bobbyjoe

116 Comments

    • ON: Fri Aug 22nd 12:47 PM
      Commented on:
      IAC/InterActiveCorp Q2 2008 Earnings Call Transcript
      Did a monkey type this transcript?

      There are more "[ph]"'s and all together wrong words than I've ever seen in a transcript before.
      View article »
    • ON: Wed Apr 2nd 00:47 AM
      Commented on:
      Under The Radar News - Tuesday
      Soros Video:

      news.bbc.co.uk/1/hi/he...
      View article »
    • ON: Sun Mar 23rd 01:28 AM
      Commented on:
      Will Credit Market Flight to Safety Boost Stock Prices?
      Another useless SA article.
      View article »
    • ON: Mon Feb 25th 21:43 PM
      Commented on:
      Shorting the Homebuilders as Their Stocks Surge
      Everyone thinks they are right. Half of you will be. Congrats.

      None of us knows where the market is going. I just like to get time on my side and average down with a safer index rather than individual stocks that might go to zero.

      If I have a specific view and am confident in it then I will take a specific position in a company. But I don't see any level of analysis here that convinces me that anyone is much more likely to be right than a coin is likely to land on heads.

      Isn't time better spent looking at the value of individual builders rather than guessing at which direction the market is going?
      View article »
    • ON: Mon Jan 28th 00:33 AM
      Commented on:
      Uncovering Apple's Missing 2M iPhones
      Why can't people accept that it is unknowable?

      All the numbers in the world can't solve a problem when the numbers are based on estimates that are based on little-to-no information.

      There is a tremendous amount if useless speculation on this point. Consider it unknowable, and uncertainty, and dedicate your time to a problem that can actually be solved.
      View article »
    • ON: Fri Jan 25th 19:58 PM
      Commented on:
      Murdoch: WSJ.com Will Stay Subscription-Based
      Source?
      View article »
    • ON: Mon Jan 21st 17:33 PM
      Commented on:
      6 Reasons the Market Should Bounce Here
      Nonsense. I will never get that 2 mins of my life back. Thanks SA.
      View article »
    • ON: Sat Dec 22nd 23:29 PM
      Commented on:
      After You Buy, It'll Always Go Lower ('The Dick Davis Dividend' Book Excerpt)
      If stocks always go lower when you buy, then you'd always make money if you shorted instead of going long, and buying back once the stock went down (after all, they always go down).

      What a bizarre comment. I see what his point is but his statement that stocks always go lower is absurd.
      View article »
    • ON: Sat Dec 8th 18:39 PM
      Commented on:
      Fed Can't Engineer Business Cycles Away
      Nobody is claiming that the Fed is trying to "engineer business cycles away"

      I don't really know what your point is.

      There could be a surprise, or not.

      I feel like I just lost brain cells.
      View article »
    • ON: Sat Dec 8th 18:33 PM
      Commented on:
      Has NexCen Found a Winning Concept For Athlete's Foot Stores?
      An question and 2 pictures. Hardly print-worthy.
      View article »
    • ON: Thu Nov 8th 18:27 PM
      Commented on:
      Doubling Down on Continued Weakness in Real Estate, Financials
      Well done. I disagree but that's why markets exist.

      Apologies for coming across harsh.
      View article »
    • ON: Thu Nov 8th 17:06 PM
      Commented on:
      Doubling Down on Continued Weakness in Real Estate, Financials
      "...exasperates the inevitable"

      You mean "exacerbates,&quo... which means to "increase the severity."

      And it's not really "doubling down" that you are advocating here.

      When did you put this trade on? You would have made a shitload if you did it before this week's tumble but somehow I don't think you did.
      View article »
    • ON: Sun Nov 4th 11:43 AM
      Commented on:
      Four Suggestions To Save Sprint
      There's a reason bloggers don't advise the Board.
      View article »
    • ON: Wed Oct 31st 17:13 PM
      Commented on:
      Is Smallcap Short-Interest Losing Relevance?
      Sounds like you started with a hypothesis then found supporting evidence, rather than looking for alternative explanations or contradictory evidence.
      View article »
    • ON: Sun Aug 19th 21:48 PM
      Commented on:
      Boo-yah! Barron's Shorts Cramer
      You miss the point.

      The calls are screened. I have NEVER heard a pissed-off person call the show. I have never heard anyone call the show who bashed Cramer.

      You are very naive if you don't think the calls are screened. The question becomes to what extent they are screened. And I believe they screen them to make Cramer look better than he is, by getting more people saying "thank you" than "I lost money."
      View article »
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