Love to short's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/105850/comments http://seekingalpha.com/article/95263-crunching-numbers-why-i-d-buy-aig?source=feed#comment-255127 255127
AIG last price : 5.50 - Down 55% within 2 days after the posting of this article.]]> Mon, 15 Sep 2008 14:39:56 -0400
AIG last price : 5.50 - Down 55% within 2 days after the posting of this article.]]> http://seekingalpha.com/article/48509-is-crocs-doomed-for-failure?source=feed#comment-214632 214632 Fri, 25 Jul 2008 15:05:17 -0400 http://seekingalpha.com/article/46731-even-insiders-are-selling-crocs?source=feed#comment-214631 214631 Fri, 25 Jul 2008 15:03:44 -0400 http://seekingalpha.com/article/82310-confessions-of-a-shallow-solar-trader?source=feed#comment-194404 194404 Fri, 27 Jun 2008 14:47:28 -0400 http://seekingalpha.com/article/80675-further-thoughts-on-trina-solar-and-the-solar-space?source=feed#comment-193488 193488
Any thoughts on the TSL downgrade to sell today from Goldman? Goldman suggested the company has a fairly week balance sheet which could cause a great deal of downside risk from possible capital raises or dilution. Thoughts?]]> Thu, 26 Jun 2008 13:21:18 -0400
Any thoughts on the TSL downgrade to sell today from Goldman? Goldman suggested the company has a fairly week balance sheet which could cause a great deal of downside risk from possible capital raises or dilution. Thoughts?]]> http://seekingalpha.com/article/80308-royale-energy-rising-oil-prices-good-for-natural-gas-stocks?source=feed#comment-191658 191658 Tue, 24 Jun 2008 09:16:35 -0400 http://seekingalpha.com/article/80308-royale-energy-rising-oil-prices-good-for-natural-gas-stocks?source=feed#comment-187836 187836
And you say the stock is up 69% this year??? What chart are you looking at? The stock has risen more than 400% since the beginning of the year!

You article may have had a little merit if had been written at a time when the stock was down around 4. Up hear in the clouds north of 8, all I can say is that I hope you get lucky, because it certainly isnt your fundamental analysis that will lead you to gains.]]> Wed, 18 Jun 2008 14:02:52 -0400
And you say the stock is up 69% this year??? What chart are you looking at? The stock has risen more than 400% since the beginning of the year!

You article may have had a little merit if had been written at a time when the stock was down around 4. Up hear in the clouds north of 8, all I can say is that I hope you get lucky, because it certainly isnt your fundamental analysis that will lead you to gains.]]> http://seekingalpha.com/article/80525-profiting-from-panic-selling-in-trina?source=feed#comment-183171 183171
Let me start off by saying that the vast majority of your articles are great with solid reasoning and analysis. And I agree with you that TSL has great long term prospects and is one of the cheapest stocks in the solar space. And again, you are right in saying that 90% of investors only pay attention to the headline number when it comes to earnings. However, based on that notion, investors should position themselves in a manner that takes that into account. If a trader knows that everyone will be looking only at the headline number, then holding a stock through the annoucenement means that the trader believes the overall market will react favorably to the annoucement. That said, although TSL beat estimates, the expecations were extremely high for the report. This is exemplified by the solid rally the stock saw leading up to the annoucement. Further, the whisper number was actually much higher than the consensus estmates, making for lofty expectations. So sure, the figures based on the company's operations were strong, but the currency loss must be factored in given that expectations were so high. So although the headline number did not give a fully accurate depiction of the company's performance, when expecations are so high, there only needs to be one little negative factor that can create the market to sell the stock. So the better trade would have been to sell the stock into the rally, get some more clarity on the company from the report, and then re-enter with a position. That is not applicable to all stocks, but just the ones that have such lofty expectations.

That said, TSL down below 37 is now VERY attractive, so I will be taking a position in myself. Best of luck with the fund.]]> Wed, 11 Jun 2008 08:29:34 -0400
Let me start off by saying that the vast majority of your articles are great with solid reasoning and analysis. And I agree with you that TSL has great long term prospects and is one of the cheapest stocks in the solar space. And again, you are right in saying that 90% of investors only pay attention to the headline number when it comes to earnings. However, based on that notion, investors should position themselves in a manner that takes that into account. If a trader knows that everyone will be looking only at the headline number, then holding a stock through the annoucenement means that the trader believes the overall market will react favorably to the annoucement. That said, although TSL beat estimates, the expecations were extremely high for the report. This is exemplified by the solid rally the stock saw leading up to the annoucement. Further, the whisper number was actually much higher than the consensus estmates, making for lofty expectations. So sure, the figures based on the company's operations were strong, but the currency loss must be factored in given that expectations were so high. So although the headline number did not give a fully accurate depiction of the company's performance, when expecations are so high, there only needs to be one little negative factor that can create the market to sell the stock. So the better trade would have been to sell the stock into the rally, get some more clarity on the company from the report, and then re-enter with a position. That is not applicable to all stocks, but just the ones that have such lofty expectations.

That said, TSL down below 37 is now VERY attractive, so I will be taking a position in myself. Best of luck with the fund.]]> http://seekingalpha.com/article/74047-investing-in-a-resource-constrained-world-part-iv?source=feed#comment-156702 156702
Your long history of articles on FSLR is nothing short of lunacy. You have been obsessed with this tellerium shortage for so long, and have lost a lot of money betting on it. Although you have some merit in many of your points, and your research findings are pretty interesting, you regularly contradict yourself.

Here is the best part...

I remember in the many articles you have written previously that you were shorting FSLR, will continue to short FSLR until it goes to zero. You were convinced that FSLR was going to crash. And now you say in this post "At this time I do not even own FSLR short positions and have nothing to gain if FSLR suddenly collapses tomorrow." Why dont you own it now? Its because you first started shorting the stock around 140, which means you have probably gotten 100 margin calls, and your investment is now worth zero now that the stock has more than doubled.

So you have officially lost your right to write about FSLR in the future.]]> Fri, 25 Apr 2008 13:47:09 -0400
Your long history of articles on FSLR is nothing short of lunacy. You have been obsessed with this tellerium shortage for so long, and have lost a lot of money betting on it. Although you have some merit in many of your points, and your research findings are pretty interesting, you regularly contradict yourself.

Here is the best part...

I remember in the many articles you have written previously that you were shorting FSLR, will continue to short FSLR until it goes to zero. You were convinced that FSLR was going to crash. And now you say in this post "At this time I do not even own FSLR short positions and have nothing to gain if FSLR suddenly collapses tomorrow." Why dont you own it now? Its because you first started shorting the stock around 140, which means you have probably gotten 100 margin calls, and your investment is now worth zero now that the stock has more than doubled.

So you have officially lost your right to write about FSLR in the future.]]> http://seekingalpha.com/article/65122-hans-and-crox-are-here-to-pump-you-up?source=feed#comment-117149 117149 Tue, 19 Feb 2008 11:39:33 -0500 http://seekingalpha.com/article/59297-the-long-cases-on-apollo-group-and-mosaic-going-into-earnings?source=feed#comment-109151 109151 Wed, 09 Jan 2008 09:26:58 -0500 http://seekingalpha.com/article/59297-the-long-cases-on-apollo-group-and-mosaic-going-into-earnings?source=feed#comment-108993 108993 Tue, 08 Jan 2008 14:09:33 -0500 http://seekingalpha.com/article/58907-sirius-xm-satellite-radio-good-things-come-to-those-who-wait?source=feed#comment-108425 108425 Sat, 05 Jan 2008 13:59:10 -0500 http://seekingalpha.com/article/55960-lululemon-athletica-insulated-from-consumer-spending-woes?source=feed#comment-103995 103995 Tue, 04 Dec 2007 12:24:59 -0500 http://seekingalpha.com/article/56123-autozone-earnings-preview-car-wreck-on-the-way?source=feed#comment-103993 103993 Tue, 04 Dec 2007 12:17:04 -0500 http://seekingalpha.com/article/50947-sharper-image-don-t-ignore-insider-buying?source=feed#comment-103913 103913 Mon, 03 Dec 2007 19:55:50 -0500 http://seekingalpha.com/article/53414-three-retail-stocks-for-the-holiday-season?source=feed#comment-103912 103912 Mon, 03 Dec 2007 19:52:17 -0500 http://seekingalpha.com/article/56114-5-red-flags-at-lululemon?source=feed#comment-103878 103878 Mon, 03 Dec 2007 15:13:06 -0500 http://seekingalpha.com/article/53927-questcor-pharmaceuticals-just-ramping-up?source=feed#comment-103872 103872 Mon, 03 Dec 2007 14:50:46 -0500 http://seekingalpha.com/article/47134-first-solar-s-momentum-is-seemingly-gone?source=feed#comment-103321 103321
You clearly do not understand this story so: (1) stop shorting the stock yourself, and (2) stop writing artciles that recommend shorting FSLR. Short selling is for people who have a clear view of a company's flaws. . . a view you do not have.]]> Wed, 28 Nov 2007 15:33:40 -0500
You clearly do not understand this story so: (1) stop shorting the stock yourself, and (2) stop writing artciles that recommend shorting FSLR. Short selling is for people who have a clear view of a company's flaws. . . a view you do not have.]]> http://seekingalpha.com/article/54614-first-solar-vulnerable-to-a-tellurium-shortage?source=feed#comment-102326 102326
I hope it works out for ya. Either way, your articles and blog have good insight on a little covered area of the alternative energy space.]]> Mon, 19 Nov 2007 11:02:44 -0500
I hope it works out for ya. Either way, your articles and blog have good insight on a little covered area of the alternative energy space.]]> http://seekingalpha.com/article/54573-local-com-heading-for-big-media?source=feed#comment-102322 102322 Mon, 19 Nov 2007 10:37:36 -0500 http://seekingalpha.com/article/53597-first-solar-will-lose-fuel-fast?source=feed#comment-102036 102036 Thu, 15 Nov 2007 12:34:51 -0500 http://seekingalpha.com/article/53597-first-solar-will-lose-fuel-fast?source=feed#comment-101972 101972
Plus, after looking at your blog, your rationale for virtually every pick you have made is out of left field. I respect the fact that you want others to hear what you have to say, but please spare others the misguided advice.]]> Wed, 14 Nov 2007 18:33:04 -0500
Plus, after looking at your blog, your rationale for virtually every pick you have made is out of left field. I respect the fact that you want others to hear what you have to say, but please spare others the misguided advice.]]> http://seekingalpha.com/article/52931-sunny-outlook-for-ascent-solar-technologies?source=feed#comment-101938 101938 Wed, 14 Nov 2007 13:06:01 -0500