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obkozranch@aol.com

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  • GM's Lack Of Strong Governance Is A Reason To Avoid The Stock [View article]
    I think Ms Barra is genuine, and you Sir have an ax to grind. I do not believe this is the same GM, and the forthright power of WOMEN CEOs will prove that out. GM will hit 50% higher, and they are immune from personal liability issues regarding this recall. With a 6B$ recall fund, GM will shine in 2014. Unfortunately so many will miss the run up as being too scared, and not understanding what's going on. Yes the old GM, run by MEN disregarded a quick, inexpensive fix, to a problem that caused many deaths. But make no mistake, it is apples and oranges, and this new GM is not the rotten apple you would have us believe. I want a new Camaro and Sting Ray. I'm so confident I bought 5500$ worth at 34, downside risk is 2.42$. I can live with that.
    I am very sad, sorry for any deaths that have occurred with the old GM. Make no mistake, my prayers are with them.
    kenn
    Mar 18 07:34 PM | 5 Likes Like |Link to Comment
  • Reviewing Longbow Research's Downgrade Of SodaStream [View article]
    yes yes, manufacturing., my bad. Whatever happens, I'm long here, and will stay till 130$/share.
    Was looking at the EPS. Previous earnings for last 3 years all show the lowest for the quarter including Christmas. 24, 32, 44 respectively last 3 years. Why the lowest on the biggest shopping quarter? Advertising perhaps, and looking at the growth, to forecast this q's (ending 12/31), I'm guessing; ~.60?
    What's your knowledge if you don't mind? I saw that last .90 last q. I have to admit the numbers are all up, and consistently, I'm glad I bought. @ 144M per q, this will get interesting as it approaches 200+ per quarter.
    kenn
    Jan 2 01:33 AM | Likes Like |Link to Comment
  • Reviewing Longbow Research's Downgrade Of SodaStream [View article]
    Great, thank you. I've done a lot of research on SODA but not so much on Steifels ability to call this. Seems to me, everyone was not looking for a small rise in syrup sales, but I see more and more units sold. I like the new distribution center coming online, and the aggressive tone for Japan and Italy, and Brazil. Lets not forget the 1B$ mark 2016. So I was stumped as to the sell off and the Steifel call. I will give mngt. the benefit of the doubt, and believe it was the inventory rebalance on the retailers end, just this once. Took a long first time position on Fri. Doesn't seem to be a fad to me.
    again thx,
    kenn
    Dec 29 11:45 PM | 3 Likes Like |Link to Comment
  • Reviewing Longbow Research's Downgrade Of SodaStream [View article]
    Home Tortilla Makers Inc., or Fondue pots of France Inc., I haven't heard of those companies. LMAO
    Desperation leads to inane comments I guess.
    Thx for the article.
    I'd like to know what you think of Steifel Nicholas downgrade and why. I consider them smarter than Goldman. Is it valuation or a slower growth curve with the new distribution center, and beginning of the year.
    Thx Ken
    Dec 28 08:18 PM | 2 Likes Like |Link to Comment
  • Silver Wheaton: Where Is The Bottom? [View article]
    I'm getting long SLW at 19.50, then buying more at 17.50, and blowing the last tranche at 15.50. I do not believe I will see 15.50, and 17.50 will be a gift.
    Just like the top, no one rings the bell at the bottom either. But I can read, and I can do TA. I say GLTA who sit watch and wait.
    I know this.......the world is going into a kumbaya moment, and silver will rise. The world will fall apart, and silver will rise farther. I will wait to buy gold, till it looks like the world will fall apart.
    kenn
    Dec 24 01:44 AM | 1 Like Like |Link to Comment
  • Why These Dry Shipping Stocks Are Dropping Like Flies [View article]
    Still I don't get it. I was kicking myself for not going for EGLE at 3.60 before the run. Now it's below??? Isn't the Trans Atlantic free trade agreement coming?? Is this proof the world economies are trash and the QE is going to wreck America. So far the gold trade isn't suggesting that. I want Gold, I want the shippers, miners, et.al. but this QE is driving sh#t stocks and I just don't get it. What does one look for? With skipper Yellen, it seems QE will never stop. Should we the people be worried? Can the FED handle the 4T on it's balance sheet indefinitely??
    your thoughts,
    thx,
    kenn
    Nov 15 04:18 PM | Likes Like |Link to Comment
  • The Tile Shop: Like Crazy Eddie's, But With An Undisclosed Related Party And A Chinese Twist [View article]
    Anyone who invests in this company after these allegations is just greedy. Everything will be lost through lawsuits and penalties of fraud; if they are true. Stepping aside and waiting for an outcome is prudent, all I can say after reading this is WOW! To have you guys actually go to the hotel, it's an episode of American Greed. Amazing it is even traded at this point. Shows the lack of oversight by our own SEC. Holy Cow Batman, Gotham City Police is working.
    I have to admit at first blush, I was reminded of AMBA, and that article attesting to a single customer 30% of sales, and they were slowing, which took the stock to 13 from 19, and thought you guys were a joke. But after reading this........if it's true, if half is true, the inventory, and BP part, with relatives, then it's OUT OF BUSINESS.
    kenn
    Nov 15 03:47 PM | Likes Like |Link to Comment
  • Trulia: Critical Ad Inventory Expansion Catalyst And Events To Monitor [View article]
    I totally think the move as not in response to the "rumor". It happened at 2pm after the conference was over at 12.
    Trulia is a service used by both parties, and will be a great service. As interest rates rise, more diligence will be needed. Where are you going to go? A mobile app is good indeed. Realtors see this, buyers see this. Come together, right now, on Trulia.
    Kenn
    Nov 14 05:41 PM | Likes Like |Link to Comment
  • Trulia: Not The Market Leader [View article]
    Thoughtful but missing a few key points:
    Additionally, the company recently enabled all of its 150,000 users to automatically capture leads, generated by the leading consumer real estate sites in addition to those generated on the road and company websites. This feature called site stream was launched in June and thousands of agents are already using this innovative new feature. This combination of massive distribution and rapid product innovation are examples of our Market Leader’s open platform approaches providing benefits to other’s current match. We are also leaving little reason for customers large or small to invest in any competing platform. All of this is establishing our platform as the only one a real estate professional will ever need. Market Leader’s software platform with approximately 150,000 users is the most comprehensive, fully integrated software platform in the real estate industry. It’s achieved a status, thanks to both the online strength of the platform and to the company’s deep channel relationships with some of the nation’s largest franchisors including Keller Williams, Century 21, and Better Homes & Gardens. These brokers and franchisors as well as many others have built their businesses on the Market Leader platform and act as advocates across the nation for platform adoption and engagement.
    Now that we have completed the acquisition of Market Leader, we plan on helping the Market Leader team continue to extend its commanding lead in this critical segment. At the same time, we will accelerate the growth of the combined Trulia and Market Leader platform as the de facto operating system for the real estate industry.
    ARPU was down $8 sequentially due to the record subscriber growth Trulia has achieved in recent quarters. When new subscribers first sign up, they typically spend lower amounts than existing subscribers as they test and become familiar with our products. This puts downward pressure on ARPU in the short-term.
    ARPU target just to remind folks as part of our IPO roadshow we had shared with investors long-term targets for the business and in particular we see 225,000 subscribers on our platform at an ARPU of $450 per month. With the acquisition of Market Leader, it only increases our confidence and potentially accelerates the path to getting to that long-term ARPU number. So at this point, I would just leave that $450 ARPU as a number that applies to the combined entity, including Market Leader.

    While it is true they are not there yet, I believe Trulia will succeed. Both key points YOU make are refuted in their CC. 150K users vs. subscribers is a key takeaway to be worked out. The CC at NYC had to go well otherwise the shareprice would not have taken off. Some attribute it to a "rumor" but quite frankly @ 2pm when the conferences finished, TRLA moved.

    Have a super day,
    kenn
    Nov 14 01:31 PM | Likes Like |Link to Comment
  • It's Time To Short IMAX [View article]
    I think we can finally put this bad idea to rest. IMAX is not to be shorted. Get it? Good.
    Laughing all the way to 42$
    kenn
    Nov 7 12:41 PM | 1 Like Like |Link to Comment
  • It's Time To Short IMAX [View article]
    Please post when you short IMAX. nuff said. PT 42$, we will see who is right. I am long at 26, and will share my close of the position. I disagree with you, and if you call and inquire about the Gravity share, you too will be taken back.
    kenn
    Oct 21 12:45 PM | 1 Like Like |Link to Comment
  • It's Time To Short IMAX [View article]
    Watch in the CC they announce Africa, and SA (South America) is coming strong. Most analysts on the last call wanted SA to be improving. Analysts also missed the FACT Gravity gives a big boost to IMAX, as they are getting more from this movie than the regular percentage. This Thursday afternoon will be quite interesting.
    Make a phone call next time before you smack IMAX.
    kenn
    Oct 21 12:17 PM | Likes Like |Link to Comment
  • It's Time To Short IMAX [View article]
    Excuse me, but do you short and hold stocks for 2 years???? Grasping at straws in a bull market. YOU don't even own IMAX !!!!!

    Think about it after 42$ The world has yet to see IMAX. But, they will.
    Oct 21 12:09 PM | Likes Like |Link to Comment
  • It's Time To Short IMAX [View article]
    Yeah Hobbit was bad. Couldn't imagine paying up in IMAX for that. IMAX has a role, albeit a small role, in the grand scheme of things but non the less a role. Thanks for the rebutal, I thouroghly enjoy IMAX when I go. I think they are growing, and aren't they "the bomb" as far as cameras, tech, and way better than realD, I have been to both and don't have, feel the same effect at realD as I do IMAX.
    kenn
    Oct 21 12:04 PM | 1 Like Like |Link to Comment
  • It's Time To Short IMAX [View article]
    IMAX just broke the 26.85 resistance. Thanks, now is NOT the time to short. Your desperate, or at least will be in 72 hours. You do not go out very much as you say folks will tire of the higher price. Let me tell you something, I'm tired of regular movie theaters and alway go to 3D movies, otherwise I go somewhere else to "go out".
    Funny you would consider or NOT consider the revenue from Gravity. It is my understanding they are getting close to 25% of the take. Gravity is on pace to be this years BLOCKBUSTER movie and it hasn't even stopped running yet. Right now today IMAX's take from Gravity is 48M$.
    Clearly you, in your world, don't understand the allure of the 3D, and just how much people are willing to pay to be immersed in the IMAX experience. No, long from the drop @ 26$, hope you short it.
    Hope you print a positive article when it hits 42$. But you won't, you don't own IMAX!
    Oct 21 11:58 AM | 1 Like Like |Link to Comment
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