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Jasper85

Jasper85
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  • Dow Chemical Moves Ahead With Its Divestiture Agenda To Improve Margins [View article]
    You mean http://seekingalpha.co... ?
    Dec 18, 2014. 06:36 AM | Likes Like |Link to Comment
  • FBR offers five favorite energy stocks for 2015 [View news story]
    For a reason.
    Dec 18, 2014. 06:17 AM | Likes Like |Link to Comment
  • Glu Mobile: Ready To Run? [View article]
    Some stocks act irrational to results or other catalysts.
    Like last GLUU earnings, analysts have been raising the bar higher and higher during the last quarter and then earnings come out and they miss on revenue bij a fraction.....and the stock dives???

    This company is growing very fast and laying the groundwork with their acquisitions for multiple business and game options.
    With the KK succes in last quarter this quarter can only be less, so I will be looking to add ! :)
    (missed the 3.40 opportunity, but the insider didnt.....got himself over $1million in GLUU stock)

    Cheers
    Dec 11, 2014. 05:59 PM | 2 Likes Like |Link to Comment
  • Glu Mobile: Ready To Run? [View article]
    Share price dumped

    Isn't this based on investing instead of short term trading ? :)
    So positive articles on GLUU gives an investor an interesting entry point for the long term ?

    Man, I wish that were all articles had this awesome effect !

    Also, if you want to initiate or add to a position here , you might want to wait till after earnings report.

    Long
    Dec 10, 2014. 08:14 PM | Likes Like |Link to Comment
  • Phillips 66: Benefiting From Lower Oil Prices [View article]
    If all investors thought and handled the exact same way we would have a lot of Omaha miracles.
    It's the part where investors / traders disagree that's healthy for the market.
    Don't look for rationality in a stock market.

    You think PSX will fall due to the oil price.
    I think PSX will hold and rise even with the oil price in the long term.
    Money will be made due to these different opinions.

    Follow and invest due to your own DD, there is less money to be earned following the herd.

    I missed the opportunity in oct, but will be looking for another dip.

    Thanks for your article Alfonso, I am expecting a div increase soon :)
    Dec 6, 2014. 06:40 AM | Likes Like |Link to Comment
  • Oppenheimer starts coverage on oilfield services [View news story]
    I own BHI now to own more HAL later.
    Dec 4, 2014. 06:31 AM | 1 Like Like |Link to Comment
  • LyondellBasell downgraded to Hold from Buy at Jefferies [View news story]
    Oil :)

    Downgrade now.....but a missed opportunity 6 months later :)
    Dec 2, 2014. 05:39 AM | Likes Like |Link to Comment
  • Halliburton: Short-Term Pain, Long-Term Gain [View article]
    BHI might go to $40 if the deal breaks....but what would they do with the $3,5B from HAL ?

    Buyback?
    Dec 2, 2014. 05:02 AM | Likes Like |Link to Comment
  • LyondellBasell downgraded to Hold from Buy at Jefferies [View news story]
    LYB is fine, theres growth/cash/buybacks/d... growth.....what more do you want ?

    Added @ 79 and full position now
    Dec 2, 2014. 02:11 AM | Likes Like |Link to Comment
  • Energy names sharply lower as oil dives below $70 [View news story]
    Oil is actually up since yesterday.

    @ nearly 73..........old news already
    Nov 28, 2014. 08:13 AM | 2 Likes Like |Link to Comment
  • Glu Mobile: More Than Enough Light At The End Of The Tunnel [View article]
    KK was a (surprising?) great play by management, but the concept is born.
    I still believe KK is only the first in a line of these lifestyle games, hopefully they learned form the KKH game on where to invest :)

    Anyways, looking forward to next year growth is there hopefully the ability to pump out those games on a cheap and regular basis remains.
    Nov 23, 2014. 04:44 AM | Likes Like |Link to Comment
  • Limited Remaining Upside For Shares Of Dow Chemical [View article]
    The recent $9,5 billion buyback is approx 10% of the company shares and with possible new board directors working for Loeb we could (should?) see very interesting headlines once they get elected.

    Then again, Buffet played his game very well and the resistance for the conversion price to those common shares will be tough.


    Long DOW & LYB
    Nov 23, 2014. 04:04 AM | Likes Like |Link to Comment
  • Halliburton & Baker Hughes: A Special Situation For Investors To Ponder [View article]
    Interesting points, what do you expect of the future EPS for HAL combined with cost saving synergies??

    Too few investors look at the fading oil prices as a rare opportunity to START a position.

    I opened a position in KMI in the upper 33's, WMB around 52 and looking forward to a position in BHI :)

    HAL could get very interesting in 2015 perhaps as a dividend growth machine?
    Nov 22, 2014. 06:17 AM | Likes Like |Link to Comment
  • Jakks Is Doing Well - Will It Continue? [View article]
    I agree with your points about the converts, they have $120m in cash laying around on which they can surely buy back.
    Management can do better but they need to at least come through on the margins in Q4 to kepe me holding on as shareholder.

    Then again, my average is 7,50 so seeing the history stockswings of up to 30 I am not too much in the red.
    Nov 8, 2014. 01:49 AM | Likes Like |Link to Comment
  • Jakks Is Doing Well - Will It Continue? [View article]
    Management could work on their communication skills, yes :)
    But management also beat the upped guidance, AGAIN.
    That also SPEAKS for itself.

    Bad history or not, future endeavours matter to me and with a shorter new Frozen movie coming next year, the massive sales are far from over.
    Ask Hasbro with the new 2016 Frozen license.

    DIS beat street estimates....due to....Frozen.
    http://bit.ly/1tkyaJB
    So does DIS have bad management for getting a lot of revenue from 1 movie ?

    Also seems like another new large shareholder likes JAKK prospects, now holding 4.7%.
    http://bit.ly/1orjY64
    Nov 7, 2014. 06:38 AM | Likes Like |Link to Comment
COMMENTS STATS
370 Comments
320 Likes