Seeking Alpha


Send Message
View as an RSS Feed
View smitsky's Comments BY TICKER:
Latest  |  Highest rated
  • SodaStream is #1 Sparkling Water Brand in the World [View article]
    Sounds good to me.

    Long SODA.
    Mar 2, 2015. 08:29 AM | Likes Like |Link to Comment
  • Halcón Resources: Bakken Wells Impress [View article]
    I would keep an eye on support levels. This may not be exact, but here goes:

    Crude: 49.52
    USO: 18.10

    Support for USO is right around 18.14. Since we are a bit under that as of Friday's close, this is a Bearish signal. We have a support range below at 17.58-17.82.
    Mar 1, 2015. 01:19 PM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    Clearly the management team needs to figure out how to achieve the lofty goals they have set for themselves. I commented on this to OM when I took a position. My exact comment went something like, "It would be imperative to see management turn this around in the USA in the near future." So there you have it. SODA is a value-oriented speculation play and buy-out candidate.

    Conversely, if management cannot get their act together and the company does not get bought out, selling pressure could certainly depress share prices further going forward.
    Mar 1, 2015. 10:00 AM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    Very interesting!

    Reminds me of something my mother taught me when I was a little boy:

    Smitsky, some people look at a half filled glass of water and say, "My cup is half empty!" Other's look at the glass and say, "My cup is half full!" Be like that person in your life. Always be grateful for what you have and try not to look at your cup as half empty.

    500 million is half full.

    Keep going SODA!
    Mar 1, 2015. 01:35 AM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]

    Good ideas here.

    As I stated in the comments within Chris DeMuth Jr's recent article on SodaStream, I took a position in and subsequently averaged down into SODA following Ocean Man. This isn't one of his 2015 picks, but a spec and a buyout candidate. I know he made a profit on a recent trade of it just as it announced earnings in pre-market trading. I'm not in the money on it yet, so we'll see.

    As for oil stocks, I'm up quite nicely (knock wood) on a number of them, and on SN it's currently 41% since Dec. That's one of his 2015 picks. I booked profits along the way, so even if there is more downside as you mention the possibility of, I'm way ahead.
    Mar 1, 2015. 12:13 AM | 1 Like Like |Link to Comment
  • Calumet Specialty Products Partners (CLMT) Q4 2014 Results - Earnings Call Transcript [View article]
    I'm up almost 10% at this time because I followed Ocean Man's call for "Refiner Madness!"

    Long CLMT!

    Keep going, and remember:

    "Refiner Madness!"
    Feb 28, 2015. 06:50 PM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    I just saw a number of SodaStream kits and flavor bottles on display at Best Buy in NYC. They looked attractive. I asked the sales clerk how they were selling and he said "very well." I then explained to him that I was asking because I invested in the company's stock. To this he replied, "Oh, they must be doing very well." When I told him that actually the sales were down and the company wasn't doing very well he seemed surprised. He replied, "Well, they are selling at a good clip here."

    So there you have some concrete proof that the product is selling at a large well-known retailer in the biggest city in the world, and looks attractive on display.
    Feb 28, 2015. 03:40 PM | 4 Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    David, also since you describe yourself as a value investor, did you see Chris DeMuth Jr's article which commences with a bullet point about SODA trading at an attractive valuation?
    Feb 28, 2015. 10:58 AM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    Thanks for your reply David. I was not referring to you.

    My friends coworker went to a store to purchase a machine that she gave as a gift to her husband. He loves it. From this I deduce that it is a good product. If someone I know tells me otherwise, or if I see one for myself and come to the conclusion that it is less than a good product, I will change my opinion of the product.
    Feb 28, 2015. 10:43 AM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    David, forgive me for answering here because you were addressing W8 and not me. I do know someone who owns a SodaStream machine and really likes it a lot. Their wife bought it for them as a gift, and they are very happy with it.

    I see a few individuals who post very negative ideas about this company in any article pertaining to it, and I can't help thinking that they have short positions and are attempting to discourage investors from taking a long position in shares of this company.
    Feb 28, 2015. 12:33 AM | 1 Like Like |Link to Comment
  • Scarlett Johansson Was Right About SodaStream [View article]
    Looks like a very good speculative value-play and takeover candidate. Thanks for the article.

    I'm also long, as I followed OM into the issue initially at $20.28, and then added to the position at $18.27.

    I know someone who has a coworker whose wife gave him a SodaStream machine as a gift and he loves it, so I know the company has a good product. I expect SodaStream to do well. Keep us posted Chris and thanks again.

    Feb 12, 2015. 07:47 PM | Likes Like |Link to Comment
  • Is crude oil's bounce over? [View news story]
    There is an argument which states that this whole price-decline was caused by traders shorting the Futures. As you put it, "massive market manipulation." Very well said IMO. Reps.
    Feb 11, 2015. 12:01 AM | 1 Like Like |Link to Comment
  • Is crude oil's bounce over? [View news story]
    When does a bounce turn in to an uptrend?

    If you look at the price-action and well-known indicators of many issues in this sector, you will see signs of an uptrend. At this point the question is will it continue? My prognostication is yes.
    Feb 10, 2015. 10:58 PM | Likes Like |Link to Comment
  • What A Difference A Week Can Make In The Energy Sector [View article]
    What we may be seeing is a process of making a bottom. Is the bottom in now? You could argue that it is. In this case the price of Oil will not fall below previous lows. If it isn't, it will again test that area which has become well-defined and that test will not hold.

    If a bottom is in there could still be a test, but that test will be successful. The other scenarios are that the price could move sideways in a trading range, or that the price could break further upwards.

    Unless you can tell what is going to happen in advance, you have to make a prediction and watch. My thoughts are that we are in the process of making a bottom, and prices will move higher over time.

    As for your question about buying, I would buy less if the price goes higher and more if the price goes lower. Something like averaging down, but with the idea of adding a smaller amount to your position if prices go up.

    Hope that helps.
    Feb 7, 2015. 11:38 AM | 1 Like Like |Link to Comment
  • Oil Is In Recovery Mode - Cramer's Mad Money (2/2/15) [View article]
    CVRR has risen 32% from its low in a couple of weeks. Now Cramer says not to chase it. He also said not to buy it. If you listened to him you missed the 32% gain in a couple of weeks. I'm happy I didn't listen to Cramer on this one.
    Feb 3, 2015. 08:28 AM | 3 Likes Like |Link to Comment