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fiasco jones

fiasco jones
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  • The Buckle: Being Treated Like 'Real Owners' [View article]
    because they can rock the vote...i.e., accountability and governance issues.
    Jun 24, 2015. 01:36 PM | Likes Like |Link to Comment
  • iRobot: Making Strides In The Promising Robotics Industry [View article]
    True, but the ridiculous nature of the statement still stands. Pure players have long-term advantages over more established (but unpure) robotics players like Mitsubishi Heavy or Rockwell Automation? Why?
    Jun 24, 2015. 10:43 AM | Likes Like |Link to Comment
  • What Elon Musk Is Really Selling [View article]
    2 + 2 equals 4. There is no agenda behind that calculation either. Let me guess, you don't believe in dinosaurs or distant light either?
    May 8, 2015. 10:28 AM | 4 Likes Like |Link to Comment
  • Western Gas Partners - Undercovered Midstream Gem With Minimum Commodity Exposure [View article]
    If, via stock awards or other incentives you found that 30-40% (or 15-20% for that matter) of your equity ownership was concentrated in one name, you would be wise to diversify. It could be that. If people were really concerned with the firm you would probably see insiders voting with their feet, which doesn't seem to be happening.
    Apr 22, 2015. 11:43 AM | Likes Like |Link to Comment
  • 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