tradealarm's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/153676/comments http://seekingalpha.com/instablog/128497-davy-bui/377-surveying-the-defense-industry?source=feed#comment-483528 483528 Thu, 30 Apr 2009 00:57:20 -0400 http://seekingalpha.com/news/market_currents/post/22543?source=feed#comment-475572 475572 Fri, 24 Apr 2009 09:46:25 -0400 http://seekingalpha.com/news/market_currents/post/21646?source=feed#comment-461619 461619 Mon, 13 Apr 2009 12:14:09 -0400 http://seekingalpha.com/article/130426-bailout-comedy-of-the-week-deciding-the-fate-of-american-companies-on-snl?source=feed#comment-461496 461496 Mon, 13 Apr 2009 10:44:47 -0400 http://seekingalpha.com/article/124780-autozone-is-headed-for-a-near-term-breakdown-time-to-short?source=feed#comment-456155 456155
* RBS PARTNERS, L.P. hold 40.67%, 23,370,297 shares. This hedge fund is backed by billionaire Edward Lampert.

Short interest rate are so high that this offers market maker a good chance to squeeze your short position.

* Shares Outstanding5:54.69M
* Float:54.08M
* Shares Short (as of 10-Mar-09)3:6.22M
* Short Ratio (as of 10-Mar-09)3:2.8
* Short % of Float (as of 10-Mar-09)3:11.50%


On Mar 08 09:45 PM texas6006 wrote:

> All these things could have been said about AZO 3 months ago. You
> did not even mention that this Company has the worst balance sheet
> ever, loaded with debt in this tight credit environment. The fact
> is that it keeps defying gravity because everyone knows what is wrong
> with the Company and take the same (sell) side amd we end up with
> too many shorts. My March puts are expiring worthless in this kind
> of market. That is just insane.]]> Wed, 08 Apr 2009 10:25:57 -0400
* RBS PARTNERS, L.P. hold 40.67%, 23,370,297 shares. This hedge fund is backed by billionaire Edward Lampert.

Short interest rate are so high that this offers market maker a good chance to squeeze your short position.

* Shares Outstanding5:54.69M
* Float:54.08M
* Shares Short (as of 10-Mar-09)3:6.22M
* Short Ratio (as of 10-Mar-09)3:2.8
* Short % of Float (as of 10-Mar-09)3:11.50%


On Mar 08 09:45 PM texas6006 wrote:

> All these things could have been said about AZO 3 months ago. You
> did not even mention that this Company has the worst balance sheet
> ever, loaded with debt in this tight credit environment. The fact
> is that it keeps defying gravity because everyone knows what is wrong
> with the Company and take the same (sell) side amd we end up with
> too many shorts. My March puts are expiring worthless in this kind
> of market. That is just insane.]]> http://seekingalpha.com/article/111781-what-if-hovnanian-s-equity-goes-to-zero?source=feed#comment-443209 443209
Let me share a funny story:
When I visited HOV's homes, the seller told me that HOV had its mortgage company and didn't own much debt to bank. HOV would be very stable.

I told her HOV's balance sheet didn't look good.

She said, "We have over 800 million cash".

I smiled. We lived in the funny world. I didn't want to hurt her feeling by the words: HOV's asset couldn't cover its liability, let alone more than 2 billion debt. ]]> Sat, 28 Mar 2009 02:52:00 -0400
Let me share a funny story:
When I visited HOV's homes, the seller told me that HOV had its mortgage company and didn't own much debt to bank. HOV would be very stable.

I told her HOV's balance sheet didn't look good.

She said, "We have over 800 million cash".

I smiled. We lived in the funny world. I didn't want to hurt her feeling by the words: HOV's asset couldn't cover its liability, let alone more than 2 billion debt. ]]> http://seekingalpha.com/article/124780-autozone-is-headed-for-a-near-term-breakdown-time-to-short?source=feed#comment-443205 443205 * 1,663.86/2005
* 1,846.65/2006
* 2,007.43/2007
* 2,150.11/2008


On Mar 09 02:45 PM TBill wrote:

> Yup, you are crazy. Well, not all that crazy as you said for long
> term investors to keep the stock. Who knows where it will go short
> term?
> AZO is a well run company, doing a much better job than PBY. [Shorting
> PBY might be a good hedge for AZO.]
> I've owned it for a while, very happy with it, but due to market
> conditions have sold out of the money calls on it. Keep watching
> the top and bottom lines. As long as the numbers hold up, keep the
> stock.]]> Sat, 28 Mar 2009 02:19:15 -0400 * 1,663.86/2005
* 1,846.65/2006
* 2,007.43/2007
* 2,150.11/2008


On Mar 09 02:45 PM TBill wrote:

> Yup, you are crazy. Well, not all that crazy as you said for long
> term investors to keep the stock. Who knows where it will go short
> term?
> AZO is a well run company, doing a much better job than PBY. [Shorting
> PBY might be a good hedge for AZO.]
> I've owned it for a while, very happy with it, but due to market
> conditions have sold out of the money calls on it. Keep watching
> the top and bottom lines. As long as the numbers hold up, keep the
> stock.]]> http://seekingalpha.com/article/124780-autozone-is-headed-for-a-near-term-breakdown-time-to-short?source=feed#comment-443202 443202

On Mar 08 05:00 PM Pj568 wrote:

> Seems like a reasonable short as the AZO buyback policy has levered
> up the balance sheet to 85x with no working capital and 300M of debt
> due this year. Don't understand why they want to take this gamble.]]> Sat, 28 Mar 2009 02:00:47 -0400

On Mar 08 05:00 PM Pj568 wrote:

> Seems like a reasonable short as the AZO buyback policy has levered
> up the balance sheet to 85x with no working capital and 300M of debt
> due this year. Don't understand why they want to take this gamble.]]> http://seekingalpha.com/article/123318-february-wrap-up-252-banks-on-fdic-watch-list-gold-pull-back-dow-declines-again?source=feed#comment-443182 443182 Sat, 28 Mar 2009 01:12:18 -0400 http://seekingalpha.com/article/123318-february-wrap-up-252-banks-on-fdic-watch-list-gold-pull-back-dow-declines-again?source=feed#comment-443180 443180 Sat, 28 Mar 2009 01:10:16 -0400 http://seekingalpha.com/article/119928-boeing-s-bad-balance-sheet-may-doom-it?source=feed#comment-428730 428730 Tue, 17 Mar 2009 03:06:39 -0400 http://seekingalpha.com/article/75545-etf-update-currency-etfs-investing-in-single-countries-implications-of-the-china-etf-rally?source=feed#comment-162039 162039 Mon, 05 May 2008 11:12:17 -0400 http://seekingalpha.com/article/70362-pause-for-concern-on-chinese-currency-etn?source=feed#comment-149329 149329 CIC) bought a 9.9% stake of Morgan Stanley worth US$ 5 billion on December 19, 2007.]]> Fri, 11 Apr 2008 22:38:08 -0400 CIC) bought a 9.9% stake of Morgan Stanley worth US$ 5 billion on December 19, 2007.]]> http://seekingalpha.com/article/31129-currency-etfs-and-etns?source=feed#comment-132802 132802 Fri, 28 Mar 2008 01:06:18 -0400 http://seekingalpha.com/article/64804-buffett-s-berkshire-hathaway-buying-kraft-foods-glaxosmithkline-selling-iron-mountain?source=feed#comment-127435 127435 Mon, 17 Mar 2008 01:08:54 -0400 http://seekingalpha.com/article/64220-commodity-etf-overview?source=feed#comment-117300 117300 Tue, 19 Feb 2008 23:00:54 -0500