eliminated but it is the consequence of supply and demand and the affect of increased competition.

    So would you agree GM lacks economic moat? Therefore, why invest...
    Feb 22 11:54 AM | Likes Like |Link to Comment
  • Where Are Footwear Stocks Headed Through The End Of April? [View article]
    Its about footwear stocks. It doesn't state its simply about footwear manufacturers.

    Cmon really?
    Feb 22 11:53 AM | 2 Likes Like |Link to Comment
  • Where Are Footwear Stocks Headed Through The End Of April? [View article]
    They don't produce shoes. All three are footwear retailers.

    Not sure if the question was supposed to be sarcasm or something or legitimate.
    Feb 22 01:21 AM | Likes Like |Link to Comment
COMMENTS STATS
990 Comments
277 Likes