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Gout Attack

Gout Attack
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  • Linn Energy: Is There Any Value In The Equity? [View article]
    @Jake I and others should have no issue with you being Short. Whether you just went short or did at higher prices when HedgeEye and others you referenced yelled "Fire in the Theatre" is another story.
    Since you brought up JK and Bronte and Hedgeye ....make sure you get the record straight while you choose to jump on their collective wisdom, and bandwagon:
    They warned of LINE doom and gloom several quarters ago when the stock was 22 to 25. For at least 5 maybe 6 quarters the stock rallied back up to the mid-thirties. Paying a very nice dividend. Whether it was return of Capital or "funny money" ...the bank account or brokerage account doesn't discriminate, Jake. It's real green $$.
    So I ask you, are your heroes JK, HedgeEye, and Bronte the Cat's meow ? Hardly.
    Every MLP and I mean EVERY MLP is reacting to a dramatic correction in WTI and Brent......LRE, BCEI, BBEP, SN, ARP...ect. ect ect
    Have your buddies and maybe even you ( but we don't actually know where you went short and when) been validated ? Probably. But not because of any "ponzi scheme"...that kind of vilification lost its credibility long before oil prices were cut by more than half.
    Let's see how the ponzi works when Oil rallies back to 85 Jakey.
    Feb 1, 2015. 11:23 AM | 7 Likes Like |Link to Comment
  • Jamba Seems To Be Getting A Little Ahead Of Itself [View article]
    @ George ....the stock has finally broken out a bit but is still cheap. Remember this stock reversed-split 4 to 1 so it's the equivalent of its original high of 4 bucks from several quarters ago. The comparison to Monster is truly an Apples to Oranges
    ( pun intended) comparison. Jamba has Starbucks potential on a smaller scale. And don't be surprised if a company like Starbucks considers a bid for Jamba as well. I found your article informative but random...plenty of other stocks that jump out as "getting ahead of themselves"
    Jan 23, 2015. 09:53 PM | Likes Like |Link to Comment
  • BlackBerry: Can We Get Back To Business Now? [View article]
    @ Hopf. " The heartbeat of a dying entity" Indeed Hopf. Shorts gasping for air, many of them clamoring their way through the same door pushing the stock Up 35%. That near - death experience amplified in a chart that portends a glimpse of what's ahead: A stock headed for 15 bucks.
    Jan 20, 2015. 06:48 AM | 10 Likes Like |Link to Comment
  • BlackBerry: Why Do Investors Never Learn From Buyout Rumors? [View article]
    @ Hopf I applaud you for beginning to write on the forum as you did on the 12th of January. It legitimizes your hard core bearish thoughts on red-headed step -child Blackberry. At a minimum it forces you to be more informative (if you actually have any insight) as opposed to inflammatory while delivering your opinions. It was nice to see the 30% rally within 48 hours of your first article. You have provided a clear contrary indicator for the past 12 months . Don't stop now.
    Enjoy the Shortsellers relief pull-back today...it won't last for long IMHO.
    Jan 15, 2015. 04:24 PM | 12 Likes Like |Link to Comment
  • About Linn's Big Dividend Cut [View article]
    @ Casey. Great article, well balanced. Wonder what your thoughts are on BTU and the red-headed ( black too) stepchild Coal.
    Appreciate your insight.

    Gout
    Jan 4, 2015. 10:55 AM | 1 Like Like |Link to Comment
  • Is Linn Energy's Distribution Cut The Result Of Bad Deals In 2014? [View article]
    @ Josh " While it is easy to be an armchair quarterback" ( Monday morning one too) LOL. Because you are a hedge fund manager at Young Capital Management you likely are qualified to both understand and opine on LiNE's hedging strategy. Your Marcellus vs. 2014 "Key Deal" analysis is commendable. BBEP has also cut its dividend and will also rally now as well. Your article has merit. When the price of energy rallies back this sector will outperform the Market in a big way. You almost got yourself to say that ....but you have written that only "appropriate" hedges in the future are the key. That's where you misstep...you don't hedge against falling prices if their is a higher probabilitiy that they will rise sharply ...you ride your assets and maximize the return by NOT choking them off with a hedge. Look into spell-check too please. Your 4th bullet point is lacking grammatically. Finally, when this sector rallies please notice how these stocks respond in kind. You are going to find that the precipitous drop in oil prices is the key element. If you ever decide to not manage a hedge fund you might want to go work for a big MLP and help them with their needs.
    Jan 4, 2015. 09:01 AM | 5 Likes Like |Link to Comment
  • Linn Energy: A Bitter Pill To Swallow [View article]
    @ Wiley Coyote You can judge " LINE Bulls" all you want. Knock your expert self out. When ( not if) WTI creeps back to a 8 or 9 handle this stock and others will be trading much, much higher. The risk is worth the reward Mr. Monday morning Qback. Line management will look pretty smart because the commodity, energy will bounce back and make them look so. I'm looking at my "statement" alright , and didn't mind buying the stock under 10 both times it visited single digits in the past month.
    Jan 3, 2015. 10:09 AM | 6 Likes Like |Link to Comment
  • BlackBerry: 2 Factors Working Against Shorts [View article]
    David "563" is not David "653" don't think that "653" suddenly found religion and is a fan of Waterloo LOL
    Dec 29, 2014. 10:26 PM | 3 Likes Like |Link to Comment
  • Is BlackBerry Really Working With Boeing On A Self-Destructing Phone? [View article]
    @ Manfredthree. I wanted you to be aware that I tried to respond to your comments in a recent SA article where we both challenged KIA on his trading record/disclosure. My responses to both you and separately to kIA were both bumped from the forum apparently!
    I will try again to respond with the hope that SA will appreciate balanced responses have to be delivered in KIND.
    1) I don't challenge the validity of KIA's trades.....I only pointed out that being terribly under water on the open leg ( the $10 puts) was nothing for him to be bragging about.....which he was by touting the continued choice of using a straddle..When I called him out on this , he made reference to me as being "Spadenfruede".....I took offense to him calling me both envious and malicious ....I am neither.
    2) My response to you, Manfredthree, was in solidarity with your views regarding Blackberry....I most have struck a nerve that you wouldn't be allowed to read or share my views.
    His puts will likely expire worthless on Friday and more puts might be purchased...that's fine by me. His Sly Sleuth investigation and calling Boeing IR is appreciated actually and I give him credit for doing so. However, the title of today's article seems provocative and a touch mis-leading. Blackberry IS working with Boeing. If KIA feels the need to discredit Chen, he has the right to enter that slippery slope.
    And others have the right to disagree with him.
    Dec 24, 2014. 04:14 PM | 3 Likes Like |Link to Comment
  • BlackBerry: Back In Black [View article]
    @Kevin. " You do not seem to have any idea...." No need to even finish your sentence to David653. Your message to the seemingly most myopic Blackberry Doomsdayers is understood. Companies adjust and re-posistion themselves and maximize their strengths. They do this with courage and with strong leadership. The stock price will DISCOUNT this and price it into the Market. So twice now this stock has discounted a 6 buck fire-sale value. Now it is building in a value more in step with the turnaround taking flight.
    You are Right not "write"!
    Dec 23, 2014. 11:55 PM | 1 Like Like |Link to Comment
  • Is BlackBerry On The Cusp Of A Turnaround? [View article]
    @ BigChoc. It's funny that you reference "door to door" anything. Blackberry is now a 3.5 billion revenue generater without the benefit of both advertising and US carrier support. Remarkable how frustrated you and other Goliath Bears become when Chen steps up and re-posistions this company for success. The stock is at $10, headed higher hombre...keep spinning your short bet ....are you any different than overzealous longs in the stock?
    Dec 21, 2014. 10:24 AM | 5 Likes Like |Link to Comment
  • Is BlackBerry On The Cusp Of A Turnaround? [View article]
    @ KiA how are you doing on the 2nd half of your $10 straddle? How many contracts do you actually trade? When you claim a "25% profit, as you quickly turned on the first day you put on the straddle ( I'm referencing your play by play of trade 15 you wrote) , did you make $50, $500, or $5,000, ect.? Only asking to judge what amount of Capital you employ to back your strong views on Blackberry.
    If I asked you this before, and you replied already, I apologize.....I might have missed it. Owning a straddle , means knowing when to sell in both directions. You need the stock to get far, far away from $10 bucks after you put it on. Then you have to "guess" which side to unwind first. You are not just betting on volatility.....your betting that you basicallly know how to time moves in the stock over a short period......theoretical with the stock closing at $10 and a few trading days left ....anyone that bought this straddle and hasn't lifted a leg is losing big-time. You, KIA of course, will now update everyone that you unloaded your Put-side on Friday's pre-market .....Right?
    You just haven't had time to bring current your "Score Card." Or maybe your bearishness remains in tact and you will see if BB will drop this week. Please quantify those 2 questions. Thanks as always!
    Dec 21, 2014. 09:36 AM | 24 Likes Like |Link to Comment
  • Update: BlackBerry Earnings Down But Not Out [View article]
    @ Hopf .." you know full well that this is nothing short of bogus, to put it mildly.
    You don't put anything "mildly" on this forum. Go ask for a refund on your investment losses due to the stock not cooperating and not heading south. You sound almost frustrated with Chen's ability to lead and posistion Blackberry.
    Dec 19, 2014. 11:54 PM | 3 Likes Like |Link to Comment
  • BlackBerry: Analyzing The Secusmart Purchase [View article]
    @ Hopf ....then happily go about their ways as usual...you mean like the share price of your red-headed stepchild Blackberry...happily trading near $11 while you have agelessly been calling for "zero."
    Dec 7, 2014. 12:16 AM | 5 Likes Like |Link to Comment
  • BlackBerry: Analyzing The Secusmart Purchase [View article]
    @millguy1960 Oh boy 1960...I was married and divorced twice to both wives who were born in that year...anyhow. His trading is laughable...its to provide astetic value and cover for his true agenda and message. Buy a couple of puts...catch a brief drop, and claim a "25%" profit. That might be a $100 gain on a good day. Big deal. The stock is basically up 90% from when most of his articles filled the airwaves of this forum. Maybe he catches a zig and maybe a zag ....but he's on the wrong side of the past 15 months trade. I respect his bearish views...I don't think however believe he respects the Market....which knows a tad more than him at this point.
    Dec 7, 2014. 12:06 AM | 4 Likes Like |Link to Comment
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