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Brandond

Brandond
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  • Bluerock Residential Growth REIT: A 10% Yielding Small-Cap REIT That's Worth A Shot [View article]
    Technical collapse today. Decent site for research. Almost went long last week; now going to sit as this choppy market looks ready to sell off most REITs.

    http://bit.ly/1MScBiZ
    Aug 25, 2015. 07:35 PM | Likes Like |Link to Comment
  • Can Bluerock Residential's 9.5% Dividend Be Trusted? [View article]
    Looks like sub $11 coming. Terrible chart but I'll likely buy for long term in mod $10s. Bought more IRT today as selling there seems short almost irrational. Crazy as all the stats point to more apartment use and less home ownership.
    Aug 24, 2015. 02:08 PM | Likes Like |Link to Comment
  • Whole Foods Market: Avoid The Dip [View article]
    Smart article. 11 WFM articles in August on this site and only one urging caution. Funny to see Whole Foods Gary pumping EVERY article for years and this stock has now taken out 2011 levels. So, if you invested new money here ANYTIME in the past 5 years, you are negative while the S&P is up over 60% even with today's route.

    Folks, save capital. This stock is still wildly overpriced by every metric. Labor costs will continue to increase and the people that liked to shop at WFM are now seeing wealth disappear and they are not going to be going to Whole Paycheck where virtually everything is 25% more than the exact same items at Costco, Kroger, Demoulas, Target or other stores. The only way WFM increases sales is by reducing prices but that will crater gross margins so these guys, Sprouts and Fresh Market are all in bad shape here which is why they are at multi year lows.

    If you don't like the reality supported by the market which has sold WFM off hard for the past 4 years, don't worry, one of the WFM cheerleaders will soon comment about how I'm wrong. Continued market correction and this goes sub $20 guaranteed as there is a big gap down to $18.25 dying to be filled.
    Aug 21, 2015. 06:30 PM | 1 Like Like |Link to Comment
  • Highest Growth Potential And Lowest PEG Among Peers Earns Stein Mart A Buy Rating [View article]
    Added to my position today-wish I bought more last week but this can easily go to $20. Very shareholder friendly management team-see large special dividended in past. Under the radar deal at these prices.
    Aug 20, 2015. 11:26 AM | Likes Like |Link to Comment
  • Can Bluerock Residential's 9.5% Dividend Be Trusted? [View article]
    I've been watching this one for a month and am currently long IRT. The problem with these volatile, smaller REITs for me is that if you get your entry wrong, you need a full year of dividends just to be near flat total return for the year.

    Judging by the recent increase in short interest, it looks to me that big hedge funds are getting ready to hit this on rate rise fears or low volume days; see volatility in APTS and IRT on some days over past few months. Any thoughts on large rise on short volume?
    Aug 18, 2015. 11:08 AM | 1 Like Like |Link to Comment
  • Ebix: Digging Through Piles Of Old Dirt [View article]
    CEO and the Rennes Foundation continue to buy and remove float. Good site to track these things.

    http://bit.ly/1JgJe96

    So I'd like to know what happens as Ebix buys more shares on the open market, Barrington Capital and the Rennes Foundation keep their big positions. 1-2 more real solid quarters and the stock price could easily drift up to mid $40s. Then how the heck are shorts going to cover? Could get very interesting for us longs.

    Curious as to whether people can still find shares to borrow for shorting and what the cost is. Has to be very expensive. Margin calls coming for shorts very soon.
    Aug 14, 2015. 07:29 AM | 1 Like Like |Link to Comment
  • Ebix: Digging Through Piles Of Old Dirt [View article]
    CEO just purchased 5,000 shares on open market today. NOT a low price option exercise. Going to be a lot more pain for shorts.
    Aug 13, 2015. 07:01 PM | 2 Likes Like |Link to Comment
  • Ebix's (EBIX) CEO Robin Raina on Q2 2015 Results - Earnings Call Transcript [View article]
    CEO just purchased 5,000 shares on open market today. NOT a low price option exercise. Going to be a lot more pain for shorts.
    Aug 13, 2015. 07:01 PM | 1 Like Like |Link to Comment
  • Ebix: Digging Through Piles Of Old Dirt [View article]
    Looks like the shorts found some unheard of "firm" to come out today and downgrade Ebix to Underperform from Neutral. Never heard of Tigress Financial but to say this cash generating machine is an "Underperform" is one of the stupidest things I have read. Fortunately, I know the game the analysts play. Watch Barrington get some additional funds or hedgies to go long and generate a massive short squeeze.

    Ignore the FUD. This is going a lot higher
    Aug 11, 2015. 02:40 PM | 3 Likes Like |Link to Comment
  • New Residential Investment Corp. Is Now On Sale [View article]
    With all due respect, this author was pumping oversold and misunderstood MEMP for the past three month. His June 23 article was uber bullish when MEMP was $15.51. Then again on July 27, the author publishes a bullish MEMP article when MEMP was $11.06. Today MEMP is $7.40.

    There are a lot of complicated undercurrents in this market and we could be in for a correction. It is difficult to say anything is a solid buy at this stage IMO. Also, what are the chances that the majority of pros misunderstand NRZ and it is only upside from here. Sold on that spike to $17ish earlier in the year and will re-buy again but keeping dry powder now for the potential big down day(s). More risk than reward in the markets right now.
    Aug 11, 2015. 01:49 PM | 1 Like Like |Link to Comment
  • Ebix: Digging Through Piles Of Old Dirt [View article]
    Funny to read some of these perma bears on Twitter talking trash about Ebix and/or Robin Raina. If you don't use Twitter, highly recommend it. Often breaking news and insightful links before it hits mainstream sites.

    This guy Marc Cohodes (@alderLaneeggs) is particularly funny with all his negative posting about Raina. Guess if he missed a 150% move this past year, Marc can sit around exchanging bearish, inaccurate posting with Sam Antar.

    Bears, get over it. Ebix is throwing off a LOT of cash, shrinking float and expanding in all the right areas. Gong to be $45 within 6 months.
    Aug 9, 2015. 08:34 AM | 3 Likes Like |Link to Comment
  • Ebix: Digging Through Piles Of Old Dirt [View article]
    Based on peers and considering the float reduction, this stock should be trading near $45/share. May take a few months to grow into the valuation but it should get there. Guaranteed shorts play games over the coming weeks and jam through a ton of 100 share sell orders trying to shake weak longs and get an opportunity to cover. Very long and I'm not selling any shares.

    Great quarter and the continued float reduction is going to be a real problem for any large shorts to cover.
    Aug 7, 2015. 08:33 AM | 2 Likes Like |Link to Comment
  • Ebix: Digging Through Piles Of Old Dirt [View article]
    Short hedgies who have got killed in this name over past year must be paying this "author" to write an inaccurate article to attempt to stem shorts' losses. This company trades at a discount to peers and is worth a lot more than current price. If bad news was out there, I suspect Robin Raina would be selling some shares-he's sold ZERO shares despite stock being up 150% in past year.

    FWIW, as many know, the SEC does not publicize when they complete a review so any suggestion that there is still an issue with the company is just silly. If the SEC is going to look into anything, it should look into the multiple "short and distort" attempts in 2014.
    Aug 4, 2015. 05:34 PM | 3 Likes Like |Link to Comment
  • Novadaq Technologies misses by $0.05, beats on revenue [View news story]
    Like this story-huge revenue growth. They're investing money to grow the top line so the EPS miss should not be an issue. I keep hearing that a large medical technology company is going to buy these guys guess we'll have to wait
    Jul 28, 2015. 05:11 PM | 1 Like Like |Link to Comment
  • General Electric EPS in-line, beats on revenue [View news story]
    Street insider says 3 cent beat

    http://bit.ly/1TGJW0V
    Jul 17, 2015. 06:47 AM | Likes Like |Link to Comment
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