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GoingLong

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  • Gold Stock Apocalypse Is Epic Buying Opportunity [View article]
    How about where JNUG is headed?

    Where do you see gold going over the next few weeks until the end of the year and then in 2015?
    Nov 18, 2014. 11:32 AM | Likes Like |Link to Comment
  • Netflix Off-Balance Sheet Obligations: Concerns Are Way Overblown [View article]
    Alex,

    Have you bought any shares yet? If so and at $485 you are quite a bit under water. Next stop $300 or lower.
    Nov 18, 2014. 11:18 AM | 1 Like Like |Link to Comment
  • GLD: 'I Am As Mad As Hell, And I Am Not Going To Take This Anymore' [View article]
    Thanks Avi for your thoughtful insight. What is your take on the junior miners such as JNUG and JDST? Can you see JNUG reversing course? It has been hammered in the past 4 weeks. Thanks, Jerry
    Oct 27, 2014. 10:26 PM | 1 Like Like |Link to Comment
  • Netflix Is A Sell Into Earnings [View article]
    Yes, I was so locked in from the selling the stock short that I misspoke. Yes, the author was spot on.
    Oct 19, 2014. 02:26 PM | Likes Like |Link to Comment
  • Netflix Is A Sell Into Earnings [View article]
    Please excuse me as I was looking at it from the short side as I was short NFLX. Sorry! Yes, the author was spot on!
    Oct 17, 2014. 03:55 PM | Likes Like |Link to Comment
  • Netflix Is A Sell Into Earnings [View article]
    Shock Exchange... But anyone having sold ahead of earnings would have lost quite a bit of money as the stock lost 26% after earnings release.
    Oct 16, 2014. 08:37 PM | Likes Like |Link to Comment
  • Netflix Is A Sell Into Earnings [View article]
    This was a terrible call. It would have been great had the author suggested you sell after earnings as it went from $448 to $325! If you sold before you lost a boat load of money.
    Oct 16, 2014. 02:34 PM | Likes Like |Link to Comment
  • Netflix Is A Sell Into Earnings [View article]
    I sure hope nobody took this advice and sold before ahead of the bell but instead sold after the earnings report was released.
    Oct 15, 2014. 06:33 PM | Likes Like |Link to Comment
  • Netflix Is A Sell Into Earnings [View article]
    Hopefully nobody sold until after the earnings was released. Sock was down 25% or down to a low of about $325!
    Oct 15, 2014. 05:06 PM | Likes Like |Link to Comment
  • Will Kohl's Go The Way Of Sears And J.C. Penney? [View article]
    I couldn't agree more with the author's presentation and conclusion. Prefer to have my money in higher growth sectors.
    Oct 7, 2014. 10:58 AM | 1 Like Like |Link to Comment
  • NRF: Holiday sales to improve 4.1% [View news story]
    I agree in that the 4.1% projection will not be met. Based on people I talk with tend to think they will spend less this year than last. The economy and job security is not strong enough for there to be shopping sprees. Besides, I get bombarded with discount shopping coupons for all retailers as they beg us to come to their stores, and margins should be impacted negatively. They cannot forever buy back their shares and cost cut so much before it ultimately comes down to increasing organic revenues.
    Oct 7, 2014. 09:08 AM | 1 Like Like |Link to Comment
  • 3 Viable Department Stores, And 2 That Are Struggling [View article]
    It's hard to get excited about putting my money in any retailer's... for one it's seasonal and the stakes are high for the Christmas/holiday season and any bad news and they will get hit hard. Many seem to be priced for perfection especially Kohl's.
    Sep 24, 2014. 11:49 AM | Likes Like |Link to Comment
  • Patiently Waiting For Mean Reversion [View article]
    I couldn't agree more than what "Simple Data" says regarding your article...

    "Are We on the Verge of Another Bubble?
    We don't think so. History shows bubbles are associated with excessive leverage and lofty valuations. That is not the case this time."

    I guess you have not looked at Margin Debt or Auto Loans (Leverage) and P/S, CAPE, Q-Ratio, P/E, Market Cap / GDP (Valuation). In simpler terms... what in the world are you looking at if you do not see high valuations and excessive leverage ?!?

    I agree that we on the verge of a huge bubble bursting and nobody sees it coming.
    Sep 19, 2014. 08:14 PM | Likes Like |Link to Comment
  • More on the ICSC Retail Store Sales report [View news story]
    Be careful about putting your money in the retailers
    Aug 27, 2014. 01:31 PM | Likes Like |Link to Comment
  • Kohl's: A Dividend Growth Company That Passes All 3 Tests [View article]
    They beat on earnings but had a pretty good miss on revenue. They can make cuts for only so long before they will have to increase revenues. I get bombarded weekly with their discount offers so I see their margins also taking a hit. When they miss on both revenue and earnings anyone holding long positions will be left holding the bag on this one. The dividend is not enough for me to hold this one. I don't like the retail big box store sector.
    Aug 26, 2014. 04:08 PM | Likes Like |Link to Comment
COMMENTS STATS
136 Comments
153 Likes