Seeking Alpha


Send Message
View as an RSS Feed
View Jolly_Rancher's Comments BY TICKER:
Latest  |  Highest rated
  • Even At $16, Lumber Liquidators Can Keep Falling [View article]
    It did fall a little after this article, but I hope you covered your short. I sold of my best performers for the year.
    Oct 9, 2015. 01:39 PM | 1 Like Like |Link to Comment
  • OvaScience Is A Stock Poised For Ample Growth [View article]
    Maybe. A biotech with three decent products in the pipeline and a management that can turn on the pump machine selling for $200-400 million market cap and having $5 cash. Toss with insider buying. The wheels on the biotech bus go round and round...didn't someone say that somewhere?
    Oct 8, 2015. 08:28 AM | Likes Like |Link to Comment
  • OvaScience Is A Stock Poised For Ample Growth [View article]
    This the the nature of biotech. Take the gift when it's given to you.
    Oct 5, 2015. 04:24 PM | Likes Like |Link to Comment
  • Bullard: Fed still needs to hike [View news story]
    The Fed likes to fight yesterday's battles. In this case, Bullard is fighting battles from the 1970s. Does he really think this economy could support inflation with weak wages and weak exports? He's a little too confident considering his past record of predicting the economy has been horrendous. He needs to crawl under a rock.
    Oct 2, 2015. 03:06 PM | Likes Like |Link to Comment
  • Hilsenrath: Jobs report shouldn't affect rate hike plan [View news story]
    Looks like Hilsenrath's book is deep under water. Swimming naked is okay as long as you think you're wearing a bathing suit.
    Oct 2, 2015. 12:48 PM | 1 Like Like |Link to Comment
  • OvaScience Is A Stock Poised For Ample Growth [View article]
    I'm getting closer to buying OVAS, but one more question. What is the incentive for IVF clinics to adopt Augment when most of the profits go to OVAS? Seems like OVAS is asking IVF clinics to substitute a much less profitable Augment cycle for a highly profitable 3-4 average cycles. I see the market for OVAS equipment sales, if that were the case, to IVF clinics. But I don't see the incentive for a drop in replacement for personnel and service. If you were running an IVF clinic, would you allow OVAS to come in with its own personnel and equipment and take over first line IVF? I would think OVAS would have to start it's own clinics and compete.
    Sep 29, 2015. 11:45 AM | Likes Like |Link to Comment
  • OvaScience Is A Stock Poised For Ample Growth [View article]
    I'm having a difficult time understanding why Augment cannot be duplicated by anyone capable of cytoplasm transfer which has been around a long time. Just because the cytoplasm comes from stem cells instead of donors doesn't make it any more difficult to reproduce. Thanks.
    Sep 14, 2015. 09:09 PM | 1 Like Like |Link to Comment
  • Insiders Signaling More Upside In Amtech [View article]
    Seems like a cheap valuation at $5.0. I bought a few. Will buy more if a few key insiders buy, like a CFO or SVP.
    Aug 27, 2015. 10:39 AM | Likes Like |Link to Comment
  • 10 Dividend Growth Stocks For Your Retirement Portfolio's Aggregate Yield 4.3%: Part 2 [View article]
    "I don't need to ask what DGI enthusiasts get out of writing and praising these articles."

    Indeed I think you should ask what they get out of it. Most of these DGI articles are simply cloaked pump jobs for REITS, BDCs and MLPs. Notice how most of these DGI stock lists are comprised of top blue chip stocks like PG which are supposed to lend credence by association to a low grade investment like DLR.
    Aug 26, 2015. 02:06 PM | Likes Like |Link to Comment
  • Retail Investors' Flipping Offers A Compelling Entry Point Into SunEdison Semiconductor [View article]
    SEMI is too leveraged for my liking but I decided that it was worth the gamble at $13.15 today. If what we are experiencing in the world economy shall be called a smooth landing rather than the beginning of a recession, SEMI stock should roar back to new highs within a year. If not, bad timing on my part.
    Aug 19, 2015. 01:19 PM | Likes Like |Link to Comment
  • Gundlach: You don't hike rates with junk bonds at 4-year low [View news story]
    I think what JG is asking is, "Where's the punch bowl?"
    Aug 18, 2015. 04:11 PM | 2 Likes Like |Link to Comment
  • St. Louis Fed official takes on Bernanke-era memes [View news story]
    The Fed can "normalize" rates. They can go back to speaking circumlocutions and enigmas. But they cannot convince investors that ours is a normal healthy economy, especially with market inflation expectations falling and risk spreads widening.
    Aug 18, 2015. 03:52 PM | 6 Likes Like |Link to Comment
  • Even At $16, Lumber Liquidators Can Keep Falling [View article]
    I'm beginning to nibble at $13.50
    Aug 5, 2015. 01:31 PM | 3 Likes Like |Link to Comment
  • Time To Start Looking For A Bottom On International Shipholding [View article]
    Check out the street view 864 S Peters St, New Orleans, LA which cost $3.5 million. Looks like they are actually building a parking garage for a hundred people. The 10Q states that they are presently abandoning their lease in Mobile and may be on the hook for $3.5 million and are moving 100 office employees to temporary location in New Orleans. In return they get $10.27 million economic incentives from the state of Louisiana, probably income tax credits which they can sell immediately. So the move will end up costing about $5-7 million. Are we still looking for a bottom or is this really bottomless?
    Aug 3, 2015. 12:07 PM | 1 Like Like |Link to Comment
  • TAL International: Current Decline Reaching An Outrageous Point [View article]
    I think it would be appropriate to mention the gorilla in the room: China. If the Chinese economy unravels, it would not be unreasonable to expect trade to lock up globally and cause TAL to earn significantly less than $3.00. Commodity prices and shipping stocks are suggesting this is a highly probable event.
    Aug 1, 2015. 06:59 PM | 3 Likes Like |Link to Comment