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Gout Attack

Gout Attack
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  • BlackBerry's Enterprise Mobility Deal With Google Is A Potential Game Changer [View article]
    @ Hopf. Ask your Comrade in Arms, KIA how his April 11 puts are fairing. Not so "excellent" Maestro.
    Feb 26, 2015. 08:41 AM | 7 Likes Like |Link to Comment
  • BlackBerry's Enterprise Mobility Deal With Google Is A Potential Game Changer [View article]
    @Hopf. " I have posted sufficient examples over the course of a year.." You have also been serenading this thread with "Fire in the theatre..get out..stock going to zero..." over the past 2 years!
    You getting a little frustrated hombre? Maybe mr. market has a keener sense of where Blackberry is headed than you do.
    Feb 26, 2015. 08:33 AM | 16 Likes Like |Link to Comment
  • Jamba Juice: Potent Hype, Bitter Aftertaste [View article]
    @ Strret Sweeper. You came up with Jamba Juice as a Short bet? Borderline hilarious ....they make a healthy product and probably get acquired for 25 bucks plus down the road ( Starbucks or another that actually recognizes value.)
    Good Luck shorting this...anymore random ideas you have ?
    Feb 10, 2015. 09:12 AM | Likes Like |Link to Comment
  • Linn Energy Looks Better Now Than It Did A Few Weeks Ago [View article]
    @ ATrautmann LiNE and LNCO are both knocking on 14's....you need to revise your goal posts. General 5 year thesis means nothing. Anyone who thinks they can place an educated guess on Oil Prices for 5 months let alone 5 years is both uneducated and foolish.
    Feb 8, 2015. 06:14 PM | 8 Likes Like |Link to Comment
  • Northwest Has A Differentiated Technology Platform In The Emerging Immuno-Oncology Landscape [View article]
    @ SOS. Thanks for an amazingly informative and valuable update on NWBO. Do you think ultimately A Novartis or Amgen or BMY will have to acquire NWBO to fully maximize the ability to deliver the vaccine/product to mass markets?
    Mankind and Sanofi as an example also come to mind as an option: no acquisition but a licensing deal.
    When and if that "end-game" comes ....how to you see it?

    Gout
    Feb 8, 2015. 09:49 AM | Likes Like |Link to Comment
  • Linn Energy Looks Better Now Than It Did A Few Weeks Ago [View article]
    Article is both informstive and spot on ( pardon the pun ) . More recent articles including Jake Walsh's were also helpful provided you considered common sense and used them as contrary indicators. This author bought in at 10 and gets a 35% move. Selling some shares after the 35% move is conservative and a touch to soon IMO.
    The argument against Jake Walsh's " Ponzi" reference is that higher oil prices or conversely lower oil prices are what really dictate share price movements in most MLP's. That argument looks stronger at this point.
    Gene Wiley, looks like you were drinking Jake's kool-aide when you refered to LINE as " A juicy short." You bit into a rotten apple apparently and left that juicy plum in the cupboard.
    Feb 8, 2015. 07:51 AM | 13 Likes Like |Link to Comment
  • 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
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416 Comments
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