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- Hedge Fund Tracking: Blue Ridge Capital (John A. Griffin) [view article]
- Greenlight Capital - Portfolio Holdings [view article]
- Q1's Best and Worst Performing Stocks [view article]
- Best and Worst Performers YTD [view article]
- Under The Radar News [view article]
- Gadget Watch: 7 Consumer Electronics Stories [view article]
loading ...Recent SATS Articles
- Hedge Fund Tracking: Blue Ridge Capital (John A. Griffin)
- Greenlight Capital - Portfolio Holdings
- Tivo Celebrates, While EchoStar May Mourn
- Q1's Best and Worst Performing Stocks
- Best and Worst Performers YTD
- Stifel Launches EchoStar Holding with Buy Rating
- Gadget Watch: 7 Consumer Electronics Stories
- Under The Radar News
- Is EchoStar Worth More in Parts?
- Full List of Articles »
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Hedge Fund Tracking: Blue Ridge Capital (John A. Griffin) [view article]
Always enjoy reading these. Thank you.Quick question: could one of the "puzzling" long positions that you mentioned just be short-covering? In other words, if he was heavily short the bond insurers and then covered some of his position, we would only see the long.
Thanks again Reply
Hedge Fund Tracking: Blue Ridge Capital (John A. Griffin) [view article]
G-Rab thanks for the compliments. You're right in your thinking in that I'm sure some of these funds do indeed "manipulate" their holdings to make it seem like they are holding something when in actuality they are short... since they know that short positions are not reported in the filings. There's no way for us to know though. And, that's the reason why I track more value oriented funds because if they're really in it for the value of the company then they would hold over an extended period and it would be very hard to misconstrue a position that they have been accumulating over a few quarters.In terms of nutrisystem specifically... they were long and then sold out of it. I found this move very interesting because Lone Pine Capital (another ex-Tiger mgmt fund) has a heavy short position in nutrisystem via puts. So, you could be right in that Blue Ridge might have had a net short position in nutrisystem all along, and like you said they could have just been trying to access mgmt by showing them their long position. I think that would be a very feasible situation, and that just gets even more in depth in terms of analyzing these things. We can speculate, but never really know for sure. That would make perfect sense to me though given that Lone Pine had a solid short size position through puts. Good thoughts overall. You can see the write-up I did on Lone Pine on my blog as well. Reply
Hedge Fund Tracking: Blue Ridge Capital (John A. Griffin) [view article]
Thanks for a great analysis. I'm familiar with Blue Ridge Capital and subscribe to the same investment philosophy. I was equally puzzled by seeing some of the mortgage lenders in their portfolio and also puzzled to see some names that I'd actually expect to see on the short side (e.g. Netflix, Nutrisystems). So do you think it's possible that some of these longs are actually net short positions due to Blue Ridge carrying more shares short to balance out these long reported shares? I'm not sure why they would do this or how or if it's even feasible under the regulations, etc., but I'm just wondering. One reason could be to get access to companies' mgmt by showing long positions in a stock that you're actually short? This is pure conjecture - let me know your thoughts, since you know more about these 13Fs. Again, thanks for the great analysis. ReplyGreenlight Capital - Portfolio Holdings [view article]
This article seems to lack substance... Einhorn - David? Is this article about Greenlight Capital? I think it would be good to review JOUR101 ReplyQ1's Best and Worst Performing Stocks [view article]
Thank you! As a basically-momentum investor (I have to like the stock otherwise, too) I find these compilations very helpful indeed. ReplyEditors
General Discussion on SATS
Is this a buy or a sell? ReplyNathel
Best and Worst Performers YTD [view article]
I noticed TurboChef was on the worst performing list and I just posted a briefing about them on my blog...and below. If you like this article check out my blog where I highlight stocks that travel under the radar of the free financial media at DanielNathel.Blogspot....After hours price as of 02.28.08 - $8.54; Conference call scheduled for 03.03.08 at 4:45 pm.
TurboChef Technologies (OVEN) is a tough call, but it deserves a little more than the cold shoulder before they announce their quarterly earnings on Monday. If the ticker and the company name are not enough of a hint, TurboChef specializes in speed cooking technology. Their narrow market focus and the increasing demand for food cooked fast offers an opportunity for strong economic growth. Unfortunately, from 2004 to 2006 there income statement would prove otherwise, with revenue consistently declining from over $70 mil in'04 to under $48 mil in '06. Don't be mistaken though, they have been on the up and up, and in the 9 months beginning last January they already reported over $52 mil in revenue.
OVEN lost about 50% of its market value just in '08, mainly because news broke that Starbuck's, one of their top 3 customers, reported that they would phase out their hot sandwich offerings in the fall (they were stinking up their coffee shops) and they just couldn't recover from the down trading market. Volume has been on the rise recently and the price started following this week making an upward move of about 10%.
Their are a ton of risks associated with OVEN including a history of negative earnings, there is not really a direct competitor to compare them against, 60% institutional ownership, almost 38% is held by insiders, 18% of the float was short at the end of January and the list goes on. But, there is some upside potential in the short run, if not long, for at least a ride on the rebound if they report good news Monday.
I say long run because they make good, expensive, speed cooking products that should spread globally over time; as they have in the US. They also offer an extremely upper end speed cooking oven for residential kitchens (that I am sure has had a tough time selling along side of the new home starts) that will probably not be so uncommon in the future. To top it off, the consensus of analysts covering OVEN expect earnings to be a positive 3 cents for the last quarter of '07 and to stay out of the red rising to .19 cents for the fourth quarter of '08.
If you are interested in purchasing shares of OVEN check out some of the other players in the cooking equipment market including Middleby Corp. (MIDD) and companies that you feel operate with similar demand, but don't expect OVEN to move in sync with them (because of their R and D focus). Most of those guys did good recently and I think the upside potential should out way the downside risks, which look like they have already been factored in, for Mondays conference call.
Disclosure: I may, or may not, invest in or trade shares of OVEN, but I currently have no position in the company. Reply
Best and Worst Performers YTD [view article]
You missed PAL. ReplyUnder The Radar News [view article]
Superbus (See profile | I'm a fan of Superbus)Karl Rove has already engineered the democrat nominating process according to his plans.
Now, Hillary and Bill will have to play the race card to win, but in doing so, they will fracture the democrat party in the process.
............
but nice try - rovey is behind clinton for the same rich-greedy .........
what it was leaving bush because of what ???
when americans woke-up to the lie's - then the lie's no-longer work .........
and for you idiot's - there really is not any satan clause - it's propoganda .......
but what gets me the most - before summer is up - rovey will meet his own brother in a tough man contest .......
HI BROTHER IT'S ME FAIL-SAFE ---- OH YOU WERE NOT FORGOTTEN ABOUT - BUZZZZZZZZZZZZZ TIME'S UP >>>>>&g...
......... Reply
Under The Radar News [view article]
EJoe Cutbirth:Memo to Hillary: How to Be the Comeback Kid
Then so-be-it - The rich-greedy - will meet you at CAL and welcome to your Water-Loo in CAL ........
CUSTER PLAYED THE SAME GAME - THE LAST STAND RUNNING !!!
WELCOME TO THE - REAL NEW WORLD ORDER - DID YOU REALLY - THINK THE OLD-MAN - WOULD LET FOOL'S KILL WHAT IS HIS ???
..........
New Evidence: Enron Scams Began Years Ago
Associated Press | February 4, 2005
Fallen energy giant Enron Corp. was running scams to drive up the cost of power years before the 2000-01 West Coast energy crisis, according to audio transcripts and documents unveiled Thursday by a public utility north of Seattle.
By November 1997, Enron apparently knew of loopholes in California's ill-advised deregulation plan, and by May 1998 _ a month after the plan took effect _ Enron was already falsifying transmission schedules to inflate prices, Snohomish County Public Utility District officials said Thursday as they unveiled new evidence at a news conference.
The utility in Everett, about 30 miles north of Seattle, obtained much of its most recent evidence in one of Enron's Houston warehouses and has been using its meager resources to transcribe thousands of hours of phone conversations involving Enron traders _ a job it says should have been done by federal regulators long ago.
The district is hoping to prove that an exorbitant contract it entered with Enron in January 2001, at the height of the crisis, should be considered fraudulent because of Enron's manipulation, and that the utility shouldn't have to pay the $122 million that Enron claims it owes.
The material the utility released Thursday is the first evidence that Enron appears to have been honing its fraudulent trading schemes well before rolling blackouts darkened California and drove up prices, helping Enron make at least $1.6 billion.
nter your comment here Reply
Under The Radar News [view article]
An Urgent Appeal From Jewish Rabbis, to the Candidates Running for the Presidency of the United States of AmericaWe all have been witness to the tragedy of the strife and bloodshed, in the most holy of places, the Holy Land. This pain and suffering has been ongoing, unabated, for well over fifty years.
The time has come to step back and truthfully analyze the root cause of all this suffering, to Arab and Jew, alike.
From ancient times, the relations between the Jewish and Arab peoples, have been those of peace, brotherhood and harmonic coexistence. Friendship reigned between them in all the Muslim countries. What has transpired to cause such a complete reversal, that mistrust and deep rooted animosity exists between these people?
The answer is actually very clear and simple.
The birth of a wholly new and entirely materialistic movement named "Zionism."
"Zionism" is the basis of the State of "Israel," and is not the same as the religion, Judaism. In fact it is antithetical to Judaism.
Zionism is a political movement, created almost entirely by non-religious Jews. Its existence is a mere hundred years.
The philosophy of Zionism is the transformation of Judaism, from a religion and spirituality, to a base nationalism. It is a materialistic goal to have a land, army etc., removing the Almighty out of the equation.
Orthodox Jews have opposed the ideology of Zionism since its inception and the State of Israel from the day of its ratification.
news.yahoo.com/s/usnw/...;_ylt=Aitz52fUe4qj7.TU...
Reply
Under The Radar News [view article]
HEYYYYYYYYYYYYYYY the terro's are now abiding by the two-minute warning - They must have gotten some of bush-co's compassion !!!........ Reply
Under The Radar News [view article]
So Clinton may lose - So Bush-Co now think's ithas too push the LIE More to get into IRAN !!!
But Just recall one thing you rich-greedy Idiot's
- you threatend American's with trench warfare - So
can you see it now - all the banker's on the front-line's????
Plan and simple - American's are tired of fighting for
your greed - and doing to them what you now do to the world !!!
Have fun in the trench's all you rich-greedy idiot's ....
American's will not you kill anymore of there KID'S - For your
LIE'S and longer ....
"""Iran... ships harassed U.S. Navy in Strait of Hormuz""&quo...
""" YOU WILL EXPLODE IN A COUPLE OF MINUTE'S """
Man those Iranians sure know American slang does it not ???
But don't worry America - We Have the rich-greedy banker's well
versed in trench war-fare ... Reply
Under The Radar News [view article]
WEll America can be a beacon of light - Or they can be the beast of the world--- Slave -Labor - child labor - pollutants galore ....
The transference on the world view - of genocidal attitudes - That was placed
on the Native Americans - has reached a new high - Greed above all - WE are
the savor's of your soul - Who care's who die's along the way ...
Is this really that kind of America you want ???
WEll go for it - and no crying around when the world will rise-up and get
tired of it - and looks to wipe all your soul's from this earth forever ...
Your future has been fore-told for age's - when you let greed rise-above
simple human respect ...
....... Reply
Under The Radar News [view article]
The Wish-ing-ton-Insider's - are the one's - who is really - Looking for trench warfare - They love there slave-labor - cheap outsourcing - billion-dollar - Ole-Hill is just there face they stuck out there this time ....But be rest assured America - There propoganda will be exposed ...
This Patriotic Revolution to take back America will not fade into never-land - But rise-up to put a New-Day into American History ...
The beacon of freedom and Justice for all - Will once again shine bright ...
There Mark will be the one falling by the wayside - on who we are labled - what we can - and can not buy - There controling FICA score for the world ...
Let this MARK die where it live's - The Wish-ing-ton insider's of world-domonating-greed ...
Banker's galore - Now this day is our day - For it's the American People who live in the trench's you been pissing in with your trickle down bull ....
And WE the People have one-thing to say .......
COME ON DOWN - LET'S PLAY !!!!
....... Reply