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fiasco jones

fiasco jones
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  • How The Fed Has Exported Inflation And What Happens To Risk Assets When The Money Flows Reverse [View article]
    Frightening stuff here. I almost bought gold and sold all of my dollar assets after reading this back in April...then the acid wore off. Unflinching subjectivity is no friend of the investor.
    Feb 17, 2015. 12:29 PM | Likes Like |Link to Comment
  • What Is Tax Loss Harvesting And Why Should I Care? [View article]
    this is the question
    Nov 13, 2014. 04:42 PM | Likes Like |Link to Comment
  • The Buckle: Being Treated Like 'Real Owners' [View article]
    Of course a few owners own the highest concentration of shares, but that's ok.
    Oct 31, 2014. 11:59 AM | Likes Like |Link to Comment
  • The Dark Side To The Buckle's Earnings Release [View article]
    Discounting? Know your company and know your sector. If you see any strength in earnings due to discounting you will see an erosion in margins. Buckle admirably holds the line here. Also, if you're looking at P/E and not EV/E with a firm like this you trip over the starting line and it's tough to get back in the race.
    Oct 31, 2014. 11:12 AM | Likes Like |Link to Comment
  • DryShips Will Continue To Suffer [View article]
    Your good luck wish has been answered!
    Oct 24, 2014. 03:27 PM | Likes Like |Link to Comment
  • Tesoro Logistics, LP: Buy The QEP Deal Dip? [View article]
    Synergies? And big ones at that.
    Oct 22, 2014. 01:17 PM | Likes Like |Link to Comment
  • Don't You ... Forget About Nuance [View article]
    Sounds great, but how much money are they making from healthcare? Lots of confirmation bias on this stock, the reality seems to be that they just don't seem to be making enough money.
    Sep 19, 2014. 10:08 AM | Likes Like |Link to Comment
  • Evaluating J&J Snack's Investment Prospects [View article]
    Using P/E penalizing stocks with no debt, surprising you guys don't use P/EV.
    Sep 2, 2014. 09:55 AM | Likes Like |Link to Comment
  • Danger Zone: MercadoLibre [View article]
    I would love to buy a good company at a terrible time. Especially when compared to buying a crappy company at a great time.
    Aug 18, 2014. 04:06 PM | Likes Like |Link to Comment
  • Danger Zone: MercadoLibre [View article]
    He means dangerous to short positions. Everyone talks about currency issues (which are not as misunderstood as professionals believe) and Ebay and Amazon coming to eat MELI's lunch. Cultural intelligence is a major issue and doesn't dovetail well into the contributor's NOPAT economic earnings models, just like depreciation doesn't (see VTR, another 'danger zone' favorite). These articles are good contrarian indicators.
    Aug 12, 2014. 09:28 AM | Likes Like |Link to Comment
  • Demand For Sand Offers 25%+ Total Return Potential [View article]
    Best not measure MLP's by P/E. Not really all that great for stocks, either.
    Aug 11, 2014. 02:21 PM | 3 Likes Like |Link to Comment
  • Emerge Energy Offers 50% Upside In 1 Year [View article]
    Not that I see, though domestic producers could certainly start a mine, I would bet an experienced operator (with existing ties to non-domestic, i.e., U.S. producers) would make short work of them.

    Or did you want to open a mine with me?
    Aug 4, 2014. 04:33 PM | Likes Like |Link to Comment
  • Emerge Energy Offers 50% Upside In 1 Year [View article]
    Surprised no one has mentioned Mexico. Half of Eagle Ford looks to be in Mexico and they have about 3 wells drilled down there. Narco and logistical issues notwithstanding, Mexico's energy liberalization plans are, amazingly enough, moving along.
    Aug 3, 2014. 08:10 AM | Likes Like |Link to Comment
  • Lessons I Draw From The Midstream MLP YTD Numbers And LTM Distribution Growth [View article]
    This is great stuff, where should we mail the checks?
    May 7, 2014. 11:04 AM | 4 Likes Like |Link to Comment
  • FMC Corporation: The Future of Battery Technology [View article]
    yes, their batteries produce rainbows as well. Unicorn eggs too.
    Apr 30, 2014. 02:56 PM | Likes Like |Link to Comment