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conom20

conom20
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  • conom20
    Selling some EBAY buying some CBI price looks good
    12/15/14
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      • conom20
        Ackman talks, Herbalife up 25%
        7/22/14
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          • conom20
            $THRX showing exceptionally strong performance after spin-off. Royalty co price higher than sum of the parts on the ex-dividend date.
            6/19/14
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              • conom20
                Talked before about hedging longs with IWM. Greenblatt explains why it could be a good idea. http://cnb.cx/1uy2bcn
                6/7/14
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                  • conom20
                    http://bloom.bg/1oteTWc Bloomberg article recognizes Burnlounge positive verdict for $HLF
                    6/4/14
                    Reply (2)
                    • Parth Thakurdesai: If you read the article it will be evident that Bloomberg is only stating Herbalif's response to Burnlounge case decision.
                      6/4/14
                    • conom20: Burnlounge is indeed a very positive verdict for Herbalife. It actually reaffirmed the MLM case law that was challenged by the short seller
                      6/4/14
                      • conom20
                        $HLF Burnlounge ruling undermines the short seller's argument. I hope the dumb money stays in until completion of buyback. going to 100$+
                        6/3/14
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                          • conom20
                            Fiat hit by heavy selloff due to a way too ambitious capital plan. But they still committed to debt reductions and will eventually cut capex
                            5/13/14
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                              • conom20
                                Finally able to open a small position in $EBAY Price 50.20
                                5/7/14
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                                  • conom20
                                    $EBAY Market reaction to earnings unfair, great top-line growth shadowed by one time items.
                                    4/30/14
                                    Reply (1)
                                    • conom20: Bad capital allocation in the past but activist involvement should change that, buying on weaknesses.
                                      4/30/14
                                      • conom20
                                        $HLF Market realizing how great their earnings really are. Cash-flow is exploding.
                                        4/29/14
                                        Reply (3)
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                                        • Bouchart: If cash flow is exploding they could afford to pay a dividend...
                                          4/29/14
                                        • conom20: Unless you use all the money on buybacks.
                                          4/29/14
                                          • conom20
                                            $HLF April 29 Q1 results. I expect a good beat, market might be underestimating buyback accretion. Outs. shares numbers will shed a light...
                                            4/25/14
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                                              • conom20
                                                $HLF Stock opened up even stronger than I expected and is now up 10%. This is clearly a squeeze induced by the huge demand in the low 50s.
                                                4/14/14
                                                Reply (3)
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                                                • pytiz: cont. I do believe shorts are now out of ammo, and nothing more worth noting will come before the final MOASS to $100+
                                                  4/14/14
                                                • conom20: I think if it all plays out 100$ will prove to be conservative. Let's hope it plays out! With 9$/share 2015 FCF at only 12X you have 108$.
                                                  4/14/14
                                                  • conom20
                                                    Another buying opportunity on HLF. Dumb money selling emotionally on news trusting Ackman. Support in the 50s from buyback+Institutionals.
                                                    4/14/14
                                                    Reply (25)
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                                                    • conom20: Are you making it personal? You were going to make fun of my cost basis? Too bad stock is up 6% today, try next time. Cheers
                                                      4/14/14
                                                    • conom20: What a looser!
                                                      4/14/14
                                                      • conom20
                                                        IWM hedge working great at the moment.
                                                        4/4/14
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                                                          • conom20
                                                            More hedged than usual and worried about asset prices. Shorts/Puts on IWM a good hedging strategy, this index more overvalued than average.
                                                            4/3/14
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                                                              • conom20
                                                                Herbalife straight up after bottoming out March 21. Situation looks squeezy...
                                                                3/31/14
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                                                                  • conom20
                                                                    Herbalife washing away all the nonsense. 9.2% of portfolio and avg price 53.20$ Probably lost the opportunity to add a bit more...
                                                                    3/27/14
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                                                                      • conom20
                                                                        HLF$ Still a lot of confusion around the stock.FTC forced to intervene to clarify misconceptions.Stiritz could try to buyout cheap for 80$ca
                                                                        3/26/14
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                                                                          • conom20
                                                                            So I bought some Herbalife in the last few days prices 60 to 61. If this is all Ackman can do to this stock he must really be in trouble...
                                                                            1/30/14
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