Earning REady

Why BAC Will Beat: Understanding a New Bull Market Is Not Underway

A month later BAC is trading at the same price ... can't say the same for gold.
Rigged? Check out the Commodities Futures Trading Commission if you are looking.

A Perfect Storm Brewing for Puda Coal

I love to play Puda 2 weeks before earnings and promptly sell right after.
Now that they had a letter of intent to consolidate 6 mines I sold my whole position last 10 days.
Not a fan for 6 mines. I think they will get it and I do not want to be a mine owner. I only want to be a coke washer.

Shanxi has a great future but I'd rather partner with Agrium via Hanfeng than hold Puda and lose sleep over mining accidents, delays, and dillution.

I liked buying this year @ .17 and would again...if a mine is not acquired.

Why BAC Will Beat: Understanding a New Bull Market Is Not Underway

Mr. Kim,
Excellent call on a bear rally ending and BAC and why.
Somewhere between the rumor16 out of 19 banks will fail the stress test I started a sell in April as May is too far away!

In the meantime I look forward to reading your personal opinions!

Why BAC Will Beat: Understanding a New Bull Market Is Not Underway

Mr. Kim,
Excellent call on a bear rally ending and BAC and why.
Somewhere between the rumor16 out of 19 banks will fail the stress test I started a sell in April as May is too far away!

In the meantime I look forward to reading your personal opinions!

New Mark-to-Market Rules: Playing Pretend

Mark to myth accounting with a friendly counter party is nothing we have not seen before just Google Andy Fastow.
1. Banks loan the money to the friendly counter party to buy the worthless securities.
2. The loan is now counted as an asset on the banks balance sheet.
3. These banks assets begin the appearance solvency.
.
4. Then their friendly counter party plays the same game and counts the worthless asset at face value.
5. This gives the counter party another asset.

When did Enron acknowledge their loans were non performing?

Government's Failure to Communicate

Take a moment to consider the multiple layers of leverage in this story to communicate.
First, you have the bank stocks which was inflated by the bank's huge leverage.
Then you're using that as collateral for margin loans = more leverage.
With that money you are buying hedge fund and private equity stakes which are levered.
= Three layers of leverage.

What exactly do you want them to say?
"Leverage TARP and double down baby! This is free money and take what you can as fast as you can before someone figures this out!"

Skins, Inc.: The Next Great Shoe Company?

Excellent read. Buying Sknn.ob at $3.00 with not a single pair of shoes sold in stores would have less odds than winning the lotto. Like you I just waited til I thought the company had disappointed shareholders and finally had a product that they could turn a profit on. Bought recently at their all time low stock price. Perhaps a quarter early as I do not think Q2 will have significant sales numbers but did not want to sit out knowing at the end of this month every whos who of footwear will be seeing touching feeling and buying their line for fall and winter. Thought I better get in before the fashion magazines pump this as the shoe to own.
PS did not buy until I could actually physically buy a pair of shoes in the store. Being a value investor this is one of only a handful of spec stocks I ever will purchase in my lifetime.

Skins Footware: A Next-Generation Crocs?

Originality aways wins over the fashion forward crowd. Like Crox and UGGS Skins has a shoe concept that most people have never seen before. I purchased a pair of Skins footwear and 2 weeks later purchased the stock because I like the shoes and I like the fact they were smart enough to patent their shoe. Protection from competition provides safety for shareholders.

Does Skins Inc. Fit the Mold?

Like all new companies Skins started off with unrealistic timelines and goals. Skins footwear is now at a stock price I feel comfortable owning in my portfolio. I watched this stock for over a year as they missed launches, product did not fit properly, no shoes were found in stores. Finally they have a good product which I personally bought 2 weeks ago, they fit fine, and jumped in before they attend the WSA shoe fair. These were not bumps they were potholes that this company hit. Moving forward I choose to invest in this spec stock as patent protection limits competition and already signed distribution contracts with Zappos. Their concept is no longer a fantasy and the reality of their low stock price was hard to ignore.

Skins: Just Another Silly Shoe Idea?

I sat on the sidelines until now. A year ago Skins Inc. shares were $2.00 with no shoes for sale. Now the Skins shoe is alive and well and the stock is .18 at close today SKNN.OB. I decided to buy stock before they attend WSA (World Shoe Shoe) in Las Vegas. With Distribution already in place with Zappos for fall I look forward to my buy low and sell higher position. Never one to buy on hype I bought a pair Sportie LA on Melrose Avenue 2 weeks ago and see a great market and future for this patent shoe.
Ps I wish CROX would have had a patent protection like Skins does then hardworking people like yourself would not have stock go from 38 to 8 since you wrote your article.

A Perfect Storm Brewing for Puda Coal

Excellent. Agreed to disagree. Picked up shares @.25 today. Looking forward to earnings at the end of this month good or bad I think we both know the future is a a lot brighter for puda than most... down over 80% since I watch. The only thing changed is which board of director the ceo now sits on.
Mining permit easy. Mining safety not.
Puda cheapest to coke
Tell me which plant has an internal coking operations completed?
Which mines wash themselves?
I think you will be surprised by the low % of wash and low % of internal coke.
Although the best

BIDZ Shareholders Fight Against Alleged Illegal Shorting

Nice to see shareholders working together to combat the rampant naked shorting. It is my hopes more shareholders will united as the SEC seem to have an epidemic on their hands. I do not own stock in BIDZ but I own others where the individual shareholder is absorbing to much of these risks.
Best Wishes with your process. In the meantime the rest of us will continue to add our names to Market Reform Movement and the underlying issues of market manipulation and naked short selling petition link
thesanitycheck.com/

Blue Nile Discusses Amazon and Other Competitors (NILE 3Q05 Conf Call Quotes; AMZN, ZLC)

calculations put BIDZ PE now (adjusted for the just released earnings report) at only 15.64 ($10.79/.69).

BIDZ PE = 15.64
NILE PE = 42.30

Net Income (full year 2007):
BIDZ = 18.126M
NILE = 17.459M

Net Income (4Q):
BIDZ = 8.213M
NILE = 7.543M

Just think about that for a minute — BIDZ had a higher Net Income in the 4Q and full year 2007 than NILE.

Blue Nile: Virtual Free-Fall From September High

calculations put BIDZ PE now (adjusted for the just released earnings report) at only 15.64 ($10.79/.69).

BIDZ PE = 15.64
NILE PE = 42.30

Net Income (full year 2007):
BIDZ = 18.126M
NILE = 17.459M

Net Income (4Q):
BIDZ = 8.213M
NILE = 7.543M

Just think about that for a minute — BIDZ had a higher Net Income in the 4Q and full year 2007 than NILE.