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The Oxen Group

 
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  • Buffett's PR Disaster [View article]
    Ah you are just throwing Buffett under the bus. It is the easy thing to do. Always looking for someone to blame. While it is true that Buffett knows more than he probably lets on, he gets rich by actually profiting off of others misfortunes. He buys when stocks are dirt cheaps and buys out companies that are struggling. To say he is some Mother Theresa and that he should be held to some higher standards is ludicrous.
    Jun 3 03:43 PM | 13 Likes Like |Link to Comment
  • Thursday Outlook: What, Me Worry? [View article]
    You think there was much certainty in 1933 - 1935...not at all. Yet, people are resilient and innovative and smart. If there is one thing I love about humans, it is that when we are faced with any crisis. We make it happen.
    May 13 11:35 AM | 8 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
  • BlackBerry Is Still A Great Buy In 2014 And What's Next For The Market [View article]
    Right this problem is well documented and known - the whole point is that BBRY is much more than and will become much more than consumer device business over the next couple years.
    Feb 20 09:15 AM | 7 Likes Like |Link to Comment
  • Prospect Capital: This High-Yield Investment Is The Best In BDC, Part One [View article]
    I started The Oxen Group at 19 and have worked on it ever since. Just because I didn't work at some "prominent" firm doesn't mean I don't know what I'm doing.
    Feb 28 09:47 AM | 6 Likes Like |Link to Comment
  • Apple Heading To $750, Cisco Still Reinventing Itself And What's Next For The Market [View article]
    Well did you make this comment as comment bait or not? (it worked)

    Read the article and criticize how we get to the $750 price target. Its laid out much better than most others do in actually showing a breakdown of how revenue will come together for the year...you'll see its not just bait.
    Feb 13 12:12 PM | 6 Likes Like |Link to Comment
  • Sirius XM Remains Strong Buy, Go Long On Sprint, And What's Next For The Market [View article]
    The deal has one word connected to it... "if" ... so until it happens we cannot just make the assumption it will.

    On the case it does, we will make the necessary changes.

    We have been 100% right every step of the way so far with SIRI, and there is no reason to include a potential deal until it happens.
    Feb 12 08:45 AM | 6 Likes Like |Link to Comment
  • GT Advanced Technologies Has 50% Upside [View article]
    Agree...but 50% gain is our 2014 target only.
    Mar 12 11:43 AM | 5 Likes Like |Link to Comment
  • BlackBerry Is Still A Great Buy In 2014 And What's Next For The Market [View article]
    Exactly...wasn't a story at all. You're 100% right. Basically also what we were saying.
    Feb 20 09:55 AM | 5 Likes Like |Link to Comment
  • Perfect Time To Buy J.C. Penney, Yum Brands Has 40%+ Upside, And What's Next For The Market [View article]
    They have $2B in cash...they have a current ratio at 1.6 and they can cover their debt payments with cash for 9 straight years currently...

    So are you thinking in 9 years they will be? Or what makes you come to that conclusion?
    Feb 5 09:23 AM | 5 Likes Like |Link to Comment
  • Why We May Have Underestimated Tesla And Its 20-30% Potential Upside, What's Next For The Market [View article]
    Good points! The space due to no engine is a huge selling point as well as the lack of fuel costs.
    Jan 15 09:31 AM | 5 Likes Like |Link to Comment
  • Google Invests $86 Million in Low-Income Housing [View article]
    Spoken like a true conservative
    Aug 30 12:58 PM | 5 Likes Like |Link to Comment
  • Thursday Outlook: What, Me Worry? [View article]
    Everyone speaks of a bearish decline. Yet, what occurs after every bear market? A bull market. I don't understand this fascination with pessimism. When the market falls, it comes back. I wish we could just BELIEVE a little bit in our institutions.
    May 13 10:54 AM | 5 Likes Like |Link to Comment
  • What Would Happen if the CFTC Limited Energy Speculation? [View article]
    Yes capping speculation is long overdue. Yes it is necessary. Here is the thing. We have had regulations and rules for years and years. You know what happens? People are inventive and creative. They will do anything to make money to find the way around a law. If you think this cap from the CFTC will really make a dent in speculation in run ups and all that...you are dead wrong. The market is one big speculation, one big way to make money based on hopes, specs, etc. What that means is simply that you can't regulate what the market is...so in all honesty its really not that key.

    David Ristau
    President, The Oxen Group

    theoxengroup.com
    Jul 7 01:29 PM | 5 Likes Like |Link to Comment
  • Perfect Time To Buy J.C. Penney, Yum Brands Has 40%+ Upside, And What's Next For The Market [View article]
    We will update in 2-3 months on the company again like we always do.
    Feb 5 09:24 AM | 4 Likes Like |Link to Comment
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