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conom20

conom20
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  • conom20
    Ackman talks, Herbalife up 25%
    Jul 22, 4:51 PM
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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.
        Jun 19, 12:32 PM
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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
            Jun 7, 8:52 AM
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              • conom20
                http://bloom.bg/1oteTWc Bloomberg article recognizes Burnlounge positive verdict for $HLF
                Jun 4, 7:50 AM
                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.
                  Jun 4, 10:13 AM
                • conom20: Burnlounge is indeed a very positive verdict for Herbalife. It actually reaffirmed the MLM case law that was challenged by the short seller
                  Jun 4, 12:53 PM
                  • conom20
                    $HLF Burnlounge ruling undermines the short seller's argument. I hope the dumb money stays in until completion of buyback. going to 100$+
                    Jun 3, 9:15 AM
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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
                        May 13, 9:12 AM
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                          • conom20
                            Finally able to open a small position in $EBAY Price 50.20
                            May 7, 10:00 AM
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                              • conom20
                                $EBAY Market reaction to earnings unfair, great top-line growth shadowed by one time items.
                                Apr 30, 10:20 AM
                                Reply (1)
                                • conom20: Bad capital allocation in the past but activist involvement should change that, buying on weaknesses.
                                  Apr 30, 10:21 AM
                                  • conom20
                                    $HLF Market realizing how great their earnings really are. Cash-flow is exploding.
                                    Apr 29, 12:23 PM
                                    Reply (3)
                                  • View all 3 replies
                                    • Bouchart: If cash flow is exploding they could afford to pay a dividend...
                                      Apr 29, 1:10 PM
                                    • conom20: Unless you use all the money on buybacks.
                                      Apr 29, 1:38 PM
                                      • conom20
                                        $HLF April 29 Q1 results. I expect a good beat, market might be underestimating buyback accretion. Outs. shares numbers will shed a light...
                                        Apr 25, 10:54 AM
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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.
                                            Apr 14, 11:24 AM
                                            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 $100+
                                              Apr 14, 11:42 AM
                                            • conom20: I think if it all plays out 100$ will prove to be conservative. Let's hope it plays out! With 9$/share 2015 FCF at only 12X you have 108$.
                                              Apr 14, 11:54 AM
                                              • conom20
                                                Another buying opportunity on HLF. Dumb money selling emotionally on news trusting Ackman. Support in the 50s from buyback+Institutionals.
                                                Apr 14, 8:11 AM
                                                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
                                                  Apr 14, 9:53 AM
                                                • conom20: What a looser!
                                                  Apr 14, 12:19 PM
                                                  • conom20
                                                    IWM hedge working great at the moment.
                                                    Apr 4, 3:01 PM
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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.
                                                        Apr 3, 1:17 PM
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                                                          • conom20
                                                            Herbalife straight up after bottoming out March 21. Situation looks squeezy...
                                                            Mar 31, 3:44 PM
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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...
                                                                Mar 27, 10:41 AM
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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
                                                                    Mar 26, 1:22 PM
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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...
                                                                        Jan 30, 9:49 AM
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