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The Oxen Group

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  • J.C. Penney Can Hit $10 This Year, But Investors Beware, Liquidity Is A Problem [View article]
    Yah I mean I see nothing about $650M everywhere I look. We have asked for a link to it
    Feb 24 03:07 PM | Likes Like |Link to Comment
  • J.C. Penney Can Hit $10 This Year, But Investors Beware, Liquidity Is A Problem [View article]
    Provide a link to the $650M debt due. We did a lot of research and never came across this.

    Also we did give you credit on the charts and even said it was a good article. More than enough unless you have a copyright on the chart?
    Feb 24 02:48 PM | 1 Like Like |Link to Comment
  • J.C. Penney Can Hit $10 This Year, But Investors Beware, Liquidity Is A Problem [View article]
    Link to it.
    Feb 24 02:41 PM | 1 Like Like |Link to Comment
  • J.C. Penney Can Hit $10 This Year, But Investors Beware, Liquidity Is A Problem [View article]
    Yeah I mean the comps we showed show that they are performing near the same levels as the best in the breed in Macy's. Easy to just say they are toast cuz we hit the worst two month stretch of weather in several years.
    Feb 24 02:34 PM | 1 Like Like |Link to Comment
  • J.C. Penney Can Hit $10 This Year, But Investors Beware, Liquidity Is A Problem [View article]
    Please point them out. What proof do you have that this won't happen and other the past 12 quarters the company went through two identity shifts...name any company or person that would be doing well?
    Feb 24 02:33 PM | Likes Like |Link to Comment
  • J.C. Penney Can Hit $10 This Year, But Investors Beware, Liquidity Is A Problem [View article]
    Thanks!

    Please pass onto any friends/family you think would like or benefit if you don't mind.
    Feb 24 02:16 PM | 2 Likes Like |Link to Comment
  • J.C. Penney Can Hit $10 This Year, But Investors Beware, Liquidity Is A Problem [View article]
    I'm just as confident about JCP as ever. The market's assessment is one thing, but I believe in fundamental analysis.

    You can call it cute, but even with a liquidity add through stock offering of $500M this thing is still undervalued.

    Patient dies? I mean the company has no liquidity negatives this year outside of capex and interest payments, which they can cover about 5x with current liquidity...

    So...when are they going to die?

    Also where is your article about why they will fail so I can educate myself?
    Feb 24 02:14 PM | 7 Likes Like |Link to Comment
  • J.C. Penney Can Hit $10 This Year, But Investors Beware, Liquidity Is A Problem [View article]
    Good thesis. I like. What else you into?
    Feb 24 02:11 PM | Likes Like |Link to Comment
  • J.C. Penney Can Hit $10 This Year, But Investors Beware, Liquidity Is A Problem [View article]
    Also Ivy - please share with any friends/family that would benefit thanks!
    Feb 24 02:02 PM | 1 Like Like |Link to Comment
  • J.C. Penney Can Hit $10 This Year, But Investors Beware, Liquidity Is A Problem [View article]
    Dante -

    Thank you. Feel free to point out any flaws you see. we're happy to discuss anything.
    Feb 24 02:02 PM | Likes Like |Link to Comment
  • J.C. Penney Can Hit $10 This Year, But Investors Beware, Liquidity Is A Problem [View article]
    Thank you Ivy. We tried to apply a realistic model with likely a bullish tinge, but we also tried to admit that we did like their turnaround plans and believe they resonate with their client base.

    Still lots of risks.
    Feb 24 02:01 PM | 2 Likes Like |Link to Comment
  • J.C. Penney Can Hit $10 This Year, But Investors Beware, Liquidity Is A Problem [View article]
    Welcome! Thanks for you work!
    Feb 24 01:55 PM | 1 Like Like |Link to Comment
  • Priceline Headed To $1475 In 2014, The Keys To J.C. Penney Earnings, And What's Next For The Market [View article]
    JCP to $78? Really? That seems way too aggressive. Only think that's possible with a reverse stock split.
    Feb 24 09:18 AM | Likes Like |Link to Comment
  • Rock Rose Midstream: Do Drop Downs From SemGroup Mean Share Prices Will Increase? [View article]
    Thanks Palma
    Feb 22 04:33 PM | Likes Like |Link to Comment
  • Salesforce.com Is A Great Company, Not A Great Investment (At This Level) [View article]
    Yeah...I mean we are not interested in it as an investment at all. They are not going to be highly profitable for awhile and that's a big if. That $72 target is if every single thing lines up perfectly. That's unlikely, so you are right not to touch this.

    I do really like their products and think they have a pretty awesome business model, and SG&A as % of sales will decline over time...but still its definitely way extended.
    Feb 21 03:30 PM | Likes Like |Link to Comment
COMMENTS STATS
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521 Likes