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Thomas Renna

 
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  • Conn's Has Been Deemed A Perfect Short [View article]
    gotcha. I agree AL MRLN are fine in my books. The reason they are attractive is because they generate positive operational cash flow.
    The problem Michael is pointing out in the article is CONN's operational cash flow, not negative free cash flow.
    There's a difference. But your point of being bullish on AL and MRLN does not apply to CONN. the difference is CONN's negative operational cash flow.
    Dec 21, 2014. 04:44 PM | Likes Like |Link to Comment
  • Conn's Has Been Deemed A Perfect Short [View article]
    can you share some names of stocks that you refer to as "healthiest lenders".

    It would be easier for me to understand your point if you i can see examples of what you mean by a healthy lender.

    The reason I ask is I remember Bill Nygren from Oakmark Fund who was the top MorningStar rated Fund manager years ago said that Washington Mutual was the healthiest lender in the Market and it was the largest holding in his fund. # months later it went bankrupt.
    thank you
    Dec 21, 2014. 01:19 PM | Likes Like |Link to Comment
  • Short Selling: Cleaning Up After Elephants [View article]
    The best short sellers are those who can identity a loser in a bull market.
    Here's an example of a short pick from February 2013.
    S&P500 index over the 22 month period rose nearly 40% , while this short pick declined 60% during the same period.

    #seekingalpha at its best

    http://bit.ly/1raQ7QS

    this link below shows the value of following guys like Roddy Boyd and HErb Greenberg who are objective and recognize obscure quiet research that nobdy else follows.

    http://bit.ly/XDgz8h

    the link here looks at other warnings that ended up in the pink sheets

    http://bit.ly/1raQ5IB
    Dec 21, 2014. 12:37 PM | Likes Like |Link to Comment
  • Conn's Has Been Deemed A Perfect Short [View article]
    Equities Research top short pick 2014 was CONN

    http://bit.ly/1raNLRU
    Dec 21, 2014. 12:01 PM | Likes Like |Link to Comment
  • Conn's Has Been Deemed A Perfect Short [View article]
    For those who need to see some examples of the impact of operational cash flow in relation to stock performance, which validates Michael's work, you are welcome to see all these statistics from his prior work here: (including EPS Syndrome)

    http://bit.ly/1raMLgs

    http://bit.ly/1raMJoV

    http://bit.ly/1raMJoX

    http://bit.ly/1raMJp1

    http://bit.ly/1raMLgz
    Dec 21, 2014. 11:45 AM | Likes Like |Link to Comment
  • Danger: Titan Machinery Bond Hits All-Time Low [View article]
    Correct, that what it says in agreement.

    According to 10Q filed this week the company has net income of $690,000 for trailing twelve months for period ending July 31,2014
    Sep 12, 2014. 01:54 PM | Likes Like |Link to Comment
  • 3 Massively Overvalued Companies Which Could Be Great Shorts [View article]
    thanks Paul.

    The reason I shared the link is because Its a tough market to find short candidates to hedge long portfolios. I was attracted to this article because I am constantly seeking alpha. (so I shared a top alpha trade over the last 17 months.)

    I figured some other readers of this article may have ended up reading this article for the same reason I showed up here.

    So I was simply sharing a another short idea that is worth looking into.
    Even if someone isn't interested in the idea they may read the link I shared and see an example of the due diligence process that can be applied to a stock analysis.

    Have a great day
    Sep 7, 2014. 05:35 AM | 3 Likes Like |Link to Comment
  • Danger: Titan Machinery Bond Hits All-Time Low [View article]
    http://bit.ly/1rPQH6A
    Sep 5, 2014. 09:32 AM | Likes Like |Link to Comment
  • 3 Massively Overvalued Companies Which Could Be Great Shorts [View article]
    Problem is in a bull market all boats are lifted. Here's a stock that is down 40% since April vs. a 9% gain in the S&P500 index.

    http://bit.ly/1rPQH6A
    Sep 5, 2014. 09:31 AM | 1 Like Like |Link to Comment
  • WellPoint Leads 20 Best Value Bond Trades With Maturities Of 1 To 5 Years [View article]
    much appreciated. thanks so much. that's very kind of you

    tom
    Aug 30, 2014. 02:34 PM | Likes Like |Link to Comment
  • WellPoint Leads 20 Best Value Bond Trades With Maturities Of 1 To 5 Years [View article]
    thanks Donald. the company is called titan machinery. here's the particulars from morningstar.

    http://bit.ly/1qcXaBE%25+|+Maturity%3a2019&...
    Aug 29, 2014. 06:17 PM | Likes Like |Link to Comment
  • WellPoint Leads 20 Best Value Bond Trades With Maturities Of 1 To 5 Years [View article]
    great stats.

    I am searching for the ranking on this little fellow ..a risky Bond (2019) that hit an all time low today. $77.50 with a 9.87% yield

    http://bit.ly/1ll1Fhi
    Aug 29, 2014. 11:43 AM | Likes Like |Link to Comment
  • Avoid This 9%+ Yield [View article]
    agreed. here's another risky Bond (2019) one that hit an all time low today. $77.50 with a 9.87% yield

    http://bit.ly/1ll1Fhi
    Aug 29, 2014. 11:41 AM | Likes Like |Link to Comment
  • Danger: Titan Machinery Bond Hits All-Time Low [View article]
    $TITN BOND trades at NEW all time low this morning $77.50 yield 9.87%. Investors n Traders of common stock should pay attention to bond mkt
    Aug 29, 2014. 09:55 AM | Likes Like |Link to Comment
  • Danger: Titan Machinery Bond Hits All-Time Low [View article]
    $TITN BOND trades at NEW all time low this morning $77.50 yield 9.87%. Investors n Traders of common stock should pay attention to bond market
    Aug 29, 2014. 09:54 AM | Likes Like |Link to Comment
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