jmeyer@san.rr.com

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3 Comments

    • Thu Dec 6th 20:53 PM | Rating: 0 0
      Commented on:
      Solarfun Finally Performs and Has Clear Path to 2008 Projections
      Not typically a fan of SA and I am not switch-footing now, but I did find this atricle informative. The article was relevant, balanced, and offered rare insight.

      I am long SOLF, LDK, and manage a small fund as well as a personal account.
      View article »
    • Tue Nov 6th 23:50 PM | Rating: 0 0
      Commented on:
      Crocs Q3: Final Takeaways
      This article was author driven take-away from other analysts questions and managements responses. It was opinionated, outdated and frankly borderline misrepresentative of the facts. I find it ludicrous that a company actually stocks up for anticipated global demand and have that position questioned by a person shopping at Macy's (nice name drop by the way you pretentious snob) as winter nears apparently oblivious to the fact that in Manila this brand and its counterfeited knock offs are enjoying sunny 85 degree days. Grab your wifes UGGS outta the closet for her, tomorrow is going to dip below todays chilly 53.The article is lacking merit and at this point only trying to defend a position that is yesterdays news. What a waste of time reading the article proved to be. Surely minutes that I will not ever recover.The only relevant issue mentioned was the stock buy back and even that got botched. This area is too small and the author needs more guidance than room in here to continue. I left my personall e-mail address as my name. Feel free to have the author contact me. Maybe the author can enlighten me or maybe vice versa. Either way this article lacked what all readers are seeking: Current and relevant next move guidance. Regardless of your bias long or short, buy or sell readers seek guidance. The author even credited him/herself with rampant stock prowess by adding a disclaimer that the author owns a hedge fund and is short CROX and long Crox options. Should us, the readers go ahead and bow our heads in reverence now or later when the author defines the position in terms which offer insight as to which direction they think the shares will travel. I am long CROX. I manage two funds that are both long biased funds which use a minority of options to hedge.This article lacked what I and any other reader is searching for, credible guidance. Thanks for nothing SA, it is no wonder that I rarely peruse your articles and that when I do, the reason I don't is reinforced.
      View article »
    • Tue Nov 6th 23:50 PM | Rating: 0 0
      Commented on:
      Crocs Q3: Final Takeaways
      This article was author driven take-away from other analysts questions and managements responses. It was opinionated, outdated and frankly borderline misrepresentative of the facts. I find it ludicrous that a company actually stocks up for anticipated global demand and have that position questioned by a person shopping at Macy's (nice name drop by the way you pretentious snob) as winter nears apparently oblivious to the fact that in Manila this brand and its counterfeited knock offs are enjoying sunny 85 degree days. Grab your wifes UGGS outta the closet for her, tomorrow is going to dip below todays chilly 53.The article is lacking merit and at this point only trying to defend a position that is yesterdays news. What a waste of time reading the article proved to be. Surely minutes that I will not ever recover.The only relevant issue mentioned was the stock buy back and even that got botched. This area is too small and the author needs more guidance than room in here to continue. I left my personall e-mail address as my name. Feel free to have the author contact me. Maybe the author can enlighten me or maybe vice versa. Either way this article lacked what all readers are seeking: Current and relevant next move guidance. Regardless of your bias long or short, buy or sell readers seek guidance. The author even credited him/herself with rampant stock prowess by adding a disclaimer that the author owns a hedge fund and is short CROX and long Crox options. Should us, the readers go ahead and bow our heads in reverence now or later when the author defines the position in terms which offer insight as to which direction they think the shares will travel. I am long CROX. I manage two funds that are both long biased funds which use a minority of options to hedge.This article lacked what I and any other reader is searching for, credible guidance. Thanks for nothing SA, it is no wonder that I rarely peruse your articles and that when I do, the reason I don't is reinforced.
      View article »
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