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joker

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  • J.C. Penney (JCP +3.6%) is in worse shape than three months ago, Gilford says in a caustic note to clients today. Firm sees no reason for bullishness: "No work was being done to prepare for new shops in stores we visited in January and yesterday... Is Valentine's Day coming? One wouldn't know it at JCP." [View news story]
    BTW, who is this Gilford dude anyway?
    Feb 5 03:05 PM | Likes Like |Link to Comment
  • J.C. Penney (JCP +3.6%) is in worse shape than three months ago, Gilford says in a caustic note to clients today. Firm sees no reason for bullishness: "No work was being done to prepare for new shops in stores we visited in January and yesterday... Is Valentine's Day coming? One wouldn't know it at JCP." [View news story]
    'Is in worse shape than three months ago', and stock price shoot up more than 5% today.

    Something definitely is not right in this picture. Wondering which one...
    Feb 5 03:04 PM | 1 Like Like |Link to Comment
  • J.C. Penney (JCP) is asking manufacturers to artificially inflate prices on merchandise so that the retailer can tag the items with its "lower" prices, according to inside sources. Though it can't be the first time in retail the trick has been pulled, it still smacks of desperation as JCP looks to turn around its vanishing same-store sales. [View news story]
    where is this news source? Don't you know that a MSRP - manufacturer suggested retail price - applies to every retailer who carries the goods? So implying only JCP asks and benefits from whatever strategy you imagined is ridiculous!!!
    Jan 24 12:33 PM | Likes Like |Link to Comment
  • Deutsche Bank's David Bianco lists his 30 favorite big-cap stocks, each with a P-E ratio on 2013 EPS below 18 and EPS growth above 5%: DD, APD, MSFT, INTC, IBM, ACN, GOOG, APH, EMC, AAPL, QCOM, ITW, ROK, UTX, HON, GD, ALL, C, USB, PNC, SLB, HAL, CAM, BHI, LYB, DIS, VIAB, NWSA, CBS, MCD[View news story]
    LOL.. Definitely looks like so.
    Jan 23 02:14 PM | Likes Like |Link to Comment
  • J.C. Penney Store Leaders Give Positive Feedback On Q4 Sales [View article]
    Great job! THanks for collecting and compiling those facts, even they are 'anecdotal'. Much better and useful than those lazy analysts' dumb extrapolations of past points. They obviously don't know what 'transformational' means.
    Jan 17 06:24 PM | 1 Like Like |Link to Comment
  • J.C. Penney Q3 Earnings Likely To Disappoint On Friday [View article]
    Quite informative. Nice information.

    I would say JCP is bottoming around here. After tomorrow, if no surprise, better to increase positions!
    Nov 8 12:33 PM | 1 Like Like |Link to Comment
  • The Marcellus Shale Time Bomb Is Ticking [View article]
    Just a little (off base)? I would say by a mile.
    Oct 25 06:13 PM | Likes Like |Link to Comment
  • The Marcellus Shale Time Bomb Is Ticking [View article]
    Let me ask two questions:

    1. If those 'marginal', small producers as said have not been counted by EIA survived the brutal year of 2012. do you think they want to stick their heads out and try it one more time - by bringing more gas into market?

    2. If there is scant pipelines in Marcellus to transport NatGas, how do you think those will-be ramped-up NatGas get into markets?
    Oct 25 04:59 PM | Likes Like |Link to Comment
  • Addressing his troops, Bank of America (BAC) CEO Moynihan declares victory on the issue of building a "fortress balance sheet,"  and now will turn his attention to returning capital to investors. A "Mission Accomplished" moment? Moynihan may be speaking too soon, says FBR's Paul Miller, saying the costs from bad mortgages and litigation remain an unknown. [View news story]
    It may remain an unknown to you, 'Pal', that is because you are not in the position to know - isn't that obvious?

    On the other hand, Mr. Moynihan has a better seat and much better view. That is why he can say it's time to return capital to investors, while you probably need a year or so to figure thing out?

    LOL
    Oct 23 12:22 PM | 3 Likes Like |Link to Comment
  • "The fundamentals haven't changed, but the prices certainly have," says fund manager Mark Egan, explaining why he recently sold Bank of America (BAC) bonds yielding 3% that he had picked up last year when they were yielding 8%. He notes the great balance sheets of the financials mean good times for bondholders, but not so much for the owners of the common stock.
      [View news story]
    So 8% yield is bad, now 3% is good - all from a same entity. What kind of dumb logic is that?

    And a great balance sheet is NOT good for common stock? Do you know all the reason the BAC stock came down so low is mostly due to investor's worry about B/S, esp more capital raising? Now the B/S is bullet-proof, and you said it's bad for investors. Is this guy insane or totally stupid?
    Oct 22 03:02 PM | 1 Like Like |Link to Comment
  • No Country For J.C. Penney [View article]
    I would bet JCP will rise meaningfully from here, and I put my money where my mouth is :-)

    As a side bet, any of you bet JCP going down want to take a bet? HOw much you're waging - let me know and we'll find a bookie to manage the pot.
    Sep 26 12:10 PM | 2 Likes Like |Link to Comment
  • JC Penney: A Turn-Around Story With Balance Sheet Protection [View article]
    JCP open Disney Children's boutiques? where do you get that information?
    Sep 19 01:19 PM | 1 Like Like |Link to Comment
  • JC Penney: A Turn-Around Story With Balance Sheet Protection [View article]
    Could you elaborate more on the hidden $11 billion 'replacement value' for JCP's retail space? What are these - JCP's real estate market value? if so, does it have mortgage on them, and how much? If not real estate value alone, what else?

    Thank you very much.
    Sep 17 12:25 PM | 2 Likes Like |Link to Comment
  • J.C. Penney - Not Buying The Transformation [View article]
    Yeah, you must get paid for writting such nonsense. Should ask Seeking Alpha to change its pay strategy.

    Anyway, if even youself admit you don't understand a thing, the best strategy is to keep quite. Unless of course, you can make money out of nonsense.
    Aug 27 08:31 PM | Likes Like |Link to Comment
  • Cheniere Energy, The Company Of The Future, Is Falling Quickly In The Present [View article]
    Are you sure that is what the existing LNG contract(s) dictate, that 'receive btw $2.25 - 3.00 ... wether the terminal runs, or just sits there'? Did you read the full content of their contracts?

    Also only that guaranteed amounts only accounts for like $2.190 billion per year (revenue). That does not sounds like a huge amount given the size of the co.

    Just wondering and searching for more info...
    Jun 4 02:22 PM | 2 Likes Like |Link to Comment
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